Kao Corporation

TSE:4452 株式レポート

時価総額：JP¥2.9t

Kao 将来の成長

Future 基準チェック /16

Kao利益と収益がそれぞれ年間6.2%と3.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に13.1% 6.9%なると予測されています。

主要情報

6.2%

収益成長率

6.86%

EPS成長率

Personal Products 収益成長15.0%
収益成長率3.4%
将来の株主資本利益率13.06%
アナリストカバレッジ

Good

最終更新日03 Jul 2026

今後の成長に関する最新情報

分析記事 • May 14

Kao Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Kao Corporation ( TSE:4452 ) just released its latest quarterly results and things are looking bullish. The company...
分析記事 • Mar 28

The Kao Corporation (TSE:4452) Full-Year Results Are Out And Analysts Have Published New Forecasts

Investors in Kao Corporation ( TSE:4452 ) had a good week, as its shares rose 2.2% to close at JP¥6,147 following the...
分析記事 • Feb 08

Here's What Analysts Are Forecasting For Kao Corporation (TSE:4452) After Its Annual Results

Investors in Kao Corporation ( TSE:4452 ) had a good week, as its shares rose 5.5% to close at JP¥6,529 following the...
分析記事 • Nov 09

Kao Corporation (TSE:4452) Just Released Its Third-Quarter Results And Analysts Are Updating Their Estimates

The quarterly results for Kao Corporation ( TSE:4452 ) were released last week, making it a good time to revisit its...
分析記事 • Aug 11

Kao Corporation Just Missed EPS By 9.4%: Here's What Analysts Think Will Happen Next

TSE:4452 1 Year Share Price vs Fair Value Explore Kao's Fair Values from the Community and select yours Kao Corporation...

Recent updates

ナラティブ更新 • Jul 06

4452: Revised Fair Value And Stable Assumptions Will Guide Future Upside Potential

Analysts have reset their fair value estimate for Kao to ¥3,680.77 from ¥7,330.77, reflecting updated views on discount rates, revenue growth, profit margins, and the appropriate future P/E multiple for the stock. What's in the News No recent company specific news items for Kao were provided in the supplied sources, so this section reflects the absence of new publicly sourced developments.
ナラティブ更新 • Jun 22

4452: Governance Review And Oversight Dispute Will Support Future Upside Potential

Analysts have nudged their fair value estimate for Kao slightly higher from ¥7,319.23 to ¥7,330.77, citing updated assumptions for revenue growth, profit margins and future P/E that together support a modestly revised price target. What’s in the News for Kao Kao has scheduled a Special and Extraordinary Shareholders Meeting for April 30, 2026, at 10:00 Tokyo Standard Time, focused on shareholder proposals relating to oversight of the business and assets.
ナラティブ更新 • Jun 07

4452: Asia Expansion And Governance Review Will Support Future Upside Potential

Analysts have trimmed their fair value estimate for Kao slightly to ¥7,319 per share, reflecting modest updates to assumptions on revenue growth, profit margins, the discount rate and future P/E expectations. What's in the News Kao has called a Special and Extraordinary Shareholders Meeting for April 30, 2026, at 10:00 Tokyo Standard Time, to address shareholder proposals related to the company’s governance and oversight.
ナラティブ更新 • May 20

4452: Governance Review And Asia Expansion Will Support Future Upside Potential

Analysts have trimmed their fair value estimate for Kao from about ¥7,371 to roughly ¥7,325, reflecting slightly softer assumptions on revenue growth, profit margins, and future P/E, partly offset by a modestly lower discount rate. What's in the News Kao has called a Special and Extraordinary Shareholders Meeting for April 30, 2026, at 10:00 Tokyo Standard Time.
分析記事 • May 14

Kao Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Kao Corporation ( TSE:4452 ) just released its latest quarterly results and things are looking bullish. The company...
ナラティブ更新 • Apr 29

4452: Share Split And Governance Review Will Support Future Upside Potential

Analysts have lowered their price target for Kao from approximately ¥7,528 to ¥7,372, reflecting updated assumptions around the discount rate, revenue growth, profit margins and future P/E levels. What's in the News Kao has called a special shareholders meeting for April 30, 2026 at 10:00 Tokyo Standard Time, focused on matters raised by certain shareholders.
ナラティブ更新 • Apr 13

