Samsung Electronics Co., Ltd.

KOSE:A005930 株式レポート

時価総額：₩1527.8t

Samsung Electronics 配当と自社株買い

配当金 基準チェック /46

Samsung Electronicsは配当を支払う会社で、現在の利回りは0.95%ですが、利益によって十分にカバーされています。次の支払い日は 28th August, 2026で、権利落ち日は29th June, 2026 。

主要情報

0.9%

配当利回り

1.1%

バイバック利回り

総株主利回り2.1%
将来の配当利回り1.0%
配当成長7.6%
次回配当支払日28 Aug 26
配当落ち日29 Jun 26
一株当たり配当金n/a
配当性向4%

最近の配当と自社株買いの更新

Recent updates

ナラティブ更新 • Aug 05

A005930: Tight Memory Supply And HBM4E AI Demand Will Drive Returns

Analysts have raised their price target for Samsung Electronics to ₩471,908 from ₩239,873, citing expectations of tighter memory supply, stronger projected revenue growth and margins, and a lower assumed future P/E multiple, despite concerns about heavy investment and China related risks. Analyst Commentary Recent research on Samsung Electronics shows a mix of optimism about the memory cycle and caution around capital intensity and external risks.
新しいナラティブ • Jul 22

Samsung electronics, the DRAM bottleneck, leading the memory shortage wave?

Samsung Electronics—more than just a phone company and a leader among semiconductor manufacturers—has been growing rapidly since the AI boom started. However, due to recurring margin calls and KRW instability, the stock price crashed around 32% from its peak.
ナラティブ更新 • Jul 21

A005930: Heavy Memory Capex And China Supply Risks Will Shape Future Returns

Samsung Electronics' updated analyst price target has increased to ₩261,318 from ₩232,175 as analysts factor in revised assumptions around memory pricing, large scale investment in new capacity, and slightly adjusted expectations for growth, margins, and future P/E multiples. Analyst Commentary Recent research on Samsung Electronics reflects a mix of optimism about memory pricing and capacity expansion alongside more cautious views on valuation, cash flow, and execution risks.
ナラティブ更新 • Jul 07

A005930: Heavy Memory Capex And China Risks Will Constrain Future Upside

Analysts have lifted the fair value estimate for Samsung Electronics from ₩205,000 to about ₩232,175, reflecting higher assumptions for revenue growth and profit margins, alongside Street research that highlights tighter memory supply, rising DRAM pricing and ongoing capacity investments, tempered by concerns about heavy capital spending and China related risks. Analyst Commentary Recent research on Samsung Electronics shows a mix of optimism about the memory cycle and caution around how that growth is being funded.
ナラティブ更新 • Jun 23

A005930: Tight Memory Supply And AI Demand Will Reprice Earnings Power

Analysts have lifted the fair value estimate for Samsung Electronics to ₩712,450 from ₩671,666, citing updated assumptions for revenue growth, profit margins and future P/E multiples in light of recent sector research pointing to tighter memory supply and higher pricing. Analyst Commentary Recent research on Samsung Electronics highlights a cluster of positive views around memory pricing, supply tightness and long term demand from areas like AI and advanced packaging.
分析記事 • Jun 19

Samsung Electronics (KOSE:A005930) Stock Could Be 73% Overvalued After Its Sharp Rally

Samsung Electronics (KOSE:A005930) has drawn fresh investor attention after recent share price moves, with the stock’s one-month and past three-month performance standing out against its longer term return profile and fundamentals. See our latest analysis for Samsung Electronics. The recent share price rally, including a 31.07% 1-month share price return and 81.42% over three months, sits within a much stronger longer-term picture, with total shareholder return over the past year already very...
ナラティブ更新 • Jun 05

A005930: Tight DRAM And HBM Supply Will Reprice Future Earnings Power

Samsung Electronics' analyst fair value estimate has been lifted from ₩360,000 to about ₩671,666, with analysts pointing to firmer memory pricing, tighter supply expectations and higher sector price targets as key supports for the higher implied future P/E of 11.0x. Analyst Commentary Recent Street research around Samsung highlights a cluster of constructive views on memory pricing, capacity tightness and Samsung's role in high bandwidth memory and advanced packaging.
ナラティブ更新 • May 21

A005930: DRAM Price Swings And HBM4 Supply Wins Will Eventually Pressure Earnings

Analysts have lifted the fair value estimate for Samsung Electronics from ₩173,528 to ₩205,000. The revision reflects updated assumptions for higher revenue growth and profit margins, a lower projected P/E multiple, and a slightly reduced discount rate informed by recent sector research on memory pricing and capacity investment.
ナラティブ更新 • May 06

