View ValuationMitsui Kinzoku Company 将来の成長Future 基準チェック /16Mitsui Kinzoku Company利益と収益がそれぞれ年間2.4%と2.8%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17.9% 3.8%なると予測されています。主要情報2.4%収益成長率3.82%EPS成長率Metals and Mining 収益成長10.3%収益成長率2.8%将来の株主資本利益率17.95%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Major Estimate Revision • Feb 20Consensus EPS estimates increase by 74%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥803 to JP¥1,395. Revenue forecast steady at JP¥729.8b. Net income forecast to grow 12% next year vs 11% growth forecast for Metals and Mining industry in Japan. Consensus price target up from JP¥22,878 to JP¥25,756. Share price rose 17% to JP¥31,180 over the past week.分析記事 • Feb 17Earnings Beat: Mitsui Kinzoku Company, Limited Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsShareholders of Mitsui Kinzoku Company, Limited ( TSE:5706 ) will be pleased this week, given that the stock price is...Price Target Changed • Feb 14Price target increased by 9.9% to JP¥25,133Up from JP¥22,878, the current price target is an average from 9 analysts. New target price is 5.3% below last closing price of JP¥26,540. Stock is up 486% over the past year. The company is forecast to post earnings per share of JP¥919 for next year compared to JP¥1,131 last year.Major Estimate Revision • Dec 11Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥707.1b to JP¥714.4b. EPS estimate increased from JP¥649 to JP¥723 per share. Net income forecast to grow 2.5% next year vs 7.9% growth forecast for Metals and Mining industry in Japan. Consensus price target up from JP¥17,775 to JP¥19,163. Share price was steady at JP¥17,725 over the past week.Price Target Changed • Dec 10Price target increased by 14% to JP¥19,163Up from JP¥16,750, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of JP¥18,415. Stock is up 285% over the past year. The company is forecast to post earnings per share of JP¥723 for next year compared to JP¥1,131 last year.Major Estimate Revision • Dec 04Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥507 to JP¥569. Revenue forecast steady at JP¥707.1b. Net income forecast to shrink 8.7% next year vs 9.6% growth forecast for Metals and Mining industry in Japan . Consensus price target up from JP¥16,750 to JP¥17,775. Share price fell 3.8% to JP¥17,525 over the past week.すべての更新を表示Recent updates分析記事 • May 20We Think Mitsui Kinzoku Company's (TSE:5706) Robust Earnings Are ConservativeInvestors were underwhelmed by the solid earnings posted by Mitsui Kinzoku Company, Limited ( TSE:5706 ) recently. We...Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥44,300, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 13x in the Metals and Mining industry in Japan. Total returns to shareholders of 1,424% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥24,759 per share.ライブニュース • May 19Mitsui Kinzoku Taps Startup Fund for Growth in Climate Tech and RoboticsMitsui Kinzoku has joined Emerald Technology Ventures’ Industrial Innovation Fund as a new limited partner, giving it direct exposure to startups focused on climate tech, robotics, batteries, next-generation energy and computing. The partnership is framed as a way to support Mitsui Kinzoku’s business development goals around carbon neutrality and broader industrial innovation. The announcement came shortly after the company’s full-year earnings, a period that has seen the stock gain 154% year to date and trade at a premium valuation relative to sector peers. This fund commitment indicates that management is actively looking beyond its existing portfolio to source technologies that could align with long-term themes such as decarbonisation and advanced manufacturing. For investors, the combination of strong recent share performance and a premium valuation suggests that expectations around future execution and earnings delivery are likely elevated, which can leave the stock more sensitive to any earnings disappointments or delays in converting these new opportunities into tangible results.お知らせ • May 15Mitsui Kinzoku Company, Limited, Annual General Meeting, Jun 26, 2026Mitsui Kinzoku Company, Limited, Annual General Meeting, Jun 26, 2026.Reported Earnings • May 14Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥1,595 (up from JP¥1,131 in FY 2025). Revenue: JP¥758.5b (up 6.5% from FY 2025). Net income: JP¥91.3b (up 41% from FY 2025). Profit margin: 12% (up from 9.1% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 15%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has increased by 152% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 09+ 3 more updatesMitsui Kinzoku Company, Limited to Report Q1, 2027 Results on Aug 07, 2026Mitsui Kinzoku Company, Limited announced that they will report Q1, 2027 results on Aug 07, 2026Valuation Update With 7 Day Price Move • Apr 30Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥42,360, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 13x in the Metals and Mining industry in Japan. Total returns to shareholders of 1,310% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥24,203 per share.Valuation Update With 7 Day Price Move • Apr 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥34,750, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 13x in the Metals and Mining industry in Japan. Total returns to shareholders of 1,075% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥24,219 per share.Buy Or Sell Opportunity • Mar 25Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 78% to JP¥31,820. The fair value is estimated to be JP¥25,418, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.9% over the last 3 years. Earnings per share has grown by 56%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 9.9% per annum over the same time period.Upcoming Dividend • Mar 23Upcoming dividend of JP¥140 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.5%).Buy Or Sell Opportunity • Mar 10Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 68% to JP¥30,920. The fair value is estimated to be JP¥25,233, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.9% over the last 3 years. Earnings per share has grown by 56%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 9.8% per annum over the same time period.Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥38,630, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 15x in the Metals and Mining industry in Japan. Total returns to shareholders of 1,154% over the past three years.Major Estimate Revision • Feb 20Consensus EPS estimates increase by 74%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥803 to JP¥1,395. Revenue forecast steady at JP¥729.8b. Net income forecast to grow 12% next year vs 11% growth forecast for Metals and Mining industry in Japan. Consensus price target up from JP¥22,878 to JP¥25,756. Share price rose 17% to JP¥31,180 over the past week.分析記事 • Feb 17Earnings Beat: Mitsui Kinzoku Company, Limited Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsShareholders of Mitsui Kinzoku Company, Limited ( TSE:5706 ) will be pleased this week, given that the stock price is...Price Target Changed • Feb 14Price target increased by 9.9% to JP¥25,133Up from JP¥22,878, the current price target is an average from 9 analysts. New target price is 5.3% below last closing price of JP¥26,540. Stock is up 486% over the past year. The company is forecast to post earnings per share of JP¥919 for next year compared to JP¥1,131 last year.