Loading...
9433 logo

KDDI CorporationInforme acción TSE:9433

Capitalización bursátil JP¥10.0t
Precio de las acciones
JP¥2.63k
JP¥2.75k
4.2% infravalorado descuento intrínseco
1Y3.8%
7D-2.0%
1D
Valor de la cartera
Ver

KDDI Corporation

Informe acción TSE:9433

Capitalización de mercado: JP¥10.0t

KDDI (9433) Resumen de Acciones

KDDI Corporation se dedica a la prestación de servicios de telecomunicaciones en Japón y a escala internacional. Saber más

Análisis fundamental de 9433
Puntuación del snowflake
Valoración4/6
Crecimiento futuro1/6
Rendimiento pasado4/6
Salud financiera3/6
Dividendos4/6

9433 Community Fair Values

Create Narrative

See what 9 others think this stock is worth. Follow their fair value or set your own to get alerts.

Competidores de KDDI Corporation

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del KDDI
Precios históricos de las acciones
Precio actual de la acciónJP¥2,634.50
Máximo en las últimas 52 semanasJP¥2,827.00
Mínimo de 52 semanasJP¥2,307.50
Beta-0.083
Cambio en 1 mes2.71%
Variación en 3 meses0.55%
Cambio de 1 año3.82%
Variación en 3 años20.93%
Variación en 5 años41.75%
Variación desde la OPV298.16%

Noticias y actualizaciones recientes

Actualización de narrativa May 21

9433: Buyback And Dividend Plan Will Offset Subsidiary Misconduct Uncertainty

Analysts have trimmed their price target on KDDI to ¥2,749 from ¥2,801, citing updated assumptions that combine slightly higher revenue growth expectations with a more cautious view on profit margins and discount rates, while keeping long term P/E estimates broadly stable. What's in the News KDDI has scheduled a board meeting on May 12, 2026 to consider a share repurchase, cancellation of a portion of treasury stock and revisions to the performance linked stock compensation plan for directors and other executives (Board Meeting).
Nueva narrativa May 15

Infrastructure Spending And AI Ambitions Will Strain Cash Flow And Depress Returns

Catalysts About KDDI KDDI is a Japanese telecommunications company that provides mobile, fixed-line, data, financial and digital transformation services, supported by nationwide infrastructure and group subsidiaries. What are the underlying business or industry changes driving this perspective?
Artículo de análisis May 14

KDDI Corporation (TSE:9433) Full-Year Results: Here's What Analysts Are Forecasting For This Year

Investors in KDDI Corporation ( TSE:9433 ) had a good week, as its shares rose 4.8% to close at JP¥2,646 following the...

Recent updates

Actualización de narrativa May 21

9433: Buyback And Dividend Plan Will Offset Subsidiary Misconduct Uncertainty

Analysts have trimmed their price target on KDDI to ¥2,749 from ¥2,801, citing updated assumptions that combine slightly higher revenue growth expectations with a more cautious view on profit margins and discount rates, while keeping long term P/E estimates broadly stable. What's in the News KDDI has scheduled a board meeting on May 12, 2026 to consider a share repurchase, cancellation of a portion of treasury stock and revisions to the performance linked stock compensation plan for directors and other executives (Board Meeting).
Nueva narrativa May 15

Infrastructure Spending And AI Ambitions Will Strain Cash Flow And Depress Returns

Catalysts About KDDI KDDI is a Japanese telecommunications company that provides mobile, fixed-line, data, financial and digital transformation services, supported by nationwide infrastructure and group subsidiaries. What are the underlying business or industry changes driving this perspective?
Artículo de análisis May 14

KDDI Corporation (TSE:9433) Full-Year Results: Here's What Analysts Are Forecasting For This Year

Investors in KDDI Corporation ( TSE:9433 ) had a good week, as its shares rose 4.8% to close at JP¥2,646 following the...
Actualización de narrativa Apr 28

9433: Subsidiary Misconduct Restatement And Earnings Delay Will Face Steady Outlook

Analysts have adjusted their view on KDDI with a revised price target of ¥2,801. This reflects updated assumptions around slightly higher revenue growth, a steady profit margin, and future P/E outlook.
Actualización de narrativa Apr 11

9433: Subsidiary Misconduct Restatement And Earnings Delay Will Meet Stable Outlook

