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Mitsui & Co., Ltd.TSE:8031 주식 보고서

시가총액 JP¥15.2t
주가
JP¥5.36k
JP¥6.49k
17.4% 저평가 내재 할인율
1Y80.1%
7D-7.7%
1D
포트폴리오 가치
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Mitsui & Co., Ltd.

TSE:8031 주식 리포트

시가총액: JP¥15.2t

Mitsui (8031) 주식 개요

는 전 세계적으로 무역 및 투자 회사로 운영되고 있습니다. 자세히 보기

8031 펀더멘털 분석
스노우플레이크 점수
가치 평가1/6
미래 성장1/6
과거 실적2/6
재무 건전성4/6
배당3/6

8031 Community Fair Values

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See what 42 others think this stock is worth. Follow their fair value or set your own to get alerts.

Mitsui & Co., Ltd. 경쟁사

가격 이력 및 성과

Mitsui 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가JP¥5,359.00
52주 최고가JP¥6,675.00
52주 최저가JP¥2,844.50
베타0.45
1개월 변동-5.82%
3개월 변동-6.11%
1년 변동80.13%
3년 변동143.37%
5년 변동323.13%
IPO 이후 변동1,265.35%

최근 뉴스 및 업데이트

내러티브 업데이트 May 16

8031: Share Buybacks And Offtake Opportunity Will Support Balanced Future Outlook

Analysts now estimate Mitsui's fair value at ¥6,491.54, up from ¥6,436.92. This reflects updated views that incorporate slightly higher revenue growth expectations, a modestly stronger profit margin, and a somewhat lower future P/E assumption.
분석 기사 May 14

Mitsui's (TSE:8031) Problems Go Beyond Weak Profit

The market wasn't impressed with the soft earnings from Mitsui & Co., Ltd. ( TSE:8031 ) recently. We did some further...
내러티브 업데이트 Apr 27

8031: Share Buybacks And Earnings Outlook Will Support Bullish View

The analyst price target for Mitsui has moved from about ¥4,762 to roughly ¥6,437. Analysts cite updated assumptions for revenue growth, profit margins and future P/E levels as the basis for this revised view.

Recent updates

내러티브 업데이트 May 16

8031: Share Buybacks And Offtake Opportunity Will Support Balanced Future Outlook

Analysts now estimate Mitsui's fair value at ¥6,491.54, up from ¥6,436.92. This reflects updated views that incorporate slightly higher revenue growth expectations, a modestly stronger profit margin, and a somewhat lower future P/E assumption.
분석 기사 May 14

Mitsui's (TSE:8031) Problems Go Beyond Weak Profit

The market wasn't impressed with the soft earnings from Mitsui & Co., Ltd. ( TSE:8031 ) recently. We did some further...
내러티브 업데이트 Apr 27

8031: Share Buybacks And Earnings Outlook Will Support Bullish View

The analyst price target for Mitsui has moved from about ¥4,762 to roughly ¥6,437. Analysts cite updated assumptions for revenue growth, profit margins and future P/E levels as the basis for this revised view.
내러티브 업데이트 Apr 13

8031: Elevated P/E And Modest Margin Assumptions Will Sustain Downside Risk

Analysts have reiterated a ¥4,190 price target for Mitsui, with the unchanged level reflecting updated views on a slightly higher discount rate, adjusted revenue growth assumptions, a modestly lower profit margin, and a marginally higher future P/E multiple. What's in the News Mitsui updated on its share buyback program, completing the repurchase of 41,075,000 shares, representing 1.43% of shares, for ¥199,999.9 million under the buyback announced on November 5, 2025.
내러티브 업데이트 Mar 30

8031: Elevated P/E And Earnings Guidance Will Sustain Downside Risk

Analysts have maintained Mitsui's price target at ¥4,190, noting only modest adjustments to their assumptions, including a slightly lower discount rate, marginally higher expectations for revenue growth and profit margins, and a small revision to the future P/E multiple. What's in the News Mitsui completed a share buyback program announced on November 5, 2025, repurchasing a total of 41,075,000 shares (representing 1.43% of shares) for ¥199,999.9 million across tranches ending December 31, 2025 and March 19, 2026.
내러티브 업데이트 Mar 16

8031: Elevated Future P/E And Earnings Guidance Will Sustain Downside Risk

Analysts have kept Mitsui's fair value estimate steady at ¥4,190. Only small adjustments to the discount rate, revenue growth, profit margin assumptions and future P/E expectations are guiding this unchanged price target.
내러티브 업데이트 Mar 02