お知らせ • Feb 13+ 2 more updatesMitsui Kinzoku Company, Limited Announces Management Changes, Effective April 1, 2026Mitsui Kinzoku Co. Ltd. announced that its Board of Directors, at a meeting held on February 13, 2026, resolved to change the company’s representative directors to strengthen its management structure and support long-term corporate value growth. Effective April 1, 2026, NOU Takeshi will transition from President and Representative Director to Chairman and Director, while IKENOBU Seiji will be promoted from Representative Director and Executive Vice President, as well as Senior General Manager of the Corporate Planning & Control Sector, to President and Representative Director. IKENOBU Seiji, born on February 12, 1971, joined the company in April 1995. Over the course of his career, he has held several leadership roles, including General Manager of the Ageo Copper Foil Strategic Production Planning Department in the Copper Foil Division (January 2015), and General Manager of the Business Planning Group in the Metals Sector (April 2016). In April 2020, he assumed additional responsibilities as Deputy General Manager of the Copper & Precious Metals Division. He was appointed Executive Officer and General Manager of the Corporate Planning Department in April 2021, later becoming Deputy Senior General Manager of the Corporate Planning & Control Sector in April 2023, while continuing to lead the Corporate Planning Department. In June 2023, he was named Director and Executive Officer with the same responsibilities. He advanced to Managing Director and Senior Executive Officer, as well as Senior General Manager of the Corporate Planning & Control Sector, in April 2024, and became Representative Director and Executive Vice President in April 2025, a position he currently holds. He is scheduled to be appointed President and Representative Director on April 1, 2026. He holds 9,353 shares of the company.Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥25,990, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 15x in the Metals and Mining industry in Japan. Total returns to shareholders of 782% over the past three years.分析記事 • Jan 20Mitsui Kinzoku Company (TSE:5706) Is Paying Out A Larger Dividend Than Last YearMitsui Kinzoku Company, Limited's ( TSE:5706 ) dividend will be increasing from last year's payment of the same period...Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥22,920, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 15x in the Metals and Mining industry in Japan. Total returns to shareholders of 673% over the past three years.分析記事 • Jan 15Subdued Growth No Barrier To Mitsui Kinzoku Company, Limited (TSE:5706) With Shares Advancing 29%Despite an already strong run, Mitsui Kinzoku Company, Limited ( TSE:5706 ) shares have been powering on, with a gain...分析記事 • Jan 04Returns Are Gaining Momentum At Mitsui Kinzoku Company (TSE:5706)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...Major Estimate Revision • Dec 11Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥707.1b to JP¥714.4b. EPS estimate increased from JP¥649 to JP¥723 per share. Net income forecast to grow 2.5% next year vs 7.9% growth forecast for Metals and Mining industry in Japan. Consensus price target up from JP¥17,775 to JP¥19,163. Share price was steady at JP¥17,725 over the past week.分析記事 • Dec 10Mitsui Kinzoku Company's (TSE:5706) Upcoming Dividend Will Be Larger Than Last Year'sMitsui Kinzoku Company, Limited ( TSE:5706 ) will increase its dividend from last year's comparable payment on the 30th...Price Target Changed • Dec 10Price target increased by 14% to JP¥19,163Up from JP¥16,750, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of JP¥18,415. Stock is up 285% over the past year. The company is forecast to post earnings per share of JP¥723 for next year compared to JP¥1,131 last year.Declared Dividend • Dec 10First half dividend of JP¥110 announcedShareholders will receive a dividend of JP¥110. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 1.1%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Major Estimate Revision • Dec 04Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥507 to JP¥569. Revenue forecast steady at JP¥707.1b. Net income forecast to shrink 8.7% next year vs 9.6% growth forecast for Metals and Mining industry in Japan . Consensus price target up from JP¥16,750 to JP¥17,775. Share price fell 3.8% to JP¥17,525 over the past week.Price Target Changed • Dec 02Price target increased by 8.9% to JP¥17,775Up from JP¥16,325, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of JP¥16,975. Stock is up 251% over the past year. The company is forecast to post earnings per share of JP¥569 for next year compared to JP¥1,131 last year.Major Estimate Revision • Nov 26Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥693.7b to JP¥702.6b. EPS estimate increased from JP¥459 to JP¥507 per share. Net income forecast to shrink 14% next year vs 9.7% growth forecast for Metals and Mining industry in Japan . Consensus price target up from JP¥16,325 to JP¥16,750. Share price fell 7.7% to JP¥17,905 over the past week.分析記事 • Nov 18Some Investors May Be Willing To Look Past Mitsui Kinzoku Company's (TSE:5706) Soft EarningsMitsui Kinzoku Company, Limited's ( TSE:5706 ) recent soft profit numbers didn't appear to worry shareholders, as the...Major Estimate Revision • Nov 18Consensus EPS estimates increase by 28%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥668.8b to JP¥693.7b. EPS estimate increased from JP¥359 to JP¥459 per share. Net income forecast to shrink 18% next year vs 9.7% growth forecast for Metals and Mining industry in Japan . Consensus price target up from JP¥12,550 to JP¥16,325. Share price rose 26% to JP¥19,570 over the past week.分析記事 • Nov 13Mitsui Kinzoku Company, Limited Beat Analyst Estimates: See What The Consensus Is Forecasting For This YearMitsui Kinzoku Company, Limited ( TSE:5706 ) just released its interim report and things are looking bullish. The...Reported Earnings • Nov 13Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: JP¥437 (up from JP¥261 in 2Q 2025). Revenue: JP¥195.3b (up 9.5% from 2Q 2025). Net income: JP¥25.0b (up 68% from 2Q 2025). Profit margin: 13% (up from 8.4% in 2Q 2025). Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) also surpassed analyst estimates by 186%. Revenue is expected to decline by 1.7% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Japan are expected to grow by 2.9%. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 84% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Nov 12Price target increased by 12% to JP¥14,075Up from JP¥12,550, the current price target is an average from 8 analysts. New target price is 27% below last closing price of JP¥19,150. Stock is up 300% over the past year. The company is forecast to post earnings per share of JP¥346 for next year compared to JP¥1,131 last year.Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 25%After last week's 25% share price gain to JP¥19,105, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 12x in the Metals and Mining industry in Japan. Total returns to shareholders of 585% over the past three years.