Mitsui 향후 성장
Future 기준 점검 1/6
Mitsui (는) 각각 연간 6% 및 3.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 7.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 11% 로 예상됩니다.
핵심 정보
6.0%
이익 성장률
7.08%
EPS 성장률
| Trade Distributors 이익 성장 | 6.3% |
| 매출 성장률 | 3.1% |
| 향후 자기자본이익률 | 10.95% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 18 May 2026 |
최근 향후 성장 업데이트
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 • 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...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...
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.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 3/31/2029 | 15,199,635 | 1,009,000 | 755,000 | 1,098,500 | 3 |
| 3/31/2028 | 15,068,054 | 995,006 | 709,261 | 1,105,892 | 10 |
| 3/31/2027 | 14,712,432 | 921,521 | N/A | 869,000 | 8 |
| 3/31/2026 | 13,995,222 | 833,971 | -155,487 | 952,912 | N/A |
| 12/31/2025 | 14,035,595 | 860,122 | -371,347 | 724,090 | N/A |
| 9/30/2025 | 14,089,918 | 912,288 | 494,121 | 850,471 | N/A |
| 6/30/2025 | 14,122,649 | 815,879 | 662,991 | 994,647 | N/A |
| 3/31/2025 | 14,662,620 | 900,342 | 671,371 | 1,017,518 | N/A |
| 12/31/2024 | 14,309,762 | 989,447 | 630,640 | 956,153 | N/A |
| 9/30/2024 | 14,279,321 | 1,019,210 | 675,255 | 993,681 | N/A |
| 6/30/2024 | 14,015,725 | 1,086,944 | 455,111 | 783,012 | N/A |
| 3/31/2024 | 13,324,942 | 1,063,684 | 569,648 | 864,419 | N/A |
| 12/31/2023 | 13,268,359 | 1,016,250 | 854,366 | 1,129,245 | N/A |
| 9/30/2023 | 13,260,025 | 1,047,787 | 943,039 | 1,203,663 | N/A |
| 6/30/2023 | 13,735,002 | 1,108,480 | 896,454 | 1,133,430 | N/A |
| 3/31/2023 | 14,306,402 | 1,130,630 | 819,472 | 1,047,537 | N/A |
| 12/31/2022 | 14,204,645 | 1,122,253 | 828,221 | 1,047,769 | N/A |
| 9/30/2022 | 13,765,175 | 1,049,196 | 606,857 | 810,110 | N/A |
| 6/30/2022 | 12,820,056 | 998,458 | 715,267 | 908,526 | N/A |
| 3/31/2022 | 11,757,559 | 914,722 | 621,371 | 806,896 | N/A |
| 12/31/2021 | 10,859,096 | 769,777 | 448,904 | 629,269 | N/A |
| 9/30/2021 | 9,721,360 | 630,064 | 520,042 | 699,016 | N/A |
| 6/30/2021 | 8,822,896 | 464,165 | 607,883 | 787,963 | N/A |
| 3/31/2021 | 8,010,235 | 335,458 | 557,006 | 772,696 | N/A |
| 12/31/2020 | 9,030,709 | 255,374 | 389,170 | 641,955 | N/A |
| 9/30/2020 | 8,777,968 | 267,384 | 289,611 | 580,535 | N/A |
| 6/30/2020 | 8,696,383 | 329,034 | 254,470 | 562,537 | N/A |
| 3/31/2020 | 8,484,130 | 391,513 | 238,537 | 526,376 | N/A |
| 12/31/2019 | 7,138,544 | 399,223 | N/A | 436,068 | N/A |
| 9/30/2019 | 7,155,418 | 425,498 | N/A | 575,690 | N/A |
| 6/30/2019 | 7,034,445 | 420,837 | N/A | 403,934 | N/A |
| 3/31/2019 | 6,957,524 | 414,215 | N/A | 410,670 | N/A |
| 12/31/2018 | 6,252,108 | 391,713 | N/A | 512,138 | N/A |
| 9/30/2018 | 5,711,458 | 403,042 | N/A | 553,773 | N/A |
| 6/30/2018 | 5,266,688 | 426,137 | N/A | 485,498 | N/A |
| 3/31/2018 | 4,892,149 | 418,479 | N/A | 553,645 | N/A |
| 12/31/2017 | 4,841,203 | 452,637 | N/A | 586,104 | N/A |
| 9/30/2017 | 4,725,866 | 422,466 | N/A | 492,570 | N/A |
| 6/30/2017 | 4,525,658 | 355,747 | N/A | 567,464 | N/A |
| 3/31/2017 | 4,363,969 | 306,136 | N/A | 404,171 | N/A |
| 12/31/2016 | 4,261,355 | 12,485 | N/A | 406,177 | N/A |
| 9/30/2016 | 4,293,998 | -92,074 | N/A | 334,578 | N/A |
| 6/30/2016 | 4,495,976 | -119,202 | N/A | 452,353 | N/A |
| 3/31/2016 | 4,759,694 | -83,410 | N/A | 586,991 | N/A |
| 12/31/2015 | 4,912,066 | 186,513 | N/A | 572,788 | N/A |
| 9/30/2015 | 5,155,193 | 214,471 | N/A | 591,822 | N/A |
| 6/30/2015 | 5,318,093 | 275,621 | N/A | 683,952 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: 8031 의 연간 예상 수익 증가율(6%)이 saving rate(0.8%)보다 높습니다.
수익 vs 시장: 8031 의 연간 수익(6%)이 JP 시장(8.7%)보다 느리게 성장할 것으로 예상됩니다.
고성장 수익: 8031 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: 8031 의 수익(연간 3.1%)이 JP 시장(연간 5.4%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: 8031 의 수익(연간 3.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: 8031의 자본 수익률은 3년 후 11%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/23 12:49 |
| 종가 | 2026/05/22 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
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.
| 분석가 | 기관 |
|---|---|
| Kazuhisa Mori | Barclays |
| Takashi Enomoto | BofA Global Research |
| Chika Fukumoto | Citigroup Inc |