Sumco 향후 성장
Future 기준 점검 4/6
Sumco (는) 각각 연간 60.2% 및 7.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 60.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 9.1% 로 예상됩니다.
핵심 정보
60.2%
이익 성장률
60.25%
EPS 성장률
| Semiconductor 이익 성장 | 24.8% |
| 매출 성장률 | 7.3% |
| 향후 자기자본이익률 | 9.11% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 21 May 2026 |
최근 향후 성장 업데이트
분석 기사 • May 15
JP¥2,195 - That's What Analysts Think Sumco Corporation (TSE:3436) Is Worth After These Results
Shareholders of Sumco Corporation ( TSE:3436 ) will be pleased this week, given that the stock price is up 13% to...분석 기사 • Feb 12
Analysts Are Updating Their Sumco Corporation (TSE:3436) Estimates After Its Yearly Results
As you might know, Sumco Corporation ( TSE:3436 ) recently reported its full-year numbers. It was a respectable set of...Recent updates
분석 기사 • May 15
JP¥2,195 - That's What Analysts Think Sumco Corporation (TSE:3436) Is Worth After These Results
Shareholders of Sumco Corporation ( TSE:3436 ) will be pleased this week, given that the stock price is up 13% to...
내러티브 업데이트 • May 02
3436: Expected Losses And Subsidiary Reclassification Will Further Cap Future Upside
Analysts have kept Sumco's fair value estimate steady at ¥1,050. A modestly lower discount rate and slightly higher assumed revenue growth, profit margin and future P/E of 19.63x now underpin the updated price target rationale.내러티브 업데이트 • Apr 17
3436: Expected Losses And Subsidiary Reclassification Will Further Cap Future Share Upside
Analysts have kept their ¥1,050 price target for Sumco unchanged, pointing to updated assumptions that now reflect revenue growth of 35.4%, a profit margin of 5.99% and a forward P/E of 20.20 as the key drivers behind this level. What's in the News Board meeting set for February 19, 2026 to consider selling part of the stake in FORMOSA SUMCO TECHNOLOGY CORPORATION, shifting it from a consolidated subsidiary to an equity method affiliate, along with decisions on the year end dividend for fiscal 2025 and other business items (Key Developments).내러티브 업데이트 • Apr 03
3436: Expected Losses And Affiliate Reclassification Will Limit Future Share Upside
Analysts have raised their fair value estimate for Sumco from ¥972.92 to ¥1,050.00, attributing the change to adjustments in the discount rate, revenue growth, profit margin, and a higher assumed future P/E multiple. What's in the News A board meeting is scheduled for February 19, 2026, to consider reclassifying Formosa Sumco Technology Corporation from a consolidated subsidiary to an equity method affiliate through a partial share sale on the securities market.
내러티브 업데이트 • Mar 20
3436: Dividend Hike And Near Term Loss Outlook Will Shape Fair Value View
Analysts have raised their price target for Sumco from ¥1,703 to ¥1,722, reflecting updated assumptions for slightly stronger revenue growth, a firmer profit margin, and a modestly lower future P/E multiple. What's in the News Board meeting on February 19, 2026 to consider selling a portion of shares in FORMOSA SUMCO TECHNOLOGY CORPORATION on the securities market, which would reclassify it from a consolidated subsidiary to an equity method affiliate, along with decisions on the fiscal 2025 year end dividend and other business items (Key Developments) Board meeting on February 10, 2026 to review and approve changes in personnel affairs and other matters (Key Developments) Announcement of a year end dividend of ¥10.00 per share for the fiscal year ended December 31, 2025, compared with ¥6.00 per share paid the prior year, payable on March 9, 2026 with a record date of December 31, 2025 (Key Developments) Guidance for the first quarter ending March 31, 2026, with expected consolidated net sales of ¥100,000 million, operating loss of ¥6,000 million, loss attributable to owners of parent of ¥10,000 million, and basic loss per share of ¥28.59 (Key Developments) Board meeting on January 5, 2026 to consider and approve changes in personnel affairs (Key Developments) Valuation Changes Fair Value: Adjusted slightly higher from ¥1,703.13 to ¥1,721.88 per share.내러티브 업데이트 • Mar 06
3436: Dividend Hike And Loss Outlook Will Shape Fair Value View
Analysts have raised their price target on Sumco from ¥1,574 to ¥1,703. This change reflects updated assumptions for slightly higher revenue, a modestly lower profit margin, and a higher future P/E multiple in their models.내러티브 업데이트 • Feb 20
