Yamaha 향후 성장
Future 기준 점검 2/6
Yamaha (는) 각각 연간 11% 및 3.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 12.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 7.2% 로 예상됩니다.
핵심 정보
11.0%
이익 성장률
12.93%
EPS 성장률
| Leisure 이익 성장 | 11.5% |
| 매출 성장률 | 3.2% |
| 향후 자기자본이익률 | 7.15% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 21 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • Apr 28
7951: Buybacks And Mixed Segment Trends Will Support Balanced Medium-Term Repricing
Analysts have kept Yamaha's fair value estimate steady at ¥1,181.43, with only marginal adjustments to inputs such as the discount rate, revenue growth, profit margin, and future P/E to reflect refreshed assumptions rather than a change in overall view. What's in the News Yamaha completed a share repurchase of 13,488,300 shares, or 3% of shares, for ¥14,999.9 million under the buyback announced on November 4, 2025.내러티브 업데이트 • Apr 09
7951: Buybacks And Creator-Focused Products Will Support Steady Medium-Term Repricing
Analysts have kept Yamaha's price target broadly steady around ¥1,181, citing only small tweaks to assumptions such as the discount rate, long term revenue growth, profit margin, and future P/E multiple rather than any major shift in the outlook. What's in the News Yamaha completed a share repurchase program announced on November 4, 2025, buying back a total of 13,488,300 shares, representing 3% of shares, for ¥14,999.9 million.내러티브 업데이트 • Mar 26
7951: Buybacks And Creator-Focused Products Will Support Balanced Medium-Term Repricing
Analysts have adjusted their price target on Yamaha slightly higher from ¥1,180 to approximately ¥1,181, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E expectations. What's in the News Yamaha completed a share buyback of 13,488,300 shares, representing 3% of shares, for ¥14,999.9 million under the program announced on November 4, 2025, with repurchases running through March 24, 2026 (company buyback update).내러티브 업데이트 • Mar 11
7951: Share Repurchases And New Creator Products Will Support Balanced Medium Term Repricing
Analysts have kept their Yamaha price target steady at ¥1,180, with small tweaks to inputs such as the discount rate and assumed future P/E reflecting only minor model refinements rather than a shift in their overall view. What's in the News Board meeting scheduled for November 4, 2025 to approve matters related to acquisition of treasury stock, indicating continued focus on share repurchases (Board Meeting).내러티브 업데이트 • Feb 25
7951: Audio Creator Launches And Buyback Will Support Balanced Medium Term Repricing
Analysts have adjusted their price target on Yamaha to ¥1,180 from ¥1,158, citing updated assumptions around revenue growth, profit margins, and future P/E levels. What's in the News Yamaha raised its consolidated earnings guidance for the fiscal year ending March 31, 2026, now guiding to revenue of ¥462.0b, core operating profit of ¥33.0b, operating profit of ¥30.0b, and profit attributable to owners of the parent of ¥24.0b, with basic EPS at ¥53.32 (company guidance).분석 기사 • Feb 13
There May Be Reason For Hope In Yamaha's (TSE:7951) Disappointing Earnings
Shareholders appeared unconcerned with Yamaha Corporation's ( TSE:7951 ) lackluster earnings report last week. We think...내러티브 업데이트 • Feb 11
7951: New Audio Creator Products And Buyback Will Support Measured Repricing Potential
Analysts have kept their Yamaha fair value estimate steady at ¥1,158.57, with only modest tweaks to assumptions on discount rate, revenue growth, profit margin, and future P/E informing the updated price target narrative. What's in the News Yamaha revised its consolidated earnings guidance for the fiscal year ending March 31, 2026, with revenue now expected at ¥462.0b and core operating profit at ¥33.0b, alongside profit attributable to owners of the parent of ¥24.0b and basic EPS of ¥53.32.내러티브 업데이트 • Jan 28
7951: New Creator-Focused Audio Lineup Will Support Gradual Repricing Potential
