Sojitz（2768）株式概要
双日株式会社は、総合商社として世界各国で事業を展開しています。 詳細
2768 Community Fair Values
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Analyst Price Targets
Sojitz Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | JP¥5,191.00 |
| 52週高値 | JP¥7,257.00 |
| 52週安値 | JP¥3,446.00 |
| ベータ | 0.67 |
| 1ヶ月の変化 | -16.52% |
| 3ヶ月変化 | -17.82% |
| 1年変化 | 47.43% |
| 3年間の変化 | 69.86% |
| 5年間の変化 | 200.93% |
| IPOからの変化 | 219.45% |
最新ニュース
ナラティブの更新 • May 28
2768: Renewable Gas Partnership Will Support Future Cash Returns And Earnings Quality
Analysts now set their fair value estimate for Sojitz at ¥6,942, up from ¥6,706, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E. What's in the News A board meeting is scheduled for May 1, 2026, to discuss the year end cash dividend for the fiscal year ended March 2026 and the interim dividend for the fiscal year ending March 2027 (Key Developments).分析記事 • May 09
Sojitz's (TSE:2768) Problems Go Beyond Weak Profit
Sojitz Corporation's ( TSE:2768 ) recent weak earnings report didn't cause a big stock movement. However, we believe...Recent updates
ナラティブの更新 • May 28
2768: Renewable Gas Partnership Will Support Future Cash Returns And Earnings Quality
Analysts now set their fair value estimate for Sojitz at ¥6,942, up from ¥6,706, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E. What's in the News A board meeting is scheduled for May 1, 2026, to discuss the year end cash dividend for the fiscal year ended March 2026 and the interim dividend for the fiscal year ending March 2027 (Key Developments).分析記事 • May 09
Sojitz's (TSE:2768) Problems Go Beyond Weak Profit
Sojitz Corporation's ( TSE:2768 ) recent weak earnings report didn't cause a big stock movement. However, we believe...ナラティブの更新 • Apr 22
2768: Fair Outlook As Renewable Gas Partnership Will Guide Future Execution
Analysts have revised their price target for Sojitz to ¥6,706 from ¥6,869, reflecting updated assumptions around discount rates, profit margins and the P/E multiple applied to future earnings. What's in the News FIDEM Energy and Sojitz formed a partnership to advance renewable natural gas production in the U.S., centered on landfill gas sourced projects in East Tennessee and across the Southeast (Key Developments).ナラティブの更新 • Apr 07
2768: Fair Stance As Renewable Gas Partnership Will Shape Future Execution
Analysts now see Sojitz's fair value at ¥6,868.75 versus ¥6,664.29 previously. This reflects small tweaks to assumptions around discount rate, revenue growth, profit margin and future P/E that together support a slightly higher price target.ナラティブの更新 • Mar 24
2768: Neutral Coverage And Sector Tailwinds Will Shape Future Execution Outcomes
Narrative Update The analyst price target for Sojitz has been adjusted from ¥6,198.75 to ¥6,664.29, as analysts factor in updated assumptions for revenue growth, profit margins, and future P/E, following recent Neutral initiation commentary on Japan's trading companies. Analyst Commentary Recent research around Sojitz reflects a balanced view, with expectations tied closely to how effectively the company can execute on growth plans within Japan's broader trading company space.
新しいナラティブ • Mar 11
Energy And Infrastructure Expansion Will Reshape Long Term Earnings Quality
Catalysts About Sojitz Sojitz is a diversified trading and investment group with businesses spanning energy solutions, healthcare, infrastructure, chemicals, automotive, metals, consumer and retail. What are the underlying business or industry changes driving this perspective?ナラティブの更新 • Mar 10
2768: Neutral Coverage And Sector Tailwinds Will Shape Future Re Rating Potential
Analysts have lifted their fair value estimate for Sojitz from ¥5,160 to about ¥6,199, citing updated assumptions on growth, profitability and future P/E multiples following recent Street research, including a new Neutral initiation at ¥5,200. Analyst Commentary Bullish Takeaways Bullish analysts point to the uplift in fair value estimates toward about ¥6,199 as a sign that updated assumptions on growth and profitability support a higher long term earnings power than previously modeled.