Analysts have slightly reduced their fair value estimate for KDDI from ¥2,812.38 to ¥2,801.46, attributing this to modest adjustments in assumptions regarding revenue growth, profit margins, and forward P/E levels. What's in the News KDDI revised consolidated earnings guidance for the year ending March 31, 2026, now expecting operating revenue of ¥6,060b, operating income of ¥1,090b, profit attributable to owners of the parent of ¥698b, and basic EPS of ¥181.23, compared with previous guidance of ¥6,330b, ¥1,178b, ¥748b, and ¥194.38 respectively, reflecting confirmed inappropriate transactions at BIGLOBE and G PLAN and related accounting impacts (Key Developments).
Actualización de narrativa Mar 28

9433: Earnings Delay And Subsidiary Probe Will Face Steady Fundamentals

Analysts have maintained their price target for KDDI at ¥2,812, reflecting unchanged assumptions regarding fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News KDDI postponed the disclosure of its earnings report for the third quarter of the fiscal year ending March 2026.
Actualización de narrativa Mar 12

9433: Prolonged Subsidiary Probe Will Meet Steady Margins And Business Realignment

Analysts have maintained their KDDI fair value estimate at ¥2,812 per share, with only small adjustments to revenue growth, profit margin and future P/E assumptions. As a result, the overall price target framework remains effectively unchanged.
Actualización de narrativa Feb 24

9433: Probes And Business Reshaping Will Meet Steady Margins And Capital Returns

Analysts have nudged their price target on KDDI slightly higher to ¥2,812 per share, citing relatively steady assumptions for the discount rate, modest tweaks to revenue growth and profit margin expectations, and a small adjustment in the future P/E input behind their models. What's in the News KDDI postponed the disclosure of its earnings report for the third quarter of the fiscal year ending March 2026.
Artículo de análisis Feb 12

KDDI's (TSE:9433) Returns Have Hit A Wall

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
Actualización de narrativa Feb 09

9433: Future Margins And Capital Returns Will Steady Probes And Business Reshaping

The latest analyst price target for KDDI remains at ¥2,812, with analysts citing slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E that largely offset one another in their valuation work. What's in the News KDDI postponed the disclosure of its earnings report for the third quarter of the fiscal year ending March 2026.
Actualización de narrativa Jan 26

9433: Future Margins And Capital Returns Will Balance Probes And Business Reshaping

Analysts have nudged their price target on KDDI higher to ¥2,812 from ¥2,794, citing small adjustments to fair value estimates, revenue growth assumptions, profit margins, and future P/E expectations. What's in the News Board meeting scheduled for January 14, 2026 to review suspicions of inappropriate transactions at consolidated subsidiaries and to establish a Special Investigation Committee (company announcement).
Actualización de narrativa Jan 08

9433: Future Margins And Capital Returns Will Reflect Stable Fair Value Outlook

Analysts now place their price target for KDDI at ¥2,794, up from ¥2,725. This reflects updated fair value estimates and slight adjustments to projected growth, margins, and future P/E assumptions.
Actualización de narrativa Dec 14

9433: Future Margins And Capital Returns Will Balance Regulatory And Operational Risks

Analysts have raised their price target on KDDI slightly to approximately ¥2,725 from about ¥2,716, reflecting modestly improved expectations for revenue growth, profit margins, and future valuation multiples. What's in the News KDDI's board will meet on December 12, 2025, to approve the transfer of its bulk power purchasing service business for condominiums to Next Power Co., Ltd., a subsidiary of Kansai Electric Power, via an absorption-type company split (company filing).
Artículo de análisis Dec 12

KDDI Corporation (TSE:9433) Shares Could Be 33% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for KDDI is JP¥4,013 based on 2 Stage Free Cash Flow to Equity Current share...
Actualización de narrativa Nov 29

9433: Future Margins And Share Buyback Activity Will Balance Key Risks

Analysts have raised their price target for KDDI from ¥2,688 to ¥2,716, reflecting incremental improvements in projected profit margins even though revenue growth expectations have been slightly tempered. What's in the News KDDI announced a dividend of JPY 40.00 per share for the second quarter-end of the year ending March 31, 2026.
Artículo de análisis Nov 10

Earnings Beat: KDDI Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

It's been a good week for KDDI Corporation ( TSE:9433 ) shareholders, because the company has just released its latest...
Artículo de análisis Oct 14

Here's Why KDDI (TSE:9433) Can Manage Its Debt Responsibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Actualización de narrativa Sep 05

