Mitsui & Co., Ltd.

Report azionario TSE:8031

Capitalizzazione di mercato: JP¥16.1t

Mitsui Crescita futura

Criteri Future verificati 1/6

Mitsui prevede che gli utili e i ricavi cresceranno rispettivamente di 5% e 2.3% all'anno. Si prevede che l'EPS crescerà di 6.2% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 10.7% in 3 anni.

Informazioni chiave

5.0%

Tasso di crescita degli utili

6.20%

Tasso di crescita dell'EPS

Trade Distributors crescita degli utili6.7%
Tasso di crescita dei ricavi2.3%
Rendimento futuro del capitale proprio10.66%
Copertura analitica

Good

Ultimo aggiornamento01 May 2026

Aggiornamenti recenti sulla crescita futura

Mitsui & Co., Ltd. Just Missed Earnings - But Analysts Have Updated Their Models

Feb 06
Mitsui & Co., Ltd. Just Missed Earnings - But Analysts Have Updated Their Models

Mitsui & Co., Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Nov 07
Mitsui & Co., Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Recent updates

8031: Share Buybacks And Earnings Outlook Will Support Bullish View

The analyst price target for Mitsui has moved from about ¥4,762 to roughly ¥6,437. Analysts cite updated assumptions for revenue growth, profit margins and future P/E levels as the basis for this revised view.

8031: Elevated P/E And Modest Margin Assumptions Will Sustain Downside Risk

Analysts have reiterated a ¥4,190 price target for Mitsui, with the unchanged level reflecting updated views on a slightly higher discount rate, adjusted revenue growth assumptions, a modestly lower profit margin, and a marginally higher future P/E multiple. What's in the News Mitsui updated on its share buyback program, completing the repurchase of 41,075,000 shares, representing 1.43% of shares, for ¥199,999.9 million under the buyback announced on November 5, 2025.

8031: Elevated P/E And Earnings Guidance Will Sustain Downside Risk

Analysts have maintained Mitsui's price target at ¥4,190, noting only modest adjustments to their assumptions, including a slightly lower discount rate, marginally higher expectations for revenue growth and profit margins, and a small revision to the future P/E multiple. What's in the News Mitsui completed a share buyback program announced on November 5, 2025, repurchasing a total of 41,075,000 shares (representing 1.43% of shares) for ¥199,999.9 million across tranches ending December 31, 2025 and March 19, 2026.

8031: Elevated Future P/E And Earnings Guidance Will Sustain Downside Risk

Analysts have kept Mitsui's fair value estimate steady at ¥4,190. Only small adjustments to the discount rate, revenue growth, profit margin assumptions and future P/E expectations are guiding this unchanged price target.

8031: Higher P/E Expectations Will Sustain Downside Risk Despite Buybacks

Analysts have raised their price target on Mitsui from ¥3,560 to ¥4,190, citing updated assumptions for revenue, profit margins, discount rate and future P/E that together suggest a higher assessed fair value. What's in the News Mitsui issued consolidated earnings guidance for the full year ending March 31, 2026, targeting profit attributable to owners of parent of ¥820,000m, or ¥286.26 per basic share (corporate guidance).

8031: Earnings Outlook, Buybacks And Governance Will Shape Balanced Future Returns

Analysts have lifted their price target for Mitsui from ¥5,602.88 to ¥5,900, citing updated assumptions for revenue growth, profit margin, discount rate, and future P/E that refine their overall view of the shares. What's in the News Mitsui issued consolidated earnings guidance for the full year ending March 31, 2026, with profit attributable to owners of parent projected at ¥820,000m, or ¥286.26 per basic share (corporate guidance).