A005930: Elevated AI Memory Hopes Will Eventually Expose HBM4 Execution Risks

Narrative Update: Samsung Electronics Price Target Revision The updated analyst model for Samsung Electronics now points to a fair value of ₩173,528, up from ₩125,890. The revision is linked to higher assumed future P/E multiples and slightly stronger profit margins, while revenue growth expectations are set at a lower rate and sector research highlights Samsung's positioning in high bandwidth memory for Nvidia's Vera Rubin platform.
ナラティブ更新 • Apr 21

A005930: AI Memory Wins And HBM4 Capacity Build Will Reshape Earnings Power

Analysts have lifted their fair value estimate for Samsung Electronics from ₩90,000 to ₩360,000, reflecting updated assumptions that now point to much higher revenue growth and profit margins, alongside a lower future P/E and a slightly reduced discount rate, supported in part by recent research highlighting Samsung's positioning in high bandwidth memory supply for Nvidia's Vera-Rubin platform and a recent upgrade from Erste Group. Analyst Commentary Recent Street research highlights how Samsung's role in high bandwidth memory supply for Nvidia's Vera-Rubin platform feeds directly into the upgraded fair value framework.
ナラティブ更新 • Apr 06

A005930: Tight DRAM Supply And HBM4 AI Wins Will Drive Future Returns

Analysts have lifted the fair value estimate for Samsung Electronics to ₩239,873 from ₩193,661, reflecting updated assumptions around slightly higher discount rates, more measured revenue growth and margins, and a higher future P/E multiple tied to its positioning in advanced memory and HBM4 supply for Nvidia's Vera-Rubin platform. Analyst Commentary Recent Street research around Samsung and the broader memory market provides a mixed but informative backdrop for thinking about the higher fair value estimate and the company’s role in high bandwidth memory and advanced fabs.
ナラティブ更新 • Mar 23

A005930: Prolonged Tight DRAM Supply Will Eventually Undermine AI Memory Optimism

Analysts have increased the Samsung Electronics fair value estimate from ₩113,241 to ₩125,890. Updated assumptions for revenue growth, profit margins and a higher future P/E reflect increased confidence in its position in high bandwidth memory and broader DRAM supply trends.
新しいナラティブ • Mar 20

Riding the AI memory boom

Samsung operates as a two-engine business made up of consumer devices such as phones, TVs, and appliances, and semiconductors, especially memory chips. Today, the investment case is mainly driven by the semiconductor segment.
ナラティブ更新 • Mar 09

A005930: Tight DRAM Supply Through 2027 Will Eventually Pressure AI Upswing

Analysts have lifted their fair value estimate for Samsung Electronics from about ₩82,600 to around ₩113,200, citing higher assumed revenue growth, a stronger profit margin profile, and a richer future P/E multiple supported by recent upgrades and tighter DRAM supply expectations through 2027. Analyst Commentary Recent research on Samsung Electronics has highlighted both constructive and cautious views, with much of the bullish tone anchored to expectations for a tight DRAM supply backdrop through at least 2026.
ナラティブ更新 • Feb 22

A005930: Tight DRAM Supply And AI Partnerships Will Shape Future Returns

Analysts have kept their fair value estimate for Samsung Electronics steady at ₩193,661 while updating assumptions such as a slightly lower discount rate and a higher future P/E, citing recent upgrades on the stock and expectations that DRAM supply remains tight through at least 2026 despite new fab announcements. Analyst Commentary Recent Street research continues to frame Samsung Electronics within a tight DRAM supply story, with analysts weighing the impact of new capacity announcements against the timing of actual production.
ナラティブ更新 • Feb 08

A005930: Tight DRAM Supply And AI Demand Will Support Future Returns

Analysts have raised their fair value estimate for Samsung Electronics from ₩166,386.74 to ₩193,661.40, citing updated assumptions around revenue growth, profit margins, and a lower future P/E multiple, along with recent research highlighting tight DRAM supply expectations and fresh upgrades on the stock. Analyst Commentary Bullish Takeaways Bullish analysts highlight that recent upgrades on Samsung reflect growing confidence in the company’s ability to execute on its core semiconductor and memory roadmap, which feeds into higher fair value assumptions.
ナラティブ更新 • Jan 25

