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Dentsu Group Community
TSE:4324 Community
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Dentsu Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Investing In Integrated Growth Solutions And Modern Media Will Drive Competitiveness In Future Markets
Key Takeaways The midterm management plan targets profitability by reevaluating underperforming businesses and implementing cost control measures to improve net margins by 2027. Strategic focus on integrated growth and large markets with strong positions aims to enhance competitiveness, market share, and shareholder value.
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JP¥3.36k
FV
10.2% undervalued
intrinsic discount
2.00%
Revenue growth p.a.
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4 days ago
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Dentsu Group
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Rising Privacy Regulations Will Cripple Digital Advertising
Key Takeaways Evolving privacy regulations, in-housing trends, and big tech competition threaten Dentsu's data access, client base, and pricing power, pressuring digital service growth and margins. Ineffective integration of acquisitions and rising transparency demands persistently erode operational efficiency, drive up costs, and compress agency profit margins.
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JP¥2.40k
FV
25.9% overvalued
intrinsic discount
1.69%
Revenue growth p.a.
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4 days ago
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Dentsu Group
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Digitalization And AI Integration Will Fuel APAC Expansion Globally
Key Takeaways AI integration, proprietary data, and automated platforms position Dentsu for faster margin and revenue gains, outpacing conservative market expectations. Focused strategy, premium services, and improved M&A discipline boost resilience, reduce risk, and enable accelerated growth in key global and APAC markets.
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JP¥4.60k
FV
34.3% undervalued
intrinsic discount
2.79%
Revenue growth p.a.
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4 days ago
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Your Valuation for
4324
4324
Dentsu Group
Your Fair Value
JP¥
Current Price
JP¥3.02k
58.3% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-191b
2t
2015
2018
2021
2024
2025
2027
2030
Revenue JP¥1.6t
Earnings JP¥136.9b
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