3436: Dividend Increase And Loss Guidance Will Shape Fairly Balanced Outlook
Analysts have lifted their price target on Sumco from ¥1,520 to about ¥1,574, reflecting updated assumptions that combine a slightly lower revenue growth outlook with a modestly higher profit margin and a marginal adjustment to the expected future P/E multiple. What's in the News Board meeting scheduled for February 19, 2026 to consider reclassifying consolidated subsidiary Formosa Sumco Technology Corporation as an equity method affiliate through a partial share sale on the securities market, to decide the year end dividend for fiscal 2025 and to address other business items (company announcement).분석 기사 • Feb 12
Analysts Are Updating Their Sumco Corporation (TSE:3436) Estimates After Its Yearly Results
As you might know, Sumco Corporation ( TSE:3436 ) recently reported its full-year numbers. It was a respectable set of...내러티브 업데이트 • Feb 06
3436: Dividend Commitment And Loss Guidance Will Shape Balanced Forward Outlook
Analysts have kept their fair value estimate for Sumco broadly steady at ¥1,520, with only small adjustments to the discount rate, margin and future P/E assumptions. This reflects fine tuning of their models rather than a major shift in view.내러티브 업데이트 • Jan 22
3436: Future Dividend Commitment And Higher P/E Assumptions Will Support Balanced Outlook
Analysts have raised their fair value estimate for Sumco from ¥1,472.50 to ¥1,520.00, reflecting updated assumptions for revenue growth, profit margins, and a higher future P/E multiple. What's in the News A board meeting is scheduled for Jan 5, 2026 to consider and approve changes in personnel affairs, signaling upcoming adjustments in senior roles or governance (company announcement).분석 기사 • Jan 15
Sumco Corporation's (TSE:3436) Share Price Boosted 29% But Its Business Prospects Need A Lift Too
Sumco Corporation ( TSE:3436 ) shareholders are no doubt pleased to see that the share price has bounced 29% in the...내러티브 업데이트 • Jan 08
3436: Future Loss Guidance And Lower P/E Will Restrain Share Upside
Analysts have lifted their price target for Sumco from ¥950 to about ¥973, citing updated assumptions for revenue growth, profit margins, and a lower future P/E that shift their valuation inputs. What's in the News Board meeting scheduled for January 5, 2026, to consider and approve changes in personnel affairs, which could affect senior management roles and decision making (Key Developments).내러티브 업데이트 • Dec 24
3436: Future Dividend Stability And Modest Margin Recovery Will Support Upside
Analysts have trimmed their price target for Sumco slightly, from ¥1,493 to ¥1,473, citing marginally softer long term assumptions for revenue growth and profit margins, while keeping the discount rate and future valuation multiples broadly unchanged. What's in the News Issued new consolidated guidance for fiscal 2025, projecting net sales of JPY 404.4 billion, an operating loss of JPY 4.2 billion, and a net loss of JPY 16.9 billion, or a basic loss per share of JPY 48.33 (Key Developments).분석 기사 • Dec 19
Sumco (TSE:3436) Has Announced A Dividend Of ¥10.00
The board of Sumco Corporation ( TSE:3436 ) has announced that it will pay a dividend of ¥10.00 per share on the 9th of...내러티브 업데이트 • Dec 10
3436: Stable Dividend And Modest Margin Recovery Will Support Future Upside
Analysts have modestly raised their price target on Sumco to ¥1,493.13 per share, citing stable long term revenue growth, profit margin expectations, and a consistent future P E multiple that together support a slightly higher valuation profile. What's in the News Issued consolidated guidance for fiscal 2025, forecasting net sales of JPY 404.4 billion, an operating loss of JPY 4.2 billion, and a loss attributable to owners of JPY 16.9 billion, or a basic loss of JPY 48.33 per share (company guidance) Revised dividend guidance for fiscal 2025, now expecting an annual dividend of JPY 20 per share, including an interim dividend of JPY 10 and a newly set year end dividend of JPY 10 per share (company guidance) Scheduled a board meeting for November 11, 2025, with an agenda focused on revising the dividend forecast (company announcement) Valuation Changes Fair Value: Unchanged at approximately ¥1,493.13 per share, indicating no revision to the intrinsic valuation estimate.분석 기사 • Dec 06