8031: Higher P/E Expectations Will Sustain Downside Risk Despite Buybacks

Analysts have raised their price target on Mitsui from ¥3,560 to ¥4,190, citing updated assumptions for revenue, profit margins, discount rate and future P/E that together suggest a higher assessed fair value. What's in the News Mitsui issued consolidated earnings guidance for the full year ending March 31, 2026, targeting profit attributable to owners of parent of ¥820,000m, or ¥286.26 per basic share (corporate guidance).
내러티브 업데이트 Feb 16

8031: Earnings Outlook, Buybacks And Governance Will Shape Balanced Future Returns

Analysts have lifted their price target for Mitsui from ¥5,602.88 to ¥5,900, citing updated assumptions for revenue growth, profit margin, discount rate, and future P/E that refine their overall view of the shares. What's in the News Mitsui issued consolidated earnings guidance for the full year ending March 31, 2026, with profit attributable to owners of parent projected at ¥820,000m, or ¥286.26 per basic share (corporate guidance).
분석 기사 Feb 06

Mitsui & Co., Ltd. Just Missed Earnings - But Analysts Have Updated Their Models

Mitsui & Co., Ltd. ( TSE:8031 ) just released its latest quarterly report and things are not looking great. Mitsui...
분석 기사 Feb 05

Mitsui (TSE:8031) Has Announced That It Will Be Increasing Its Dividend To ¥60.00

Mitsui & Co., Ltd. ( TSE:8031 ) will increase its dividend from last year's comparable payment on the 19th of June to...
내러티브 업데이트 Feb 02

8031: Buybacks, Dividend Payouts And New CFO Will Support Balanced Outlook

Analysts have raised their fair value estimate for Mitsui from ¥4,487.69 to ¥4,762.31, citing updated assumptions on discount rates, long term revenue growth, profit margins, and future P/E levels. What's in the News Mitsui plans to appoint Makoto Tanaka as Chief Financial Officer on April 1, 2026, with current CFO Tetsuya Shigeta stepping down from the role and remaining as a Director from that date (company announcement).
내러티브 업데이트 Jan 19

8031: Future Buybacks And Earnings Outlook Will Still Point To Downside Risk

Analysts now see Mitsui’s fair value at ¥3,560 per share, up from ¥2,860, pointing to slightly softer expected revenue contraction, a modestly higher profit margin and a higher assumed future P/E multiple alongside a lower discount rate in their updated work. What's in the News Mitsui plans to appoint Makoto Tanaka as Chief Financial Officer on April 1, 2026, with current CFO Tetsuya Shigeta moving to a Director role on the same date (Executive Changes).
분석 기사 Jan 17

Mitsui's (TSE:8031) Shareholders Will Receive A Bigger Dividend Than Last Year

Mitsui & Co., Ltd. ( TSE:8031 ) has announced that it will be increasing its dividend from last year's comparable...
내러티브 업데이트 Jan 04

8031: Earnings Upside And Buybacks Will Drive Stronger Share Performance

Analysts have raised their price target for Mitsui from ¥4,700 to approximately ¥5,600, citing a lower perceived risk profile, slightly stronger long term profitability, and a higher expected future valuation multiple. What's in the News Mitsui agreed a Memorandum of Understanding with AM Green to explore strategic collaboration and potential investment across the green aluminum value chain, supporting what is described as the world's first integrated green aluminum production platform powered by renewable energy (Key Developments).
분석 기사 Jan 01

Mitsui's (TSE:8031) Dividend Will Be Increased To ¥60.00

The board of Mitsui & Co., Ltd. ( TSE:8031 ) has announced that it will be paying its dividend of ¥60.00 on the 19th of...
내러티브 업데이트 Dec 19

8031: Buybacks And Dividend Increases Will Support Balanced Outlook Ahead

Analysts have raised their price target on Mitsui modestly to approximately ¥4,490 from about ¥4,440, citing slightly lower discount rate assumptions and marginally improved expectations for long term revenue growth, profit margins, and future valuation multiples. What's in the News Mitsui has launched a large scale share repurchase program of up to 40,000,000 shares (2.77% of its issued capital) for up to ¥200 billion, with all repurchased shares to be cancelled.
분석 기사 Dec 18

Mitsui (TSE:8031) Is Increasing Its Dividend To ¥60.00

Mitsui & Co., Ltd.'s ( TSE:8031 ) dividend will be increasing from last year's payment of the same period to ¥60.00 on...
내러티브 업데이트 Dec 05

