KDDI (9433) Panoramica del titolo
KDDI Corporation è impegnata nella fornitura di servizi di telecomunicazione in Giappone e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 4/6 |
| Crescita futura | 1/6 |
| Prestazioni passate | 4/6 |
| Salute finanziaria | 3/6 |
| Dividendi | 4/6 |
9433 Community Fair Values
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Analyst Price Targets
Concorrenti di KDDI Corporation
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | JP¥2,852.50 |
| Massimo di 52 settimane | JP¥2,877.50 |
| Minimo di 52 settimane | JP¥2,307.50 |
| Beta | -0.11 |
| Variazione di 1 mese | 4.95% |
| Variazione a 3 mesi | 8.58% |
| Variazione di 1 anno | 17.58% |
| Variazione a 3 anni | 34.08% |
| Variazione a 5 anni | 65.36% |
| Variazione dall'IPO | 331.11% |
Notizie e aggiornamenti recenti
Aggiornamento 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.
Aggiornamento 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.Aggiornamento 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
Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.).
Nuova 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?Aggiornamento 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).Nuova 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?Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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).Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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).Aggiornamento 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.Aggiornamento 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).Articolo di analisi • 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...Aggiornamento 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.Articolo di analisi • 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...Articolo di analisi • 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...Aggiornamento 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.Articolo di analisi • 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...Articolo di analisi • 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...
Nuova 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.Rendimenti per gli azionisti
| 9433 | JP Wireless Telecom | JP Mercato | |
|---|---|---|---|
| 7D | 1.6% | 9.5% | -0.7% |
| 1Y | 17.6% | 69.7% | 42.6% |
Ritorno vs Industria: 9433 ha avuto una performance inferiore rispetto al JP Wireless Telecom che ha registrato un rendimento 69.7 % nell'ultimo anno.
Rendimento vs Mercato: 9433 ha avuto una performance inferiore al mercato JP che ha registrato un rendimento 42.6 % nell'ultimo anno.
Volatilità dei prezzi
| 9433 volatility | |
|---|---|
| 9433 Average Weekly Movement | 3.4% |
| Wireless Telecom Industry Average Movement | 3.7% |
| Market Average Movement | 4.3% |
| 10% most volatile stocks in JP Market | 9.3% |
| 10% least volatile stocks in JP Market | 2.1% |
Prezzo delle azioni stabile: 9433 non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato JP.
Volatilità nel tempo: La volatilità settimanale ( 3% ) di 9433 è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1984 | 73,198 | Hiromichi Matsuda | www.kddi.com |
KDDI Corporation è impegnata nella fornitura di servizi di telecomunicazione in Giappone e a livello internazionale. Opera in due segmenti, Servizi alle persone e Servizi alle imprese. Il segmento Servizi alla persona offre servizi di telecomunicazione e altri servizi attraverso i suoi marchi multipli, tra cui au, UQ mobile e povo, e servizi di intrattenimento, tra cui video e giochi, ai singoli clienti.
KDDI Corporation Riepilogo dei fondamenti
| 9433 statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | JP¥10.86t |
| Utili (TTM) | JP¥707.11b |
| Ricavi(TTM) | JP¥6.07t |
15.4x
Rapporto P/E1.8x
Rapporto P/S9433 è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| 9433 Conto economico (TTM) | |
|---|---|
| Ricavi | JP¥6.07t |
| Costo del fatturato | JP¥3.48t |
| Profitto lordo | JP¥2.59t |
| Altre spese | JP¥1.88t |
| Utili | JP¥707.11b |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
Aug 07, 2026
| Utile per azione (EPS) | 185.74 |
| Margine lordo | 42.67% |
| Margine di profitto netto | 11.65% |
| Rapporto debito/patrimonio netto | 87.0% |
Come si è comportato 9433 nel lungo periodo?
Vedi performance storica e confrontoDividendi
2.9%
Rendimento attuale del dividendo44%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/15 19:23 |
| Prezzo dell'azione a fine giornata | 2026/07/15 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2026/03/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
KDDI Corporation è coperta da 27 analisti. 14 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Tetsuro Tsusaka | Barclays |
| Yuki Kaneko | BofA Global Research |
| Keiichi Yoneshima | Citigroup Inc |