Sumco (TSE:3436) Has A Somewhat Strained Balance Sheet
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...내러티브 업데이트 • Nov 26
3436: Dividend Revision And Modest Earnings Recovery Will Support Future Upside
Analysts have slightly reduced their price target for Sumco from ¥1,519.69 to ¥1,493.13. This change reflects minor adjustments to profit margin and revenue growth projections while maintaining the same discount rate.분석 기사 • Nov 18
Sumco (TSE:3436) Will Pay A Dividend Of ¥10.00
The board of Sumco Corporation ( TSE:3436 ) has announced that it will pay a dividend of ¥10.00 per share on the 9th of...분석 기사 • Nov 13
Sumco Corporation (TSE:3436) Third-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For Next Year
It's shaping up to be a tough period for Sumco Corporation ( TSE:3436 ), which a week ago released some disappointing...분석 기사 • Nov 12
Investors Give Sumco Corporation (TSE:3436) Shares A 29% Hiding
Sumco Corporation ( TSE:3436 ) shareholders won't be pleased to see that the share price has had a very rough month...내러티브 업데이트 • Nov 08
3436: Fair Value Estimate Will Remain Stable Despite Minor Model Revisions
Analysts have maintained their fair value estimate for Sumco at ¥1,519.69, noting only minor adjustments to model assumptions and reaffirming their existing outlook for the company. Valuation Changes Fair Value Estimate remains steady at ¥1,519.69, with no change from the previous assessment.내러티브 업데이트 • Oct 25
Dividend Decisions And Financial Forecasts Will Shape Industry Positioning Ahead
Analysts have raised their price target for Sumco from ¥1,455.31 to ¥1,519.69, citing modest improvements in revenue growth forecasts, while changes in other financial assumptions have been only incremental. What's in the News Sumco Corporation announced a second quarter-end dividend of JPY 10.00 per share for the six months ended June 30, 2025.내러티브 업데이트 • Oct 11
Focusing On AI-Driven Advanced Wafers To Secure Future Success
Analysts have raised their price target for Sumco from ¥1,399.69 to ¥1,455.31, citing incremental improvements in revenue growth and profit margin forecasts. What's in the News Sumco announced its second quarter-end dividend of JPY 10.00 per share for the six months ended June 30, 2025, which is down from JPY 15.00 per share a year earlier (Key Developments).내러티브 업데이트 • Sep 27
Focusing On AI-Driven Advanced Wafers To Secure Future Success
Sumco's consensus price target has been raised to ¥1400, primarily reflecting multiple expansion as the future P/E increased despite revenue growth forecasts remaining stable. What's in the News Second quarter-end dividend reduced to JPY 10.00 per share from JPY 15.00 per share a year ago.분석 기사 • Sep 22
Why Investors Shouldn't Be Surprised By Sumco Corporation's (TSE:3436) 27% Share Price Surge
Sumco Corporation ( TSE:3436 ) shares have continued their recent momentum with a 27% gain in the last month alone...분석 기사 • Aug 20
Some Investors May Be Willing To Look Past Sumco's (TSE:3436) Soft Earnings
The market for Sumco Corporation's ( TSE:3436 ) shares didn't move much after it posted weak earnings recently. We did...내러티브 업데이트 • Aug 19
Focusing On AI-Driven Advanced Wafers To Secure Future Success
Sumco's consensus price target has been revised downward primarily due to a decline in net profit margin and a slight increase in future P/E, resulting in a new fair value estimate of ¥1,312. What's in the News Board approved an interim dividend announcement for fiscal year 2025.분석 기사 • Aug 10
Earnings Beat: Sumco Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
Investors in Sumco Corporation ( TSE:3436 ) had a good week, as its shares rose 4.6% to close at JP¥1,218 following the...분석 기사 • Jul 21
Is Sumco (TSE:3436) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Jun 20
Sumco (TSE:3436) Will Pay A Dividend Of ¥10.00
Sumco Corporation's ( TSE:3436 ) investors are due to receive a payment of ¥10.00 per share on 4th of September. The...분석 기사 • Jun 17
Sumco's (TSE:3436) Returns On Capital Not Reflecting Well On The Business
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 • May 31
Calculating The Fair Value Of Sumco Corporation (TSE:3436)
Key Insights The projected fair value for Sumco is JP¥1,024 based on 2 Stage Free Cash Flow to Equity With JP¥983 share...