8031: Buybacks And Dividend Policy Will Support Measured Outlook Going Forward

Analysts have raised their price target on Mitsui, lifting fair value by roughly ¥360 per share to about ¥4,440, citing modestly higher expectations for revenue growth, profit margins, and future valuation multiples. What's in the News Mitsui revised its consolidated earnings guidance for the year ending March 31, 2026, lifting expected profit attributable to owners of the parent to JPY 820 billion from JPY 770 billion, or JPY 285.24 per basic share (Corporate guidance).
분석 기사 Dec 04

Mitsui (TSE:8031) Has Announced That It Will Be Increasing Its Dividend To ¥60.00

The board of Mitsui & Co., Ltd. ( TSE:8031 ) has announced that it will be paying its dividend of ¥60.00 on the 19th of...
내러티브 업데이트 Nov 21

8031: Share Buyback Program And Institutional Interest Will Shape Steady Outlook

Analysts have maintained their price target for Mitsui at ¥4,076, citing steady financial projections and minor adjustments to key valuation assumptions. What's in the News Berkshire Hathaway increased its stake in Mitsui, with the company confirming the change but not stating a new percentage (Reuters).
분석 기사 Nov 12

Earnings Troubles May Signal Larger Issues for Mitsui (TSE:8031) Shareholders

Despite Mitsui & Co., Ltd.'s ( TSE:8031 ) recent earnings report having lackluster headline numbers, the market...
분석 기사 Nov 07

Mitsui & Co., Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

It's been a good week for Mitsui & Co., Ltd. ( TSE:8031 ) shareholders, because the company has just released its...
내러티브 업데이트 Nov 07

8031: Future Developments Will Reflect Steady Performance and Heightened Institutional Interest

Narrative Update on Mitsui: Analyst Price Target Revision Analysts have raised their price target for Mitsui from ¥4,010 to approximately ¥4,077. This revision is based on adjustments to discount rates and expected margins, which more than offset slightly lowered revenue growth projections.
내러티브 업데이트 Oct 24

Confidence From Global Investors And Low-Carbon Focus Will Shape Cleaner Energy Future

Analysts have maintained Mitsui's fair value estimate at ¥4,010, citing stable underlying financial metrics and minor changes to their revenue growth and profitability assumptions. What's in the News Berkshire Hathaway increased its stake in Mitsui & Co., solidifying confidence from major international investors (Reuters).
내러티브 업데이트 Oct 10

LNG And Low-Carbon Ammonia Investments Will Power Cleaner Energy Future

Narrative Update: Mitsui Analyst Price Target Revised Upward Analysts have raised Mitsui's price target from ¥3,881.82 to ¥4,010.00. They cite improvements in profit margin and a slightly lower discount rate as key factors supporting the upward revision.
내러티브 업데이트 Sep 26

LNG And Low-Carbon Ammonia Investments Will Power Cleaner Energy Future

Mitsui’s analyst price target saw only a marginal increase, supported by stable discount rate and net profit margin assumptions, resulting in a new fair value of ¥3,882. What's in the News Berkshire Hathaway has increased its stake in Mitsui & Co., with the change in holding confirmed by Mitsui, though no updated percentage was provided.
분석 기사 Sep 15

Mitsui (TSE:8031) Has Announced That It Will Be Increasing Its Dividend To ¥55.00

Mitsui & Co., Ltd. ( TSE:8031 ) has announced that it will be increasing its dividend from last year's comparable...
내러티브 업데이트 Sep 11

LNG And Low-Carbon Ammonia Investments Will Power Cleaner Energy Future

Despite a notable decrease in consensus revenue growth forecasts, Mitsui's consensus price target has been revised upward from ¥3,618 to ¥3,823, likely reflecting improved market sentiment and a higher future P/E multiple. What's in the News Berkshire Hathaway has increased its stake in Mitsui & Co, though the specific ownership percentage was not disclosed by the company (Reuters).
내러티브 업데이트 Aug 27

LNG And Low-Carbon Ammonia Investments Will Power Cleaner Energy Future

Mitsui's consensus Analyst Price Target saw a marginal increase to ¥3618, with valuation metrics such as Future P/E and Net Profit Margin remaining largely unchanged, indicating little shift in the company's perceived fair value. What's in the News Mitsui & Co. is participating as a partner in a consortium, led by BHP, that is investigating carbon capture utilization and storage (CCUS) opportunities across China, alongside major industry players such as ArcelorMittal Nippon Steel India, JSW Steel, Hyundai Steel, and Chevron (Bloomberg).
분석 기사 Aug 08

