Yamaha Corporation

TSE:7951 株式レポート

時価総額:JP¥494.0b

Yamaha 将来の成長

Future 基準チェック /26

Yamaha利益と収益がそれぞれ年間11%と3.2%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7.2% 12.9%なると予測されています。

主要情報

11.0%

収益成長率

12.93%

EPS成長率

Leisure 収益成長11.4%
収益成長率3.2%
将来の株主資本利益率7.15%
アナリストカバレッジ

Good

最終更新日21 May 2026

今後の成長に関する最新情報

分析記事 Jun 28

Yamaha Corporation Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

It's been a good week for Yamaha Corporation ( TSE:7951 ) shareholders, because the company has just released its...

Recent updates

ナラティブの更新 Apr 28

7951: Buybacks And Mixed Segment Trends Will Support Balanced Medium-Term Repricing

Analysts have kept Yamaha's fair value estimate steady at ¥1,181.43, with only marginal adjustments to inputs such as the discount rate, revenue growth, profit margin, and future P/E to reflect refreshed assumptions rather than a change in overall view. What's in the News Yamaha completed a share repurchase of 13,488,300 shares, or 3% of shares, for ¥14,999.9 million under the buyback announced on November 4, 2025.
ナラティブの更新 Apr 09

7951: Buybacks And Creator-Focused Products Will Support Steady Medium-Term Repricing

Analysts have kept Yamaha's price target broadly steady around ¥1,181, citing only small tweaks to assumptions such as the discount rate, long term revenue growth, profit margin, and future P/E multiple rather than any major shift in the outlook. What's in the News Yamaha completed a share repurchase program announced on November 4, 2025, buying back a total of 13,488,300 shares, representing 3% of shares, for ¥14,999.9 million.
ナラティブの更新 Mar 26

7951: Buybacks And Creator-Focused Products Will Support Balanced Medium-Term Repricing

Analysts have adjusted their price target on Yamaha slightly higher from ¥1,180 to approximately ¥1,181, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E expectations. What's in the News Yamaha completed a share buyback of 13,488,300 shares, representing 3% of shares, for ¥14,999.9 million under the program announced on November 4, 2025, with repurchases running through March 24, 2026 (company buyback update).
ナラティブの更新 Mar 11

7951: Share Repurchases And New Creator Products Will Support Balanced Medium Term Repricing

Analysts have kept their Yamaha price target steady at ¥1,180, with small tweaks to inputs such as the discount rate and assumed future P/E reflecting only minor model refinements rather than a shift in their overall view. What's in the News Board meeting scheduled for November 4, 2025 to approve matters related to acquisition of treasury stock, indicating continued focus on share repurchases (Board Meeting).
ナラティブの更新 Feb 25

7951: Audio Creator Launches And Buyback Will Support Balanced Medium Term Repricing

Analysts have adjusted their price target on Yamaha to ¥1,180 from ¥1,158, citing updated assumptions around revenue growth, profit margins, and future P/E levels. What's in the News Yamaha raised its consolidated earnings guidance for the fiscal year ending March 31, 2026, now guiding to revenue of ¥462.0b, core operating profit of ¥33.0b, operating profit of ¥30.0b, and profit attributable to owners of the parent of ¥24.0b, with basic EPS at ¥53.32 (company guidance).
分析記事 Feb 13

There May Be Reason For Hope In Yamaha's (TSE:7951) Disappointing Earnings

Shareholders appeared unconcerned with Yamaha Corporation's ( TSE:7951 ) lackluster earnings report last week. We think...
ナラティブの更新 Feb 11

7951: New Audio Creator Products And Buyback Will Support Measured Repricing Potential

Analysts have kept their Yamaha fair value estimate steady at ¥1,158.57, with only modest tweaks to assumptions on discount rate, revenue growth, profit margin, and future P/E informing the updated price target narrative. What's in the News Yamaha revised its consolidated earnings guidance for the fiscal year ending March 31, 2026, with revenue now expected at ¥462.0b and core operating profit at ¥33.0b, alongside profit attributable to owners of the parent of ¥24.0b and basic EPS of ¥53.32.
ナラティブの更新 Jan 28

