Sumco Gelecekteki Büyüme
Future kriter kontrolleri 4/6
Sumco kazanç ve gelirin sırasıyla yıllık 57.6% ve 9.1% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 57% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 10.3% olacağı tahmin edilmektedir.
Anahtar bilgiler
57.6%
Kazanç büyüme oranı
56.97%
EPS büyüme oranı
| Semiconductor kazanç büyümesi | 26.3% |
| Gelir büyüme oranı | 9.1% |
| Gelecekteki özkaynak getirisi | 10.30% |
| Analist kapsamı | Good |
| Son güncelleme | 09 Jun 2026 |
Gelecekteki son büyüme güncellemeleri
Analiz Makalesi • 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...Analiz Makalesi • 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
Anlatı Güncellemesi • Jun 08
3436: Future Earnings Recovery Will Follow Raised Fair Value And Margin Assumptions
Analysts have raised Sumco's fair value estimate from ¥4,068.54 to ¥5,130.00, citing revised assumptions for revenue growth, profit margins and a lower future P/E multiple. What's in the News Sumco issued new consolidated earnings guidance for the six months ending June 30, 2026, projecting net sales of ¥213,400 million.Anlatı Güncellemesi • May 25
3436: Future Earnings Recovery Will Follow Revised Guidance And Higher Margin Assumptions
Analysts have raised their price target on Sumco from ¥1,780 to about ¥4,069, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers of this change. What's in the News Sumco issued revised consolidated earnings guidance for the six months ending June 30, 2026, projecting net sales of ¥213,400 million.Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Analiz Makalesi • 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...Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...
Yeni Anlatı • 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.Kazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 12/31/2028 | 525,643 | 58,636 | 81,326 | N/A | 15 |
| 12/31/2027 | 475,564 | 24,406 | 81,073 | N/A | 16 |
| 12/31/2026 | 440,694 | -18,791 | 54,814 | N/A | 15 |
| 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 |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: 3436 önümüzdeki 3 yıl içerisinde kârlı hale gelmesi öngörülüyor; bu da tasarruf oranından ( 0.8% ) daha hızlı bir büyüme olarak değerlendiriliyor.
Kazançlar ve Piyasa: 3436 önümüzdeki 3 yıl içerisinde karlı hale gelmesi öngörülüyor ki bu da ortalama piyasa büyümesinin üzerinde kabul ediliyor.
Yüksek Büyüme Kazançları: 3436 önümüzdeki 3 yıl içinde karlı hale gelmesi bekleniyor.
Gelir ve Pazar: 3436 şirketinin gelirinin (yıllık 9.1% ) JP pazarından (yıllık 6% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Geliri: 3436 şirketinin gelirinin (yıllık 9.1% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: 3436 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 10.3 %).
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/06/11 13:44 |
| Gün Sonu Hisse Fiyatı | 2026/06/11 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Sumco Corporation 25 Bu analistlerden 16, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Mikiya Yamada | Barclays |
| Hao Dai | Bernstein |
| Stacy Rasgon | Bernstein |