Sumco（3436）株式概要
サムコ株式会社は、日本、米国、中国、台湾、韓国、欧州、および国際的な半導体産業向けシリコンウェーハの製造・販売を行っています。 詳細
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Analyst Price Targets
Sumco Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | JP¥3,232.00 |
| 52週高値 | JP¥3,859.00 |
| 52週安値 | JP¥937.00 |
| ベータ | 1 |
| 1ヶ月の変化 | 44.22% |
| 3ヶ月変化 | 100.25% |
| 1年変化 | 237.23% |
| 3年間の変化 | 54.42% |
| 5年間の変化 | 26.75% |
| IPOからの変化 | 65.74% |
最新ニュース
分析記事 • May 15
JP¥2,195 - That's What Analysts Think Sumco Corporation (TSE:3436) Is Worth After These Results
Shareholders of Sumco Corporation ( TSE:3436 ) will be pleased this week, given that the stock price is up 13% to...
ナラティブの更新 • May 02
3436: Expected Losses And Subsidiary Reclassification Will Further Cap Future Upside
Analysts have kept Sumco's fair value estimate steady at ¥1,050. A modestly lower discount rate and slightly higher assumed revenue growth, profit margin and future P/E of 19.63x now underpin the updated price target rationale.ナラティブの更新 • Apr 17
3436: Expected Losses And Subsidiary Reclassification Will Further Cap Future Share Upside
Analysts have kept their ¥1,050 price target for Sumco unchanged, pointing to updated assumptions that now reflect revenue growth of 35.4%, a profit margin of 5.99% and a forward P/E of 20.20 as the key drivers behind this level. What's in the News Board meeting set for February 19, 2026 to consider selling part of the stake in FORMOSA SUMCO TECHNOLOGY CORPORATION, shifting it from a consolidated subsidiary to an equity method affiliate, along with decisions on the year end dividend for fiscal 2025 and other business items (Key Developments).Recent updates
分析記事 • May 15
JP¥2,195 - That's What Analysts Think Sumco Corporation (TSE:3436) Is Worth After These Results
Shareholders of Sumco Corporation ( TSE:3436 ) will be pleased this week, given that the stock price is up 13% to...ナラティブの更新 • May 02
3436: Expected Losses And Subsidiary Reclassification Will Further Cap Future Upside
Analysts have kept Sumco's fair value estimate steady at ¥1,050. A modestly lower discount rate and slightly higher assumed revenue growth, profit margin and future P/E of 19.63x now underpin the updated price target rationale.ナラティブの更新 • Apr 17
3436: Expected Losses And Subsidiary Reclassification Will Further Cap Future Share Upside
Analysts have kept their ¥1,050 price target for Sumco unchanged, pointing to updated assumptions that now reflect revenue growth of 35.4%, a profit margin of 5.99% and a forward P/E of 20.20 as the key drivers behind this level. What's in the News Board meeting set for February 19, 2026 to consider selling part of the stake in FORMOSA SUMCO TECHNOLOGY CORPORATION, shifting it from a consolidated subsidiary to an equity method affiliate, along with decisions on the year end dividend for fiscal 2025 and other business items (Key Developments).ナラティブの更新 • Apr 03
3436: Expected Losses And Affiliate Reclassification Will Limit Future Share Upside
Analysts have raised their fair value estimate for Sumco from ¥972.92 to ¥1,050.00, attributing the change to adjustments in the discount rate, revenue growth, profit margin, and a higher assumed future P/E multiple. What's in the News A board meeting is scheduled for February 19, 2026, to consider reclassifying Formosa Sumco Technology Corporation from a consolidated subsidiary to an equity method affiliate through a partial share sale on the securities market.