4452: Share Split And Governance Vote Will Support Future Upside Potential

The updated analyst price target for Kao edges slightly lower by about ¥21 to ¥7,528, as analysts fine tune assumptions around discount rate, revenue growth, profit margins and forward P/E to reflect a more balanced risk and return profile. What's in the News Kao has called an Extraordinary General Meeting of Shareholders for April 30, 2026 in Tokyo, following a request from Oasis Japan Strategic Fund Ltd.
ナラティブ更新 • Mar 29

4452: Share Split And Dividend Policy Will Support Future Upside Potential

Analysts have raised their fair value estimate for Kao from about ¥7,487 to roughly ¥7,548, citing updated assumptions for revenue growth, discount rate, and future P/E, along with a slightly lower profit margin outlook. What's in the News Kao has called an Extraordinary General Meeting of Shareholders for April 30, 2026, after Oasis Japan Strategic Fund Ltd.
分析記事 • Mar 28

The Kao Corporation (TSE:4452) Full-Year Results Are Out And Analysts Have Published New Forecasts

Investors in Kao Corporation ( TSE:4452 ) had a good week, as its shares rose 2.2% to close at JP¥6,147 following the...
ナラティブ更新 • Mar 01

4452: Dividend Policy And Share Split Will Support Future Upside Potential

Analysts have modestly adjusted their view on Kao, keeping the fair value estimate steady at around ¥7,486 while fine tuning assumptions on discount rate, revenue growth, profit margin, and future P/E to reflect a slightly different balance between growth expectations and profitability. What's in the News Kao reported a year end dividend of ¥77 per share for the fiscal year ended December 31, 2025, compared with ¥76 per share a year earlier, with dividend payments scheduled for March 25, 2026 (Key Developments).
ナラティブ更新 • Feb 14

4452: Dividend Guidance And Share Split Will Shape Future Earnings Per Share

Analysts have slightly trimmed their price target on Kao to about ¥7,487 from ¥7,495, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E estimates. What's in the News Kao reported a year-end dividend of ¥77 per share for the fiscal year ended December 31, 2025, compared with ¥76 per share a year earlier, with dividend payments scheduled for March 25, 2026 (Key Developments).
分析記事 • Feb 08

Here's What Analysts Are Forecasting For Kao Corporation (TSE:4452) After Its Annual Results

Investors in Kao Corporation ( TSE:4452 ) had a good week, as its shares rose 5.5% to close at JP¥6,529 following the...
ナラティブ更新 • Jan 31

4452: Share Retirements And Completed Buybacks Will Support Future Earnings Per Share

Analysts kept their fair value estimate for Kao broadly unchanged at ¥7,495, with only small tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions guiding this steady price target view. What's in the News Kao has scheduled a board meeting on December 16, 2025 to consider retiring treasury shares in line with Article 178 of the Companies Act (company disclosure).
ナラティブ更新 • Jan 16

4452: Share Retirements And Buybacks Will Support Future Earnings Per Share

Analysts have trimmed their price target for Kao from ¥7,630 to ¥7,495 as they recalibrate fair value, discount rate, revenue growth, profit margin and future P/E assumptions in light of recent updates to their models. What's in the News Kao scheduled a board meeting for December 16, 2025, to consider retiring treasury shares in accordance with Article 178 of the Companies Act (company filing).
分析記事 • Dec 12

These 4 Measures Indicate That Kao (TSE:4452) Is Using Debt Safely

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
分析記事 • Nov 28

Kao (TSE:4452) Has Announced A Dividend Of ¥77.00

The board of Kao Corporation ( TSE:4452 ) has announced that it will pay a dividend of ¥77.00 per share on the 24th of...
分析記事 • Nov 09

Kao Corporation (TSE:4452) Just Released Its Third-Quarter Results And Analysts Are Updating Their Estimates

The quarterly results for Kao Corporation ( TSE:4452 ) were released last week, making it a good time to revisit its...
分析記事 • Nov 06

Kao (TSE:4452) Is Due To Pay A Dividend Of ¥77.00

The board of Kao Corporation ( TSE:4452 ) has announced that it will pay a dividend of ¥77.00 per share on the 24th of...
ナラティブ更新 • Sep 06

Premium Product Investments And Emerging Markets Will Unlock Future Potential

With both Kao's Future P/E and discount rate remaining effectively unchanged, the consensus analyst price target also held steady at ¥7630. What's in the News Kao joined a 27-company consortium, led by Resonac, to co-develop materials and equipment for next-generation panel-level organic interposers in advanced semiconductor packaging.
分析記事 • Sep 02

