Teijin（3401）株式概要
帝人株式会社は、繊維、フィルム・シート、複合材料、ヘルスケア、ITなどの事業を国内外で展開している。 詳細
3401 Community Fair Values
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Analyst Price Targets
Teijin Limited 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | JP¥1,602.50 |
| 52週高値 | JP¥1,773.00 |
| 52週安値 | JP¥1,095.00 |
| ベータ | 0.29 |
| 1ヶ月の変化 | -1.75% |
| 3ヶ月変化 | -5.65% |
| 1年変化 | 42.13% |
| 3年間の変化 | 12.30% |
| 5年間の変化 | -11.12% |
| IPOからの変化 | -39.53% |
最新ニュース
Recent updates
ナラティブの更新 • May 02
3401: Deepening Loss Guidance Will Still Signal Weak Earnings And Overvaluation
Analysts kept their price target for Teijin steady at ¥1,368, citing only slight model tweaks in the discount rate, revenue growth, profit margin and future P/E assumptions that do not materially change their view of the shares. What's in the News Teijin cut its consolidated earnings guidance for the fiscal year ending March 31, 2026, and now expects an operating loss of JPY 75,000 million to JPY 85,000 million instead of the previously guided operating income of JPY 5,000 million (Key Developments).ナラティブの更新 • Apr 14
3401: Deepening Loss Outlook Will Still Signal Weak Earnings And Overvaluation
Analysts have revised their price target on Teijin to ¥1,368 from ¥1,328. The new target reflects updated assumptions for revenue growth, profit margins, the discount rate and future P/E multiples.ナラティブの更新 • Mar 31
3401: Stable Assumptions Will Still Signal Weak Earnings And Overvaluation
Analysts have kept their ¥1,328 price target for Teijin unchanged, citing only minor model adjustments to discount rate, revenue growth, profit margin and future P/E assumptions that do not materially alter their view on the shares. Valuation Changes Fair Value: Modelled fair value remains unchanged at ¥1,328.ナラティブの更新 • Mar 17
3401: Higher P/E Assumptions Will Still Signal Weak Earnings Outlook
Narrative Update on Teijin The analyst fair value estimate for Teijin has been revised from ¥1,298 to ¥1,328, with analysts linking this change to updated assumptions for revenue growth, profit margins, and future P/E levels. Valuation Changes Fair Value: Revised slightly higher from ¥1,298 to ¥1,328.ナラティブの更新 • Mar 03
3401: Higher P/E Assumptions Will Still Signal Weak Earnings Outlook
Analysts have raised their price target for Teijin from ¥1,256 to ¥1,298, reflecting slightly adjusted assumptions on discount rate, revenue growth, profit margin and future P/E. Valuation Changes Fair Value: revised from ¥1,256 to ¥1,298, a modest uplift in the model output.ナラティブの更新 • Feb 16
3401: Modest Margin Gains And Merger Plans Will Still Signal Weak Outlook
Analysts have kept their ¥1,256 price target for Teijin unchanged, citing a slightly lower discount rate, an expected shift from a 1.66% revenue decline to a 0.21% revenue increase, a modest uptick in profit margin, and a reduced assumed future P/E as key factors supporting their maintained view. What's in the News A board meeting is scheduled for December 1, 2025, to consider a basic agreement for an absorption-type merger between Teijin Frontier Co., Ltd., a wholly owned Teijin subsidiary, and Asahi Kasei Advance Corporation, a wholly owned Asahi Kasei subsidiary, with Teijin Frontier as the surviving company (Key Developments).ナラティブの更新 • Feb 02
3401: Aramid Impairment Will Drive Weaker Outlook Despite Merger Plans
Analysts have maintained their fair value estimate for Teijin at ¥1,256. A slightly lower discount rate and a marginally reduced future P/E assumption support a modestly refined price target narrative.ナラティブの更新 • Jan 19
3401: Aramid Impairment Will Drive Cautious Outlook Despite Merger Plans
Analysts have nudged their fair value estimate for Teijin up from ¥1,246 to ¥1,256, citing slightly softer assumed revenue declines, a modestly lower discount rate, and a small adjustment to future P/E expectations as the key drivers of the change. What's in the News Teijin plans a board meeting on December 1, 2025 to consider a basic agreement for an absorption type merger between Teijin Frontier Co., Ltd.ナラティブの更新 • Jan 05
3401: Aramid Impairment And Joint Venture Integration Will Shape Balanced Outlook
Analysts kept their fair value estimate for Teijin steady at ¥1,246, with only small tweaks to the discount rate, long term revenue and margin assumptions, and the future P/E used in their models. This reflects fine tuning rather than a change in their overall view.ナラティブの更新 • Dec 21
3401: Aramid Impairment And Joint Venture Integration Will Define Balanced Outlook
