View ValuationMITSUI E&S 将来の成長Future 基準チェック /16MITSUI E&S利益と収益がそれぞれ年間1.5%と4.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に14.1% 1.5%なると予測されています。主要情報1.5%収益成長率1.55%EPS成長率Machinery 収益成長10.4%収益成長率4.4%将来の株主資本利益率14.10%アナリストカバレッジLow最終更新日13 Jul 2026今後の成長に関する最新情報分析記事 • May 18MITSUI E&S Co., Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextThere's been a notable change in appetite for MITSUI E&S Co., Ltd. ( TSE:7003 ) shares in the week since its yearly...分析記事 • Feb 12MITSUI E&S Co., Ltd. Just Beat EPS By 8.9%: Here's What Analysts Think Will Happen NextInvestors in MITSUI E&S Co., Ltd. ( TSE:7003 ) had a good week, as its shares rose 6.5% to close at JP¥7,131 following...Major Estimate Revision • Oct 17Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥214 to JP¥239. Revenue forecast steady at JP¥349.0b. Net income forecast to grow 37% next year vs 11% growth forecast for Machinery industry in Japan. Consensus price target up from JP¥4,400 to JP¥5,400. Share price rose 9.6% to JP¥4,900 over the past week.Major Estimate Revision • Jun 28Consensus revenue estimates decrease by 58%, EPS upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from JP¥729.4b to JP¥308.5b. EPS estimate increased from JP¥192 to JP¥349 per share. Net income forecast to grow 45% next year vs 11% growth forecast for Machinery industry in Japan. Consensus price target up from JP¥640 to JP¥1,600. Share price was steady at JP¥1,392 over the past week.すべての更新を表示Recent updatesお知らせ • Jul 12MITSUI E&S Co., Ltd. to Report Q1, 2027 Results on Aug 03, 2026MITSUI E&S Co., Ltd. announced that they will report Q1, 2027 results on Aug 03, 2026Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥4,874, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 17x in the Machinery industry in Japan. Total returns to shareholders of 873% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,840 per share.Buy Or Sell Opportunity • Jul 06Now 27% overvaluedOver the last 90 days, the stock has fallen 16% to JP¥4,874. The fair value is estimated to be JP¥3,840, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 1.5% per annum over the same time period.分析記事 • May 24There May Be Reason For Hope In MITSUI E&S' (TSE:7003) Disappointing EarningsInvestors were disappointed with the weak earnings posted by MITSUI E&S Co., Ltd. ( TSE:7003 ). Despite the soft profit...Buy Or Sell Opportunity • May 21Now 24% overvaluedOver the last 90 days, the stock has fallen 44% to JP¥4,547. The fair value is estimated to be JP¥3,666, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 3.5% per annum. Earnings are also forecast to grow by 1.0% per annum over the same time period.分析記事 • May 18MITSUI E&S Co., Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextThere's been a notable change in appetite for MITSUI E&S Co., Ltd. ( TSE:7003 ) shares in the week since its yearly...Reported Earnings • May 18Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥381 (down from JP¥385 in FY 2025). Revenue: JP¥353.2b (up 12% from FY 2025). Net income: JP¥38.5b (down 1.1% from FY 2025). Profit margin: 11% (down from 12% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 15%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 109% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 14MITSUI E&S Co., Ltd., Annual General Meeting, Jun 26, 2026MITSUI E&S Co., Ltd., Annual General Meeting, Jun 26, 2026.New Risk • May 14New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (8.3% net profit margin).Valuation Update With 7 Day Price Move • May 14Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥4,655, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 17x in the Machinery industry in Japan. Total returns to shareholders of 862% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,784 per share.お知らせ • Apr 09MITSUI E&S Co., Ltd. to Report Fiscal Year 2026 Results on May 14, 2026MITSUI E&S Co., Ltd. announced that they will report fiscal year 2026 results on May 14, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.6%).Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥6,840, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 16x in the Machinery industry in Japan. Total returns to shareholders of 1,526% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,960 per share.分析記事 • Feb 12MITSUI E&S Co., Ltd. Just Beat EPS By 8.9%: Here's What Analysts Think Will Happen NextInvestors in MITSUI E&S Co., Ltd. ( TSE:7003 ) had a good week, as its shares rose 6.5% to close at JP¥7,131 following...Declared Dividend • Feb 12Dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 0.7%, which is lower than the industry average of 2.1%. Payout Ratios Payout ratio: 7%. Cash payout ratio: 12%.Reported Earnings • Feb 11Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: JP¥77.82 (up from JP¥30.76 in 3Q 2025). Revenue: JP¥87.6b (up 19% from 3Q 2025). Net income: JP¥7.85b (up 153% from 3Q 2025). Profit margin: 9.0% (up from 4.2% in 3Q 2025). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 8.9%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 156% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jan 15Subdued Growth No Barrier To MITSUI E&S Co., Ltd. (TSE:7003) With Shares Advancing 35%Despite an already strong run, MITSUI E&S Co., Ltd. ( TSE:7003 ) shares have been powering on, with a gain of 35% in...Valuation Update With 7 Day Price Move • Jan 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥6,439, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 16x in the Machinery industry in Japan. Total returns to shareholders of 1,645% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,497 per share.分析記事 • Dec 22There's Been No Shortage Of Growth Recently For MITSUI E&S' (TSE:7003) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...分析記事 • Nov 23There May Be Some Bright Spots In MITSUI E&S' (TSE:7003) EarningsMITSUI E&S Co., Ltd.'s ( TSE:7003 ) recent soft profit numbers didn't appear to worry shareholders, as the stock price...New Risk • Nov 20New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 27% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.1% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (7.2% net profit margin).分析記事 • Nov 14Is Now The Time To Look At Buying MITSUI E&S Co., Ltd. (TSE:7003)?MITSUI E&S Co., Ltd. ( TSE:7003 ), might not be a large cap stock, but it received a lot of attention from a...Reported Earnings • Nov 14Second quarter 2026 earnings released: EPS: JP¥102 (vs JP¥32.69 in 2Q 2025)Second quarter 2026 results: EPS: JP¥102 (up from JP¥32.69 in 2Q 2025). Revenue: JP¥84.4b (up 13% from 2Q 2025). Net income: JP¥10.3b (up 213% from 2Q 2025). Profit margin: 12% (up from 4.4% in 2Q 2025). