Loading...
2768 logo

Sojitz CorporationTSE:2768 Stock Report

Market Cap JP¥1.2t
Share Price
JP¥5.86k
JP¥6.71k
12.6% undervalued intrinsic discount
1Y62.5%
7D-0.9%
Portfolio Value
View

Sojitz Corporation

TSE:2768 Stock Report

Market Cap: JP¥1.2t

2768 Community Fair Values

Create Narrative

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

Sojitz Corporation Competitors

Price History & Performance

Summary of share price highs, lows and changes for Sojitz
Historical stock prices
Current Share PriceJP¥5,855.00
52 Week HighJP¥7,257.00
52 Week LowJP¥3,446.00
Beta0.69
1 Month Change-6.09%
3 Month Change-8.14%
1 Year Change62.46%
3 Year Change105.58%
5 Year Change255.93%
Change since IPO260.31%

Recent News & Updates

Analysis Article 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...
Narrative Update 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).
Narrative Update 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.

Recent updates

Analysis Article 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...
Narrative Update 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).
Narrative Update 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.
Narrative Update 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.
New Narrative 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?
Narrative Update 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.
New Narrative 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?
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Analysis Article 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...
Narrative Update 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.
Narrative Update 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.
Narrative Update 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).
Analysis Article 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...
Narrative Update 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).
Narrative Update 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.
Analysis Article 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...
Analysis Article 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...
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
User avatar
New Narrative 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.

Shareholder Returns

2768JP Trade DistributorsJP Market
7D-0.9%7.0%5.0%
1Y62.5%84.0%41.1%

Return vs Industry: 2768 underperformed the JP Trade Distributors industry which returned 84% over the past year.

Return vs Market: 2768 exceeded the JP Market which returned 41.1% over the past year.

Price Volatility

Is 2768's price volatile compared to industry and market?
2768 volatility
2768 Average Weekly Movement6.5%
Trade Distributors Industry Average Movement4.6%
Market Average Movement4.8%
10% most volatile stocks in JP Market9.5%
10% least volatile stocks in JP Market2.4%

Stable Share Price: 2768 has not had significant price volatility in the past 3 months compared to the JP market.

Volatility Over Time: 2768's weekly volatility (6%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
186225,118Kosuke Uemurawww.sojitz.com

Sojitz Corporation operates as a general trading company worldwide. The company operates through Automotive; Aerospace, Transportation & Infrastructure; Energy Solutions & Healthcare; Metals, Mineral Resources & Recycling; Chemicals; Consumer Industry & Agriculture Business; Retail & Consumer Service; and Others segments. It is involved in the assembly and sale of automobiles, auto-financing business, and parts quality assurance business; operation as an authorized dealer for premium brand vehicles; commercial aircraft, defense, and related equipment agency and sales activities; business jets, used aircraft, and parts out businesses; transportation, airport, port, and other social infrastructure projects; and marine, healthcare, renewable energy, gas-fired power plant, energy conservation, nuclear power related, ICT infrastructure project, and industrial and urban infrastructure park businesses, as well as steel-related and resource recycling businesses.

Sojitz Corporation Fundamentals Summary

How do Sojitz's earnings and revenue compare to its market cap?
2768 fundamental statistics
Market capJP¥1.23t
Earnings (TTM)JP¥103.61b
Revenue (TTM)JP¥2.76t
11.8x
P/E Ratio
0.4x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
2768 income statement (TTM)
RevenueJP¥2.76t
Cost of RevenueJP¥2.39t
Gross ProfitJP¥367.49b
Other ExpensesJP¥263.88b
EarningsJP¥103.61b

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)497.99
Gross Margin13.33%
Net Profit Margin3.76%
Debt/Equity Ratio112.3%

How did 2768 perform over the long term?

See historical performance and comparison

Dividends

3.1%
Current Dividend Yield
33%
Payout Ratio

Does 2768 pay a reliable dividends?

See 2768 dividend history and benchmarks
When do you need to buy 2768 by to receive an upcoming dividend?
Sojitz dividend dates
Ex Dividend DateMar 30 2026
Dividend Pay DateJun 10 2026
Days until Ex dividend46 days
Days until Dividend pay date26 days

Does 2768 pay a reliable dividends?

See 2768 dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/14 14:27
End of Day Share Price 2026/05/14 00:00
Earnings2026/03/31
Annual Earnings2026/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Sojitz Corporation is covered by 19 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Kazuhisa MoriBarclays
Chika FukumotoCitigroup Inc
Satoshi AbeDaiwa Securities Co. Ltd.