Mitsui & Co., Ltd. Just Missed Earnings - But Analysts Have Updated Their Models

Feb 06
Mitsui & Co., Ltd. Just Missed Earnings - But Analysts Have Updated Their Models

Mitsui (TSE:8031) Has Announced That It Will Be Increasing Its Dividend To ¥60.00

Feb 05
Mitsui (TSE:8031) Has Announced That It Will Be Increasing Its Dividend To ¥60.00

8031: Buybacks, Dividend Payouts And New CFO Will Support Balanced Outlook

Analysts have raised their fair value estimate for Mitsui from ¥4,487.69 to ¥4,762.31, citing updated assumptions on discount rates, long term revenue growth, profit margins, and future P/E levels. What's in the News Mitsui plans to appoint Makoto Tanaka as Chief Financial Officer on April 1, 2026, with current CFO Tetsuya Shigeta stepping down from the role and remaining as a Director from that date (company announcement).

8031: Future Buybacks And Earnings Outlook Will Still Point To Downside Risk

Analysts now see Mitsui’s fair value at ¥3,560 per share, up from ¥2,860, pointing to slightly softer expected revenue contraction, a modestly higher profit margin and a higher assumed future P/E multiple alongside a lower discount rate in their updated work. What's in the News Mitsui plans to appoint Makoto Tanaka as Chief Financial Officer on April 1, 2026, with current CFO Tetsuya Shigeta moving to a Director role on the same date (Executive Changes).

Mitsui's (TSE:8031) Shareholders Will Receive A Bigger Dividend Than Last Year

Jan 17
Mitsui's (TSE:8031) Shareholders Will Receive A Bigger Dividend Than Last Year

8031: Earnings Upside And Buybacks Will Drive Stronger Share Performance

Analysts have raised their price target for Mitsui from ¥4,700 to approximately ¥5,600, citing a lower perceived risk profile, slightly stronger long term profitability, and a higher expected future valuation multiple. What's in the News Mitsui agreed a Memorandum of Understanding with AM Green to explore strategic collaboration and potential investment across the green aluminum value chain, supporting what is described as the world's first integrated green aluminum production platform powered by renewable energy (Key Developments).

Mitsui's (TSE:8031) Dividend Will Be Increased To ¥60.00

Jan 01
Mitsui's (TSE:8031) Dividend Will Be Increased To ¥60.00

8031: Buybacks And Dividend Increases Will Support Balanced Outlook Ahead

Analysts have raised their price target on Mitsui modestly to approximately ¥4,490 from about ¥4,440, citing slightly lower discount rate assumptions and marginally improved expectations for long term revenue growth, profit margins, and future valuation multiples. What's in the News Mitsui has launched a large scale share repurchase program of up to 40,000,000 shares (2.77% of its issued capital) for up to ¥200 billion, with all repurchased shares to be cancelled.

Mitsui (TSE:8031) Is Increasing Its Dividend To ¥60.00

Dec 18
Mitsui (TSE:8031) Is Increasing Its Dividend To ¥60.00

8031: Buybacks And Dividend Policy Will Support Measured Outlook Going Forward

Analysts have raised their price target on Mitsui, lifting fair value by roughly ¥360 per share to about ¥4,440, citing modestly higher expectations for revenue growth, profit margins, and future valuation multiples. What's in the News Mitsui revised its consolidated earnings guidance for the year ending March 31, 2026, lifting expected profit attributable to owners of the parent to JPY 820 billion from JPY 770 billion, or JPY 285.24 per basic share (Corporate guidance).

Mitsui (TSE:8031) Has Announced That It Will Be Increasing Its Dividend To ¥60.00

Dec 04
Mitsui (TSE:8031) Has Announced That It Will Be Increasing Its Dividend To ¥60.00

8031: Share Buyback Program And Institutional Interest Will Shape Steady Outlook

Analysts have maintained their price target for Mitsui at ¥4,076, citing steady financial projections and minor adjustments to key valuation assumptions. What's in the News Berkshire Hathaway increased its stake in Mitsui, with the company confirming the change but not stating a new percentage (Reuters).

Earnings Troubles May Signal Larger Issues for Mitsui (TSE:8031) Shareholders

Nov 12
Earnings Troubles May Signal Larger Issues for Mitsui (TSE:8031) Shareholders

Mitsui & Co., Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Nov 07
Mitsui & Co., Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

8031: Future Developments Will Reflect Steady Performance and Heightened Institutional Interest

Narrative Update on Mitsui: Analyst Price Target Revision Analysts have raised their price target for Mitsui from ¥4,010 to approximately ¥4,077. This revision is based on adjustments to discount rates and expected margins, which more than offset slightly lowered revenue growth projections.