A005930: Tight DRAM Supply And AI Demand Will Support Future Profitability

Analysts have lifted their fair value estimate for Samsung Electronics from ₩129,604 to ₩166,387, citing updated assumptions that include stronger revenue growth, higher profit margins, and a lower future P/E multiple, supported by recent research highlighting constrained DRAM supply over the next several years. Analyst Commentary Recent Street research around Samsung and the wider memory sector has focused heavily on DRAM supply plans, which feeds directly into how analysts think about Samsung's earnings power, capital allocation, and valuation multiples over the next few years.
ナラティブ更新 • Jan 10

A005930: AI Optimism Will Eventually Expose Margin Pressure In Chip Upswing

Analysts have trimmed their fair value estimate for Samsung Electronics from ₩90,533.46 to ₩82,645.91 as they recalibrate assumptions around profit margins and a higher future P/E multiple, while keeping revenue growth expectations and the discount rate broadly in line. Analyst Commentary Recent changes to the fair value estimate for Samsung Electronics highlight that some inputs in analysts' models, such as profit margins and the assumed future P/E multiple, are under review rather than locked in.
分析記事 • Jan 05

After Leaping 27% Samsung Electronics Co., Ltd. (KRX:005930) Shares Are Not Flying Under The Radar

Samsung Electronics Co., Ltd. ( KRX:005930 ) shares have continued their recent momentum with a 27% gain in the last...
ナラティブ更新 • Dec 27

A005930: Rising Memory Prices Will Eventually Reveal Vulnerability Of AI Upswing

Analysts have modestly lifted their price target on Samsung Electronics to about ₩90,500 from roughly ₩89,900, citing slightly lower discount-rate assumptions, along with stronger expected revenue growth, improved profit margins, and a marginally cheaper projected future P/E multiple. Analyst Commentary Bearish analysts acknowledge the improved outlook for Samsung Electronics but continue to flag several areas of concern that could cap upside to the shares.
ナラティブ更新 • Dec 13

A005930: Elevated Memory Margins Will Expose Downside If AI Demand Fades

Analysts have lifted their price target for Samsung Electronics significantly, reflecting a reassessment of fair value toward roughly ₩90,000 per share. This has been driven by expectations for structurally higher profit margins despite moderating revenue growth and a lower assumed future P/E multiple.
ナラティブ更新 • Nov 29

A005930: Chip Price Increases Will Drive Profit Margins And Share Price Higher

Samsung Electronics' analyst price target has been raised from ₩127,290 to ₩129,604. This reflects analysts' optimistic outlook based on improved growth projections and stronger profit margins.
ナラティブ更新 • Nov 15

A005930: Memory Chip Price Hikes Will Drive Share Price Upside

Analysts have raised their fair value target for Samsung Electronics from ₩116,541.94 to ₩127,289.97, citing improved expectations for revenue growth and profit margins. Analyst Commentary Recent analyst commentary on Samsung Electronics reflects a mix of optimism about the company's future prospects and caution regarding operational risks and market dynamics.
ナラティブ更新 • Oct 31

A005930: Future AI Demand And Margin Upside Will Drive Earnings Recovery

Analysts have raised their fair value estimate for Samsung Electronics from ₩105,207 to ₩116,542. They cite improving profit margins, even though revenue growth projections have been tempered.

決済の安定と成長

配当データの取得

安定した配当: A005930の1株当たり配当金は過去10年間安定しています。

増加する配当: A005930の配当金は過去10年間にわたって増加しています。

配当利回り対市場

Samsung Electronics 配当利回り対市場
A005930 配当利回りは市場と比べてどうか？
セグメント配当利回り
会社 (A005930)0.9%
市場下位25% (KR)1.3%
市場トップ25% (KR)4.2%
業界平均 (Tech)1.0%
アナリスト予想 (A005930) (最長3年)1.0%

注目すべき配当: A005930の配当金 ( 0.95% ) はKR市場の配当金支払者の下位 25% ( 1.31% ) と比べると目立ったものではありません。

高配当: A005930の配当金 ( 0.95% ) はKR市場の配当金支払者の上位 25% ( 4.24% ) と比較すると低いです。

株主への利益配当

収益カバレッジ: A005930 の配当性向 (4.1%) は低いため、配当金の支払いは利益によって十分にカバーされます。

株主配当金

キャッシュフローカバレッジ: A005930は 現金配当性向 ( 10.7% ) が低いため、配当金の支払いはキャッシュフローによって完全にカバーされています。

高配当企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/08/11 17:52
終値2026/08/11 00:00
収益2026/06/30
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

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

Samsung Electronics Co., Ltd. 37 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。65

アナリスト機関
Nam Hyung KimArete Research Services LLP
Brett SimpsonArete Research Services LLP
James FontanelliArete Research Services LLP