分析記事 • Oct 31Mitsui Kinzoku Company, Limited's (TSE:5706) 36% Price Boost Is Out Of Tune With EarningsDespite an already strong run, Mitsui Kinzoku Company, Limited ( TSE:5706 ) shares have been powering on, with a gain...Valuation Update With 7 Day Price Move • Oct 08Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥13,700, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 12x in the Metals and Mining industry in Japan. Total returns to shareholders of 417% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,725 per share.Price Target Changed • Oct 07Price target increased by 12% to JP¥11,578Up from JP¥10,300, the current price target is an average from 9 analysts. New target price is 11% below last closing price of JP¥13,075. Stock is up 161% over the past year. The company is forecast to post earnings per share of JP¥355 for next year compared to JP¥1,131 last year.お知らせ • Oct 04K&O Energy Group Inc. (TSE:1663) agreed to acquire 33.40% stake in Mitsui Mineral Development Engineering Co., Ltd. from Mitsui Kinzoku Company, Limited (TSE:5706).K&O Energy Group Inc. (TSE:1663) agreed to acquire 33.40% stake in Mitsui Mineral Development Engineering Co., Ltd. from Mitsui Kinzoku Company, Limited (TSE:5706) on October 2, 2025.Upcoming Dividend • Sep 22Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 08 December 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.2%).New Risk • Sep 18New 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 7.5% 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 (7.5% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.分析記事 • Sep 16Mitsui Mining & Smelting Co., Ltd. (TSE:5706) Stock Rockets 27% As Investors Are Less Pessimistic Than ExpectedMitsui Mining & Smelting Co., Ltd. ( TSE:5706 ) shares have continued their recent momentum with a 27% gain in the last...分析記事 • Sep 08Does Mitsui Mining & Smelting (TSE:5706) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Major Estimate Revision • Sep 06Consensus EPS estimates increase by 14%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥303 to JP¥346. Revenue forecast steady at JP¥665.3b. Net income forecast to shrink 33% next year vs 10% growth forecast for Metals and Mining industry in Japan . Consensus price target up from JP¥7,167 to JP¥9,544. Share price was steady at JP¥10,550 over the past week.Price Target Changed • Aug 27Price target increased by 22% to JP¥7,167Up from JP¥5,867, the current price target is an average from 9 analysts. New target price is 30% below last closing price of JP¥10,265. Stock is up 122% over the past year. The company is forecast to post earnings per share of JP¥303 for next year compared to JP¥1,131 last year.分析記事 • Aug 21Mitsui Mining & Smelting's (TSE:5706) Shareholders Will Receive A Bigger Dividend Than Last YearMitsui Mining & Smelting Co., Ltd. ( TSE:5706 ) will increase its dividend from last year's comparable payment on the...Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improves as stock rises 26%After last week's 26% share price gain to JP¥8,442, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 12x in the Metals and Mining industry in Japan. Total returns to shareholders of 192% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥6,548 per share.Buy Or Sell Opportunity • Aug 13Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 79% to JP¥7,874. The fair value is estimated to be JP¥6,560, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to decline by 2.3% per annum. Earnings are forecast to grow by 7.8% per annum over the same time period.Reported Earnings • Aug 09First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: JP¥104 loss per share (down from JP¥387 profit in 1Q 2025). Revenue: JP¥169.0b (flat on 1Q 2025). Net loss: JP¥5.97b (down 127% from profit in 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 115%. Revenue is expected to decline by 2.4% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Japan are expected to grow by 2.8%. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 28% per year.分析記事 • Aug 07Mitsui Mining & Smelting (TSE:5706) Will Pay A Larger Dividend Than Last Year At ¥100.00Mitsui Mining & Smelting Co., Ltd. ( TSE:5706 ) has announced that it will be increasing its dividend from last year's...分析記事 • Jul 31Mitsui Mining & Smelting Co., Ltd.'s (TSE:5706) Shares Bounce 29% But Its Business Still Trails The MarketDespite an already strong run, Mitsui Mining & Smelting Co., Ltd. ( TSE:5706 ) shares have been powering on, with a...分析記事 • Jul 24Mitsui Mining & Smelting (TSE:5706) Is Increasing Its Dividend To ¥100.00The board of Mitsui Mining & Smelting Co., Ltd. ( TSE:5706 ) has announced that it will be paying its dividend of...Major Estimate Revision • Jul 19Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥270 to JP¥303. Revenue forecast steady at JP¥642.6b. Net income forecast to shrink 73% next year vs 3.4% decline forecast for Metals and Mining industry in Japan. Consensus price target broadly unchanged at JP¥5,637. Share price was steady at JP¥5,254 over the past week.分析記事 • Jul 10Mitsui Mining & Smelting (TSE:5706) Is Increasing Its Dividend To ¥100.00Mitsui Mining & Smelting Co., Ltd.'s ( TSE:5706 ) dividend will be increasing from last year's payment of the same...Declared Dividend • Jul 09Final dividend of JP¥100.00 announcedShareholders will receive a dividend of JP¥100.00. Ex-date: 29th September 2025 Payment date: 8th December 2025 Dividend yield will be 3.7%, which is higher than the industry average of 3.4%. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 29% over the next 3 years. However, it would need to fall by 84% to increase the payout ratio to a potentially unsustainable range.Reported Earnings • Jul 01Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥1,131 (up from JP¥455 in FY 2024). Revenue: JP¥712.3b (up 10% from FY 2024). Net income: JP¥64.7b (up 149% from FY 2024). Profit margin: 9.1% (up from 4.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is expected to decline by 2.1% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Japan are expected to grow by 2.4%. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 16% per year.分析記事 • Jun 27Estimating The Intrinsic Value Of Mitsui Mining & Smelting Co., Ltd. (TSE:5706)Key Insights Using the 2 Stage Free Cash Flow to Equity, Mitsui Mining & Smelting fair value estimate is JP¥5,875 With...Buy Or Sell Opportunity • Jun 19Now 20% undervaluedOver the last 90 days, the stock has risen 2.0% to JP¥4,747. The fair value is estimated to be JP¥5,946, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to decline by 2.1% per annum. Earnings are also forecast to decline by 10% per annum over the same time period.Major Estimate Revision • Jun 06Consensus EPS estimates fall by 17%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from JP¥701.7b to JP¥685.7b. EPS estimate also fell from JP¥534 per share to JP¥445 per share. Net income forecast to shrink 61% next year vs 2.8% growth forecast for Metals and Mining industry in Japan . Consensus price target up from JP¥5,232 to JP¥5,388. Share price was steady at JP¥5,030 over the past week.Reported Earnings • May 15Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥1,131 (up from JP¥455 in FY 2024). Revenue: JP¥712.3b (up 10% from FY 2024). Net income: JP¥64.7b (up 149% from FY 2024). Profit margin: 9.1% (up from 4.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 10% per year.New Risk • May 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 14% per year for the foreseeable future. Minor Risks High level of debt (44% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.4% average weekly change).