Mitsui（8031）株式概要
三井物産は商社として国内外で事業を展開している。 詳細
8031 Community Fair Values
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Analyst Price Targets
Mitsui & Co., Ltd. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | JP¥5,580.00 |
| 52週高値 | JP¥6,675.00 |
| 52週安値 | JP¥2,844.50 |
| ベータ | 0.45 |
| 1ヶ月の変化 | -0.61% |
| 3ヶ月変化 | 1.36% |
| 1年変化 | 88.93% |
| 3年間の変化 | 150.45% |
| 5年間の変化 | 356.72% |
| IPOからの変化 | 1,321.66% |
最新ニュース
ナラティブの更新 • May 16
8031: Share Buybacks And Offtake Opportunity Will Support Balanced Future Outlook
Analysts now estimate Mitsui's fair value at ¥6,491.54, up from ¥6,436.92. This reflects updated views that incorporate slightly higher revenue growth expectations, a modestly stronger profit margin, and a somewhat lower future P/E assumption.分析記事 • May 14
Mitsui's (TSE:8031) Problems Go Beyond Weak Profit
The market wasn't impressed with the soft earnings from Mitsui & Co., Ltd. ( TSE:8031 ) recently. We did some further...ナラティブの更新 • Apr 27
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.Recent updates
ナラティブの更新 • May 16
8031: Share Buybacks And Offtake Opportunity Will Support Balanced Future Outlook
Analysts now estimate Mitsui's fair value at ¥6,491.54, up from ¥6,436.92. This reflects updated views that incorporate slightly higher revenue growth expectations, a modestly stronger profit margin, and a somewhat lower future P/E assumption.分析記事 • May 14
Mitsui's (TSE:8031) Problems Go Beyond Weak Profit
The market wasn't impressed with the soft earnings from Mitsui & Co., Ltd. ( TSE:8031 ) recently. We did some further...ナラティブの更新 • Apr 27
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.
ナラティブの更新 • Apr 13
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.ナラティブの更新 • Mar 30
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.ナラティブの更新 • Mar 16
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.ナラティブの更新 • Mar 02
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).
ナラティブの更新 • Feb 16
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).分析記事 • Feb 06
Mitsui & Co., Ltd. Just Missed Earnings - But Analysts Have Updated Their Models
Mitsui & Co., Ltd. ( TSE:8031 ) just released its latest quarterly report and things are not looking great. Mitsui...分析記事 • Feb 05
Mitsui (TSE:8031) Has Announced That It Will Be Increasing Its Dividend To ¥60.00
Mitsui & Co., Ltd. ( TSE:8031 ) will increase its dividend from last year's comparable payment on the 19th of June to...ナラティブの更新 • Feb 02
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).ナラティブの更新 • Jan 19
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).分析記事 • Jan 17
Mitsui's (TSE:8031) Shareholders Will Receive A Bigger Dividend Than Last Year
Mitsui & Co., Ltd. ( TSE:8031 ) has announced that it will be increasing its dividend from last year's comparable...ナラティブの更新 • Jan 04
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).分析記事 • Jan 01
Mitsui's (TSE:8031) Dividend Will Be Increased To ¥60.00
The board of Mitsui & Co., Ltd. ( TSE:8031 ) has announced that it will be paying its dividend of ¥60.00 on the 19th of...ナラティブの更新 • Dec 19
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.分析記事 • Dec 18
Mitsui (TSE:8031) Is Increasing Its Dividend To ¥60.00
Mitsui & Co., Ltd.'s ( TSE:8031 ) dividend will be increasing from last year's payment of the same period to ¥60.00 on...ナラティブの更新 • Dec 05
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).分析記事 • Dec 04
Mitsui (TSE:8031) Has Announced That It Will Be Increasing Its Dividend To ¥60.00
The board of Mitsui & Co., Ltd. ( TSE:8031 ) has announced that it will be paying its dividend of ¥60.00 on the 19th of...ナラティブの更新 • Nov 21
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).分析記事 • Nov 12
Earnings Troubles May Signal Larger Issues for Mitsui (TSE:8031) Shareholders
Despite Mitsui & Co., Ltd.'s ( TSE:8031 ) recent earnings report having lackluster headline numbers, the market...分析記事 • Nov 07
Mitsui & Co., Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
It's been a good week for Mitsui & Co., Ltd. ( TSE:8031 ) shareholders, because the company has just released its...ナラティブの更新 • Nov 07