ナラティブの更新 • Mar 20
3436: Dividend Hike And Near Term Loss Outlook Will Shape Fair Value View
Analysts have raised their price target for Sumco from ¥1,703 to ¥1,722, reflecting updated assumptions for slightly stronger revenue growth, a firmer profit margin, and a modestly lower future P/E multiple. What's in the News Board meeting on February 19, 2026 to consider selling a portion of shares in FORMOSA SUMCO TECHNOLOGY CORPORATION on the securities market, which would reclassify it from a consolidated subsidiary to an equity method affiliate, along with decisions on the fiscal 2025 year end dividend and other business items (Key Developments) Board meeting on February 10, 2026 to review and approve changes in personnel affairs and other matters (Key Developments) Announcement of a year end dividend of ¥10.00 per share for the fiscal year ended December 31, 2025, compared with ¥6.00 per share paid the prior year, payable on March 9, 2026 with a record date of December 31, 2025 (Key Developments) Guidance for the first quarter ending March 31, 2026, with expected consolidated net sales of ¥100,000 million, operating loss of ¥6,000 million, loss attributable to owners of parent of ¥10,000 million, and basic loss per share of ¥28.59 (Key Developments) Board meeting on January 5, 2026 to consider and approve changes in personnel affairs (Key Developments) Valuation Changes Fair Value: Adjusted slightly higher from ¥1,703.13 to ¥1,721.88 per share.ナラティブの更新 • Mar 06
3436: Dividend Hike And Loss Outlook Will Shape Fair Value View
Analysts have raised their price target on Sumco from ¥1,574 to ¥1,703. This change reflects updated assumptions for slightly higher revenue, a modestly lower profit margin, and a higher future P/E multiple in their models.ナラティブの更新 • Feb 20
3436: Dividend Increase And Loss Guidance Will Shape Fairly Balanced Outlook
Analysts have lifted their price target on Sumco from ¥1,520 to about ¥1,574, reflecting updated assumptions that combine a slightly lower revenue growth outlook with a modestly higher profit margin and a marginal adjustment to the expected future P/E multiple. What's in the News Board meeting scheduled for February 19, 2026 to consider reclassifying consolidated subsidiary Formosa Sumco Technology Corporation as an equity method affiliate through a partial share sale on the securities market, to decide the year end dividend for fiscal 2025 and to address other business items (company announcement).分析記事 • Feb 12
Analysts Are Updating Their Sumco Corporation (TSE:3436) Estimates After Its Yearly Results
As you might know, Sumco Corporation ( TSE:3436 ) recently reported its full-year numbers. It was a respectable set of...ナラティブの更新 • Feb 06
3436: Dividend Commitment And Loss Guidance Will Shape Balanced Forward Outlook
Analysts have kept their fair value estimate for Sumco broadly steady at ¥1,520, with only small adjustments to the discount rate, margin and future P/E assumptions. This reflects fine tuning of their models rather than a major shift in view.ナラティブの更新 • Jan 22
3436: Future Dividend Commitment And Higher P/E Assumptions Will Support Balanced Outlook
Analysts have raised their fair value estimate for Sumco from ¥1,472.50 to ¥1,520.00, reflecting updated assumptions for revenue growth, profit margins, and a higher future P/E multiple. What's in the News A board meeting is scheduled for Jan 5, 2026 to consider and approve changes in personnel affairs, signaling upcoming adjustments in senior roles or governance (company announcement).分析記事 • Jan 15
Sumco Corporation's (TSE:3436) Share Price Boosted 29% But Its Business Prospects Need A Lift Too
Sumco Corporation ( TSE:3436 ) shareholders are no doubt pleased to see that the share price has bounced 29% in the...ナラティブの更新 • Jan 08
3436: Future Loss Guidance And Lower P/E Will Restrain Share Upside
Analysts have lifted their price target for Sumco from ¥950 to about ¥973, citing updated assumptions for revenue growth, profit margins, and a lower future P/E that shift their valuation inputs. What's in the News Board meeting scheduled for January 5, 2026, to consider and approve changes in personnel affairs, which could affect senior management roles and decision making (Key Developments).ナラティブの更新 • Dec 24
3436: Future Dividend Stability And Modest Margin Recovery Will Support Upside
Analysts have trimmed their price target for Sumco slightly, from ¥1,493 to ¥1,473, citing marginally softer long term assumptions for revenue growth and profit margins, while keeping the discount rate and future valuation multiples broadly unchanged. What's in the News Issued new consolidated guidance for fiscal 2025, projecting net sales of JPY 404.4 billion, an operating loss of JPY 4.2 billion, and a net loss of JPY 16.9 billion, or a basic loss per share of JPY 48.33 (Key Developments).分析記事 • Dec 19
Sumco (TSE:3436) Has Announced A Dividend Of ¥10.00
The board of Sumco Corporation ( TSE:3436 ) has announced that it will pay a dividend of ¥10.00 per share on the 9th of...ナラティブの更新 • Dec 10
3436: Stable Dividend And Modest Margin Recovery Will Support Future Upside
