Mitsui & Co., Ltd.

TSE:8031 株式レポート

時価総額：JP¥15.0t

Mitsui 将来の成長

Future 基準チェック /16

Mitsui利益と収益がそれぞれ年間6.2%と3%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11% 7.2%なると予測されています。

主要情報

6.2%

収益成長率

7.17%

EPS成長率

Trade Distributors 収益成長6.4%
収益成長率3.0%
将来の株主資本利益率11.03%
アナリストカバレッジ

Good

最終更新日29 May 2026

今後の成長に関する最新情報

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 • 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...

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...
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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.

業績と収益の成長予測

TSE:8031 - 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
3/31/202915,339,7811,055,000527,000987,0165
3/31/202814,958,054999,776714,5951,120,42310
3/31/202714,822,161949,671224,000797,9829
3/31/202613,995,222833,971-155,487952,912N/A
12/31/202514,035,595860,122-371,347724,090N/A
9/30/202514,089,918912,288494,121850,471N/A
6/30/202514,122,649815,879662,991994,647N/A
3/31/202514,662,620900,342671,3711,017,518N/A
12/31/202414,309,762989,447630,640956,153N/A
9/30/202414,279,3211,019,210675,255993,681N/A
6/30/202414,015,7251,086,944455,111783,012N/A
3/31/202413,324,9421,063,684569,648864,419N/A
12/31/202313,268,3591,016,250854,3661,129,245N/A
9/30/202313,260,0251,047,787943,0391,203,663N/A
6/30/202313,735,0021,108,480896,4541,133,430N/A
3/31/202314,306,4021,130,630819,4721,047,537N/A
12/31/202214,204,6451,122,253828,2211,047,769N/A
9/30/202213,765,1751,049,196606,857810,110N/A
6/30/202212,820,056998,458715,267908,526N/A
3/31/202211,757,559914,722621,371806,896N/A
12/31/202110,859,096769,777448,904629,269N/A
9/30/20219,721,360630,064520,042699,016N/A
6/30/20218,822,896464,165607,883787,963N/A
3/31/20218,010,235335,458557,006772,696N/A
12/31/20209,030,709255,374389,170641,955N/A
9/30/20208,777,968267,384289,611580,535N/A
6/30/20208,696,383329,034254,470562,537N/A
3/31/20208,484,130391,513238,537526,376N/A
12/31/20197,138,544399,223N/A436,068N/A
9/30/20197,155,418425,498N/A575,690N/A
6/30/20197,034,445420,837N/A403,934N/A
3/31/20196,957,524414,215N/A410,670N/A
12/31/20186,252,108391,713N/A512,138N/A
9/30/20185,711,458403,042N/A553,773N/A
6/30/20185,266,688426,137N/A485,498N/A
3/31/20184,892,149418,479N/A553,645N/A
12/31/20174,841,203452,637N/A586,104N/A
9/30/20174,725,866422,466N/A492,570N/A
6/30/20174,525,658355,747N/A567,464N/A
3/31/20174,363,969306,136N/A404,171N/A
12/31/20164,261,35512,485N/A406,177N/A
9/30/20164,293,998-92,074N/A334,578N/A
6/30/20164,495,976-119,202N/A452,353N/A
3/31/20164,759,694-83,410N/A586,991N/A
12/31/20154,912,066186,513N/A572,788N/A
9/30/20155,155,193214,471N/A591,822N/A
6/30/20155,318,093275,621N/A683,952N/A

アナリストによる今後の成長予測

収入対貯蓄率: 8031の予測収益成長率 (年間6.2% ) は 貯蓄率 ( 0.8% ) を上回っています。

収益対市場: 8031の収益 ( 6.2% ) JP市場 ( 8.9% ) よりも低い成長が予測されています。

高成長収益: 8031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: 8031の収益 ( 3% ) JP市場 ( 5.6% ) よりも低い成長が予測されています。

高い収益成長: 8031の収益 ( 3% ) 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: 8031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 ( 11 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

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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2026/05/29 08:02
終値2026/05/29 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 MoriBarclays
Takashi EnomotoBofA Global Research
Chika FukumotoCitigroup Inc