Mitsui (TSE:8031) Will Pay A Larger Dividend Than Last Year At ¥55.00

Mitsui & Co., Ltd.'s ( TSE:8031 ) dividend will be increasing from last year's payment of the same period to ¥55.00 on...
분석 기사 Jul 24

Mitsui's (TSE:8031) Upcoming Dividend Will Be Larger Than Last Year's

The board of Mitsui & Co., Ltd. ( TSE:8031 ) has announced that it will be paying its dividend of ¥55.00 on the 3rd of...
분석 기사 Jul 10

Mitsui's (TSE:8031) Dividend Will Be Increased To ¥55.00

The board of Mitsui & Co., Ltd. ( TSE:8031 ) has announced that it will be paying its dividend of ¥55.00 on the 3rd of...
분석 기사 Jun 13

A Look At The Intrinsic Value Of Mitsui & Co., Ltd. (TSE:8031)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Mitsui fair value estimate is JP¥3,120 Current share price of...
분석 기사 May 29

Here's Why Mitsui (TSE:8031) Has A Meaningful Debt Burden

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
User avatar
새로운 내러티브 Nov 07

Investments In Healthcare And LNG Fuel Growth Amid Shrinking Margins And Geopolitical Risks

Investments in growth areas like LNG and healthcare are key revenue drivers, enhancing long-term profitability and earnings stability.

주주 수익률

8031JP Trade DistributorsJP 시장
7D-7.7%-4.1%2.7%
1Y80.1%67.1%42.1%

수익률 대 산업: 8031은 지난 1년 동안 67.1%의 수익을 기록한 JP Trade Distributors 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: 8031은 지난 1년 동안 42.1%를 기록한 JP 시장보다 더 좋은 성과를 냈습니다.

주가 변동성

Is 8031's price volatile compared to industry and market?
8031 volatility
8031 Average Weekly Movement6.8%
Trade Distributors Industry Average Movement4.6%
Market Average Movement4.9%
10% most volatile stocks in JP Market9.7%
10% least volatile stocks in JP Market2.5%

안정적인 주가: 8031는 지난 3개월 동안 JP 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: 8031의 주간 변동성(7%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
194756,400Kenichi Horiwww.mitsui.com/jp/en/

미쓰이 상사는 전 세계에서 무역 및 투자 회사로 운영되고 있습니다. 이 회사는 철강 제품의 제조 및 판매, 철강 가공, 유지보수 및 재활용 활동, 광물 및 금속 자원의 투자, 개발 및 거래, 자원 재활용 및 산업 개발 솔루션, 천연가스/LNG, 석유, 석탄 및 우라늄과 같은 에너지 자원의 업스트림 개발, 물류 및 거래에 종사하고 있습니다. 또한 전력, 가스, 수도, 철도, 물류 시스템, 판매, 금융, 임대, 운송, 물류 서비스를 제공하고 플랜트, 해양 에너지 개발, 선박, 항공, 우주, 철도, 자동차, 광산, 건설, 산업용 기계에 투자합니다.

Mitsui & Co., Ltd. 기초 지표 요약

Mitsui의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
8031 기초 통계
시가총액JP¥15.19t
순이익 (TTM)JP¥833.97b
매출 (TTM)JP¥14.00t
18.2x
주가수익비율(P/E)
1.1x
주가매출비율(P/S)

8031는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
8031 손익계산서 (TTM)
매출JP¥14.00t
매출원가JP¥12.67t
총이익JP¥1.33t
기타 비용JP¥494.18b
순이익JP¥833.97b

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)294.25
총이익률9.49%
순이익률5.96%
부채/자본 비율63.3%

8031의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

2.6%
현재 배당 수익률
40%
배당 성향

8031는 안정적으로 배당을 지급합니까?

8031 배당 기록 및 벤치마크 보기
다가오는 배당을 받으려면 언제까지 8031를 매수해야 하나요?
Mitsui 배당 일정
배당락일Mar 30 2026
배당 지급일Jun 18 2026
배당락일까지 남은 일수59 days
배당 지급일까지 남은 일수21 days

8031는 안정적으로 배당을 지급합니까?

8031 배당 기록 및 벤치마크 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/27 21:42
종가2026/05/27 00:00
수익2026/03/31
연간 수익2026/03/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 가이드YouTube 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

Mitsui & Co., Ltd.는 25명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Kazuhisa MoriBarclays
Takashi EnomotoBofA Global Research
Chika FukumotoCitigroup Inc