Telecom And Fintech Integration Will Foster Sustainable Value

KDDI's future P/E multiple has increased modestly while revenue growth forecasts are stable, resulting in the consensus Analyst Price Target remaining unchanged at ¥2688. What's in the News KDDI is collaborating with HPE to open the Osaka Sakai Data Center by early 2026, providing advanced NVIDIA-based AI infrastructure and hybrid cooling technology to support AI development for startups and enterprises.
Artículo de análisis Sep 05

Here's What's Concerning About KDDI's (TSE:9433) Returns On Capital

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Artículo de análisis Aug 05

Earnings Miss: KDDI Corporation Missed EPS By 8.1% And Analysts Are Revising Their Forecasts

The quarterly results for KDDI Corporation ( TSE:9433 ) were released last week, making it a good time to revisit its...
Artículo de análisis Jul 02

Earnings Not Telling The Story For KDDI Corporation (TSE:9433)

With a median price-to-earnings (or "P/E") ratio of close to 13x in Japan, you could be forgiven for feeling...
Artículo de análisis Jun 17

Is KDDI Corporation (TSE:9433) Trading At A 43% Discount?

Key Insights The projected fair value for KDDI is JP¥4,254 based on 2 Stage Free Cash Flow to Equity KDDI is estimated...
Artículo de análisis Jun 02

Is KDDI (TSE:9433) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
User avatar
Nueva narrativa Nov 07

Calculated Expansion In Drones And Starlink Drives Revenue Growth While Overcoming Competitive Challenges

Strategic initiatives in drones, Starlink, and DX Business Services are likely to boost future revenue and earnings through market expansion and technological integration.

Rentabilidad de los accionistas

9433JP Wireless TelecomMercado JP
7D-2.0%10.4%1.2%
1Y3.8%94.1%42.1%

Rentabilidad vs. Industria: Los resultados de 9433 fueron inferiores a los de la industria JP Wireless Telecom, que obtuvo un rendimiento del 94.1% el año pasado.

Rentabilidad vs. Mercado: 9433 obtuvo unos resultados inferiores a los del mercado JP, que fueron del 42.1% el año pasado.

Volatilidad de los precios

Is 9433's price volatile compared to industry and market?
9433 volatility
9433 Average Weekly Movement3.4%
Wireless Telecom Industry Average Movement4.3%
Market Average Movement5.0%
10% most volatile stocks in JP Market9.5%
10% least volatile stocks in JP Market2.5%

Precio estable de las acciones: 9433 no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado JP.

Volatilidad a lo largo del tiempo: La volatilidad semanal de 9433 (3%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
198472,090Hiromichi Matsudawww.kddi.com

KDDI Corporation se dedica a la prestación de servicios de telecomunicaciones en Japón y a escala internacional. Opera en dos segmentos, Servicios Personales y Servicios Empresariales. El segmento de Servicios Personales ofrece servicios de telecomunicaciones y otros servicios a través de sus multimarcas que comprenden au, UQ mobile y povo; y servicios de entretenimiento, incluyendo vídeo y juegos a clientes individuales.

Resumen de fundamentos de KDDI Corporation

¿Cómo se comparan los beneficios e ingresos de KDDI con su capitalización de mercado?
Estadísticas fundamentales de 9433
Capitalización bursátilJP¥10.03t
Beneficios(TTM)JP¥707.11b
Ingresos (TTM)JP¥6.07t
14.2x
Ratio precio-beneficio (PE)
1.7x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de 9433
IngresosJP¥6.07t
Coste de los ingresosJP¥3.48t
Beneficio brutoJP¥2.59t
Otros gastosJP¥1.88t
BeneficiosJP¥707.11b

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)185.74
Margen bruto42.67%
Margen de beneficio neto11.65%
Ratio deuda/patrimonio87.1%

¿Cómo se ha desempeñado 9433 a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

3.2%
Rentabilidad actual por dividendo
44%
Ratio de pagos
¿Cuándo hay que comprar 9433 para recibir un próximo dividendo?
fechas de dividendos de KDDI
Fecha ex dividendoMar 30 2026
Fecha de pago de dividendosJun 18 2026
Días hasta ex dividendo57 days
Días hasta la fecha de pago de dividendos23 days

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/25 21:06
Precio de las acciones al final del día2026/05/25 00:00
Beneficios2026/03/31
Ingresos anuales2026/03/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

KDDI Corporation está cubierta por 28 analistas. 12 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Tetsuro TsusakaBarclays
Yuki KanekoBofA Global Research
Keiichi YoneshimaCitigroup Inc