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.ナラティブの更新 • Oct 24
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).ナラティブの更新 • Oct 10
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.ナラティブの更新 • Sep 26
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.分析記事 • Sep 15
Mitsui (TSE:8031) Has Announced That It Will Be Increasing Its Dividend To ¥55.00
Mitsui & Co., Ltd. ( TSE:8031 ) has announced that it will be increasing its dividend from last year's comparable...ナラティブの更新 • Sep 11
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).ナラティブの更新 • Aug 27
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).分析記事 • Aug 08
Mitsui (TSE:8031) Will Pay A Larger Dividend Than Last Year At ¥55.00
Mitsui & Co., Ltd.'s ( TSE:8031 ) dividend will be increasing from last year's payment of the same period to ¥55.00 on...分析記事 • Jul 24
Mitsui's (TSE:8031) Upcoming Dividend Will Be Larger Than Last Year's
The board of Mitsui & Co., Ltd. ( TSE:8031 ) has announced that it will be paying its dividend of ¥55.00 on the 3rd of...分析記事 • Jul 10
Mitsui's (TSE:8031) Dividend Will Be Increased To ¥55.00
The board of Mitsui & Co., Ltd. ( TSE:8031 ) has announced that it will be paying its dividend of ¥55.00 on the 3rd of...分析記事 • Jun 13
A Look At The Intrinsic Value Of Mitsui & Co., Ltd. (TSE:8031)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Mitsui fair value estimate is JP¥3,120 Current share price of...分析記事 • May 29
Here's Why Mitsui (TSE:8031) Has A Meaningful Debt Burden
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
新しいナラティブ • Nov 07
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.株主還元
| 8031 | JP Trade Distributors | JP 市場 | |
|---|---|---|---|
| 7D | -8.6% | -6.7% | -0.5% |
| 1Y | 88.9% | 71.2% | 41.3% |
業界別リターン: 8031過去 1 年間で71.2 % の収益を上げたJP Trade Distributors業界を上回りました。
リターン対市場: 8031過去 1 年間で41.3 % の収益を上げたJP市場を上回りました。
価格変動
| 8031 volatility | |
|---|---|
| 8031 Average Weekly Movement | 6.8% |
| Trade Distributors Industry Average Movement | 4.6% |
| Market Average Movement | 5.0% |
| 10% most volatile stocks in JP Market | 9.7% |
| 10% least volatile stocks in JP Market | 2.5% |
安定した株価: 8031 、 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: 8031の 週次ボラティリティ ( 7% ) 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 |
|---|---|---|---|
| 1947 | 56,400 | Kenichi Hori | www.mitsui.com/jp/en/ |
三井物産株式会社は、日本および海外で商社として事業を展開している。エネルギー、モビリティ・デジタル・インフラ、化学品、鉄鋼製品、ウェルネス・エコシステム、イノベーショ ン＆コーポレート・ディベロップメント、その他の各セグメントを通じて事業を展開している。地下資源の開発・加工・販売、リサイクル・宇宙関連・タンクターミナル事業、鉄鋼製品の製造・販売、鉄鋼製品加工・部品製造、メンテナンスサービスの提供、水素・アンモニア・バイオ燃料・SAF・カーボン・ソリューション、液化天然ガス（LNG）プロジェクトの開発、LNG・石油・石油製品・石炭・ウラン・その他エネルギー資源の取引・販売などを行っている。また、デジタル・電力ソリューション、物流・水・社会インフラサービス、ガス・海洋サービス、仲介サービス、ガス・基礎化学品・パフォーマンスモノマー、素材・エレクトロニクス・自然資本・動物・食品科学・農業科学・アグリソリューションも提供している。また、建設・鉱山機械、自動車、部品、関連製品の製造、卸売、小売、金融、リース、レンタル、工作機械と中古船舶の販売、商業船舶の売買、所有、運航、航空機、ヘリコプター、航空機エンジンの販売、購入、リース、融資、その他航空関連事業も行っている。また、穀物・油糧種子・飼料原料・油脂・粗糖・エタノール等の売買、コーヒー・カカオ豆・茶・乳製品・精製糖・加工油脂の開発、衣料品・服飾雑貨の企画・製造、繊維資材の販売、衣料品・服飾雑貨・食料品の小売、ウェルネス事業、IT・通信事業、企業開発事業等を行っている。三井物産は1947年に設立され、千代田区に本社を置く。
Mitsui & Co., Ltd. 基礎のまとめ
| 8031 基礎統計学 | |
|---|---|
| 時価総額 | JP¥15.81t |
| 収益（TTM） | JP¥833.97b |
| 売上高(TTM) | JP¥14.00t |
19.0x
PER（株価収益率1.1x
P/Sレシオ8031 は割高か？
公正価値と評価分析を参照収益と収入
| 8031 損益計算書（TTM） | |
|---|---|
| 収益 | JP¥14.00t |
| 売上原価 | JP¥12.67t |
| 売上総利益 | JP¥1.33t |
| その他の費用 | JP¥494.18b |
| 収益 | JP¥833.97b |
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） | 294.25 |
| グロス・マージン | 9.49% |
| 純利益率 | 5.96% |
| 有利子負債／自己資本比率 | 63.3% |
8031 の長期的なパフォーマンスは？
過去の実績と比較を見る| Mitsui 配当日 | |
|---|---|
| 配当落ち日 | Mar 30 2026 |
| 配当支払日 | Jun 18 2026 |
| 配当落ちまでの日数 | 54 days |
| 配当支払日までの日数 | 26 days |
8031 配当は確実ですか？
8031 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 | 2026/05/22 17:31 |
| 終値 | 2026/05/22 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
Mitsui & Co., Ltd. 12 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。25
| アナリスト | 機関 |
|---|---|
| Kazuhisa Mori | Barclays |
| Takashi Enomoto | BofA Global Research |
| Chika Fukumoto | Citigroup Inc |