Analysts have lifted their fair value estimate for Yamaha from ¥1,132.50 to about ¥1,158.60, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that collectively support a higher price target. What's in the News Yamaha launched its MGX Series digital mixing consoles, URX Series audio interfaces, and CC1 USB controller, targeting musicians, performers, streamers, podcasters, and content creators across live performance, recording, and streaming use cases (Product-Related Announcements).분석 기사 • Jan 06
Yamaha (TSE:7951) Has More To Do To Multiply In Value Going Forward
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...분석 기사 • Dec 03
Yamaha (TSE:7951) Could Easily Take On More Debt
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...내러티브 업데이트 • Sep 06
Digital Transformation Will Unlock Global Music Opportunities
Despite a slight increase in Yamaha’s discount rate, both the future P/E and analyst price target remained essentially unchanged, with the fair value holding steady at ¥1132. What's in the News Yamaha lowered FY2026 guidance, with revenue now expected at JPY 452,000 million (down from JPY 455,000 million) and operating profit revised to JPY 30,000 million (down from JPY 38,500 million).분석 기사 • Aug 14
We Think You Can Look Beyond Yamaha's (TSE:7951) Lackluster Earnings
The most recent earnings report from Yamaha Corporation ( TSE:7951 ) was disappointing for shareholders. However, our...분석 기사 • Jul 14
Is Yamaha (TSE:7951) Using Too Much Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...분석 기사 • Jun 28
Yamaha Corporation Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
It's been a good week for Yamaha Corporation ( TSE:7951 ) shareholders, because the company has just released its...분석 기사 • Apr 25
Investors Appear Satisfied With Yamaha Corporation's (TSE:7951) Prospects
Yamaha Corporation's ( TSE:7951 ) price-to-earnings (or "P/E") ratio of 20.7x might make it look like a strong sell...분석 기사 • Mar 15
Yamaha (TSE:7951) Seems To Use Debt Quite Sensibly
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...분석 기사 • Feb 28
An Intrinsic Calculation For Yamaha Corporation (TSE:7951) Suggests It's 22% Undervalued
Key Insights Using the 2 Stage Free Cash Flow to Equity, Yamaha fair value estimate is JP¥1,443 Yamaha is estimated to...분석 기사 • Feb 13
Some May Be Optimistic About Yamaha's (TSE:7951) Earnings
Soft earnings didn't appear to concern Yamaha Corporation's ( TSE:7951 ) shareholders over the last week. Our analysis...
새로운 내러티브 • Dec 29
New Digital Mixer And Audio Equipment Expansion Ignite Future Growth
Strong performance in B2B audio and new digital mixer release are key drivers of future revenue growth despite sluggish instrument sales.분석 기사 • Dec 23
Yamaha Corporation's (TSE:7951) Share Price Matching Investor Opinion
Yamaha Corporation's ( TSE:7951 ) price-to-earnings (or "P/E") ratio of 26.9x might make it look like a strong sell...분석 기사 • Dec 04
Investors Could Be Concerned With Yamaha's (TSE:7951) Returns On Capital
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...분석 기사 • Aug 28
Is There An Opportunity With Yamaha Corporation's (TSE:7951) 35% Undervaluation?
Key Insights The projected fair value for Yamaha is JP¥5,282 based on 2 Stage Free Cash Flow to Equity Yamaha's...분석 기사 • Aug 11
The Price Is Right For Yamaha Corporation (TSE:7951) Even After Diving 25%
Yamaha Corporation ( TSE:7951 ) shareholders that were waiting for something to happen have been dealt a blow with a...분석 기사 • Jul 31
Yamaha (TSE:7951) Has Announced A Dividend Of ¥37.00
Yamaha Corporation ( TSE:7951 ) will pay a dividend of ¥37.00 on the 9th of December. The dividend yield will be 2.1...분석 기사 • Jul 18
The Returns On Capital At Yamaha (TSE:7951) Don't Inspire Confidence
What are the early trends we should look for to identify a stock that could multiply in value over the long term...분석 기사 • Jul 02
Some May Be Optimistic About Yamaha's (TSE:7951) Earnings
The market for Yamaha Corporation's ( TSE:7951 ) shares didn't move much after it posted weak earnings recently. We...분석 기사 • Jun 26
Market Participants Recognise Yamaha Corporation's (TSE:7951) Earnings
Yamaha Corporation's ( TSE:7951 ) price-to-earnings (or "P/E") ratio of 19.9x might make it look like a sell right now...분석 기사 • Jun 11
Here's Why Yamaha (TSE:7951) Can Manage Its Debt Responsibly
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • May 26