Confidence From Global Investors And Low-Carbon Focus Will Shape Cleaner Energy Future

Analysts have maintained Mitsui's fair value estimate at ¥4,010, citing stable underlying financial metrics and minor changes to their revenue growth and profitability assumptions. What's in the News Berkshire Hathaway increased its stake in Mitsui & Co., solidifying confidence from major international investors (Reuters).

LNG And Low-Carbon Ammonia Investments Will Power Cleaner Energy Future

Narrative Update: Mitsui Analyst Price Target Revised Upward Analysts have raised Mitsui's price target from ¥3,881.82 to ¥4,010.00. They cite improvements in profit margin and a slightly lower discount rate as key factors supporting the upward revision.

LNG And Low-Carbon Ammonia Investments Will Power Cleaner Energy Future

Mitsui’s analyst price target saw only a marginal increase, supported by stable discount rate and net profit margin assumptions, resulting in a new fair value of ¥3,882. What's in the News Berkshire Hathaway has increased its stake in Mitsui & Co., with the change in holding confirmed by Mitsui, though no updated percentage was provided.

Mitsui (TSE:8031) Has Announced That It Will Be Increasing Its Dividend To ¥55.00

Sep 15
Mitsui (TSE:8031) Has Announced That It Will Be Increasing Its Dividend To ¥55.00

LNG And Low-Carbon Ammonia Investments Will Power Cleaner Energy Future

Despite a notable decrease in consensus revenue growth forecasts, Mitsui's consensus price target has been revised upward from ¥3,618 to ¥3,823, likely reflecting improved market sentiment and a higher future P/E multiple. What's in the News Berkshire Hathaway has increased its stake in Mitsui & Co, though the specific ownership percentage was not disclosed by the company (Reuters).

LNG And Low-Carbon Ammonia Investments Will Power Cleaner Energy Future

Mitsui's consensus Analyst Price Target saw a marginal increase to ¥3618, with valuation metrics such as Future P/E and Net Profit Margin remaining largely unchanged, indicating little shift in the company's perceived fair value. What's in the News Mitsui & Co. is participating as a partner in a consortium, led by BHP, that is investigating carbon capture utilization and storage (CCUS) opportunities across China, alongside major industry players such as ArcelorMittal Nippon Steel India, JSW Steel, Hyundai Steel, and Chevron (Bloomberg).

Mitsui (TSE:8031) Will Pay A Larger Dividend Than Last Year At ¥55.00

Aug 08
Mitsui (TSE:8031) Will Pay A Larger Dividend Than Last Year At ¥55.00

Mitsui's (TSE:8031) Upcoming Dividend Will Be Larger Than Last Year's

Jul 24
Mitsui's (TSE:8031) Upcoming Dividend Will Be Larger Than Last Year's

Mitsui's (TSE:8031) Dividend Will Be Increased To ¥55.00

Jul 10
Mitsui's (TSE:8031) Dividend Will Be Increased To ¥55.00

A Look At The Intrinsic Value Of Mitsui & Co., Ltd. (TSE:8031)

Jun 13
A Look At The Intrinsic Value Of Mitsui & Co., Ltd. (TSE:8031)

Here's Why Mitsui (TSE:8031) Has A Meaningful Debt Burden

May 29
Here's Why Mitsui (TSE:8031) Has A Meaningful Debt Burden

Why Mitsui's (TSE:8031) Shaky Earnings Are Just The Beginning Of Its Problems

May 11
Why Mitsui's (TSE:8031) Shaky Earnings Are Just The Beginning Of Its Problems

Mitsui & Co., Ltd. (TSE:8031) Just Released Its Yearly Earnings: Here's What Analysts Think

May 04
Mitsui & Co., Ltd. (TSE:8031) Just Released Its Yearly Earnings: Here's What Analysts Think
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Investments In Healthcare And LNG Fuel Growth Amid Shrinking Margins And Geopolitical Risks

Investments in growth areas like LNG and healthcare are key revenue drivers, enhancing long-term profitability and earnings stability.