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has increased by 144% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Oct 23Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥5,450, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 15x in the Machinery industry in Japan. Total returns to shareholders of 1,282% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,496 per share.Major Estimate Revision • Oct 17Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥214 to JP¥239. Revenue forecast steady at JP¥349.0b. Net income forecast to grow 37% next year vs 11% growth forecast for Machinery industry in Japan. Consensus price target up from JP¥4,400 to JP¥5,400. Share price rose 9.6% to JP¥4,900 over the past week.分析記事 • Aug 21MITSUI E&S (TSE:7003) Shareholders Will Want The ROCE Trajectory To ContinueIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...Reported Earnings • Aug 07First quarter 2026 earnings released: EPS: JP¥71.50 (vs JP¥285 in 1Q 2025)First quarter 2026 results: EPS: JP¥71.50 (down from JP¥285 in 1Q 2025). Revenue: JP¥81.2b (up 16% from 1Q 2025). Net income: JP¥7.21b (down 75% from 1Q 2025). Profit margin: 8.9% (down from 41% in 1Q 2025). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has increased by 106% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Aug 06MITSUI E&S Co., Ltd.'s (TSE:7003) Share Price Boosted 34% But Its Business Prospects Need A Lift TooDespite an already strong run, MITSUI E&S Co., Ltd. ( TSE:7003 ) shares have been powering on, with a gain of 34% in...Buy Or Sell Opportunity • Aug 06Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 87% to JP¥3,500. The fair value is estimated to be JP¥2,781, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.1% per annum. Earnings are forecast to decline by 13% per annum over the same time period.分析記事 • Jul 30Estimating The Fair Value Of MITSUI E&S Co., Ltd. (TSE:7003)Key Insights The projected fair value for MITSUI E&S is JP¥2,793 based on 2 Stage Free Cash Flow to Equity MITSUI E&S...分析記事 • Jul 16Should You Investigate MITSUI E&S Co., Ltd. (TSE:7003) At JP¥2,623?MITSUI E&S Co., Ltd. ( TSE:7003 ), is not the largest company out there, but it saw a significant share price rise of...お知らせ • Jul 02+ 2 more updatesMITSUI E&S Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026MITSUI E&S Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026Reported Earnings • Jul 01Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥387 (up from JP¥256 in FY 2024). Revenue: JP¥315.1b (up 4.4% from FY 2024). Net income: JP¥39.1b (up 61% from FY 2024). Profit margin: 12% (up from 8.1% in FY 2024). Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) also surpassed analyst estimates by 4.4%. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has increased by 105% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jun 23Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥2,869, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 13x in the Machinery industry in Japan. Total returns to shareholders of 747% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,924 per share.Buy Or Sell Opportunity • May 30Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 49% to JP¥2,355. The fair value is estimated to be JP¥1,908, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings are forecast to decline by 32% per annum over the same time period.分析記事 • May 23MITSUI E&S' (TSE:7003) Earnings Are Of Questionable QualityMITSUI E&S Co., Ltd. ( TSE:7003 ) just reported some strong earnings, and the market reacted accordingly with a healthy...分析記事 • May 22There's No Escaping MITSUI E&S Co., Ltd.'s (TSE:7003) Muted Earnings Despite A 39% Share Price RiseMITSUI E&S Co., Ltd. ( TSE:7003 ) shareholders would be excited to see that the share price has had a great month...Reported Earnings • May 15Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥387 (up from JP¥256 in FY 2024). Revenue: JP¥315.1b (up 4.4% from FY 2024). Net income: JP¥39.1b (up 61% from FY 2024). Profit margin: 12% (up from 8.1% in FY 2024). Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) also surpassed analyst estimates by 4.4%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 89% per year, which means it is significantly lagging earnings growth.分析記事 • May 14Does MITSUI E&S (TSE:7003) Deserve A Spot On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...お知らせ • May 13+ 4 more updatesMITSUI E&S Co., Ltd., Annual General Meeting, Jun 26, 2025MITSUI E&S Co., Ltd., Annual General Meeting, Jun 26, 2025.Buy Or Sell Opportunity • May 13Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 41% to JP¥2,319. The fair value is estimated to be JP¥1,858, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 25% over the last 3 years. Earnings per share has grown by 98%. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings are forecast to decline by 37% per annum over the same time period.Valuation Update With 7 Day Price Move • Apr 28Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,824, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Machinery industry in Japan. Total returns to shareholders of 432% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,862 per share.分析記事 • Apr 07Earnings Working Against MITSUI E&S Co., Ltd.'s (TSE:7003) Share Price Following 33% DiveMITSUI E&S Co., Ltd. ( TSE:7003 ) shareholders that were waiting for something to happen have been dealt a blow with a...Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,440, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Machinery industry in Japan. Total returns to shareholders of 330% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,850 per share.Buy Or Sell Opportunity • Apr 04Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 22% to JP¥1,440. The fair value is estimated to be JP¥1,850, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 25% over the last 3 years. Earnings per share has grown by 98%. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings are forecast to decline by 37% per annum over the same time period.分析記事 • Mar 27MITSUI E&S' (TSE:7003) Shareholders Will Receive A Bigger Dividend Than Last YearMITSUI E&S Co., Ltd.'s ( TSE:7003 ) dividend will be increasing from last year's payment of the same period to ¥20.00...お知らせ • Mar 27Furukawa Co.,Ltd. (TSE:5715) agreed to acquire an additional 18.10% stake in Mitsui Miike Machinery Co., Ltd. from MITSUI E&S Co., Ltd. (TSE:7003).Furukawa Co.,Ltd. (TSE:5715) agreed to acquire an additional 18.10% stake in Mitsui Miike Machinery Co., Ltd. from MITSUI E&S Co., Ltd. (TSE:7003) on March 27, 2025. Upon completion, Furukawa Co.,Ltd. will own 20% stake in Mitsui Miike Machinery Co., Ltd. The expected completion of the transaction is April 1, 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 1.0% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.1%).