ITOCHU (8001) Panoramica del titolo
ITOCHU Corporation è impegnata nel commercio e nell'importazione/esportazione di vari prodotti in tutto il mondo. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 4/6 |
| Crescita futura | 1/6 |
| Prestazioni passate | 3/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 5/6 |
Premi
Analisi del rischio
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8001 Community Fair Values
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Analyst Price Targets
Concorrenti di ITOCHU Corporation
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | JP¥1,847.50 |
| Massimo di 52 settimane | JP¥2,286.50 |
| Minimo di 52 settimane | JP¥1,448.80 |
| Beta | 0.55 |
| Variazione di 1 mese | -5.21% |
| Variazione a 3 mesi | -8.72% |
| Variazione di 1 anno | 22.72% |
| Variazione a 3 anni | 63.67% |
| Variazione a 5 anni | 182.49% |
| Variazione dall'IPO | 1,299.62% |
Notizie e aggiornamenti recenti
Articolo di analisi • 22h
ITOCHU's (TSE:8001) Profits May Not Reveal Underlying Issues
ITOCHU Corporation ( TSE:8001 ) just released a solid earnings report, and the stock displayed some strength. While the...
Aggiornamento della narrazione • Jun 18
8001: Battery Materials Rollout And E Waste Push Will Support Re Rating
The analyst price target for ITOCHU has been adjusted slightly lower to ¥2,416.92 from ¥2,457.69, with analysts citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E estimates as the key drivers of the change. What’s in the News for ITOCHU Nanoramic, Inc.Aggiornamento della narrazione • Jun 04
8001: Battery Materials And E Waste Expansion Will Support Future Re Rating
Analysts have slightly trimmed their fair value estimate for ITOCHU to around ¥2,458. This reflects small adjustments to discount rate, revenue growth, profit margin and future P/E assumptions in their updated models.Recent updates
Articolo di analisi • 22h
ITOCHU's (TSE:8001) Profits May Not Reveal Underlying Issues
ITOCHU Corporation ( TSE:8001 ) just released a solid earnings report, and the stock displayed some strength. While the...Aggiornamento della narrazione • Jun 18
8001: Battery Materials Rollout And E Waste Push Will Support Re Rating
The analyst price target for ITOCHU has been adjusted slightly lower to ¥2,416.92 from ¥2,457.69, with analysts citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E estimates as the key drivers of the change. What’s in the News for ITOCHU Nanoramic, Inc.Aggiornamento della narrazione • Jun 04
8001: Battery Materials And E Waste Expansion Will Support Future Re Rating
Analysts have slightly trimmed their fair value estimate for ITOCHU to around ¥2,458. This reflects small adjustments to discount rate, revenue growth, profit margin and future P/E assumptions in their updated models.Aggiornamento della narrazione • May 20
8001: Capital Returns And E Waste Expansion Will Support Future Re Rating
The analyst price target for ITOCHU has shifted modestly higher from ¥2,452.31 to ¥2,476.92, as analysts factor in updated assumptions for revenue growth, profit margin and future P/E, which slightly adjust their view of the stock’s risk and earnings profile. What's in the News Nissin Foods entered into a Master Raw Materials and Products Procurement Agreement with ITOCHU for 2026 to 2028, covering wheat flour and a range of food products supplied on normal commercial terms with market benchmarking for pricing transparency (Key Developments).Aggiornamento della narrazione • Apr 26
8001: Capital Returns And E Waste Venture Will Support Future Re Rating
Analysts have adjusted their fair value estimate for ITOCHU slightly higher from ¥2,429.23 to ¥2,452.31, citing small updates to discount rate assumptions, profit margin forecasts, and the projected future P/E multiple. What's in the News A board meeting is scheduled for April 15, 2026 to consider changes in Audit & Supervisory Board members, indicating upcoming adjustments in governance roles (Key Developments).Aggiornamento della narrazione • Apr 09
8001: Capital Returns And E Waste Venture Will Support Future Re Rating
Analysts have slightly raised their price target on ITOCHU, with fair value moving from ¥2,421.54 to ¥2,429.23, as small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions feed through their models. What's in the News Board meetings are scheduled for February 25 and March 26, 2026, to review and express support for a Tender Offer, including recommendations that shareholders tender Target Company shares and consideration of a capital and business alliance agreement with the Target Company (Key Developments).Aggiornamento della narrazione • Mar 26
8001: Clear Capital Policy And Growth Roadmap Will Support Future Re Rating
Analysts have lifted their price target on ITOCHU to ¥2,422 from ¥2,300, citing updated assumptions that include a slightly higher future P/E and profit margin, along with a fresh Buy initiation and ¥2,500 target from recent Street research that highlights the company’s clear growth strategy and capital policy. Analyst Commentary Bullish Takeaways Bullish analysts point to the clear growth strategy and capital policy as key reasons why ITOCHU screens well on execution quality.Aggiornamento della narrazione • Mar 08
8001: Clear Capital Policies And Growth Roadmap Will Support Balanced Long Term Outlook
Narrative Update on ITOCHU The analyst price target for ITOCHU has been raised from ¥2,246 to ¥2,300. Analysts point to clearer growth plans and capital policies, along with updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E.
