Sojitz 향후 성장
Future 기준 점검 1/6
Sojitz (는) 각각 연간 8.5% 및 2.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 10.7% 로 예상됩니다.
핵심 정보
8.5%
이익 성장률
9.02%
EPS 성장률
| Trade Distributors 이익 성장 | 6.3% |
| 매출 성장률 | 2.9% |
| 향후 자기자본이익률 | 10.73% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 29 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • May 28
2768: Renewable Gas Partnership Will Support Future Cash Returns And Earnings Quality
Analysts now set their fair value estimate for Sojitz at ¥6,942, up from ¥6,706, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E. What's in the News A board meeting is scheduled for May 1, 2026, to discuss the year end cash dividend for the fiscal year ended March 2026 and the interim dividend for the fiscal year ending March 2027 (Key Developments).분석 기사 • May 09
Sojitz's (TSE:2768) Problems Go Beyond Weak Profit
Sojitz Corporation's ( TSE:2768 ) recent weak earnings report didn't cause a big stock movement. However, we believe...내러티브 업데이트 • Apr 22
2768: Fair Outlook As Renewable Gas Partnership Will Guide Future Execution
Analysts have revised their price target for Sojitz to ¥6,706 from ¥6,869, reflecting updated assumptions around discount rates, profit margins and the P/E multiple applied to future earnings. What's in the News FIDEM Energy and Sojitz formed a partnership to advance renewable natural gas production in the U.S., centered on landfill gas sourced projects in East Tennessee and across the Southeast (Key Developments).내러티브 업데이트 • Apr 07
2768: Fair Stance As Renewable Gas Partnership Will Shape Future Execution
Analysts now see Sojitz's fair value at ¥6,868.75 versus ¥6,664.29 previously. This reflects small tweaks to assumptions around discount rate, revenue growth, profit margin and future P/E that together support a slightly higher price target.내러티브 업데이트 • Mar 24
2768: Neutral Coverage And Sector Tailwinds Will Shape Future Execution Outcomes
Narrative Update The analyst price target for Sojitz has been adjusted from ¥6,198.75 to ¥6,664.29, as analysts factor in updated assumptions for revenue growth, profit margins, and future P/E, following recent Neutral initiation commentary on Japan's trading companies. Analyst Commentary Recent research around Sojitz reflects a balanced view, with expectations tied closely to how effectively the company can execute on growth plans within Japan's broader trading company space.
새로운 내러티브 • Mar 11
Energy And Infrastructure Expansion Will Reshape Long Term Earnings Quality
Catalysts About Sojitz Sojitz is a diversified trading and investment group with businesses spanning energy solutions, healthcare, infrastructure, chemicals, automotive, metals, consumer and retail. What are the underlying business or industry changes driving this perspective?내러티브 업데이트 • Mar 10
2768: Neutral Coverage And Sector Tailwinds Will Shape Future Re Rating Potential
Analysts have lifted their fair value estimate for Sojitz from ¥5,160 to about ¥6,199, citing updated assumptions on growth, profitability and future P/E multiples following recent Street research, including a new Neutral initiation at ¥5,200. Analyst Commentary Bullish Takeaways Bullish analysts point to the uplift in fair value estimates toward about ¥6,199 as a sign that updated assumptions on growth and profitability support a higher long term earnings power than previously modeled.