分析記事 • Mar 13MITSUI E&S (TSE:7003) Will Pay A Larger Dividend Than Last Year At ¥20.00The board of MITSUI E&S Co., Ltd. ( TSE:7003 ) has announced that it will be paying its dividend of ¥20.00 on the 27th...Valuation Update With 7 Day Price Move • Mar 05Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,897, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 13x in the Machinery industry in Japan. Total returns to shareholders of 508% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,840 per share.お知らせ • Feb 28MITSUI E&S Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025MITSUI E&S Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025分析記事 • Feb 27MITSUI E&S (TSE:7003) Will Pay A Larger Dividend Than Last Year At ¥20.00MITSUI E&S Co., Ltd. ( TSE:7003 ) will increase its dividend from last year's comparable payment on the 27th of June to...Reported Earnings • Feb 13Third quarter 2025 earnings released: EPS: JP¥30.76 (vs JP¥69.35 in 3Q 2024)Third quarter 2025 results: EPS: JP¥30.76 (down from JP¥69.35 in 3Q 2024). Revenue: JP¥73.7b (down 7.7% from 3Q 2024). Net income: JP¥3.10b (down 55% from 3Q 2024). Profit margin: 4.2% (down from 8.6% in 3Q 2024). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 70% per year, which means it is significantly lagging earnings growth.分析記事 • Feb 13MITSUI E&S (TSE:7003) Will Pay A Larger Dividend Than Last Year At ¥18.00MITSUI E&S Co., Ltd. ( TSE:7003 ) will increase its dividend from last year's comparable payment on the 27th of June to...分析記事 • Feb 13At JP¥1,650, Is MITSUI E&S Co., Ltd. (TSE:7003) Worth Looking At Closely?While MITSUI E&S Co., Ltd. ( TSE:7003 ) might not have the largest market cap around , it saw a significant share price...お知らせ • Feb 12Mitsui E&S Co., Ltd. Revises Dividend Forecast for the Fiscal Year Ending March 31, 2025MITSUI E&S Co., Ltd. announced that it has revised its year-end dividend forecast for the fiscal year ending March 31, 2025. For the period, the company expects year-end dividend of JPY 20.00 per share compared to previously expected dividend of JPY 18.00 per share. Reasons for Revisions: The Company has revised upward profit forecasts for the fiscal year ending March 31, 2025. Based on policy, the year-end dividend for common stock for the fiscal year ending March 31, 2025, increased from the previous forecast.Buy Or Sell Opportunity • Jan 17Now 22% undervaluedOver the last 90 days, the stock has risen 34% to JP¥1,485. The fair value is estimated to be JP¥1,912, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 33% over the last 3 years. Earnings per share has grown by 90%. For the next 3 years, revenue is forecast to grow by 1.7% per annum. Earnings are forecast to decline by 31% per annum over the same time period.分析記事 • Jan 07MITSUI E&S (TSE:7003) Has Announced That It Will Be Increasing Its Dividend To ¥18.00The board of MITSUI E&S Co., Ltd. ( TSE:7003 ) has announced that it will be paying its dividend of ¥18.00 on the 27th...分析記事 • Dec 24MITSUI E&S (TSE:7003) Has Announced That It Will Be Increasing Its Dividend To ¥18.00MITSUI E&S Co., Ltd.'s ( TSE:7003 ) dividend will be increasing from last year's payment of the same period to ¥18.00...分析記事 • Dec 12Estimating The Intrinsic Value Of MITSUI E&S Co., Ltd. (TSE:7003)Key Insights MITSUI E&S' estimated fair value is JP¥1,926 based on 2 Stage Free Cash Flow to Equity With JP¥1,598 share...Buy Or Sell Opportunity • Nov 21Now 22% undervaluedOver the last 90 days, the stock has risen 32% to JP¥1,503. The fair value is estimated to be JP¥1,922, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 33% over the last 3 years. Earnings per share has grown by 90%. For the next 3 years, revenue is forecast to grow by 1.7% per annum. Earnings are forecast to decline by 31% per annum over the same time period.分析記事 • Nov 20We Think Shareholders Should Be Aware Of Some Factors Beyond MITSUI E&S' (TSE:7003) ProfitMITSUI E&S Co., Ltd.'s ( TSE:7003 ) stock rose after it released a robust earnings report. Despite the strong profit...分析記事 • Nov 16MITSUI E&S Co., Ltd.'s (TSE:7003) Price Is Right But Growth Is Lacking After Shares Rocket 29%MITSUI E&S Co., Ltd. ( TSE:7003 ) shareholders would be excited to see that the share price has had a great month...New Risk • Nov 15New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 2.4% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (2.4% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (8.8% average weekly change). Earnings are forecast to decline by an average of 31% per year for the foreseeable future. High level of non-cash earnings (24% accrual ratio). Minor Risk Shareholders have been diluted in the past year (3.7% increase in shares outstanding).Reported Earnings • Nov 15Second quarter 2025 earnings released: EPS: JP¥34.61 (vs JP¥32.02 in 2Q 2024)Second quarter 2025 results: EPS: JP¥34.61 (up from JP¥32.02 in 2Q 2024). Revenue: JP¥75.0b (up 1.4% from 2Q 2024). Net income: JP¥3.49b (up 18% from 2Q 2024). Profit margin: 4.7% (up from 4.0% in 2Q 2024). Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 53% per year, which means it is significantly lagging earnings growth.分析記事 • Nov 14MITSUI E&S (TSE:7003) Has Announced That It Will Be Increasing Its Dividend To ¥18.00MITSUI E&S Co., Ltd.'s ( TSE:7003 ) dividend will be increasing from last year's payment of the same period to ¥18.00...Declared Dividend • Nov 14Dividend of announcedShareholders will receive a dividend of . Sustainability & Growth Dividend is covered by earnings (0.9398% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to decline by 67% over the next 3 years. However, it would need to fall by 99% to increase the payout ratio to a potentially unsustainable range.Valuation Update With 7 Day Price Move • Nov 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,407, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 12x in the Machinery industry in Japan. Total returns to shareholders of 247% over the past three years.New Risk • Nov 10New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.7% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.0% average weekly change). Earnings are forecast to decline by an average of 30% per year for the foreseeable future. High level of non-cash earnings (25% accrual ratio). Minor Risk Shareholders have been diluted in the past year (3.7% increase in shares outstanding).分析記事 • Oct 14Here's Why MITSUI E&S (TSE:7003) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...