新しいナラティブ • Feb 25
Energy And Infrastructure Expansion Will Likely Strain Margins And Limit Long Term Profitability
Catalysts About Sojitz Sojitz is a Japanese trading and investment group with operations across energy solutions, healthcare, infrastructure, metals, chemicals, automotive, consumer and retail related businesses. What are the underlying business or industry changes driving this perspective?ナラティブの更新 • Feb 24
2768: Neutral Coverage And Unclear Capital Policy Will Limit Future Upside
Analysts have kept Sojitz's fair value estimate steady at ¥5,160 while modestly lifting their P/E assumption and refining the discount rate. This has led to a new price target of ¥5,200, driven by generally positive views on Japan's trading companies but a preference for peers with clearer growth and capital plans.ナラティブの更新 • Feb 08
2768: Neutral Coverage And Sector Reliance Will Limit Latin American Healthcare Upside
Analysts have lifted their price target on Sojitz from ¥5,022.50 to ¥5,160, citing updated assumptions on discount rate, revenue growth, profit margins and future P/E. This is in line with recent Street research that takes a Neutral stance while still recognizing the broader sector potential for Japan's trading companies.分析記事 • Feb 06
Sojitz Corporation Just Recorded A 21% EPS Beat: Here's What Analysts Are Forecasting Next
As you might know, Sojitz Corporation ( TSE:2768 ) just kicked off its latest third-quarter results with some very...分析記事 • Jan 24
Is Sojitz (TSE:2768) A Risky Investment?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...ナラティブの更新 • Jan 24
2768: Neutral Coverage And Limited Upside Will Constrain Latin American Healthcare Story
Analysts have lifted their fair value estimate for Sojitz to ¥5,022.5 from ¥4,810, citing updated price targets around ¥5,200 and unchanged assumptions for growth, margins, discount rate and future P/E. Analyst Commentary Street research around Sojitz is mixed, with the fair value estimate closely aligned to a ¥5,200 price target and a Neutral rating.ナラティブの更新 • Jan 09
2768: Latin American Healthcare Push And Higher Dividend Will Shape Neutral Outlook
Analysts have nudged their fair value estimate for Sojitz to ¥4,810, citing updated assumptions on discount rates, revenue growth, profit margins, and future P/E multiples that are aligned with recent neutral coverage and a ¥5,200 Street price target. Analyst Commentary Street research on Sojitz is centered around a neutral stance, with a ¥5,200 price target helping to anchor expectations for fair value and execution risk.ナラティブの更新 • Dec 24
2768: Latin American Healthcare Push And Higher Dividend Will Shape Balanced Outlook
Analysts have modestly raised their price target on Sojitz to approximately ¥4,750 from about ¥4,700, citing a slightly lower discount rate and improved confidence in the company’s earnings multiple despite marginally softer long term growth and margin assumptions. What's in the News Sojitz will establish Sojitz Australia Transport Pty Ltd as a specified subsidiary in November 2025, investing AUD 300 million (around JPY 30.6 billion) to expand in the transportation sector in Australia (company filing).分析記事 • Dec 19
Little Excitement Around Sojitz Corporation's (TSE:2768) Earnings
Sojitz Corporation's ( TSE:2768 ) price-to-earnings (or "P/E") ratio of 9.1x might make it look like a buy right now...ナラティブの更新 • Dec 10
2768: Future Latin American Healthcare Expansion And Rising Dividend Will Shape Outlook
Analysts have modestly raised their price target on Sojitz from ¥4,490 to ¥4,700, citing a slightly lower discount rate and marginally higher expected valuation multiples despite largely unchanged growth and profitability forecasts. What's in the News Sojitz will establish Sojitz Australia Transport Pty Ltd in November 2025 as a specified subsidiary with AUD 300 million (JPY 30.6 billion) in capital to invest in the transportation sector in Australia (company announcement).ナラティブの更新 • Nov 26
2768: Future Expansion in Latin American Healthcare and Rising Dividend Will Shape Outlook
Analysts have revised their price target for Sojitz upward from ¥4,397 to ¥4,490. They cited stronger anticipated revenue growth and a lower discount rate as key factors in the adjustment.分析記事 • Nov 07
Sojitz's (TSE:2768) Promising Earnings May Rest On Soft Foundations
Sojitz Corporation's ( TSE:2768 ) robust earnings report didn't manage to move the market for its stock. Our analysis...分析記事 • Sep 26
Sojitz (TSE:2768) Is Paying Out A Larger Dividend Than Last Year
Sojitz Corporation ( TSE:2768 ) will increase its dividend from last year's comparable payment on the 1st of December...ナラティブの更新 • Sep 26