새로운 내러티브 • Feb 25
Energy And Infrastructure Expansion Will Likely Strain Margins And Limit Long Term Profitability
Catalysts About Sojitz Sojitz is a Japanese trading and investment group with operations across energy solutions, healthcare, infrastructure, metals, chemicals, automotive, consumer and retail related businesses. What are the underlying business or industry changes driving this perspective?내러티브 업데이트 • Feb 24
2768: Neutral Coverage And Unclear Capital Policy Will Limit Future Upside
Analysts have kept Sojitz's fair value estimate steady at ¥5,160 while modestly lifting their P/E assumption and refining the discount rate. This has led to a new price target of ¥5,200, driven by generally positive views on Japan's trading companies but a preference for peers with clearer growth and capital plans.내러티브 업데이트 • Feb 08
2768: Neutral Coverage And Sector Reliance Will Limit Latin American Healthcare Upside
Analysts have lifted their price target on Sojitz from ¥5,022.50 to ¥5,160, citing updated assumptions on discount rate, revenue growth, profit margins and future P/E. This is in line with recent Street research that takes a Neutral stance while still recognizing the broader sector potential for Japan's trading companies.분석 기사 • Feb 06
Sojitz Corporation Just Recorded A 21% EPS Beat: Here's What Analysts Are Forecasting Next
As you might know, Sojitz Corporation ( TSE:2768 ) just kicked off its latest third-quarter results with some very...분석 기사 • Jan 24
Is Sojitz (TSE:2768) A Risky Investment?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...내러티브 업데이트 • Jan 24
2768: Neutral Coverage And Limited Upside Will Constrain Latin American Healthcare Story
Analysts have lifted their fair value estimate for Sojitz to ¥5,022.5 from ¥4,810, citing updated price targets around ¥5,200 and unchanged assumptions for growth, margins, discount rate and future P/E. Analyst Commentary Street research around Sojitz is mixed, with the fair value estimate closely aligned to a ¥5,200 price target and a Neutral rating.내러티브 업데이트 • Jan 09
2768: Latin American Healthcare Push And Higher Dividend Will Shape Neutral Outlook
Analysts have nudged their fair value estimate for Sojitz to ¥4,810, citing updated assumptions on discount rates, revenue growth, profit margins, and future P/E multiples that are aligned with recent neutral coverage and a ¥5,200 Street price target. Analyst Commentary Street research on Sojitz is centered around a neutral stance, with a ¥5,200 price target helping to anchor expectations for fair value and execution risk.내러티브 업데이트 • Dec 24
2768: Latin American Healthcare Push And Higher Dividend Will Shape Balanced Outlook
Analysts have modestly raised their price target on Sojitz to approximately ¥4,750 from about ¥4,700, citing a slightly lower discount rate and improved confidence in the company’s earnings multiple despite marginally softer long term growth and margin assumptions. What's in the News Sojitz will establish Sojitz Australia Transport Pty Ltd as a specified subsidiary in November 2025, investing AUD 300 million (around JPY 30.6 billion) to expand in the transportation sector in Australia (company filing).분석 기사 • Dec 19
Little Excitement Around Sojitz Corporation's (TSE:2768) Earnings
Sojitz Corporation's ( TSE:2768 ) price-to-earnings (or "P/E") ratio of 9.1x might make it look like a buy right now...내러티브 업데이트 • Dec 10
2768: Future Latin American Healthcare Expansion And Rising Dividend Will Shape Outlook