分析記事 • Sep 02Is MITSUI E&S Co., Ltd. (TSE:7003) Potentially Undervalued?MITSUI E&S Co., Ltd. ( TSE:7003 ), is not the largest company out there, but it led the TSE gainers with a relatively...Valuation Update With 7 Day Price Move • Aug 29Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,296, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 12x in the Machinery industry in Japan. Total returns to shareholders of 185% over the past three years.Reported Earnings • Aug 11First quarter 2025 earnings released: EPS: JP¥285 (vs JP¥14.90 in 1Q 2024)First quarter 2025 results: EPS: JP¥285 (up from JP¥14.90 in 1Q 2024). Revenue: JP¥70.1b (up 14% from 1Q 2024). Net income: JP¥28.8b (up JP¥27.5b from 1Q 2024). Profit margin: 41% (up from 2.1% in 1Q 2024). Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 06MITSUI E&S Co., Ltd. to Report Q3, 2025 Results on Feb 12, 2025MITSUI E&S Co., Ltd. announced that they will report Q3, 2025 results on Feb 12, 2025分析記事 • Aug 05Earnings Working Against MITSUI E&S Co., Ltd.'s (TSE:7003) Share Price Following 42% DiveMITSUI E&S Co., Ltd. ( TSE:7003 ) shareholders that were waiting for something to happen have been dealt a blow with a...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 36%After last week's 36% share price decline to JP¥843, the stock trades at a forward P/E ratio of 2x. Average forward P/E is 12x in the Machinery industry in Japan. Total returns to shareholders of 69% over the past three years.Buy Or Sell Opportunity • Aug 02Now 27% undervalued after recent price dropOver the last 90 days, the stock has fallen 30% to JP¥1,143. The fair value is estimated to be JP¥1,575, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 39% over the last 3 years. Earnings per share has grown by 46%. For the next 3 years, revenue is forecast to grow by 1.9% per annum. Earnings are forecast to decline by 16% per annum over the same time period.分析記事 • Jul 20We Think MITSUI E&S (TSE:7003) Is Taking Some Risk With Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,636, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 14x in the Machinery industry in Japan. Total returns to shareholders of 230% over the past three years.Reported Earnings • Jul 08Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: JP¥256 (up from JP¥177 in FY 2023). Revenue: JP¥301.9b (up 15% from FY 2023). Net income: JP¥24.4b (up 62% from FY 2023). Profit margin: 8.1% (up from 5.7% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 57%. Earnings per share (EPS) exceeded analyst estimates by 54%. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.分析記事 • Jul 05Here's Why We Think MITSUI E&S (TSE:7003) Is Well Worth WatchingIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Major Estimate Revision • Jun 28Consensus revenue estimates decrease by 58%, EPS upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from JP¥729.4b to JP¥308.5b. EPS estimate increased from JP¥192 to JP¥349 per share. Net income forecast to grow 45% next year vs 11% growth forecast for Machinery industry in Japan. Consensus price target up from JP¥640 to JP¥1,600. Share price was steady at JP¥1,392 over the past week.New Risk • Jun 27New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 16% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (8.5% average weekly change). Earnings are forecast to decline by an average of 16% per year for the foreseeable future. High level of non-cash earnings (28% accrual ratio).お知らせ • Jun 20MITSUI E&S Co., Ltd. to Report Q1, 2025 Results on Aug 08, 2024MITSUI E&S Co., Ltd. announced that they will report Q1, 2025 results on Aug 08, 2024お知らせ • May 23MITSUI E&S Co., Ltd. Provides Fiscal Year End Dividend for the Fiscal Year Ending March 31, 2025MITSUI E&S Co., Ltd. provided fiscal year end dividend of JPY 12.00 per share for the fiscal year ending March 31, 2025 compared to JPY 5.00 per share a year ago.分析記事 • May 22We Think That There Are Issues Underlying MITSUI E&S' (TSE:7003) EarningsDespite announcing strong earnings, MITSUI E&S Co., Ltd.'s ( TSE:7003 ) stock was sluggish. Our analysis uncovered some...Reported Earnings • May 17Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: JP¥263 (up from JP¥177 in FY 2023). Revenue: JP¥301.9b (up 15% from FY 2023). Net income: JP¥25.1b (up 67% from FY 2023). Profit margin: 8.3% (up from 5.7% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 57%. Earnings per share (EPS) exceeded analyst estimates by 54%. Over the last 3 years on average, earnings per share has increased by 47% per year and the company’s share price has also increased by 47% per year.お知らせ • May 16MITSUI E&S Co., Ltd., Annual General Meeting, Jun 26, 2024MITSUI E&S Co., Ltd., Annual General Meeting, Jun 26, 2024.お知らせ • May 15MITSUI E&S Co., Ltd. Revised Year-End Dividend Guidance for the Fiscal Year Ended March 31, 2024MITSUI E&S Co., Ltd. announced that it has revised its year-end dividend forecast for the fiscal year ended March 31, 2024. For the period, the company expects year-end dividend of JPY 5.00 per share compared to previously expected dividend of JPY 3.00 per share.分析記事 • Apr 25Not Many Are Piling Into MITSUI E&S Co., Ltd. (TSE:7003) Stock Yet As It Plummets 27%MITSUI E&S Co., Ltd. ( TSE:7003 ) shares have retraced a considerable 27% in the last month, reversing a fair amount of...Valuation Update With 7 Day Price Move • Apr 02Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,780, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 14x in the Machinery industry in Japan. Total returns to shareholders of 229% over the past three years.Upcoming Dividend • Mar 21Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Trailing yield: 0.2%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.9%).業績と収益の成長予測TSE:7003 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/2029426,10041,11431,30042,30023/31/2028402,53938,05128,00039,00033/31/2027376,67736,24817,20029,20043/31/2026353,19638,45619,32328,419N/A12/31/2025349,54929,06928,85639,551N/A9/30/2025335,61924,32025,03535,922N/A6/30/2025326,20117,30121,92531,776N/A3/31/2025315,11238,8805,22514,852N/A12/31/2024305,26048,5144,42112,339N/A9/30/2024311,38052,159-4,3202,550N/A6/30/2024310,38152,276-7,306-469N/A3/31/2024301,87524,350-41,644-34,435N/A12/31/2023304,46824,303N/AN/AN/A9/30/2023286,10517,894-45,773-37,905N/A6/30/2023273,28218,225N/AN/AN/A3/31/2023262,30115,025-22,437-15,044N/A12/31/2022244,019-18,032N/AN/AN/A9/30/2022334,696-23,042-31,860-26,299N/A6/30/2022444,011-29,414N/AN/AN/A3/31/2022579,363-21,825-29,245-20,265N/A12/31/2021687,624694N/AN/AN/A9/30/2021696,0096,834-15,556-1,410N/A6/30/2021688,98214,314N/AN/AN/A3/31/2021663,834134-5,2417,478N/A12/31/2020723,527-18,663N/AN/AN/A9/30/2020753,844-23,788-26,594-12,529N/A6/30/2020787,120-97,040N/AN/AN/A3/31/2020786,477-86,210-52,839-37,213N/A12/31/2019724,806-92,301N/AN/AN/A9/30/2019701,660-88,229N/A43,275N/A6/30/2019663,696-67,687N/AN/AN/A3/31/2019656,504-69,599N/A66,176N/A12/31/2018662,675-53,871N/AN/AN/A9/30/2018673,390-52,108N/A31,363N/A6/30/2018693,945454N/AN/AN/A3/31/2018703,216-10,137N/A-3,555N/A12/31/2017756,2876,866N/AN/AN/A9/30/2017750,8172,379N/A-39,731N/A6/30/2017730,7532,509N/AN/AN/A3/31/2017731,46412,194N/A-7,843N/A12/31/2016712,9406,848N/AN/AN/A9/30/2016746,63312,613N/A7,081N/A6/30/2016786,0818,686N/AN/AN/A3/31/2016805,4137,599N/A29,802N/A12/31/2015846,1732,690N/AN/AN/A9/30/2015845,0434,061N/A51,939N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 7003の予測収益成長率 (年間1.5% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 7003の収益 ( 1.5% ) JP市場 ( 10.1% ) よりも低い成長が予測されています。