An Intrinsic Calculation For Yamaha Corporation (TSE:7951) Suggests It's 21% Undervalued
Key Insights The projected fair value for Yamaha is JP¥4,270 based on 2 Stage Free Cash Flow to Equity Current share...분석 기사 • May 10
Results: Yamaha Corporation Beat Earnings Expectations And Analysts Now Have New Forecasts
It's been a good week for Yamaha Corporation ( TSE:7951 ) shareholders, because the company has just released its...분석 기사 • Apr 12
Yamaha's (TSE:7951) Returns On Capital Not Reflecting Well On The Business
What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...분석 기사 • Mar 11
Yamaha's (TSE:7951) Dividend Will Be ¥37.00
Yamaha Corporation ( TSE:7951 ) has announced that it will pay a dividend of ¥37.00 per share on the 26th of June. This...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 3/31/2029 | 507,500 | 36,450 | 43,453 | 61,203 | 2 |
| 3/31/2028 | 489,217 | 33,271 | 33,711 | 48,875 | 6 |
| 3/31/2027 | 474,983 | 30,067 | 29,113 | 43,829 | 6 |
| 3/31/2026 | 465,330 | 23,720 | 31,647 | 45,777 | N/A |
| 12/31/2025 | 452,404 | 19,252 | 30,433 | 45,785 | N/A |
| 9/30/2025 | 450,310 | 17,844 | 32,520 | 50,929 | N/A |
| 6/30/2025 | 453,822 | 6,315 | 26,351 | 49,276 | N/A |
| 3/31/2025 | 462,080 | 13,351 | 32,347 | 55,281 | N/A |
| 12/31/2024 | 471,768 | 23,211 | 38,578 | 61,874 | N/A |
| 9/30/2024 | 471,372 | 19,959 | 28,905 | 49,283 | N/A |
| 6/30/2024 | 468,816 | 32,572 | 22,122 | 46,148 | N/A |
| 3/31/2024 | 462,866 | 29,642 | 20,916 | 43,836 | N/A |
| 12/31/2023 | 454,977 | 28,898 | 11,526 | 38,317 | N/A |
| 9/30/2023 | 453,029 | 32,324 | -7,990 | 19,178 | N/A |
| 6/30/2023 | 451,717 | 36,080 | -10,830 | 10,188 | N/A |
| 3/31/2023 | 451,410 | 38,183 | -35,567 | -14,841 | N/A |
| 12/31/2022 | 444,087 | 37,257 | -42,323 | -25,841 | N/A |
| 9/30/2022 | 427,708 | 36,625 | -22,740 | -6,326 | N/A |
| 6/30/2022 | 411,621 | 32,434 | -7,207 | 7,082 | N/A |
| 3/31/2022 | 408,197 | 37,255 | 21,486 | 36,016 | N/A |
| 12/31/2021 | 402,658 | 38,996 | 45,249 | 58,091 | N/A |
| 9/30/2021 | 406,325 | 40,965 | N/A | N/A | N/A |
| 6/30/2021 | 403,308 | 41,837 | 60,177 | 72,339 | N/A |
| 3/31/2021 | 372,630 | 26,615 | 45,653 | 58,225 | N/A |
| 12/31/2020 | 363,915 | 19,524 | 34,828 | 51,810 | N/A |
| 9/30/2020 | 370,506 | 20,586 | N/A | N/A | N/A |
| 6/30/2020 | 386,496 | 25,522 | 29,286 | 48,535 | N/A |
| 3/31/2020 | 414,227 | 34,621 | 36,689 | 57,162 | N/A |
| 12/31/2019 | 427,469 | 40,456 | N/A | 63,010 | N/A |
| 9/30/2019 | 432,661 | 43,699 | N/A | N/A | N/A |
| 6/30/2019 | 431,800 | 41,652 | N/A | 43,070 | N/A |
| 3/31/2019 | 437,416 | 43,753 | N/A | 30,234 | N/A |
| 12/31/2018 | 436,800 | 40,837 | N/A | 31,929 | N/A |
| 9/30/2018 | 436,446 | 55,914 | N/A | 42,390 | N/A |
| 6/30/2018 | 436,852 | 54,437 | N/A | 39,975 | N/A |
| 3/31/2018 | 432,967 | 54,378 | N/A | 47,498 | N/A |
| 12/31/2017 | 428,667 | 59,220 | N/A | 45,970 | N/A |
| 9/30/2017 | 418,895 | 39,142 | N/A | 43,379 | N/A |
| 6/30/2017 | 411,098 | 33,565 | N/A | 38,473 | N/A |
| 3/31/2017 | 408,248 | 46,719 | N/A | 39,142 | N/A |
| 12/31/2016 | 408,028 | 39,191 | N/A | 37,725 | N/A |
| 9/30/2016 | 417,178 | 42,437 | N/A | 39,554 | N/A |
| 6/30/2016 | 428,343 | 48,868 | N/A | 38,117 | N/A |
| 3/31/2016 | 435,477 | 32,633 | N/A | 42,399 | N/A |
| 12/31/2015 | 444,690 | 34,723 | N/A | 39,530 | N/A |
| 9/30/2015 | 443,238 | 31,550 | N/A | 33,410 | N/A |
| 6/30/2015 | 438,109 | 27,103 | N/A | 34,899 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: 7951 의 연간 예상 수익 증가율(11%)이 saving rate(0.8%)보다 높습니다.
수익 vs 시장: 7951 의 연간 수익(11%)이 JP 시장(8.8%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: 7951 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: 7951 의 수익(연간 3.2%)이 JP 시장(연간 5.3%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: 7951 의 수익(연간 3.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: 7951의 자본 수익률은 3년 후 7.2%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/22 02:52 |
| 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
Yamaha Corporation는 20명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Eiichi Katayama | BofA Global Research |
| Citi Research | Citigroup Inc |
| Kota Ezawa | Citigroup Inc |