Analysts have modestly raised their price target on Sojitz from ¥4,490 to ¥4,700, citing a slightly lower discount rate and marginally higher expected valuation multiples despite largely unchanged growth and profitability forecasts. What's in the News Sojitz will establish Sojitz Australia Transport Pty Ltd in November 2025 as a specified subsidiary with AUD 300 million (JPY 30.6 billion) in capital to invest in the transportation sector in Australia (company announcement).내러티브 업데이트 • Nov 26
2768: Future Expansion in Latin American Healthcare and Rising Dividend Will Shape Outlook
Analysts have revised their price target for Sojitz upward from ¥4,397 to ¥4,490. They cited stronger anticipated revenue growth and a lower discount rate as key factors in the adjustment.분석 기사 • Nov 07
Sojitz's (TSE:2768) Promising Earnings May Rest On Soft Foundations
Sojitz Corporation's ( TSE:2768 ) robust earnings report didn't manage to move the market for its stock. Our analysis...분석 기사 • Sep 26
Sojitz (TSE:2768) Is Paying Out A Larger Dividend Than Last Year
Sojitz Corporation ( TSE:2768 ) will increase its dividend from last year's comparable payment on the 1st of December...내러티브 업데이트 • Sep 26
High-Growth Chemicals And Renewables Will Advance Global Electrification
Sojitz's consensus price target has increased to ¥4,397, primarily reflecting slightly improved revenue growth forecasts, while valuation multiples remain largely unchanged. What's in the News Board meeting scheduled to consider cancellation of treasury stock.내러티브 업데이트 • Sep 11
High-Growth Chemicals And Renewables Will Advance Global Electrification
The slight increase in Sojitz’s future P/E ratio indicates marginally higher forward earnings expectations, supporting a modest upward revision in the consensus price target from ¥4,223 to ¥4,307. What's in the News Board meeting planned to consider cancellation of treasury stock.분석 기사 • Sep 01
Sojitz (TSE:2768) Will Pay A Larger Dividend Than Last Year At ¥82.50
The board of Sojitz Corporation ( TSE:2768 ) has announced that it will be paying its dividend of ¥82.50 on the 1st of...내러티브 업데이트 • Aug 27
High-Growth Chemicals And Renewables Will Advance Global Electrification
The slight increase in Sojitz’s consensus price target to ¥4223 is underpinned by a modest rise in its forecast future P/E, despite a marginally lower revenue growth outlook. What's in the News Board meeting scheduled to consider cancellation of treasury stock.분석 기사 • Aug 06
Sojitz (TSE:2768) Will Pay A Larger Dividend Than Last Year At ¥82.50
Sojitz Corporation ( TSE:2768 ) has announced that it will be increasing its dividend from last year's comparable...분석 기사 • Jul 23
Sojitz's (TSE:2768) Upcoming Dividend Will Be Larger Than Last Year's
Sojitz Corporation ( TSE:2768 ) has announced that it will be increasing its dividend from last year's comparable...분석 기사 • Jul 09
Sojitz's (TSE:2768) Upcoming Dividend Will Be Larger Than Last Year's
The board of Sojitz Corporation ( TSE:2768 ) has announced that it will be paying its dividend of ¥82.50 on the 2nd of...분석 기사 • Jun 20
Sojitz (TSE:2768) Shareholders Will Want The ROCE Trajectory To Continue
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
새로운 내러티브 • Dec 15
Tactical Acquisitions And Agribusiness Expansion Boost Profits And Enhance Shareholder Value
Strategic expansion in Energy Solutions and Healthcare aims to enhance revenue, with a focus on acquisitions and decarbonization efforts.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 3/31/2029 | 3,021,101 | 138,220 | 44,500 | 126,900 | 4 |