高成長収益: 7003の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 7003の収益 ( 4.4% ) JP市場 ( 6.5% ) よりも低い成長が予測されています。高い収益成長: 7003の収益 ( 4.4% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 7003の 自己資本利益率 は、3年後には低くなると予測されています ( 14.1 %)。成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance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2026/07/14 17:35終値2026/07/14 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年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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MITSUI E&S Co., Ltd. 4 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。15 アナリスト機関Kunio SakaidaBarclaysYusuke NishizakiBofA Global ResearchTaku OuchiCitigroup Inc12 その他のアナリストを表示
分析記事 • May 18MITSUI E&S Co., Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextThere's been a notable change in appetite for MITSUI E&S Co., Ltd. ( TSE:7003 ) shares in the week since its yearly...
分析記事 • Feb 12MITSUI E&S Co., Ltd. Just Beat EPS By 8.9%: Here's What Analysts Think Will Happen NextInvestors in MITSUI E&S Co., Ltd. ( TSE:7003 ) had a good week, as its shares rose 6.5% to close at JP¥7,131 following...
Major Estimate Revision • Oct 17Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥214 to JP¥239. Revenue forecast steady at JP¥349.0b. Net income forecast to grow 37% next year vs 11% growth forecast for Machinery industry in Japan. Consensus price target up from JP¥4,400 to JP¥5,400. Share price rose 9.6% to JP¥4,900 over the past week.
Major Estimate Revision • Jun 28Consensus revenue estimates decrease by 58%, EPS upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from JP¥729.4b to JP¥308.5b. EPS estimate increased from JP¥192 to JP¥349 per share. Net income forecast to grow 45% next year vs 11% growth forecast for Machinery industry in Japan. Consensus price target up from JP¥640 to JP¥1,600. Share price was steady at JP¥1,392 over the past week.
お知らせ • Jul 12MITSUI E&S Co., Ltd. to Report Q1, 2027 Results on Aug 03, 2026MITSUI E&S Co., Ltd. announced that they will report Q1, 2027 results on Aug 03, 2026
Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥4,874, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 17x in the Machinery industry in Japan. Total returns to shareholders of 873% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,840 per share.
Buy Or Sell Opportunity • Jul 06Now 27% overvaluedOver the last 90 days, the stock has fallen 16% to JP¥4,874. The fair value is estimated to be JP¥3,840, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 1.5% per annum over the same time period.
分析記事 • May 24There May Be Reason For Hope In MITSUI E&S' (TSE:7003) Disappointing EarningsInvestors were disappointed with the weak earnings posted by MITSUI E&S Co., Ltd. ( TSE:7003 ). Despite the soft profit...
Buy Or Sell Opportunity • May 21Now 24% overvaluedOver the last 90 days, the stock has fallen 44% to JP¥4,547. The fair value is estimated to be JP¥3,666, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 3.5% per annum. Earnings are also forecast to grow by 1.0% per annum over the same time period.
分析記事 • May 18MITSUI E&S Co., Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextThere's been a notable change in appetite for MITSUI E&S Co., Ltd. ( TSE:7003 ) shares in the week since its yearly...
Reported Earnings • May 18Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥381 (down from JP¥385 in FY 2025). Revenue: JP¥353.2b (up 12% from FY 2025). Net income: JP¥38.5b (down 1.1% from FY 2025). Profit margin: 11% (down from 12% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 15%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 109% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 14MITSUI E&S Co., Ltd., Annual General Meeting, Jun 26, 2026MITSUI E&S Co., Ltd., Annual General Meeting, Jun 26, 2026.
New Risk • May 14New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (8.3% net profit margin).
Valuation Update With 7 Day Price Move • May 14Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥4,655, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 17x in the Machinery industry in Japan. Total returns to shareholders of 862% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,784 per share.
お知らせ • Apr 09MITSUI E&S Co., Ltd. to Report Fiscal Year 2026 Results on May 14, 2026MITSUI E&S Co., Ltd. announced that they will report fiscal year 2026 results on May 14, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.6%).
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥6,840, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 16x in the Machinery industry in Japan. Total returns to shareholders of 1,526% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,960 per share.
分析記事 • Feb 12MITSUI E&S Co., Ltd. Just Beat EPS By 8.9%: Here's What Analysts Think Will Happen NextInvestors in MITSUI E&S Co., Ltd. ( TSE:7003 ) had a good week, as its shares rose 6.5% to close at JP¥7,131 following...
Declared Dividend • Feb 12Dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 0.7%, which is lower than the industry average of 2.1%. Payout Ratios Payout ratio: 7%. Cash payout ratio: 12%.
Reported Earnings • Feb 11Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: JP¥77.82 (up from JP¥30.76 in 3Q 2025). Revenue: JP¥87.6b (up 19% from 3Q 2025). Net income: JP¥7.85b (up 153% from 3Q 2025). Profit margin: 9.0% (up from 4.2% in 3Q 2025). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 8.9%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 156% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jan 15Subdued Growth No Barrier To MITSUI E&S Co., Ltd. (TSE:7003) With Shares Advancing 35%Despite an already strong run, MITSUI E&S Co., Ltd. ( TSE:7003 ) shares have been powering on, with a gain of 35% in...