7951: New Creator-Focused Audio Lineup Will Support Gradual Repricing Potential

Analysts have lifted their fair value estimate for Yamaha from ¥1,132.50 to about ¥1,158.60, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that collectively support a higher price target. What's in the News Yamaha launched its MGX Series digital mixing consoles, URX Series audio interfaces, and CC1 USB controller, targeting musicians, performers, streamers, podcasters, and content creators across live performance, recording, and streaming use cases (Product-Related Announcements).
分析記事 Jan 06

Yamaha (TSE:7951) Has More To Do To Multiply In Value Going Forward

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 Dec 03

Yamaha (TSE:7951) Could Easily Take On More Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
ナラティブの更新 Sep 06

Digital Transformation Will Unlock Global Music Opportunities

Despite a slight increase in Yamaha’s discount rate, both the future P/E and analyst price target remained essentially unchanged, with the fair value holding steady at ¥1132. What's in the News Yamaha lowered FY2026 guidance, with revenue now expected at JPY 452,000 million (down from JPY 455,000 million) and operating profit revised to JPY 30,000 million (down from JPY 38,500 million).
分析記事 Aug 14

We Think You Can Look Beyond Yamaha's (TSE:7951) Lackluster Earnings

The most recent earnings report from Yamaha Corporation ( TSE:7951 ) was disappointing for shareholders. However, our...
分析記事 Jul 14

Is Yamaha (TSE:7951) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
分析記事 Jun 28

Yamaha Corporation Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

It's been a good week for Yamaha Corporation ( TSE:7951 ) shareholders, because the company has just released its...
分析記事 Apr 25

Investors Appear Satisfied With Yamaha Corporation's (TSE:7951) Prospects

Yamaha Corporation's ( TSE:7951 ) price-to-earnings (or "P/E") ratio of 20.7x might make it look like a strong sell...
分析記事 Mar 15

Yamaha (TSE:7951) Seems To Use Debt Quite Sensibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 Feb 28

An Intrinsic Calculation For Yamaha Corporation (TSE:7951) Suggests It's 22% Undervalued

Key Insights Using the 2 Stage Free Cash Flow to Equity, Yamaha fair value estimate is JP¥1,443 Yamaha is estimated to...
分析記事 Feb 13

Some May Be Optimistic About Yamaha's (TSE:7951) Earnings

Soft earnings didn't appear to concern Yamaha Corporation's ( TSE:7951 ) shareholders over the last week. Our analysis...
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新しいナラティブ Dec 29

New Digital Mixer And Audio Equipment Expansion Ignite Future Growth

Strong performance in B2B audio and new digital mixer release are key drivers of future revenue growth despite sluggish instrument sales.
分析記事 Dec 23

Yamaha Corporation's (TSE:7951) Share Price Matching Investor Opinion

Yamaha Corporation's ( TSE:7951 ) price-to-earnings (or "P/E") ratio of 26.9x might make it look like a strong sell...
分析記事 Dec 04

Investors Could Be Concerned With Yamaha's (TSE:7951) Returns On Capital

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 Aug 28

Is There An Opportunity With Yamaha Corporation's (TSE:7951) 35% Undervaluation?

Key Insights The projected fair value for Yamaha is JP¥5,282 based on 2 Stage Free Cash Flow to Equity Yamaha's...
分析記事 Aug 11

The Price Is Right For Yamaha Corporation (TSE:7951) Even After Diving 25%

Yamaha Corporation ( TSE:7951 ) shareholders that were waiting for something to happen have been dealt a blow with a...
分析記事 Jul 31

Yamaha (TSE:7951) Has Announced A Dividend Of ¥37.00

Yamaha Corporation ( TSE:7951 ) will pay a dividend of ¥37.00 on the 9th of December. The dividend yield will be 2.1...
分析記事 Jul 18

The Returns On Capital At Yamaha (TSE:7951) Don't Inspire Confidence

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
分析記事 Jul 02

Some May Be Optimistic About Yamaha's (TSE:7951) Earnings

The market for Yamaha Corporation's ( TSE:7951 ) shares didn't move much after it posted weak earnings recently. We...
分析記事 Jun 26

Market Participants Recognise Yamaha Corporation's (TSE:7951) Earnings

Yamaha Corporation's ( TSE:7951 ) price-to-earnings (or "P/E") ratio of 19.9x might make it look like a sell right now...
分析記事 Jun 11