Analysts have modestly raised their price target on Sumco to ¥1,493.13 per share, citing stable long term revenue growth, profit margin expectations, and a consistent future P E multiple that together support a slightly higher valuation profile. What's in the News Issued consolidated guidance for fiscal 2025, forecasting net sales of JPY 404.4 billion, an operating loss of JPY 4.2 billion, and a loss attributable to owners of JPY 16.9 billion, or a basic loss of JPY 48.33 per share (company guidance) Revised dividend guidance for fiscal 2025, now expecting an annual dividend of JPY 20 per share, including an interim dividend of JPY 10 and a newly set year end dividend of JPY 10 per share (company guidance) Scheduled a board meeting for November 11, 2025, with an agenda focused on revising the dividend forecast (company announcement) Valuation Changes Fair Value: Unchanged at approximately ¥1,493.13 per share, indicating no revision to the intrinsic valuation estimate.分析記事 • Dec 06
Sumco (TSE:3436) Has A Somewhat Strained Balance Sheet
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...ナラティブの更新 • Nov 26
3436: Dividend Revision And Modest Earnings Recovery Will Support Future Upside
Analysts have slightly reduced their price target for Sumco from ¥1,519.69 to ¥1,493.13. This change reflects minor adjustments to profit margin and revenue growth projections while maintaining the same discount rate.分析記事 • Nov 18
Sumco (TSE:3436) Will Pay A Dividend Of ¥10.00
The board of Sumco Corporation ( TSE:3436 ) has announced that it will pay a dividend of ¥10.00 per share on the 9th of...分析記事 • Nov 13
Sumco Corporation (TSE:3436) Third-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For Next Year
It's shaping up to be a tough period for Sumco Corporation ( TSE:3436 ), which a week ago released some disappointing...分析記事 • Nov 12
Investors Give Sumco Corporation (TSE:3436) Shares A 29% Hiding
Sumco Corporation ( TSE:3436 ) shareholders won't be pleased to see that the share price has had a very rough month...ナラティブの更新 • Nov 08
3436: Fair Value Estimate Will Remain Stable Despite Minor Model Revisions
Analysts have maintained their fair value estimate for Sumco at ¥1,519.69, noting only minor adjustments to model assumptions and reaffirming their existing outlook for the company. Valuation Changes Fair Value Estimate remains steady at ¥1,519.69, with no change from the previous assessment.ナラティブの更新 • Oct 25
Dividend Decisions And Financial Forecasts Will Shape Industry Positioning Ahead
Analysts have raised their price target for Sumco from ¥1,455.31 to ¥1,519.69, citing modest improvements in revenue growth forecasts, while changes in other financial assumptions have been only incremental. What's in the News Sumco Corporation announced a second quarter-end dividend of JPY 10.00 per share for the six months ended June 30, 2025.ナラティブの更新 • Oct 11
Focusing On AI-Driven Advanced Wafers To Secure Future Success
Analysts have raised their price target for Sumco from ¥1,399.69 to ¥1,455.31, citing incremental improvements in revenue growth and profit margin forecasts. What's in the News Sumco announced its second quarter-end dividend of JPY 10.00 per share for the six months ended June 30, 2025, which is down from JPY 15.00 per share a year earlier (Key Developments).ナラティブの更新 • Sep 27
Focusing On AI-Driven Advanced Wafers To Secure Future Success
Sumco's consensus price target has been raised to ¥1400, primarily reflecting multiple expansion as the future P/E increased despite revenue growth forecasts remaining stable. What's in the News Second quarter-end dividend reduced to JPY 10.00 per share from JPY 15.00 per share a year ago.分析記事 • Sep 22
Why Investors Shouldn't Be Surprised By Sumco Corporation's (TSE:3436) 27% Share Price Surge
Sumco Corporation ( TSE:3436 ) shares have continued their recent momentum with a 27% gain in the last month alone...分析記事 • Aug 20
Some Investors May Be Willing To Look Past Sumco's (TSE:3436) Soft Earnings
The market for Sumco Corporation's ( TSE:3436 ) shares didn't move much after it posted weak earnings recently. We did...ナラティブの更新 • Aug 19
Focusing On AI-Driven Advanced Wafers To Secure Future Success
Sumco's consensus price target has been revised downward primarily due to a decline in net profit margin and a slight increase in future P/E, resulting in a new fair value estimate of ¥1,312. What's in the News Board approved an interim dividend announcement for fiscal year 2025.分析記事 • Aug 10
Earnings Beat: Sumco Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
Investors in Sumco Corporation ( TSE:3436 ) had a good week, as its shares rose 4.6% to close at JP¥1,218 following the...分析記事 • Jul 21
Is Sumco (TSE:3436) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Jun 20
Sumco (TSE:3436) Will Pay A Dividend Of ¥10.00
Sumco Corporation's ( TSE:3436 ) investors are due to receive a payment of ¥10.00 per share on 4th of September. The...分析記事 • Jun 17
Sumco's (TSE:3436) Returns On Capital Not Reflecting Well On The Business
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • May 31
Calculating The Fair Value Of Sumco Corporation (TSE:3436)
Key Insights The projected fair value for Sumco is JP¥1,024 based on 2 Stage Free Cash Flow to Equity With JP¥983 share...
