KDDI (9433) Resumen de Acciones
KDDI Corporation se dedica a la prestación de servicios de telecomunicaciones en Japón y a escala internacional. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 4/6 |
| Crecimiento futuro | 1/6 |
| Rendimiento pasado | 4/6 |
| Salud financiera | 3/6 |
| Dividendos | 4/6 |
9433 Community Fair Values
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Analyst Price Targets
Competidores de KDDI Corporation
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | JP¥2,805.00 |
| Máximo en las últimas 52 semanas | JP¥2,845.00 |
| Mínimo de 52 semanas | JP¥2,307.50 |
| Beta | -0.11 |
| Cambio en 1 mes | 3.09% |
| Variación en 3 meses | 8.64% |
| Cambio de 1 año | 15.27% |
| Variación en 3 años | 32.41% |
| Variación en 5 años | 59.28% |
| Variación desde la OPV | 323.93% |
Noticias y actualizaciones recientes
Actualización de narrativa • Jul 08
9433: Future Buybacks And Dividend Plans Will Fail To Justify Valuation
The analyst price target for KDDI has been revised from ¥2,059.29 to ¥2,191.99, with analysts attributing the change to updated assumptions for revenue growth, profit margins, and future P/E expectations. What’s in the News for KDDI KDDI authorized a share repurchase program to buy back up to 146,000,000 shares, or 3.83% of share capital, for ¥300,000 million.
Actualización de narrativa • Jun 24
9433: IoT And Digital Assets Will Support Steady Future Shareholder Returns
Analysts have slightly lifted their KDDI price target to about ¥2,803 from roughly ¥2,785. This reflects updated assumptions that pair a lower revenue growth outlook with a marginally higher profit margin and a modestly higher future P/E estimate.Actualización de narrativa • Jun 05
9433: IoT Leadership, Buybacks And Dividends Will Support Balanced Future Returns
Analysts have adjusted their fair value estimate for KDDI stock from about ¥2,749 to roughly ¥2,785, reflecting updated assumptions around revenue growth, profit margin and future P/E that collectively indicate a slightly higher price target. What's in the News Soracom KDDI was positioned as a Leader in the 2026 Gartner Magic Quadrant for Managed IoT Connectivity Services, Worldwide, highlighting the group’s role in global IoT connectivity across 86 countries and its work on eSIM, generative AI integration and satellite connectivity services (source: KDDI Group and Soracom, Inc.).Recent updates
Actualización de narrativa • Jul 08
9433: Future Buybacks And Dividend Plans Will Fail To Justify Valuation
The analyst price target for KDDI has been revised from ¥2,059.29 to ¥2,191.99, with analysts attributing the change to updated assumptions for revenue growth, profit margins, and future P/E expectations. What’s in the News for KDDI KDDI authorized a share repurchase program to buy back up to 146,000,000 shares, or 3.83% of share capital, for ¥300,000 million.Actualización de narrativa • Jun 24
9433: IoT And Digital Assets Will Support Steady Future Shareholder Returns
Analysts have slightly lifted their KDDI price target to about ¥2,803 from roughly ¥2,785. This reflects updated assumptions that pair a lower revenue growth outlook with a marginally higher profit margin and a modestly higher future P/E estimate.Actualización de narrativa • Jun 05
9433: IoT Leadership, Buybacks And Dividends Will Support Balanced Future Returns
Analysts have adjusted their fair value estimate for KDDI stock from about ¥2,749 to roughly ¥2,785, reflecting updated assumptions around revenue growth, profit margin and future P/E that collectively indicate a slightly higher price target. What's in the News Soracom KDDI was positioned as a Leader in the 2026 Gartner Magic Quadrant for Managed IoT Connectivity Services, Worldwide, highlighting the group’s role in global IoT connectivity across 86 countries and its work on eSIM, generative AI integration and satellite connectivity services (source: KDDI Group and Soracom, Inc.).
Nueva narrativa • Jun 01
AI Native Society And Digital Belt Investments Will Drive Long Term Telecom And DX Leadership
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 a broad network of customer touch points. What are the underlying business or industry changes driving this perspective?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...
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
| 9433 | JP Wireless Telecom | Mercado JP | |
|---|---|---|---|
| 7D | 3.0% | -3.5% | 0.2% |
| 1Y | 15.3% | 53.5% | 42.8% |
Rentabilidad vs. Industria: Los resultados de 9433 fueron inferiores a los de la industria JP Wireless Telecom, que obtuvo un rendimiento del 53.5% el año pasado.
Rentabilidad vs. Mercado: 9433 obtuvo unos resultados inferiores a los del mercado JP, que fueron del 42.8% el año pasado.
Volatilidad de los precios
| 9433 volatility | |
|---|---|
| 9433 Average Weekly Movement | 3.7% |
| Wireless Telecom Industry Average Movement | 3.7% |
| Market Average Movement | 4.2% |
| 10% most volatile stocks in JP Market | 9.2% |
| 10% least volatile stocks in JP Market | 2.1% |
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 (4%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1984 | 73,198 | Hiromichi Matsuda | www.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
| Estadísticas fundamentales de 9433 | |
|---|---|
| Capitalización bursátil | JP¥10.68t |
| Beneficios(TTM) | JP¥707.11b |
| Ingresos (TTM) | JP¥6.07t |
15.1x
Ratio precio-beneficio (PE)1.8x
Ratio precio-ventas (PS)¿Está 9433 sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de 9433 | |
|---|---|
| Ingresos | JP¥6.07t |
| Coste de los ingresos | JP¥3.48t |
| Beneficio bruto | JP¥2.59t |
| Otros gastos | JP¥1.88t |
| Beneficios | JP¥707.11b |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
Aug 07, 2026
| Beneficios por acción (BPA) | 185.74 |
| Margen bruto | 42.67% |
| Margen de beneficio neto | 11.65% |
| Ratio deuda/patrimonio | 87.0% |
¿Cómo se ha desempeñado 9433 a largo plazo?
Ver rendimiento histórico y comparativaDividendos
3.0%
Rentabilidad actual por dividendo44%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/09 06:00 |
| Precio de las acciones al final del día | 2026/07/09 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2026/03/31 |
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.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* 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 contamos con 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 27 analistas. 14 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.
| Analista | Institución |
|---|---|
| Tetsuro Tsusaka | Barclays |
| Yuki Kaneko | BofA Global Research |
| Keiichi Yoneshima | Citigroup Inc |