Here's Why Yamaha (TSE:7951) Can Manage Its Debt Responsibly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 May 26

An Intrinsic Calculation For Yamaha Corporation (TSE:7951) Suggests It's 21% Undervalued

Key Insights The projected fair value for Yamaha is JP¥4,270 based on 2 Stage Free Cash Flow to Equity Current share...
分析記事 May 10

Results: Yamaha Corporation Beat Earnings Expectations And Analysts Now Have New Forecasts

It's been a good week for Yamaha Corporation ( TSE:7951 ) shareholders, because the company has just released its...
分析記事 Apr 12

Yamaha's (TSE:7951) Returns On Capital Not Reflecting Well On The Business

What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...
分析記事 Mar 11

Yamaha's (TSE:7951) Dividend Will Be ¥37.00

Yamaha Corporation ( TSE:7951 ) has announced that it will pay a dividend of ¥37.00 per share on the 26th of June. This...

業績と収益の成長予測

TSE:7951 - 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
3/31/2029507,50036,45043,45361,2032
3/31/2028489,21733,27133,71148,8756
3/31/2027474,98330,06729,11343,8296
3/31/2026465,33023,72031,64745,777N/A
12/31/2025452,40419,25230,43345,785N/A
9/30/2025450,31017,84432,52050,929N/A
6/30/2025453,8226,31526,35149,276N/A
3/31/2025462,08013,35132,34755,281N/A
12/31/2024471,76823,21138,57861,874N/A
9/30/2024471,37219,95928,90549,283N/A
6/30/2024468,81632,57222,12246,148N/A
3/31/2024462,86629,64220,91643,836N/A
12/31/2023454,97728,89811,52638,317N/A
9/30/2023453,02932,324-7,99019,178N/A
6/30/2023451,71736,080-10,83010,188N/A
3/31/2023451,41038,183-35,567-14,841N/A
12/31/2022444,08737,257-42,323-25,841N/A
9/30/2022427,70836,625-22,740-6,326N/A
6/30/2022411,62132,434-7,2077,082N/A
3/31/2022408,19737,25521,48636,016N/A
12/31/2021402,65838,99645,24958,091N/A
9/30/2021406,32540,965N/AN/AN/A
6/30/2021403,30841,83760,17772,339N/A
3/31/2021372,63026,61545,65358,225N/A
12/31/2020363,91519,52434,82851,810N/A
9/30/2020370,50620,586N/AN/AN/A
6/30/2020386,49625,52229,28648,535N/A
3/31/2020414,22734,62136,68957,162N/A
12/31/2019427,46940,456N/A63,010N/A
9/30/2019432,66143,699N/AN/AN/A
6/30/2019431,80041,652N/A43,070N/A
3/31/2019437,41643,753N/A30,234N/A
12/31/2018436,80040,837N/A31,929N/A
9/30/2018436,44655,914N/A42,390N/A
6/30/2018436,85254,437N/A39,975N/A
3/31/2018432,96754,378N/A47,498N/A
12/31/2017428,66759,220N/A45,970N/A
9/30/2017418,89539,142N/A43,379N/A
6/30/2017411,09833,565N/A38,473N/A
3/31/2017408,24846,719N/A39,142N/A
12/31/2016408,02839,191N/A37,725N/A
9/30/2016417,17842,437N/A39,554N/A
6/30/2016428,34348,868N/A38,117N/A
3/31/2016435,47732,633N/A42,399N/A
12/31/2015444,69034,723N/A39,530N/A
9/30/2015443,23831,550N/A33,410N/A
6/30/2015438,10927,103N/A34,899N/A

アナリストによる今後の成長予測

収入対貯蓄率: 7951の予測収益成長率 (年間11% ) は 貯蓄率 ( 0.8% ) を上回っています。

収益対市場: 7951の収益 ( 11% ) はJP市場 ( 8.6% ) よりも速いペースで成長すると予測されています。

高成長収益: 7951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: 7951の収益 ( 3.2% ) JP市場 ( 5.3% ) よりも低い成長が予測されています。

高い収益成長: 7951の収益 ( 3.2% ) 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: 7951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 ( 7.2 %)。


成長企業の発掘

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 11:56
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
  • 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

Yamaha Corporation 6 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。20

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