Valuation Update With 7 Day Price Move • Jan 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥6,439, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 16x in the Machinery industry in Japan. Total returns to shareholders of 1,645% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,497 per share.
分析記事 • Dec 22There's Been No Shortage Of Growth Recently For MITSUI E&S' (TSE:7003) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
分析記事 • Nov 23There May Be Some Bright Spots In MITSUI E&S' (TSE:7003) EarningsMITSUI E&S Co., Ltd.'s ( TSE:7003 ) recent soft profit numbers didn't appear to worry shareholders, as the stock price...
New Risk • Nov 20New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 27% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.1% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (7.2% net profit margin).
分析記事 • Nov 14Is Now The Time To Look At Buying MITSUI E&S Co., Ltd. (TSE:7003)?MITSUI E&S Co., Ltd. ( TSE:7003 ), might not be a large cap stock, but it received a lot of attention from a...
Reported Earnings • Nov 14Second quarter 2026 earnings released: EPS: JP¥102 (vs JP¥32.69 in 2Q 2025)Second quarter 2026 results: EPS: JP¥102 (up from JP¥32.69 in 2Q 2025). Revenue: JP¥84.4b (up 13% from 2Q 2025). Net income: JP¥10.3b (up 213% from 2Q 2025). Profit margin: 12% (up from 4.4% in 2Q 2025). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has increased by 144% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Oct 23Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥5,450, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 15x in the Machinery industry in Japan. Total returns to shareholders of 1,282% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,496 per share.
Major Estimate Revision • Oct 17Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥214 to JP¥239. Revenue forecast steady at JP¥349.0b. Net income forecast to grow 37% next year vs 11% growth forecast for Machinery industry in Japan. Consensus price target up from JP¥4,400 to JP¥5,400. Share price rose 9.6% to JP¥4,900 over the past week.
分析記事 • Aug 21MITSUI E&S (TSE:7003) Shareholders Will Want The ROCE Trajectory To ContinueIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
Reported Earnings • Aug 07First quarter 2026 earnings released: EPS: JP¥71.50 (vs JP¥285 in 1Q 2025)First quarter 2026 results: EPS: JP¥71.50 (down from JP¥285 in 1Q 2025). Revenue: JP¥81.2b (up 16% from 1Q 2025). Net income: JP¥7.21b (down 75% from 1Q 2025). Profit margin: 8.9% (down from 41% in 1Q 2025). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has increased by 106% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Aug 06MITSUI E&S Co., Ltd.'s (TSE:7003) Share Price Boosted 34% But Its Business Prospects Need A Lift TooDespite an already strong run, MITSUI E&S Co., Ltd. ( TSE:7003 ) shares have been powering on, with a gain of 34% in...
Buy Or Sell Opportunity • Aug 06Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 87% to JP¥3,500. The fair value is estimated to be JP¥2,781, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.1% per annum. Earnings are forecast to decline by 13% per annum over the same time period.
分析記事 • Jul 30Estimating The Fair Value Of MITSUI E&S Co., Ltd. (TSE:7003)Key Insights The projected fair value for MITSUI E&S is JP¥2,793 based on 2 Stage Free Cash Flow to Equity MITSUI E&S...
分析記事 • Jul 16Should You Investigate MITSUI E&S Co., Ltd. (TSE:7003) At JP¥2,623?MITSUI E&S Co., Ltd. ( TSE:7003 ), is not the largest company out there, but it saw a significant share price rise of...
お知らせ • Jul 02+ 2 more updatesMITSUI E&S Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026MITSUI E&S Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026
Reported Earnings • Jul 01Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥387 (up from JP¥256 in FY 2024). Revenue: JP¥315.1b (up 4.4% from FY 2024). Net income: JP¥39.1b (up 61% from FY 2024). Profit margin: 12% (up from 8.1% in FY 2024). Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) also surpassed analyst estimates by 4.4%. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has increased by 105% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥2,869, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 13x in the Machinery industry in Japan. Total returns to shareholders of 747% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,924 per share.
Buy Or Sell Opportunity • May 30Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 49% to JP¥2,355. The fair value is estimated to be JP¥1,908, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings are forecast to decline by 32% per annum over the same time period.
分析記事 • May 23MITSUI E&S' (TSE:7003) Earnings Are Of Questionable QualityMITSUI E&S Co., Ltd. ( TSE:7003 ) just reported some strong earnings, and the market reacted accordingly with a healthy...
分析記事 • May 22There's No Escaping MITSUI E&S Co., Ltd.'s (TSE:7003) Muted Earnings Despite A 39% Share Price RiseMITSUI E&S Co., Ltd. ( TSE:7003 ) shareholders would be excited to see that the share price has had a great month...
Reported Earnings • May 15Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥387 (up from JP¥256 in FY 2024). Revenue: JP¥315.1b (up 4.4% from FY 2024). Net income: JP¥39.1b (up 61% from FY 2024). Profit margin: 12% (up from 8.1% in FY 2024). Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) also surpassed analyst estimates by 4.4%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 89% per year, which means it is significantly lagging earnings growth.
分析記事 • May 14Does MITSUI E&S (TSE:7003) Deserve A Spot On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
お知らせ • May 13+ 4 more updatesMITSUI E&S Co., Ltd., Annual General Meeting, Jun 26, 2025MITSUI E&S Co., Ltd., Annual General Meeting, Jun 26, 2025.
Buy Or Sell Opportunity • May 13Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 41% to JP¥2,319. The fair value is estimated to be JP¥1,858, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 25% over the last 3 years. Earnings per share has grown by 98%. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings are forecast to decline by 37% per annum over the same time period.
Valuation Update With 7 Day Price Move • Apr 28Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,824, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Machinery industry in Japan. Total returns to shareholders of 432% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,862 per share.
分析記事 • Apr 07Earnings Working Against MITSUI E&S Co., Ltd.'s (TSE:7003) Share Price Following 33% DiveMITSUI E&S Co., Ltd. ( TSE:7003 ) shareholders that were waiting for something to happen have been dealt a blow with a...
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,440, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Machinery industry in Japan. Total returns to shareholders of 330% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,850 per share.
Buy Or Sell Opportunity • Apr 04Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 22% to JP¥1,440. The fair value is estimated to be JP¥1,850, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 25% over the last 3 years. Earnings per share has grown by 98%. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings are forecast to decline by 37% per annum over the same time period.
分析記事 • Mar 27MITSUI E&S' (TSE:7003) Shareholders Will Receive A Bigger Dividend Than Last YearMITSUI E&S Co., Ltd.'s ( TSE:7003 ) dividend will be increasing from last year's payment of the same period to ¥20.00...