お知らせ • May 14Hi-Lex Corporation (TSE:7279) entered into share transfer agreement to acquire Mitsui Kinzoku ACT Corporation from Mitsui Mining & Smelting Co., Ltd. (TSE:5706) for ¥11.3 billion.Hi-Lex Corporation (TSE:7279) entered into share transfer agreement to acquire Mitsui Kinzoku ACT Corporation from Mitsui Mining & Smelting Co., Ltd. (TSE:5706) for ¥11.3 billion on May 13, 2025. A cash consideration of ¥11.3 billion will be paid by Hi-Lex Corporation for 14,800,000 shares. For the period ending March 31, 2025, Mitsui Kinzoku ACT Corporation reported total revenue of ¥95.83 billion, EBIT of ¥1.01 billion and net loss of ¥370 million. As of March 31, 2025, Mitsui Kinzoku ACT Corporation reported total assets of ¥78.21 billion and total common equity of ¥43.8 billion. The transaction is subject to approval by Japanese and foreign competition law authorities and other conditions, such as approval or authorization by the relevant authorities as required by law. The expected completion of the transaction is from October 2025 to December 2025.お知らせ • May 13Mitsui Mining & Smelting Co., Ltd., Annual General Meeting, Jun 27, 2025Mitsui Mining & Smelting Co., Ltd., Annual General Meeting, Jun 27, 2025.お知らせ • May 08Mitsui Mining & Smelting Co., Ltd. to Report Q3, 2026 Results on Feb 13, 2026Mitsui Mining & Smelting Co., Ltd. announced that they will report Q3, 2026 results on Feb 13, 2026New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.1% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 14% per year for the foreseeable future. Minor Risks High level of debt (44% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.1% average weekly change).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¥3,795, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 8x in the Metals and Mining industry in Japan. Total returns to shareholders of 28% over the past three years.Upcoming Dividend • Mar 21Upcoming dividend of JP¥75.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (4.1%).お知らせ • Feb 28+ 2 more updatesMitsui Mining & Smelting Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025Mitsui Mining & Smelting Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025Major Estimate Revision • Feb 19Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥690.5b to JP¥697.4b. EPS estimate increased from JP¥793 to JP¥918 per share. Net income forecast to shrink 38% next year vs 5.3% growth forecast for Metals and Mining industry in Japan . Consensus price target of JP¥5,609 unchanged from last update. Share price fell 6.6% to JP¥4,379 over the past week.Reported Earnings • Feb 13Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥264 (up from JP¥123 in 3Q 2024). Revenue: JP¥177.8b (up 8.1% from 3Q 2024). Net income: JP¥15.1b (up 115% from 3Q 2024). Profit margin: 8.5% (up from 4.3% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 7.1%. Earnings per share (EPS) also surpassed analyst estimates by 41%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Feb 13Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥4,594. The fair value is estimated to be JP¥5,799, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 11%. For the next 3 years, revenue is forecast to grow by 1.8% per annum. Earnings are forecast to decline by 15% per annum over the same time period.お知らせ • Jan 23Kinik Company (TWSE:1560) entered into a formal acquisition agreement to acquire Mitsui Grinding Wheel Co., Ltd. from Mitsui Mining & Smelting Co., Ltd. (TSE:5706) for ¥1.9 billion.Kinik Company (TWSE:1560) entered into a formal acquisition agreement to acquire Mitsui Grinding Wheel Co., Ltd. from Mitsui Mining & Smelting Co., Ltd. (TSE:5706) for ¥1.9 billion on January 22, 2025. The transaction is subject to approval of offer by acquirer board. The deal has been approved by the board. Wu, Meng-da of Crowe (TW) CPAs/Taipei acted as the accountant for Kinik Company (TWSE:1560).お知らせ • Jan 21CK SAN-ETSU Co., Ltd. (TSE:5757) agreed to acquire an additional 71.15% stake in Mitani Shindo Co., Ltd. from Mitsui Mining & Smelting Co., Ltd. (TSE:5706) for ¥2.6 billion.CK SAN-ETSU Co., Ltd. (TSE:5757) agreed to acquire an additional 71.15% stake in Mitani Shindo Co., Ltd. from Mitsui Mining & Smelting Co., Ltd. (TSE:5706) for ¥2.6 billion on January 21, 2025. Upon completion, CK SAN-ETSU Co., Ltd. will own 75.20% stake in Mitani Shindo Co., Ltd. For the period ending March 31, 2024, Mitani Shindo Co., Ltd. reported total revenue of ¥11.86 billion, EBIT of ¥46 million, net income of ¥120 million, total assets of ¥7.11 billion and total common equity of ¥2.94 billion. The expected completion of the transaction is April 1, 2025.Declared Dividend • Dec 07First half dividend of JP¥75.00 announcedShareholders will receive a dividend of JP¥75.00. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 3.5%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 27% over the next 3 years. However, it would need to fall by 83% to increase the payout ratio to a potentially unsustainable range.Reported Earnings • Nov 09Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: JP¥261 (up from JP¥97.96 in 2Q 2024). Revenue: JP¥178.3b (up 8.3% from 2Q 2024). Net income: JP¥14.9b (up 167% from 2Q 2024). Profit margin: 8.4% (up from 3.4% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 137%. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.Upcoming Dividend • Sep 20Upcoming dividend of JP¥75.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 11 December 2024. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (4.3%).Major Estimate Revision • Sep 13Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥659.7b to JP¥666.9b. EPS estimate increased from JP¥542 to JP¥600 per share. Net income forecast to shrink 25% next year vs 2.8% growth forecast for Metals and Mining industry in Japan . Consensus price target broadly unchanged at JP¥5,783. Share price was steady at JP¥4,458 over the past week.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 29%After last week's 29% share price decline to JP¥3,572, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 8x in the Metals and Mining industry in Japan. Total returns to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,540 per share.New Risk • Aug 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Minor Risks High level of debt (59% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.8% average weekly change).Buy Or Sell Opportunity • Jul 29Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 1.3% to JP¥5,033. The fair value is estimated to be JP¥4,170, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years. Earnings per share has declined by 57%. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings are also forecast to grow by 6.3% per annum over the same time period.業績と収益の成長予測TSE:5706 - 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3/31/2029895,133100,80960,141112,76353/31/2028881,70697,10663,304103,59623/31/2027815,07187,59548,92984,22173/31/2026758,53291,26351,57187,541N/A12/31/2025728,66061,578N/AN/AN/A9/30/2025728,53046,67638,96868,736N/A6/30/2025711,51536,589N/AN/AN/A3/31/2025712,34464,66245,30576,697N/A12/31/2024696,06662,947N/AN/AN/A9/30/2024682,70354,88242,44272,617N/A6/30/2024669,06345,549N/AN/AN/A3/31/2024646,69725,98943,74075,343N/A12/31/2023630,2026,465N/AN/AN/A9/30/2023621,687-11,27436,94571,113N/A6/30/2023634,392-10,662N/AN/AN/A3/31/2023651,9658,51111,85943,009N/A12/31/2022667,92932,448N/AN/AN/A9/30/2022670,47348,67029,44056,785N/A6/30/2022651,37555,047N/AN/AN/A3/31/2022633,34652,08835,18460,672N/A12/31/2021624,78967,563N/AN/AN/A9/30/2021603,57952,2259,78434,875N/A6/30/2021577,57452,421N/AN/AN/A3/31/2021522,93644,771-1,00727,565N/A12/31/2020479,0389,371N/AN/AN/A9/30/2020459,63723,632-6,48525,512N/A6/30/2020449,65710,096N/AN/AN/A3/31/2020473,1091,5664,69536,107N/A12/31/2019480,8286,533N/AN/AN/A9/30/2019485,1681,968N/A42,573N/A6/30/2019487,6422,759N/AN/AN/A3/31/2019497,7014,691N/A40,696N/A12/31/2018518,389-18,080N/AN/AN/A9/30/2018527,479-6,769N/A53,030N/A6/30/2018528,959-988N/AN/AN/A3/31/2018519,215-708N/A52,436N/A12/31/2017499,81229,943N/AN/AN/A9/30/2017478,23824,176N/A33,117N/A6/30/2017453,85119,763N/AN/AN/A3/31/2017436,33018,674N/A24,218N/A12/31/2016422,2585,911N/AN/AN/A9/30/2016419,942-18,418N/A35,317N/A6/30/2016432,651-21,492N/AN/AN/A3/31/2016450,553-20,926N/A50,397N/A12/31/2015466,355-16,169N/AN/AN/A9/30/2015478,1389,025N/A49,923N/A6/30/2015479,80116,840N/AN/AN/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: 5706の予測収益成長率 (年間2.4% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 5706の収益 ( 2.4% ) JP市場 ( 8.8% ) よりも低い成長が予測されています。