Nuova narrazione • Feb 27
Non Resource Consumer Dependence And Execution Risks Will Challenge Long Term Earnings Stability
Catalysts About ITOCHU ITOCHU is a Japanese trading group that focuses on non resource consumer related businesses alongside resource operations. What are the underlying business or industry changes driving this perspective?Aggiornamento della narrazione • Feb 22
8001: Clear Growth Roadmap And Capital Policy Will Support Balanced Long Term Outlook
Analysts have raised the fair value estimate for ITOCHU to ¥2,246 from ¥2,230, citing recent coverage that highlights the company's clearly defined growth plans and capital policy as key supports for a Street price target of ¥2,500. Analyst Commentary Bullish Takeaways Bullish analysts point to the ¥2,500 price target as support for the higher fair value estimate, arguing that clearly articulated growth plans justify some valuation premium within Japan's trading company group.Aggiornamento della narrazione • Feb 08
8001: Clear Growth Roadmap And Capital Policy Will Guide Long Term Outlook
Analysts have modestly raised their price target for ITOCHU to ¥2,230.67 from ¥2,168.33, citing updated assumptions around revenue, profitability, discount rates and future P/E multiples that align with recent positive Street views on the company's growth plans and capital policies. Analyst Commentary Bullish Takeaways Bullish analysts point to the new ¥2,500 price target as support for the view that ITOCHU's current valuation still leaves room for upside if the company follows through on its growth plans and capital policies.Aggiornamento della narrazione • Jan 24
8001: Clear Growth Plans And Capital Policy Will Shape Long Term Outlook
Analysts have lifted their fair value estimate for ITOCHU from ¥2,130 to about ¥2,168 per share, citing more detailed expectations related to long term growth, profitability, and P/E assumptions. These expectations are supported by recent research that outlines clear growth plans and capital policies.Articolo di analisi • Jan 21
These 4 Measures Indicate That ITOCHU (TSE:8001) Is Using Debt Reasonably Well
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Aggiornamento della narrazione • Jan 09
8001: Clear Growth Plans And Capital Policy Will Support Balanced Long Term Outlook
Analysts have trimmed their fair value estimate for ITOCHU from ¥10,175.45 to ¥2,130.33, citing recent Street research that highlights a ¥2,500 price target and an emphasis on the company's clear growth strategy and capital policy among Japan's trading companies. Analyst Commentary Recent Street research coverage provides a clearer view of how analysts are thinking about ITOCHU's long term potential and the risks that could affect the current fair value assumptions.Articolo di analisi • Dec 28
ITOCHU (TSE:8001) Has Announced That It Will Be Increasing Its Dividend To ¥110.00
ITOCHU Corporation's ( TSE:8001 ) dividend will be increasing from last year's payment of the same period to ¥110.00 on...Aggiornamento della narrazione • Dec 15
8001: Uranium Expansion And Buybacks Will Support Stable Long Term Outlook
Narrative Update on Analyst Price Target Analysts have raised their price target on ITOCHU from ¥9,770 to approximately ¥10,175. They cite slightly lower discount rate assumptions, modestly stronger profit margin expectations, and a somewhat higher projected future P/E multiple, which together offset a marginal reduction in long term revenue growth forecasts.Aggiornamento della narrazione • Dec 01
8001: Uranium Project Expansion and Share Buybacks Will Support Steady Outlook