新しいナラティブ • Feb 22
Modernizing Plants Will Enable Production Of Leading-Edge Wafers To Meet Future Demand
Sumco's production enhancements and restructuring efforts aim to improve profitability by focusing on high-demand, leading-edge wafers and optimizing operational efficiency.株主還元
| 3436 | JP Semiconductor | JP 市場 | |
|---|---|---|---|
| 7D | 4.6% | -0.1% | -0.5% |
| 1Y | 237.2% | 240.8% | 41.3% |
業界別リターン: 3436過去 1 年間で240.8 % の収益を上げたJP Semiconductor業界を下回りました。
リターン対市場: 3436過去 1 年間で41.3 % の収益を上げたJP市場を上回りました。
価格変動
| 3436 volatility | |
|---|---|
| 3436 Average Weekly Movement | 12.7% |
| Semiconductor Industry Average Movement | 9.6% |
| Market Average Movement | 5.0% |
| 10% most volatile stocks in JP Market | 9.7% |
| 10% least volatile stocks in JP Market | 2.5% |
安定した株価: 3436の株価は、 JP市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: 3436の weekly volatility ( 13% ) は過去 1 年間安定していますが、依然としてJPの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1999 | 9,714 | Jiro Ryuta | www.sumcosi.com |
サムコ株式会社は、日本、米国、中国、台湾、韓国、欧州、および国際的な半導体産業向けにシリコンウェーハの製造・販売を行っています。研磨、アニール、エピタキシャル、接合分離、シリコン・オン・インシュレーター、再生研磨ウェハーのほか、単結晶インゴットも提供している。旧社名は住友三菱シリコン株式会社で、2005年8月にサムコ株式会社に社名変更した。1999年に法人化され、本社は日本の湊にある。
Sumco Corporation 基礎のまとめ
| 3436 基礎統計学 | |
|---|---|
| 時価総額 | JP¥1.08t |
| 収益（TTM） | -JP¥23.27b |
| 売上高(TTM) | JP¥408.60b |
2.8x
P/Sレシオ-48.6x
PER（株価収益率3436 は割高か？
公正価値と評価分析を参照収益と収入
| 3436 損益計算書（TTM） | |
|---|---|
| 収益 | JP¥408.60b |
| 売上原価 | JP¥364.65b |
| 売上総利益 | JP¥43.95b |
| その他の費用 | JP¥67.22b |
| 収益 | -JP¥23.27b |
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） | -66.53 |
| グロス・マージン | 10.76% |
| 純利益率 | -5.69% |
| 有利子負債／自己資本比率 | 58.3% |
3436 の長期的なパフォーマンスは？
過去の実績と比較を見る| Sumco 配当日 | |
|---|---|
| 配当落ち日 | Jun 29 2026 |
| 配当支払日 | Sep 04 2026 |
| 配当落ちまでの日数 | 38 days |
| 配当支払日までの日数 | 105 days |
3436 配当は確実ですか？
3436 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/22 07:34 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
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
Sumco Corporation 16 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。25
| アナリスト | 機関 |
|---|---|
| Mikiya Yamada | Barclays |
| Hao Dai | Bernstein |
| Stacy Rasgon | Bernstein |