高成長収益: 5706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: 5706の収益 ( 2.8% ) 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: 5706の収益 ( 2.8% ) 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: 5706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 ( 17.9 %)。成長企業の発掘7D1Y7D1Y7D1YMaterials 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2026/05/22 05:17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 Kinzoku Company, Limited 7 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。18 アナリスト機関Masaki OkunoBarclaysTakashi EnomotoBofA Global ResearchToshiyuki JohnoCitigroup Inc15 その他のアナリストを表示
Major Estimate Revision • Feb 20Consensus EPS estimates increase by 74%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥803 to JP¥1,395. Revenue forecast steady at JP¥729.8b. Net income forecast to grow 12% next year vs 11% growth forecast for Metals and Mining industry in Japan. Consensus price target up from JP¥22,878 to JP¥25,756. Share price rose 17% to JP¥31,180 over the past week.
分析記事 • Feb 17Earnings Beat: Mitsui Kinzoku Company, Limited Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsShareholders of Mitsui Kinzoku Company, Limited ( TSE:5706 ) will be pleased this week, given that the stock price is...
Price Target Changed • Feb 14Price target increased by 9.9% to JP¥25,133Up from JP¥22,878, the current price target is an average from 9 analysts. New target price is 5.3% below last closing price of JP¥26,540. Stock is up 486% over the past year. The company is forecast to post earnings per share of JP¥919 for next year compared to JP¥1,131 last year.
Major Estimate Revision • Dec 11Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥707.1b to JP¥714.4b. EPS estimate increased from JP¥649 to JP¥723 per share. Net income forecast to grow 2.5% next year vs 7.9% growth forecast for Metals and Mining industry in Japan. Consensus price target up from JP¥17,775 to JP¥19,163. Share price was steady at JP¥17,725 over the past week.
Price Target Changed • Dec 10Price target increased by 14% to JP¥19,163Up from JP¥16,750, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of JP¥18,415. Stock is up 285% over the past year. The company is forecast to post earnings per share of JP¥723 for next year compared to JP¥1,131 last year.
Major Estimate Revision • Dec 04Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥507 to JP¥569. Revenue forecast steady at JP¥707.1b. Net income forecast to shrink 8.7% next year vs 9.6% growth forecast for Metals and Mining industry in Japan . Consensus price target up from JP¥16,750 to JP¥17,775. Share price fell 3.8% to JP¥17,525 over the past week.
分析記事 • May 20We Think Mitsui Kinzoku Company's (TSE:5706) Robust Earnings Are ConservativeInvestors were underwhelmed by the solid earnings posted by Mitsui Kinzoku Company, Limited ( TSE:5706 ) recently. We...
Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥44,300, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 13x in the Metals and Mining industry in Japan. Total returns to shareholders of 1,424% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥24,759 per share.
ライブニュース • May 19Mitsui Kinzoku Taps Startup Fund for Growth in Climate Tech and RoboticsMitsui Kinzoku has joined Emerald Technology Ventures’ Industrial Innovation Fund as a new limited partner, giving it direct exposure to startups focused on climate tech, robotics, batteries, next-generation energy and computing. The partnership is framed as a way to support Mitsui Kinzoku’s business development goals around carbon neutrality and broader industrial innovation. The announcement came shortly after the company’s full-year earnings, a period that has seen the stock gain 154% year to date and trade at a premium valuation relative to sector peers. This fund commitment indicates that management is actively looking beyond its existing portfolio to source technologies that could align with long-term themes such as decarbonisation and advanced manufacturing. For investors, the combination of strong recent share performance and a premium valuation suggests that expectations around future execution and earnings delivery are likely elevated, which can leave the stock more sensitive to any earnings disappointments or delays in converting these new opportunities into tangible results.
お知らせ • May 15Mitsui Kinzoku Company, Limited, Annual General Meeting, Jun 26, 2026Mitsui Kinzoku Company, Limited, Annual General Meeting, Jun 26, 2026.
Reported Earnings • May 14Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥1,595 (up from JP¥1,131 in FY 2025). Revenue: JP¥758.5b (up 6.5% from FY 2025). Net income: JP¥91.3b (up 41% from FY 2025). Profit margin: 12% (up from 9.1% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 15%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has increased by 152% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 09+ 3 more updatesMitsui Kinzoku Company, Limited to Report Q1, 2027 Results on Aug 07, 2026Mitsui Kinzoku Company, Limited announced that they will report Q1, 2027 results on Aug 07, 2026
Valuation Update With 7 Day Price Move • Apr 30Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥42,360, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 13x in the Metals and Mining industry in Japan. Total returns to shareholders of 1,310% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥24,203 per share.
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥34,750, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 13x in the Metals and Mining industry in Japan. Total returns to shareholders of 1,075% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥24,219 per share.
Buy Or Sell Opportunity • Mar 25Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 78% to JP¥31,820. The fair value is estimated to be JP¥25,418, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.9% over the last 3 years. Earnings per share has grown by 56%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 9.9% per annum over the same time period.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥140 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.5%).
Buy Or Sell Opportunity • Mar 10Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 68% to JP¥30,920. The fair value is estimated to be JP¥25,233, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.9% over the last 3 years. Earnings per share has grown by 56%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 9.8% per annum over the same time period.
Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥38,630, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 15x in the Metals and Mining industry in Japan. Total returns to shareholders of 1,154% over the past three years.