Analysts have raised their price target for ITOCHU from ¥9,735 to ¥9,770, reflecting minor adjustments in growth expectations and valuation metrics. What's in the News ITOCHU, together with Navoiyuran (Uzbekistan) and Orano (France), has expanded its joint venture "Nurlikum Mining" to focus on the industrial development of the "South Djengeldi" uranium deposit in Uzbekistan.Aggiornamento della narrazione • Nov 17
8001: Stable Development and Share Buybacks Will Support Balanced Outlook
Analysts have modestly increased their price target for ITOCHU, raising the estimated fair value from ¥9,696 to ¥9,735. This adjustment is attributed to improved revenue growth projections and a slightly lower discount rate.Articolo di analisi • Nov 13
We Think You Should Be Aware Of Some Concerning Factors In ITOCHU's (TSE:8001) Earnings
Following the solid earnings report from ITOCHU Corporation ( TSE:8001 ), the market responded by bidding up the stock...Aggiornamento della narrazione • Nov 02
8001: Continued Resource Development And Clean Energy Initiatives Will Sustain Balanced Outlook
Analyst Price Target Update for ITOCHU Analysts have maintained their fair value estimate for ITOCHU at ¥9,696. They cite a stable discount rate and future profit expectations as key factors supporting their unchanged outlook.Articolo di analisi • Oct 28
ITOCHU Corporation (TSE:8001) Shares Could Be 28% Above Their Intrinsic Value Estimate
Key Insights The projected fair value for ITOCHU is JP¥7,006 based on 2 Stage Free Cash Flow to Equity ITOCHU is...Aggiornamento della narrazione • Oct 18
Sustainability And Digitalization Will Build Resilient Operations
Narrative Update on ITOCHU: Analyst Price Target Revision Analysts have maintained their fair value estimate for ITOCHU at ¥9,696, with only minimal adjustments to underlying assumptions. They cite steady company fundamentals and sustained profit margins as key factors.Aggiornamento della narrazione • Oct 04
Sustainability And Digitalization Will Build Resilient Operations
Analysts have raised their price target for ITOCHU from ¥9,464 to ¥9,696. They cite modest improvements in revenue growth projections and a slight decrease in the discount rate as key factors supporting their updated outlook.Articolo di analisi • Sep 24
If EPS Growth Is Important To You, ITOCHU (TSE:8001) Presents An Opportunity
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Aggiornamento della narrazione • Sep 19
Sustainability And Digitalization Will Build Resilient Operations
The consensus analyst price target for ITOCHU has increased to ¥9464, primarily reflecting a modest rise in the expected future P/E multiple while revenue growth forecasts remained stable. What's in the News ITOCHU has entered into a Joint Development Agreement with L&T Energy Green Tech Limited to develop and commercialise a 300 KTPA green ammonia project in Gujarat, with plans to offtake ammonia for bunkering in Singapore, supporting both companies' sustainability efforts.Aggiornamento della narrazione • Sep 04
Sustainability And Digitalization Will Build Resilient Operations
With both the consensus future P/E and discount rate holding steady, analysts have made only a marginal upward adjustment in ITOCHU's fair value, increasing the price target from ¥8,977 to ¥9,037. What's in the News ITOCHU has entered a Joint Development Agreement with L&T Energy Green Tech Limited to develop and commercialise a 300 KTPA green ammonia project in Gujarat, supporting clean energy for maritime applications and low-carbon ammonia as marine fuel.Articolo di analisi • Jul 14
Estimating The Intrinsic Value Of ITOCHU Corporation (TSE:8001)
Key Insights The projected fair value for ITOCHU is JP¥6,916 based on 2 Stage Free Cash Flow to Equity With JP¥7,709...Articolo di analisi • Jun 29
Some Confidence Is Lacking In ITOCHU Corporation's (TSE:8001) P/E
With a median price-to-earnings (or "P/E") ratio of close to 13x in Japan, you could be forgiven for feeling...