お知らせ • Mar 27Furukawa Co.,Ltd. (TSE:5715) agreed to acquire an additional 18.10% stake in Mitsui Miike Machinery Co., Ltd. from MITSUI E&S Co., Ltd. (TSE:7003).Furukawa Co.,Ltd. (TSE:5715) agreed to acquire an additional 18.10% stake in Mitsui Miike Machinery Co., Ltd. from MITSUI E&S Co., Ltd. (TSE:7003) on March 27, 2025. Upon completion, Furukawa Co.,Ltd. will own 20% stake in Mitsui Miike Machinery Co., Ltd. The expected completion of the transaction is April 1, 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 1.0% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.1%).
分析記事 • Mar 13MITSUI E&S (TSE:7003) Will Pay A Larger Dividend Than Last Year At ¥20.00The board of MITSUI E&S Co., Ltd. ( TSE:7003 ) has announced that it will be paying its dividend of ¥20.00 on the 27th...
Valuation Update With 7 Day Price Move • Mar 05Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,897, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 13x in the Machinery industry in Japan. Total returns to shareholders of 508% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,840 per share.
お知らせ • Feb 28MITSUI E&S Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025MITSUI E&S Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025
分析記事 • Feb 27MITSUI E&S (TSE:7003) Will Pay A Larger Dividend Than Last Year At ¥20.00MITSUI E&S Co., Ltd. ( TSE:7003 ) will increase its dividend from last year's comparable payment on the 27th of June to...
Reported Earnings • Feb 13Third quarter 2025 earnings released: EPS: JP¥30.76 (vs JP¥69.35 in 3Q 2024)Third quarter 2025 results: EPS: JP¥30.76 (down from JP¥69.35 in 3Q 2024). Revenue: JP¥73.7b (down 7.7% from 3Q 2024). Net income: JP¥3.10b (down 55% from 3Q 2024). Profit margin: 4.2% (down from 8.6% in 3Q 2024). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 70% per year, which means it is significantly lagging earnings growth.
分析記事 • Feb 13MITSUI E&S (TSE:7003) Will Pay A Larger Dividend Than Last Year At ¥18.00MITSUI E&S Co., Ltd. ( TSE:7003 ) will increase its dividend from last year's comparable payment on the 27th of June to...
分析記事 • Feb 13At JP¥1,650, Is MITSUI E&S Co., Ltd. (TSE:7003) Worth Looking At Closely?While MITSUI E&S Co., Ltd. ( TSE:7003 ) might not have the largest market cap around , it saw a significant share price...
お知らせ • Feb 12Mitsui E&S Co., Ltd. Revises Dividend Forecast for the Fiscal Year Ending March 31, 2025MITSUI E&S Co., Ltd. announced that it has revised its year-end dividend forecast for the fiscal year ending March 31, 2025. For the period, the company expects year-end dividend of JPY 20.00 per share compared to previously expected dividend of JPY 18.00 per share. Reasons for Revisions: The Company has revised upward profit forecasts for the fiscal year ending March 31, 2025. Based on policy, the year-end dividend for common stock for the fiscal year ending March 31, 2025, increased from the previous forecast.
Buy Or Sell Opportunity • Jan 17Now 22% undervaluedOver the last 90 days, the stock has risen 34% to JP¥1,485. The fair value is estimated to be JP¥1,912, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 33% over the last 3 years. Earnings per share has grown by 90%. For the next 3 years, revenue is forecast to grow by 1.7% per annum. Earnings are forecast to decline by 31% per annum over the same time period.
分析記事 • Jan 07MITSUI E&S (TSE:7003) Has Announced That It Will Be Increasing Its Dividend To ¥18.00The board of MITSUI E&S Co., Ltd. ( TSE:7003 ) has announced that it will be paying its dividend of ¥18.00 on the 27th...
分析記事 • Dec 24MITSUI E&S (TSE:7003) Has Announced That It Will Be Increasing Its Dividend To ¥18.00MITSUI E&S Co., Ltd.'s ( TSE:7003 ) dividend will be increasing from last year's payment of the same period to ¥18.00...
分析記事 • Dec 12Estimating The Intrinsic Value Of MITSUI E&S Co., Ltd. (TSE:7003)Key Insights MITSUI E&S' estimated fair value is JP¥1,926 based on 2 Stage Free Cash Flow to Equity With JP¥1,598 share...
Buy Or Sell Opportunity • Nov 21Now 22% undervaluedOver the last 90 days, the stock has risen 32% to JP¥1,503. The fair value is estimated to be JP¥1,922, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 33% over the last 3 years. Earnings per share has grown by 90%. For the next 3 years, revenue is forecast to grow by 1.7% per annum. Earnings are forecast to decline by 31% per annum over the same time period.
分析記事 • Nov 20We Think Shareholders Should Be Aware Of Some Factors Beyond MITSUI E&S' (TSE:7003) ProfitMITSUI E&S Co., Ltd.'s ( TSE:7003 ) stock rose after it released a robust earnings report. Despite the strong profit...
分析記事 • Nov 16MITSUI E&S Co., Ltd.'s (TSE:7003) Price Is Right But Growth Is Lacking After Shares Rocket 29%MITSUI E&S Co., Ltd. ( TSE:7003 ) shareholders would be excited to see that the share price has had a great month...
New Risk • Nov 15New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 2.4% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (2.4% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (8.8% average weekly change). Earnings are forecast to decline by an average of 31% per year for the foreseeable future. High level of non-cash earnings (24% accrual ratio). Minor Risk Shareholders have been diluted in the past year (3.7% increase in shares outstanding).
Reported Earnings • Nov 15Second quarter 2025 earnings released: EPS: JP¥34.61 (vs JP¥32.02 in 2Q 2024)Second quarter 2025 results: EPS: JP¥34.61 (up from JP¥32.02 in 2Q 2024). Revenue: JP¥75.0b (up 1.4% from 2Q 2024). Net income: JP¥3.49b (up 18% from 2Q 2024). Profit margin: 4.7% (up from 4.0% in 2Q 2024). Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 53% per year, which means it is significantly lagging earnings growth.
分析記事 • Nov 14MITSUI E&S (TSE:7003) Has Announced That It Will Be Increasing Its Dividend To ¥18.00MITSUI E&S Co., Ltd.'s ( TSE:7003 ) dividend will be increasing from last year's payment of the same period to ¥18.00...