Kao (TSE:4452) Is Due To Pay A Dividend Of ¥77.00

The board of Kao Corporation ( TSE:4452 ) has announced that it will pay a dividend on the 24th of March, with...
分析記事 • Aug 24

Kao (TSE:4452) May Have Issues Allocating Its Capital

To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
分析記事 • Aug 11

Kao Corporation Just Missed EPS By 9.4%: Here's What Analysts Think Will Happen Next

TSE:4452 1 Year Share Price vs Fair Value Explore Kao's Fair Values from the Community and select yours Kao Corporation...
User avatar
新しいナラティブ • Nov 10

Resilient Expansion Into High-Value Segments Boosts Profit Margins And Global Market Share

Structural reforms and brand focus have strengthened Kao's earning power, boosting net margins and operating income through high-value-added manufacturing.

業績と収益の成長予測

TSE:4452 - アナリストの将来予測と過去の財務データ ( )JPY Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20281,903,987156,616153,759241,49512
12/31/20271,845,521144,982139,784226,70313
12/31/20261,779,062136,329128,953212,81913
3/31/20261,712,000128,230130,473202,812N/A
12/31/20251,688,633120,081128,835199,680N/A
9/30/20251,670,471121,459106,997182,938N/A
6/30/20251,649,483113,985113,674183,952N/A
3/31/20251,652,508114,147119,952188,337N/A
12/31/20241,628,448107,767134,109201,585N/A
9/30/20241,596,70782,355149,453214,123N/A
6/30/20241,582,03870,659139,855204,214N/A
3/31/20241,550,58255,523138,168201,514N/A
12/31/20231,532,57943,870136,034202,481N/A
9/30/20231,549,23260,260110,066178,015N/A
6/30/20231,555,68663,77497,267165,570N/A
3/31/20231,552,05872,61161,584138,216N/A
12/31/20221,551,05986,03853,704130,905N/A
9/30/20221,525,51985,88650,117127,386N/A
6/30/20221,477,49095,98662,493138,682N/A
3/31/20221,445,005102,16196,827165,930N/A
12/31/20211,418,768109,636104,005175,524N/A
9/30/20211,397,696122,271131,555199,903N/A
6/30/20211,390,018128,080139,706205,850N/A
3/31/20211,364,788125,196142,764207,637N/A
12/31/20201,381,997126,142144,868214,718N/A
9/30/20201,398,171130,575136,159219,384N/A
6/30/20201,448,000141,518149,880238,331N/A
3/31/20201,493,104148,438152,132250,228N/A
12/31/20191,502,241148,213N/A244,523N/A
9/30/20191,519,528157,841N/A235,072N/A
6/30/20191,500,376148,188N/A211,057N/A
3/31/20191,504,266152,364N/A195,315N/A
12/31/20181,508,007153,698N/A195,610N/A
9/30/20181,506,980150,023N/A198,007N/A
6/30/20181,501,147153,347N/A183,962N/A
3/31/20181,494,887150,615N/A183,600N/A
12/31/20171,489,421147,010N/A185,845N/A
9/30/20171,482,771136,617N/A197,472N/A
6/30/20171,475,385133,015N/A199,373N/A
3/31/20171,467,697129,919N/A189,267N/A
12/31/20161,457,610126,551N/A184,307N/A
9/30/20161,464,403117,019N/A166,421N/A
6/30/20161,476,153114,821N/A177,176N/A
3/31/20161,478,106107,647N/A179,524N/A
12/31/20151,471,79198,862N/A180,864N/A
9/30/20151,456,93997,120N/A164,223N/A

アナリストによる今後の成長予測

収入対貯蓄率: 4452の予測収益成長率 (年間6.2% ) は 貯蓄率 ( 0.8% ) を上回っています。

収益対市場: 4452の収益 ( 6.2% ) JP市場 ( 10.2% ) よりも低い成長が予測されています。

高成長収益: 4452の収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: 4452の収益 ( 3.4% ) JP市場 ( 6.6% ) よりも低い成長が予測されています。

高い収益成長: 4452の収益 ( 3.4% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: 4452の 自己資本利益率 は、3年後には低くなると予測されています ( 13.1 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/07/13 07:47
終値2026/07/13 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Kao Corporation 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。23

アナリスト機関
Mitsuko MiyasakoBarclays
Kentaro HosodaBofA Global Research
Hiroki WatanabeCitigroup Inc