Nuova narrazione • Nov 24
Decisive Growth In Textiles And Investments Propel Revenue And Enhance Shareholder Value
Strategic growth in textiles and food sectors is expected to enhance revenue and profitability despite market fluctuations.Rendimenti per gli azionisti
| 8001 | JP Trade Distributors | JP Mercato | |
|---|---|---|---|
| 7D | -1.5% | -1.2% | 4.7% |
| 1Y | 22.7% | 52.1% | 46.9% |
Ritorno vs Industria: 8001 ha avuto una performance inferiore rispetto al JP Trade Distributors che ha registrato un rendimento 52.1 % nell'ultimo anno.
Rendimento vs Mercato: 8001 ha avuto una performance inferiore al mercato JP che ha registrato un rendimento 46.9 % nell'ultimo anno.
Volatilità dei prezzi
| 8001 volatility | |
|---|---|
| 8001 Average Weekly Movement | 3.9% |
| Trade Distributors Industry Average Movement | 3.9% |
| Market Average Movement | 4.6% |
| 10% most volatile stocks in JP Market | 9.3% |
| 10% least volatile stocks in JP Market | 2.3% |
Prezzo delle azioni stabile: 8001 non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato JP.
Volatilità nel tempo: La volatilità settimanale ( 4% ) di 8001 è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1858 | 114,570 | Masahiro Okafuji | www.itochu.co.jp |
ITOCHU Corporation è impegnata nel commercio e nell'importazione/esportazione di vari prodotti in tutto il mondo. Il segmento Tessile dell'azienda produce e vende materie prime, filati e tessuti, nonché indumenti, arredi per la casa e materiali industriali, oltre a commerciare in prodotti tessili industriali e lifestyle. Il segmento Machinery si occupa di impianti, ponti, ferrovie e altre infrastrutture; generazione, trasmissione, trasformazione e vendita di energia; acqua, ambiente e rifiuti; commercio navale; energie rinnovabili e alternative; riciclaggio dei rifiuti.
ITOCHU Corporation Riepilogo dei fondamenti
| 8001 statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | JP¥12.91t |
| Utili (TTM) | JP¥900.28b |
| Ricavi(TTM) | JP¥14.82t |
14.3x
Rapporto P/E0.9x
Rapporto P/S8001 è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| 8001 Conto economico (TTM) | |
|---|---|
| Ricavi | JP¥14.82t |
| Costo del fatturato | JP¥12.34t |
| Profitto lordo | JP¥2.48t |
| Altre spese | JP¥1.58t |
| Utili | JP¥900.28b |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 128.80 |
| Margine lordo | 16.73% |
| Margine di profitto netto | 6.07% |
| Rapporto debito/patrimonio netto | 51.1% |
Come si è comportato 8001 nel lungo periodo?
Vedi performance storica e confrontoDividendi
2.4%
Rendimento attuale del dividendo33%
Rapporto di remunerazione8001 paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di 8001| ITOCHU date dei dividendi | |
|---|---|
| Data di stacco del dividendo | Mar 30 2026 |
| Data di pagamento dei dividendi | Jun 22 2026 |
| Giorni fino al dividendo Ex | 83 days |
| Giorni prima della data di pagamento dei dividendi | 1 day |
8001 paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di 8001Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/20 20:07 |
| Prezzo dell'azione a fine giornata | 2026/06/19 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2026/03/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
ITOCHU Corporation è coperta da 27 analisti. 10 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Kazuhisa Mori | Barclays |
| Takashi Enomoto | BofA Global Research |
| Chika Fukumoto | Citigroup Inc |