Declared Dividend • Nov 14Dividend of announcedShareholders will receive a dividend of . Sustainability & Growth Dividend is covered by earnings (0.9398% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to decline by 67% over the next 3 years. However, it would need to fall by 99% to increase the payout ratio to a potentially unsustainable range.
Valuation Update With 7 Day Price Move • Nov 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,407, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 12x in the Machinery industry in Japan. Total returns to shareholders of 247% over the past three years.
New Risk • Nov 10New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.7% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.0% average weekly change). Earnings are forecast to decline by an average of 30% per year for the foreseeable future. High level of non-cash earnings (25% accrual ratio). Minor Risk Shareholders have been diluted in the past year (3.7% increase in shares outstanding).
分析記事 • Oct 14Here's Why MITSUI E&S (TSE:7003) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
分析記事 • Sep 02Is MITSUI E&S Co., Ltd. (TSE:7003) Potentially Undervalued?MITSUI E&S Co., Ltd. ( TSE:7003 ), is not the largest company out there, but it led the TSE gainers with a relatively...
Valuation Update With 7 Day Price Move • Aug 29Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,296, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 12x in the Machinery industry in Japan. Total returns to shareholders of 185% over the past three years.
Reported Earnings • Aug 11First quarter 2025 earnings released: EPS: JP¥285 (vs JP¥14.90 in 1Q 2024)First quarter 2025 results: EPS: JP¥285 (up from JP¥14.90 in 1Q 2024). Revenue: JP¥70.1b (up 14% from 1Q 2024). Net income: JP¥28.8b (up JP¥27.5b from 1Q 2024). Profit margin: 41% (up from 2.1% in 1Q 2024). Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 06MITSUI E&S Co., Ltd. to Report Q3, 2025 Results on Feb 12, 2025MITSUI E&S Co., Ltd. announced that they will report Q3, 2025 results on Feb 12, 2025
分析記事 • Aug 05Earnings Working Against MITSUI E&S Co., Ltd.'s (TSE:7003) Share Price Following 42% DiveMITSUI E&S Co., Ltd. ( TSE:7003 ) shareholders that were waiting for something to happen have been dealt a blow with a...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 36%After last week's 36% share price decline to JP¥843, the stock trades at a forward P/E ratio of 2x. Average forward P/E is 12x in the Machinery industry in Japan. Total returns to shareholders of 69% over the past three years.
Buy Or Sell Opportunity • Aug 02Now 27% undervalued after recent price dropOver the last 90 days, the stock has fallen 30% to JP¥1,143. The fair value is estimated to be JP¥1,575, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 39% over the last 3 years. Earnings per share has grown by 46%. For the next 3 years, revenue is forecast to grow by 1.9% per annum. Earnings are forecast to decline by 16% per annum over the same time period.
分析記事 • Jul 20We Think MITSUI E&S (TSE:7003) Is Taking Some Risk With Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,636, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 14x in the Machinery industry in Japan. Total returns to shareholders of 230% over the past three years.
Reported Earnings • Jul 08Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: JP¥256 (up from JP¥177 in FY 2023). Revenue: JP¥301.9b (up 15% from FY 2023). Net income: JP¥24.4b (up 62% from FY 2023). Profit margin: 8.1% (up from 5.7% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 57%. Earnings per share (EPS) exceeded analyst estimates by 54%. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Machinery industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.
分析記事 • Jul 05Here's Why We Think MITSUI E&S (TSE:7003) Is Well Worth WatchingIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Major Estimate Revision • Jun 28Consensus revenue estimates decrease by 58%, EPS upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from JP¥729.4b to JP¥308.5b. EPS estimate increased from JP¥192 to JP¥349 per share. Net income forecast to grow 45% next year vs 11% growth forecast for Machinery industry in Japan. Consensus price target up from JP¥640 to JP¥1,600. Share price was steady at JP¥1,392 over the past week.
New Risk • Jun 27New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 16% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (8.5% average weekly change). Earnings are forecast to decline by an average of 16% per year for the foreseeable future. High level of non-cash earnings (28% accrual ratio).
お知らせ • Jun 20MITSUI E&S Co., Ltd. to Report Q1, 2025 Results on Aug 08, 2024MITSUI E&S Co., Ltd. announced that they will report Q1, 2025 results on Aug 08, 2024
お知らせ • May 23MITSUI E&S Co., Ltd. Provides Fiscal Year End Dividend for the Fiscal Year Ending March 31, 2025MITSUI E&S Co., Ltd. provided fiscal year end dividend of JPY 12.00 per share for the fiscal year ending March 31, 2025 compared to JPY 5.00 per share a year ago.
分析記事 • May 22We Think That There Are Issues Underlying MITSUI E&S' (TSE:7003) EarningsDespite announcing strong earnings, MITSUI E&S Co., Ltd.'s ( TSE:7003 ) stock was sluggish. Our analysis uncovered some...
Reported Earnings • May 17Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: JP¥263 (up from JP¥177 in FY 2023). Revenue: JP¥301.9b (up 15% from FY 2023). Net income: JP¥25.1b (up 67% from FY 2023). Profit margin: 8.3% (up from 5.7% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 57%. Earnings per share (EPS) exceeded analyst estimates by 54%. Over the last 3 years on average, earnings per share has increased by 47% per year and the company’s share price has also increased by 47% per year.
お知らせ • May 16MITSUI E&S Co., Ltd., Annual General Meeting, Jun 26, 2024MITSUI E&S Co., Ltd., Annual General Meeting, Jun 26, 2024.
お知らせ • May 15MITSUI E&S Co., Ltd. Revised Year-End Dividend Guidance for the Fiscal Year Ended March 31, 2024MITSUI E&S Co., Ltd. announced that it has revised its year-end dividend forecast for the fiscal year ended March 31, 2024. For the period, the company expects year-end dividend of JPY 5.00 per share compared to previously expected dividend of JPY 3.00 per share.
分析記事 • Apr 25Not Many Are Piling Into MITSUI E&S Co., Ltd. (TSE:7003) Stock Yet As It Plummets 27%MITSUI E&S Co., Ltd. ( TSE:7003 ) shares have retraced a considerable 27% in the last month, reversing a fair amount of...
Valuation Update With 7 Day Price Move • Apr 02Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,780, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 14x in the Machinery industry in Japan. Total returns to shareholders of 229% over the past three years.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Trailing yield: 0.2%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.9%).