High-Growth Chemicals And Renewables Will Advance Global Electrification
Sojitz's consensus price target has increased to ¥4,397, primarily reflecting slightly improved revenue growth forecasts, while valuation multiples remain largely unchanged. What's in the News Board meeting scheduled to consider cancellation of treasury stock.ナラティブの更新 • Sep 11
High-Growth Chemicals And Renewables Will Advance Global Electrification
The slight increase in Sojitz’s future P/E ratio indicates marginally higher forward earnings expectations, supporting a modest upward revision in the consensus price target from ¥4,223 to ¥4,307. What's in the News Board meeting planned to consider cancellation of treasury stock.分析記事 • Sep 01
Sojitz (TSE:2768) Will Pay A Larger Dividend Than Last Year At ¥82.50
The board of Sojitz Corporation ( TSE:2768 ) has announced that it will be paying its dividend of ¥82.50 on the 1st of...ナラティブの更新 • Aug 27
High-Growth Chemicals And Renewables Will Advance Global Electrification
The slight increase in Sojitz’s consensus price target to ¥4223 is underpinned by a modest rise in its forecast future P/E, despite a marginally lower revenue growth outlook. What's in the News Board meeting scheduled to consider cancellation of treasury stock.分析記事 • Aug 06
Sojitz (TSE:2768) Will Pay A Larger Dividend Than Last Year At ¥82.50
Sojitz Corporation ( TSE:2768 ) has announced that it will be increasing its dividend from last year's comparable...分析記事 • Jul 23
Sojitz's (TSE:2768) Upcoming Dividend Will Be Larger Than Last Year's
Sojitz Corporation ( TSE:2768 ) has announced that it will be increasing its dividend from last year's comparable...分析記事 • Jul 09
Sojitz's (TSE:2768) Upcoming Dividend Will Be Larger Than Last Year's
The board of Sojitz Corporation ( TSE:2768 ) has announced that it will be paying its dividend of ¥82.50 on the 2nd of...分析記事 • Jun 20
Sojitz (TSE:2768) Shareholders Will Want The ROCE Trajectory To Continue
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
新しいナラティブ • Dec 15
Tactical Acquisitions And Agribusiness Expansion Boost Profits And Enhance Shareholder Value
Strategic expansion in Energy Solutions and Healthcare aims to enhance revenue, with a focus on acquisitions and decarbonization efforts.株主還元
| 2768 | JP Trade Distributors | JP 市場 | |
|---|---|---|---|
| 7D | -3.7% | -4.1% | 1.4% |
| 1Y | 47.4% | 58.4% | 43.3% |
業界別リターン: 2768過去 1 年間で58.4 % の収益を上げたJP Trade Distributors業界を下回りました。
リターン対市場: 2768過去 1 年間で43.3 % の収益を上げたJP市場を上回りました。
価格変動
| 2768 volatility | |
|---|---|
| 2768 Average Weekly Movement | 5.6% |
| Trade Distributors Industry Average Movement | 4.4% |
| Market Average Movement | 4.8% |
| 10% most volatile stocks in JP Market | 9.3% |
| 10% least volatile stocks in JP Market | 2.4% |
安定した株価: 2768 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: 2768の 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1862 | 25,118 | Kosuke Uemura | www.sojitz.com |
双日株式会社は、世界的な総合商社として事業を展開している。自動車、航空宇宙・運輸・インフラ、エネルギー・ソリューション・ヘルスケア、金属・鉱物資源・リサイクル、化学品、生活産業・農業、小売・消費者サービス、その他の分野で事業を展開している。自動車組立・販売事業、自動車ファイナンス事業、部品品質保証事業、プレミアムブランド車正規ディーラー事業、民間航空機・防衛関連機器代理店・販売事業、ビジネスジェット機・中古機・部品アウト事業、交通・空港・港湾などの社会インフラ事業、海洋事業、ヘルスケア事業、再生可能エネルギー事業、ガス火力発電事業、省エネルギー事業、原子力関連事業、ICTインフラ事業、産業・都市インフラパーク事業、鉄鋼関連事業、資源リサイクル事業などを行っている。また、クラウド・ネットワークサービス、産業機械、ベアリング、自動車・オートバイ部品、有機・無機・機能・ファインケミカル、工業塩、ヘルスケア・天然物、レアアース、樹脂、包装材料、高機能フィルム、プラスチック成形機、その他プラスチック製品、液晶、電解銅箔、プリント基板エレクトロニクス材料、繊維材料・製品、石炭、鉄鉱石、合金鉄、鉱石、アルミナ、アルミニウム、銅、亜鉛、貴金属、セラミックス・鉱物、コークス、炭素製品なども提供している。また、アグリビジネス、食料品、飼料、畜産、林産物、食品流通、養殖・畜産、ショッピングセンター経営、消費財流通、不動産活動からなる小売・消費者事業の分野で事業を展開し、物流や保険サービスも提供している。同社は1862年に設立され、東京に本社を置いている。
Sojitz Corporation 基礎のまとめ
| 2768 基礎統計学 | |
|---|---|
| 時価総額 | JP¥1.08t |
| 収益（TTM） | JP¥103.61b |
| 売上高(TTM) | JP¥2.76t |
10.4x
PER（株価収益率0.4x
P/Sレシオ2768 は割高か？
公正価値と評価分析を参照収益と収入
| 2768 損益計算書（TTM） | |
|---|---|
| 収益 | JP¥2.76t |
| 売上原価 | JP¥2.39t |
| 売上総利益 | JP¥367.49b |
| その他の費用 | JP¥263.88b |
| 収益 | JP¥103.61b |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 497.99 |
| グロス・マージン | 13.33% |
| 純利益率 | 3.76% |
| 有利子負債／自己資本比率 | 112.3% |
2768 の長期的なパフォーマンスは？
過去の実績と比較を見る| Sojitz 配当日 | |
|---|---|
| 配当落ち日 | Mar 30 2026 |
| 配当支払日 | Jun 10 2026 |
| 配当落ちまでの日数 | 68 days |
| 配当支払日までの日数 | 4 days |
2768 配当は確実ですか？
2768 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/05 16:37 |
| 終値 | 2026/06/05 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2026/03/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Sojitz Corporation 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。19
| アナリスト | 機関 |
|---|---|
| Kazuhisa Mori | Barclays |
| Chika Fukumoto | Citigroup Inc |
| Satoshi Abe | Daiwa Securities Co. Ltd. |