| 3/31/2028 | 3,009,093 | 132,411 | 40,260 | 148,700 | 7 |
| 3/31/2027 | 2,936,170 | 124,822 | -42,667 | 79,507 | 7 |
| 3/31/2026 | 2,757,350 | 103,611 | -28,976 | 16,759 | N/A |
| 12/31/2025 | 2,614,167 | 114,937 | 119 | 46,084 | N/A |
| 9/30/2025 | 2,509,714 | 111,600 | 16,975 | 69,891 | N/A |
| 6/30/2025 | 2,484,813 | 108,671 | -54,423 | -10,228 | N/A |
| 3/31/2025 | 2,509,714 | 110,636 | -63,592 | -16,688 | N/A |
| 12/31/2024 | 2,507,876 | 101,670 | -3,769 | 38,233 | N/A |
| 9/30/2024 | 2,414,649 | 97,142 | -63,164 | -28,277 | N/A |
| 6/30/2024 | 2,482,441 | 101,669 | 82,811 | 118,843 | N/A |
| 3/31/2024 | 2,414,648 | 100,765 | 80,972 | 112,187 | N/A |
| 12/31/2023 | 2,479,840 | 77,731 | 94,655 | 129,837 | N/A |
| 9/30/2023 | 2,479,840 | 80,305 | 136,685 | 174,609 | N/A |
| 6/30/2023 | 2,479,840 | 88,237 | 82,330 | 119,663 | N/A |
| 3/31/2023 | 2,479,840 | 111,247 | 133,376 | 171,639 | N/A |
| 12/31/2022 | 2,100,752 | 129,040 | 116,237 | 150,895 | N/A |
| 9/30/2022 | 2,100,752 | 121,759 | 87,884 | 117,751 | N/A |
| 6/30/2022 | 2,100,752 | 110,558 | 91,917 | 122,014 | N/A |
| 3/31/2022 | 2,100,752 | 82,332 | 38,014 | 65,084 | N/A |
| 12/31/2021 | 1,602,485 | 72,306 | 23,067 | 45,636 | N/A |
| 9/30/2021 | 1,602,485 | 57,303 | -11,328 | 17,666 | N/A |
| 6/30/2021 | 1,602,485 | 41,542 | 22,521 | 50,478 | N/A |
| 3/31/2021 | 1,602,485 | 27,001 | 54,309 | 84,972 | N/A |
| 12/31/2020 | 436,227 | 40,052 | 32,223 | 67,531 | N/A |
| 9/30/2020 | 860,993 | 40,451 | 44,412 | 76,017 | N/A |
| 6/30/2020 | 1,317,399 | 48,946 | 15,632 | 49,871 | N/A |
| 3/31/2020 | 1,754,825 | 60,821 | 8,942 | 40,510 | N/A |
| 12/31/2019 | 1,764,158 | 54,195 | N/A | 134,034 | N/A |
| 9/30/2019 | 1,808,239 | 62,789 | N/A | 106,167 | N/A |
| 6/30/2019 | 1,825,706 | 64,918 | N/A | 201,102 | N/A |
| 3/31/2019 | 1,856,190 | 70,419 | N/A | 96,476 | N/A |
| 12/31/2018 | 87,735 | 65,784 | N/A | 178,417 | N/A |
| 9/30/2018 | 713,927 | 66,748 | N/A | 166,277 | N/A |
| 6/30/2018 | 1,283,672 | 61,986 | N/A | 30,403 | N/A |
| 3/31/2018 | 1,816,459 | 56,842 | N/A | 98,812 | N/A |
| 12/31/2017 | 1,945,407 | 55,447 | N/A | -95,137 | N/A |
| 9/30/2017 | 1,822,990 | 52,642 | N/A | -55,340 | N/A |
| 6/30/2017 | 1,659,755 | 46,955 | N/A | -68,324 | N/A |
| 3/31/2017 | 1,555,349 | 40,760 | N/A | 857 | N/A |
| 12/31/2016 | 1,382,921 | 34,400 | N/A | 36,368 | N/A |
| 9/30/2016 | 1,418,839 | 31,273 | N/A | 73,443 | N/A |
| 6/30/2016 | 1,524,272 | 34,348 | N/A | 132,535 | N/A |
| 3/31/2016 | 1,658,072 | 36,526 | N/A | 99,939 | N/A |
| 12/31/2015 | 1,820,584 | 38,077 | N/A | 77,123 | N/A |
| 9/30/2015 | 1,880,772 | 36,951 | N/A | 98,197 | N/A |
| 6/30/2015 | 1,892,930 | 34,782 | N/A | 57,024 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: 2768 의 연간 예상 수익 증가율(8.5%)이 saving rate(0.8%)보다 높습니다.
수익 vs 시장: 2768 의 연간 수익(8.5%)이 JP 시장(8.9%)보다 느리게 성장할 것으로 예상됩니다.
고성장 수익: 2768 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: 2768 의 수익(연간 2.9%)이 JP 시장(연간 5.5%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: 2768 의 수익(연간 2.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: 2768의 자본 수익률은 3년 후 10.7%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/29 20:17 |
| 종가 | 2026/05/29 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2026/03/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Sojitz Corporation는 19명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Kazuhisa Mori | Barclays |
| Chika Fukumoto | Citigroup Inc |
| Satoshi Abe | Daiwa Securities Co. Ltd. |