Major Estimate Revision • Feb 20Consensus EPS estimates increase by 74%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥803 to JP¥1,395. Revenue forecast steady at JP¥729.8b. Net income forecast to grow 12% next year vs 11% growth forecast for Metals and Mining industry in Japan. Consensus price target up from JP¥22,878 to JP¥25,756. Share price rose 17% to JP¥31,180 over the past week.
分析記事 • Feb 17Earnings Beat: Mitsui Kinzoku Company, Limited Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsShareholders of Mitsui Kinzoku Company, Limited ( TSE:5706 ) will be pleased this week, given that the stock price is...
Price Target Changed • Feb 14Price target increased by 9.9% to JP¥25,133Up from JP¥22,878, the current price target is an average from 9 analysts. New target price is 5.3% below last closing price of JP¥26,540. Stock is up 486% over the past year. The company is forecast to post earnings per share of JP¥919 for next year compared to JP¥1,131 last year.
お知らせ • Feb 13+ 2 more updatesMitsui Kinzoku Company, Limited Announces Management Changes, Effective April 1, 2026Mitsui Kinzoku Co. Ltd. announced that its Board of Directors, at a meeting held on February 13, 2026, resolved to change the company’s representative directors to strengthen its management structure and support long-term corporate value growth. Effective April 1, 2026, NOU Takeshi will transition from President and Representative Director to Chairman and Director, while IKENOBU Seiji will be promoted from Representative Director and Executive Vice President, as well as Senior General Manager of the Corporate Planning & Control Sector, to President and Representative Director. IKENOBU Seiji, born on February 12, 1971, joined the company in April 1995. Over the course of his career, he has held several leadership roles, including General Manager of the Ageo Copper Foil Strategic Production Planning Department in the Copper Foil Division (January 2015), and General Manager of the Business Planning Group in the Metals Sector (April 2016). In April 2020, he assumed additional responsibilities as Deputy General Manager of the Copper & Precious Metals Division. He was appointed Executive Officer and General Manager of the Corporate Planning Department in April 2021, later becoming Deputy Senior General Manager of the Corporate Planning & Control Sector in April 2023, while continuing to lead the Corporate Planning Department. In June 2023, he was named Director and Executive Officer with the same responsibilities. He advanced to Managing Director and Senior Executive Officer, as well as Senior General Manager of the Corporate Planning & Control Sector, in April 2024, and became Representative Director and Executive Vice President in April 2025, a position he currently holds. He is scheduled to be appointed President and Representative Director on April 1, 2026. He holds 9,353 shares of the company.
Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥25,990, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 15x in the Metals and Mining industry in Japan. Total returns to shareholders of 782% over the past three years.
分析記事 • Jan 20Mitsui Kinzoku Company (TSE:5706) Is Paying Out A Larger Dividend Than Last YearMitsui Kinzoku Company, Limited's ( TSE:5706 ) dividend will be increasing from last year's payment of the same period...
Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥22,920, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 15x in the Metals and Mining industry in Japan. Total returns to shareholders of 673% over the past three years.
分析記事 • Jan 15Subdued Growth No Barrier To Mitsui Kinzoku Company, Limited (TSE:5706) With Shares Advancing 29%Despite an already strong run, Mitsui Kinzoku Company, Limited ( TSE:5706 ) shares have been powering on, with a gain...
分析記事 • Jan 04Returns Are Gaining Momentum At Mitsui Kinzoku Company (TSE:5706)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
Major Estimate Revision • Dec 11Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥707.1b to JP¥714.4b. EPS estimate increased from JP¥649 to JP¥723 per share. Net income forecast to grow 2.5% next year vs 7.9% growth forecast for Metals and Mining industry in Japan. Consensus price target up from JP¥17,775 to JP¥19,163. Share price was steady at JP¥17,725 over the past week.
分析記事 • Dec 10Mitsui Kinzoku Company's (TSE:5706) Upcoming Dividend Will Be Larger Than Last Year'sMitsui Kinzoku Company, Limited ( TSE:5706 ) will increase its dividend from last year's comparable payment on the 30th...
Price Target Changed • Dec 10Price target increased by 14% to JP¥19,163Up from JP¥16,750, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of JP¥18,415. Stock is up 285% over the past year. The company is forecast to post earnings per share of JP¥723 for next year compared to JP¥1,131 last year.
Declared Dividend • Dec 10First half dividend of JP¥110 announcedShareholders will receive a dividend of JP¥110. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 1.1%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Major Estimate Revision • Dec 04Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥507 to JP¥569. Revenue forecast steady at JP¥707.1b. Net income forecast to shrink 8.7% next year vs 9.6% growth forecast for Metals and Mining industry in Japan . Consensus price target up from JP¥16,750 to JP¥17,775. Share price fell 3.8% to JP¥17,525 over the past week.
Price Target Changed • Dec 02Price target increased by 8.9% to JP¥17,775Up from JP¥16,325, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of JP¥16,975. Stock is up 251% over the past year. The company is forecast to post earnings per share of JP¥569 for next year compared to JP¥1,131 last year.
Major Estimate Revision • Nov 26Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥693.7b to JP¥702.6b. EPS estimate increased from JP¥459 to JP¥507 per share. Net income forecast to shrink 14% next year vs 9.7% growth forecast for Metals and Mining industry in Japan . Consensus price target up from JP¥16,325 to JP¥16,750. Share price fell 7.7% to JP¥17,905 over the past week.
分析記事 • Nov 18Some Investors May Be Willing To Look Past Mitsui Kinzoku Company's (TSE:5706) Soft EarningsMitsui Kinzoku Company, Limited's ( TSE:5706 ) recent soft profit numbers didn't appear to worry shareholders, as the...
Major Estimate Revision • Nov 18Consensus EPS estimates increase by 28%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥668.8b to JP¥693.7b. EPS estimate increased from JP¥359 to JP¥459 per share. Net income forecast to shrink 18% next year vs 9.7% growth forecast for Metals and Mining industry in Japan . Consensus price target up from JP¥12,550 to JP¥16,325. Share price rose 26% to JP¥19,570 over the past week.
分析記事 • Nov 13Mitsui Kinzoku Company, Limited Beat Analyst Estimates: See What The Consensus Is Forecasting For This YearMitsui Kinzoku Company, Limited ( TSE:5706 ) just released its interim report and things are looking bullish. The...
Reported Earnings • Nov 13Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: JP¥437 (up from JP¥261 in 2Q 2025). Revenue: JP¥195.3b (up 9.5% from 2Q 2025). Net income: JP¥25.0b (up 68% from 2Q 2025). Profit margin: 13% (up from 8.4% in 2Q 2025). Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) also surpassed analyst estimates by 186%. Revenue is expected to decline by 1.7% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Japan are expected to grow by 2.9%. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 84% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Nov 12Price target increased by 12% to JP¥14,075Up from JP¥12,550, the current price target is an average from 8 analysts. New target price is 27% below last closing price of JP¥19,150. Stock is up 300% over the past year. The company is forecast to post earnings per share of JP¥346 for next year compared to JP¥1,131 last year.