새로운 내러티브 • Feb 22
Modernizing Plants Will Enable Production Of Leading-Edge Wafers To Meet Future Demand
Sumco's production enhancements and restructuring efforts aim to improve profitability by focusing on high-demand, leading-edge wafers and optimizing operational efficiency.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 495,153 | 48,160 | 75,994 | N/A | 14 |
| 12/31/2027 | 461,226 | 22,322 | 74,903 | N/A | 16 |
| 12/31/2026 | 425,458 | -17,299 | 55,405 | N/A | 14 |
| 3/31/2026 | 408,600 | -23,267 | N/A | N/A | N/A |
| 12/31/2025 | 409,670 | -11,751 | -10,993 | 100,040 | N/A |
| 9/30/2025 | 404,391 | 2,623 | N/A | N/A | N/A |
| 6/30/2025 | 403,718 | 10,344 | -80,419 | 86,726 | N/A |
| 3/31/2025 | 405,577 | 17,869 | N/A | N/A | N/A |
| 12/31/2024 | 396,619 | 19,877 | -177,621 | 69,627 | N/A |
| 9/30/2024 | 401,754 | 21,206 | N/A | N/A | N/A |
| 6/30/2024 | 403,555 | 26,851 | -199,627 | 79,902 | N/A |
| 3/31/2024 | 409,507 | 31,241 | N/A | N/A | N/A |
| 12/31/2023 | 425,941 | 63,884 | -160,568 | 96,342 | N/A |
| 9/30/2023 | 438,276 | 77,348 | N/A | N/A | N/A |
| 6/30/2023 | 454,330 | 88,528 | -73,700 | 134,770 | N/A |
| 3/31/2023 | 450,582 | 92,701 | N/A | N/A | N/A |
| 12/31/2022 | 441,083 | 70,205 | 54,009 | 179,462 | N/A |
| 9/30/2022 | 414,869 | 65,935 | N/A | N/A | N/A |
| 6/30/2022 | 385,308 | 56,071 | 70,918 | 156,001 | N/A |
| 3/31/2022 | 360,184 | 48,947 | N/A | N/A | N/A |
| 12/31/2021 | 335,674 | 41,120 | 36,922 | 104,708 | N/A |
| 9/30/2021 | 317,051 | 32,275 | N/A | N/A | N/A |
| 6/30/2021 | 301,969 | 25,057 | 38,663 | 90,070 | N/A |
| 3/31/2021 | 295,028 | 24,390 | N/A | N/A | N/A |
| 12/31/2020 | 291,333 | 25,505 | 30,448 | 84,188 | N/A |
| 9/30/2020 | 289,694 | 25,189 | N/A | N/A | N/A |
| 6/30/2020 | 290,115 | 26,954 | 22,866 | 82,860 | N/A |
| 3/31/2020 | 289,601 | 28,469 | N/A | N/A | N/A |
| 12/31/2019 | 299,460 | 33,112 | N/A | 77,664 | N/A |
| 9/30/2019 | 311,114 | 44,049 | N/A | N/A | N/A |
| 6/30/2019 | 322,523 | 53,408 | N/A | 79,176 | N/A |
| 3/31/2019 | 329,873 | 58,947 | N/A | N/A | N/A |
| 12/31/2018 | 325,059 | 58,580 | N/A | 93,602 | N/A |
| 9/30/2018 | 312,678 | 53,058 | N/A | N/A | N/A |
| 6/30/2018 | 295,656 | 45,533 | N/A | 84,236 | N/A |
| 3/31/2018 | 277,721 | 36,169 | N/A | N/A | N/A |
| 12/31/2017 | 260,627 | 27,016 | N/A | 51,808 | N/A |
| 9/30/2017 | 246,350 | 19,786 | N/A | N/A | N/A |
| 6/30/2017 | 232,140 | 13,915 | N/A | 30,816 | N/A |
| 3/31/2017 | 219,777 | 8,625 | N/A | N/A | N/A |
| 12/31/2016 | 211,361 | 6,588 | N/A | 27,322 | N/A |
| 9/30/2016 | 210,253 | 7,445 | N/A | N/A | N/A |
| 6/30/2016 | 216,967 | 11,141 | N/A | 30,293 | N/A |
| 3/31/2016 | 228,190 | 16,452 | N/A | N/A | N/A |
| 12/31/2015 | 236,826 | 19,747 | N/A | 31,768 | N/A |
| 9/30/2015 | 239,853 | 18,979 | N/A | N/A | N/A |
| 6/30/2015 | 239,371 | 18,811 | N/A | 33,423 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: 3436 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(0.8%)보다 빠른 성장으로 간주됩니다.
수익 vs 시장: 3436 (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.
고성장 수익: 3436 향후 3년 내에 수익을 낼 것으로 예상됩니다.
수익 대 시장: 3436 의 수익(연간 7.3%)이 JP 시장(연간 5.3%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: 3436 의 수익(연간 7.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: 3436의 자본 수익률은 3년 후 9.1%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/22 19:53 |
| 종가 | 2026/05/22 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
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
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산업 및 섹터 지표
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분석가 소스
Sumco Corporation는 25명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Mikiya Yamada | Barclays |
| Hao Dai | Bernstein |
| Stacy Rasgon | Bernstein |