Analysts have nudged their price target on Teijin modestly higher to ¥1,246. This reflects slightly lower perceived risk and a marginally cheaper forward earnings multiple, even as growth and margin assumptions remain essentially unchanged.分析記事 • Dec 19
Teijin (TSE:3401) Will Pay A Dividend Of ¥25.00
Teijin Limited ( TSE:3401 ) has announced that it will pay a dividend of ¥25.00 per share on the 4th of June. Based on...ナラティブの更新 • Dec 07
3401: Aramid Impairment And Earnings Resilience Will Shape Balanced Forward Prospects
Analysts have nudged their price target on Teijin slightly higher to JPY 1,246, citing a modestly lower perceived risk profile and stable long term earnings assumptions, despite limited changes to underlying growth and margin forecasts. What's in the News Board meeting scheduled for December 1, 2025, to approve a basic agreement for an absorption type merger between Teijin Frontier and Asahi Kasei Advance, with Teijin Frontier as the surviving company and later becoming a joint venture of Teijin and Asahi Kasei (company disclosure) Resin and plastic processing business briefing session held for analysts and investors, focusing on the outlook and strategy for this segment (company event) Impairment loss of JPY 48.4 billion recorded on fixed assets in the aramid business for the six months ended September 30, 2025, driven by intensifying competition and adverse exchange rate movements, with charges booked in cost of sales and SG&A (company results) Full-year 2025 to 2026 earnings guidance revised downward, with operating income forecast cut from JPY 20 billion to JPY 5 billion and profit attributable to owners of parent now expected to be a loss of JPY 10 billion, mainly due to the aramid impairment and weaker materials and equity method contributions (guidance update) Valuation Changes Fair Value: unchanged at approximately ¥1,246 per share, implying no revision to the analyst central valuation.分析記事 • Dec 05
Teijin's (TSE:3401) Dividend Will Be ¥25.00
Teijin Limited ( TSE:3401 ) will pay a dividend of ¥25.00 on the 4th of June. Based on this payment, the dividend yield...ナラティブの更新 • Nov 23
3401: Impairment Loss And Margin Stability Will Define Balanced Investment Prospects
The analyst price target for Teijin has been reaffirmed at ¥1,246 as analysts cite stable forecasts and no material changes in forecasts for discount rate, revenue growth, profit margin, or projected valuation multiples. What's in the News Teijin held a Resin & Plastic Processing Business Briefing Session as part of their Analyst/Investor Day.ナラティブの更新 • Nov 08
3401: Revenue Outlook Will Moderate Risks While Supporting Balanced Opportunity
Analysts have raised their price target for Teijin from ¥1,180 to ¥1,246. This reflects an improved revenue growth outlook and a lower discount rate in updated forecasts.新しいナラティブ • Sep 07
Global Demand For Advanced Composites Will Expand Opportunities
Key Takeaways Refocus on high-margin specialty materials and healthcare segments, combined with operational reforms, is expected to drive margin expansion and more stable earnings. Innovation in sustainable materials and divestment of low-yield businesses position the company for new growth opportunities and improved earnings quality.分析記事 • Jul 24
Teijin (TSE:3401) Has Debt But No Earnings; Should You Worry?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Apr 14
Are Investors Undervaluing Teijin Limited (TSE:3401) By 45%?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Teijin fair value estimate is JP¥2,032 Teijin's JP¥1,127 share...分析記事 • Mar 22
Teijin (TSE:3401) Will Pay A Dividend Of ¥25.00
The board of Teijin Limited ( TSE:3401 ) has announced that it will pay a dividend on the 30th of May, with investors...分析記事 • Feb 03
Is Teijin (TSE:3401) A Risky Investment?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Dec 31
Teijin (TSE:3401) Is Due To Pay A Dividend Of ¥25.00
Teijin Limited ( TSE:3401 ) will pay a dividend of ¥25.00 on the 30th of May. This takes the dividend yield to 3.7...分析記事 • Dec 17
Teijin (TSE:3401) Is Due To Pay A Dividend Of ¥25.00
The board of Teijin Limited ( TSE:3401 ) has announced that it will pay a dividend of ¥25.00 per share on the 30th of...分析記事 • Dec 03
Teijin (TSE:3401) Has Announced A Dividend Of ¥25.00
Teijin Limited's ( TSE:3401 ) investors are due to receive a payment of ¥25.00 per share on 30th of May. This will take...分析記事 • Dec 01
Is There An Opportunity With Teijin Limited's (TSE:3401) 46% Undervaluation?