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 25%After last week's 25% share price gain to JP¥19,105, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 12x in the Metals and Mining industry in Japan. Total returns to shareholders of 585% over the past three years.
分析記事 • Oct 31Mitsui Kinzoku Company, Limited's (TSE:5706) 36% Price Boost Is Out Of Tune With EarningsDespite an already strong run, Mitsui Kinzoku Company, Limited ( TSE:5706 ) shares have been powering on, with a gain...
Valuation Update With 7 Day Price Move • Oct 08Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥13,700, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 12x in the Metals and Mining industry in Japan. Total returns to shareholders of 417% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,725 per share.
Price Target Changed • Oct 07Price target increased by 12% to JP¥11,578Up from JP¥10,300, the current price target is an average from 9 analysts. New target price is 11% below last closing price of JP¥13,075. Stock is up 161% over the past year. The company is forecast to post earnings per share of JP¥355 for next year compared to JP¥1,131 last year.
お知らせ • Oct 04K&O Energy Group Inc. (TSE:1663) agreed to acquire 33.40% stake in Mitsui Mineral Development Engineering Co., Ltd. from Mitsui Kinzoku Company, Limited (TSE:5706).K&O Energy Group Inc. (TSE:1663) agreed to acquire 33.40% stake in Mitsui Mineral Development Engineering Co., Ltd. from Mitsui Kinzoku Company, Limited (TSE:5706) on October 2, 2025.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 08 December 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.2%).
New Risk • Sep 18New 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 7.5% 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 (7.5% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
分析記事 • Sep 16Mitsui Mining & Smelting Co., Ltd. (TSE:5706) Stock Rockets 27% As Investors Are Less Pessimistic Than ExpectedMitsui Mining & Smelting Co., Ltd. ( TSE:5706 ) shares have continued their recent momentum with a 27% gain in the last...
分析記事 • Sep 08Does Mitsui Mining & Smelting (TSE:5706) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Major Estimate Revision • Sep 06Consensus EPS estimates increase by 14%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥303 to JP¥346. Revenue forecast steady at JP¥665.3b. Net income forecast to shrink 33% next year vs 10% growth forecast for Metals and Mining industry in Japan . Consensus price target up from JP¥7,167 to JP¥9,544. Share price was steady at JP¥10,550 over the past week.
Price Target Changed • Aug 27Price target increased by 22% to JP¥7,167Up from JP¥5,867, the current price target is an average from 9 analysts. New target price is 30% below last closing price of JP¥10,265. Stock is up 122% over the past year. The company is forecast to post earnings per share of JP¥303 for next year compared to JP¥1,131 last year.
分析記事 • Aug 21Mitsui Mining & Smelting's (TSE:5706) Shareholders Will Receive A Bigger Dividend Than Last YearMitsui Mining & Smelting Co., Ltd. ( TSE:5706 ) will increase its dividend from last year's comparable payment on the...
Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improves as stock rises 26%After last week's 26% share price gain to JP¥8,442, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 12x in the Metals and Mining industry in Japan. Total returns to shareholders of 192% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥6,548 per share.
Buy Or Sell Opportunity • Aug 13Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 79% to JP¥7,874. The fair value is estimated to be JP¥6,560, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to decline by 2.3% per annum. Earnings are forecast to grow by 7.8% per annum over the same time period.
Reported Earnings • Aug 09First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: JP¥104 loss per share (down from JP¥387 profit in 1Q 2025). Revenue: JP¥169.0b (flat on 1Q 2025). Net loss: JP¥5.97b (down 127% from profit in 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 115%. Revenue is expected to decline by 2.4% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Japan are expected to grow by 2.8%. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 28% per year.
分析記事 • Aug 07Mitsui Mining & Smelting (TSE:5706) Will Pay A Larger Dividend Than Last Year At ¥100.00Mitsui Mining & Smelting Co., Ltd. ( TSE:5706 ) has announced that it will be increasing its dividend from last year's...
分析記事 • Jul 31Mitsui Mining & Smelting Co., Ltd.'s (TSE:5706) Shares Bounce 29% But Its Business Still Trails The MarketDespite an already strong run, Mitsui Mining & Smelting Co., Ltd. ( TSE:5706 ) shares have been powering on, with a...
分析記事 • Jul 24Mitsui Mining & Smelting (TSE:5706) Is Increasing Its Dividend To ¥100.00The board of Mitsui Mining & Smelting Co., Ltd. ( TSE:5706 ) has announced that it will be paying its dividend of...
Major Estimate Revision • Jul 19Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥270 to JP¥303. Revenue forecast steady at JP¥642.6b. Net income forecast to shrink 73% next year vs 3.4% decline forecast for Metals and Mining industry in Japan. Consensus price target broadly unchanged at JP¥5,637. Share price was steady at JP¥5,254 over the past week.
分析記事 • Jul 10Mitsui Mining & Smelting (TSE:5706) Is Increasing Its Dividend To ¥100.00Mitsui Mining & Smelting Co., Ltd.'s ( TSE:5706 ) dividend will be increasing from last year's payment of the same...
Declared Dividend • Jul 09Final dividend of JP¥100.00 announcedShareholders will receive a dividend of JP¥100.00. Ex-date: 29th September 2025 Payment date: 8th December 2025 Dividend yield will be 3.7%, which is higher than the industry average of 3.4%. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 29% over the next 3 years. However, it would need to fall by 84% to increase the payout ratio to a potentially unsustainable range.
Reported Earnings • Jul 01Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥1,131 (up from JP¥455 in FY 2024). Revenue: JP¥712.3b (up 10% from FY 2024). Net income: JP¥64.7b (up 149% from FY 2024). Profit margin: 9.1% (up from 4.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is expected to decline by 2.1% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Japan are expected to grow by 2.4%. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 16% per year.
分析記事 • Jun 27Estimating The Intrinsic Value Of Mitsui Mining & Smelting Co., Ltd. (TSE:5706)Key Insights Using the 2 Stage Free Cash Flow to Equity, Mitsui Mining & Smelting fair value estimate is JP¥5,875 With...
Buy Or Sell Opportunity • Jun 19Now 20% undervaluedOver the last 90 days, the stock has risen 2.0% to JP¥4,747. The fair value is estimated to be JP¥5,946, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to decline by 2.1% per annum. Earnings are also forecast to decline by 10% per annum over the same time period.