Previsioni di crescita degli utili e dei ricavi

TSE:8031 - Stime future degli analisti e dati finanziari passati (JPY Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
3/31/202915,100,600955,000755,0001,105,0002
3/31/202815,026,454996,681709,2611,112,67010
3/31/202715,260,000900,000603,9921,071,5491
3/31/202614,436,586835,745137,0761,088,58811
12/31/202514,035,595860,122-371,347724,090N/A
9/30/202514,089,918912,288494,121850,471N/A
6/30/202514,122,649815,879662,991994,647N/A
3/31/202514,662,620900,342671,3711,017,518N/A
12/31/202414,309,762989,447630,640956,153N/A
9/30/202414,279,3211,019,210675,255993,681N/A
6/30/202414,015,7251,086,944455,111783,012N/A
3/31/202413,324,9421,063,684569,648864,419N/A
12/31/202313,268,3591,016,250854,3661,129,245N/A
9/30/202313,260,0251,047,787943,0391,203,663N/A
6/30/202313,735,0021,108,480896,4541,133,430N/A
3/31/202314,306,4021,130,630819,4721,047,537N/A
12/31/202214,204,6451,122,253828,2211,047,769N/A
9/30/202213,765,1751,049,196606,857810,110N/A
6/30/202212,820,056998,458715,267908,526N/A
3/31/202211,757,559914,722621,371806,896N/A
12/31/202110,859,096769,777448,904629,269N/A
9/30/20219,721,360630,064520,042699,016N/A
6/30/20218,822,896464,165607,883787,963N/A
3/31/20218,010,235335,458557,006772,696N/A
12/31/20209,030,709255,374389,170641,955N/A
9/30/20208,777,968267,384289,611580,535N/A
6/30/20208,696,383329,034254,470562,537N/A
3/31/20208,484,130391,513238,537526,376N/A
12/31/20197,138,544399,223149,575436,068N/A
9/30/20197,155,418425,498N/A575,690N/A
6/30/20197,034,445420,837N/A403,934N/A
3/31/20196,957,524414,215N/A410,670N/A
12/31/20186,252,108391,713N/A512,138N/A
9/30/20185,711,458403,042N/A553,773N/A
6/30/20185,266,688426,137N/A485,498N/A
3/31/20184,892,149418,479N/A553,645N/A
12/31/20174,841,203452,637N/A586,104N/A
9/30/20174,725,866422,466N/A492,570N/A
6/30/20174,525,658355,747N/A567,464N/A
3/31/20174,363,969306,136N/A404,171N/A
12/31/20164,261,35512,485N/A406,177N/A
9/30/20164,293,998-92,074N/A334,578N/A
6/30/20164,495,976-119,202N/A452,353N/A
3/31/20164,759,694-83,410N/A586,991N/A
12/31/20154,912,066186,513N/A572,788N/A
9/30/20155,155,193214,471N/A591,822N/A
6/30/20155,318,093275,621N/A683,952N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di 8031 ( 5% all'anno) è superiore al tasso di risparmio ( 0.7% ).

Guadagni vs Mercato: Si prevede che gli utili di 8031 ( 5% all'anno) cresceranno più lentamente rispetto al mercato JP ( 10.1% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di 8031 cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di 8031 ( 2.3% all'anno) crescerà più lentamente rispetto al mercato JP ( 6% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di 8031 ( 2.3% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di 8031 sarà basso tra 3 anni ( 10.7 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/01 07:01
Prezzo dell'azione a fine giornata2026/05/01 00:00
Utili2025/12/31
Utili annuali2025/03/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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; abbiamo anche guide su come utilizzare i nostri report e 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

Mitsui & Co., Ltd. è coperta da 25 analisti. 12 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.

AnalistaIstituzione
Kazuhisa MoriBarclays
Takashi EnomotoBofA Global Research
Chika FukumotoCitigroup Inc