Key Insights Teijin's estimated fair value is JP¥2,422 based on 2 Stage Free Cash Flow to Equity Teijin is estimated to...分析記事 • Nov 07
Some Confidence Is Lacking In Teijin Limited's (TSE:3401) P/S
With a median price-to-sales (or "P/S") ratio of close to 0.5x in the Chemicals industry in Japan, you could be...分析記事 • Oct 17
Be Wary Of Teijin (TSE:3401) And Its Returns On Capital
When it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...分析記事 • Sep 18
Teijin (TSE:3401) Has A Somewhat Strained Balance Sheet
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Aug 04
Investor Optimism Abounds Teijin Limited (TSE:3401) But Growth Is Lacking
With a median price-to-sales (or "P/S") ratio of close to 0.5x in the Chemicals industry in Japan, you could be...分析記事 • Jun 10
A Look At The Fair Value Of Teijin Limited (TSE:3401)
Key Insights Teijin's estimated fair value is JP¥1,442 based on 2 Stage Free Cash Flow to Equity Current share price of...分析記事 • May 21
There May Be Underlying Issues With The Quality Of Teijin's (TSE:3401) Earnings
Despite announcing strong earnings, Teijin Limited's ( TSE:3401 ) stock was sluggish. We did some digging and found...分析記事 • Apr 09
Teijin (TSE:3401) Will Be Looking To Turn Around Its Returns
Ignoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase...分析記事 • Mar 21
Teijin (TSE:3401) Will Pay A Dividend Of ¥15.00
The board of Teijin Limited ( TSE:3401 ) has announced that it will pay a dividend of ¥15.00 per share on the 31st of...分析記事 • Mar 16
Teijin Limited's (TSE:3401) Share Price Matching Investor Opinion
There wouldn't be many who think Teijin Limited's ( TSE:3401 ) price-to-sales (or "P/S") ratio of 0.3x is worth a...分析記事 • Feb 28
Teijin (TSE:3401) Is Due To Pay A Dividend Of ¥15.00
The board of Teijin Limited ( TSE:3401 ) has announced that it will pay a dividend of ¥15.00 per share on the 31st of...株主還元
| 3401 | JP Chemicals | JP 市場 | |
|---|---|---|---|
| 7D | -7.7% | -1.8% | -0.5% |
| 1Y | 42.1% | 50.3% | 39.8% |
業界別リターン: 3401過去 1 年間で50.3 % の収益を上げたJP Chemicals業界を下回りました。
リターン対市場: 3401過去 1 年間で39.8 % の収益を上げたJP市場を上回りました。
価格変動
| 3401 volatility | |
|---|---|
| 3401 Average Weekly Movement | 5.4% |
| Chemicals Industry Average Movement | 6.0% |
| Market Average Movement | 5.0% |
| 10% most volatile stocks in JP Market | 9.6% |
| 10% least volatile stocks in JP Market | 2.5% |
安定した株価: 3401 、 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: 3401の 週次ボラティリティ ( 5% ) 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 |
|---|---|---|---|
| 1918 | 20,279 | Akimoto Uchikawa | www.teijin.com |
帝人株式会社は、繊維事業、フィルム・シート事業、複合材料事業、ヘルスケア事業、IT事業を国内外で展開している。アラミド繊維、ガラス・炭素繊維、複合材料、注入樹脂、接着剤、充填材・樹脂フィルム、酸化PAN繊維、ポリカーボネートシート・フィルム、高密度ポリエチレン多孔質フィルム・材料、微多孔フィルムなどを提供。また、PC樹脂、ポリフェニレンサルファイド樹脂、成形品、難燃剤、添加剤、自動車用軽量ガラス繊維・炭素繊維強化複合材料、ポリトリメチレンテレフタレート製品、人工皮革材料、ポリエステルナノファイバー、再生ポリエステル繊維なども提供している。また、骨・関節疾患、呼吸器疾患、循環器疾患、代謝疾患などの医薬品、在宅酸素療法、非侵襲的陽圧換気療法、睡眠呼吸障害関連機器、音波骨折治療システム、地域包括ケアシステム事業などを提供している。さらに、埋め込み型医療機器や再生医療製品も提供している。さらに、環境汚染、エネルギー供給の安定化、高齢化に伴う労働人口の減少など、さまざまな問題に対するエンジニアリング・ソリューションの開発・実施も行っている。帝人株式会社は1918年に設立され、東京に本社を置いている。
Teijin Limited 基礎のまとめ
| 3401 基礎統計学 | |
|---|---|
| 時価総額 | JP¥309.15b |
| 収益（TTM） | -JP¥88.00b |
| 売上高(TTM) | JP¥873.19b |
0.4x
P/Sレシオ-3.5x
PER（株価収益率3401 は割高か？
公正価値と評価分析を参照収益と収入
| 3401 損益計算書（TTM） | |
|---|---|
| 収益 | JP¥873.19b |
| 売上原価 | JP¥658.25b |
| 売上総利益 | JP¥214.94b |
| その他の費用 | JP¥302.95b |
| 収益 | -JP¥88.00b |
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） | -456.17 |
| グロス・マージン | 24.62% |
| 純利益率 | -10.08% |
| 有利子負債／自己資本比率 | 84.5% |
3401 の長期的なパフォーマンスは？
過去の実績と比較を見る| Teijin 配当日 | |
|---|---|
| 配当落ち日 | Mar 30 2026 |
| 配当支払日 | May 29 2026 |
| 配当落ちまでの日数 | 52 days |
| 配当支払日までの日数 | 8 days |
3401 配当は確実ですか？
3401 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 | 2026/05/20 01:06 |
| 終値 | 2026/05/20 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
Teijin Limited 5 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。17
| アナリスト | 機関 |
|---|---|
| Mikiya Yamada | Barclays |
| Akiko Kuwahara | BofA Global Research |
| Atsushi Ikeda | Citigroup Inc |