Major Estimate Revision • Jun 06Consensus EPS estimates fall by 17%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from JP¥701.7b to JP¥685.7b. EPS estimate also fell from JP¥534 per share to JP¥445 per share. Net income forecast to shrink 61% next year vs 2.8% growth forecast for Metals and Mining industry in Japan . Consensus price target up from JP¥5,232 to JP¥5,388. Share price was steady at JP¥5,030 over the past week.
Reported Earnings • May 15Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥1,131 (up from JP¥455 in FY 2024). Revenue: JP¥712.3b (up 10% from FY 2024). Net income: JP¥64.7b (up 149% from FY 2024). Profit margin: 9.1% (up from 4.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 10% per year.
New Risk • May 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 14% per year for the foreseeable future. Minor Risks High level of debt (44% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.4% average weekly change).
お知らせ • May 14Hi-Lex Corporation (TSE:7279) entered into share transfer agreement to acquire Mitsui Kinzoku ACT Corporation from Mitsui Mining & Smelting Co., Ltd. (TSE:5706) for ¥11.3 billion.Hi-Lex Corporation (TSE:7279) entered into share transfer agreement to acquire Mitsui Kinzoku ACT Corporation from Mitsui Mining & Smelting Co., Ltd. (TSE:5706) for ¥11.3 billion on May 13, 2025. A cash consideration of ¥11.3 billion will be paid by Hi-Lex Corporation for 14,800,000 shares. For the period ending March 31, 2025, Mitsui Kinzoku ACT Corporation reported total revenue of ¥95.83 billion, EBIT of ¥1.01 billion and net loss of ¥370 million. As of March 31, 2025, Mitsui Kinzoku ACT Corporation reported total assets of ¥78.21 billion and total common equity of ¥43.8 billion. The transaction is subject to approval by Japanese and foreign competition law authorities and other conditions, such as approval or authorization by the relevant authorities as required by law. The expected completion of the transaction is from October 2025 to December 2025.
お知らせ • May 13Mitsui Mining & Smelting Co., Ltd., Annual General Meeting, Jun 27, 2025Mitsui Mining & Smelting Co., Ltd., Annual General Meeting, Jun 27, 2025.
お知らせ • May 08Mitsui Mining & Smelting Co., Ltd. to Report Q3, 2026 Results on Feb 13, 2026Mitsui Mining & Smelting Co., Ltd. announced that they will report Q3, 2026 results on Feb 13, 2026
New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.1% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 14% per year for the foreseeable future. Minor Risks High level of debt (44% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.1% average weekly change).
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¥3,795, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 8x in the Metals and Mining industry in Japan. Total returns to shareholders of 28% over the past three years.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥75.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (4.1%).
お知らせ • Feb 28+ 2 more updatesMitsui Mining & Smelting Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025Mitsui Mining & Smelting Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025
Major Estimate Revision • Feb 19Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥690.5b to JP¥697.4b. EPS estimate increased from JP¥793 to JP¥918 per share. Net income forecast to shrink 38% next year vs 5.3% growth forecast for Metals and Mining industry in Japan . Consensus price target of JP¥5,609 unchanged from last update. Share price fell 6.6% to JP¥4,379 over the past week.
Reported Earnings • Feb 13Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥264 (up from JP¥123 in 3Q 2024). Revenue: JP¥177.8b (up 8.1% from 3Q 2024). Net income: JP¥15.1b (up 115% from 3Q 2024). Profit margin: 8.5% (up from 4.3% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 7.1%. Earnings per share (EPS) also surpassed analyst estimates by 41%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Feb 13Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥4,594. The fair value is estimated to be JP¥5,799, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 11%. For the next 3 years, revenue is forecast to grow by 1.8% per annum. Earnings are forecast to decline by 15% per annum over the same time period.
お知らせ • Jan 23Kinik Company (TWSE:1560) entered into a formal acquisition agreement to acquire Mitsui Grinding Wheel Co., Ltd. from Mitsui Mining & Smelting Co., Ltd. (TSE:5706) for ¥1.9 billion.Kinik Company (TWSE:1560) entered into a formal acquisition agreement to acquire Mitsui Grinding Wheel Co., Ltd. from Mitsui Mining & Smelting Co., Ltd. (TSE:5706) for ¥1.9 billion on January 22, 2025. The transaction is subject to approval of offer by acquirer board. The deal has been approved by the board. Wu, Meng-da of Crowe (TW) CPAs/Taipei acted as the accountant for Kinik Company (TWSE:1560).
お知らせ • Jan 21CK SAN-ETSU Co., Ltd. (TSE:5757) agreed to acquire an additional 71.15% stake in Mitani Shindo Co., Ltd. from Mitsui Mining & Smelting Co., Ltd. (TSE:5706) for ¥2.6 billion.CK SAN-ETSU Co., Ltd. (TSE:5757) agreed to acquire an additional 71.15% stake in Mitani Shindo Co., Ltd. from Mitsui Mining & Smelting Co., Ltd. (TSE:5706) for ¥2.6 billion on January 21, 2025. Upon completion, CK SAN-ETSU Co., Ltd. will own 75.20% stake in Mitani Shindo Co., Ltd. For the period ending March 31, 2024, Mitani Shindo Co., Ltd. reported total revenue of ¥11.86 billion, EBIT of ¥46 million, net income of ¥120 million, total assets of ¥7.11 billion and total common equity of ¥2.94 billion. The expected completion of the transaction is April 1, 2025.
Declared Dividend • Dec 07First half dividend of JP¥75.00 announcedShareholders will receive a dividend of JP¥75.00. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 3.5%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 27% over the next 3 years. However, it would need to fall by 83% to increase the payout ratio to a potentially unsustainable range.
Reported Earnings • Nov 09Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: JP¥261 (up from JP¥97.96 in 2Q 2024). Revenue: JP¥178.3b (up 8.3% from 2Q 2024). Net income: JP¥14.9b (up 167% from 2Q 2024). Profit margin: 8.4% (up from 3.4% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 137%. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥75.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 11 December 2024. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (4.3%).
Major Estimate Revision • Sep 13Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥659.7b to JP¥666.9b. EPS estimate increased from JP¥542 to JP¥600 per share. Net income forecast to shrink 25% next year vs 2.8% growth forecast for Metals and Mining industry in Japan . Consensus price target broadly unchanged at JP¥5,783. Share price was steady at JP¥4,458 over the past week.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 29%After last week's 29% share price decline to JP¥3,572, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 8x in the Metals and Mining industry in Japan. Total returns to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,540 per share.
New Risk • Aug 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Minor Risks High level of debt (59% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.8% average weekly change).
Buy Or Sell Opportunity • Jul 29Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 1.3% to JP¥5,033. The fair value is estimated to be JP¥4,170, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years. Earnings per share has declined by 57%. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings are also forecast to grow by 6.3% per annum over the same time period.