KDDI（9433）株式概要
KDDI株式会社は、日本および海外で移動体通信サービスの提供に従事している。 詳細
9433 Community Fair Values
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Analyst Price Targets
KDDI Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | JP¥2,702.50 |
| 52週高値 | JP¥2,827.00 |
| 52週安値 | JP¥2,307.50 |
| ベータ | 0 |
| 1ヶ月の変化 | 2.23% |
| 3ヶ月変化 | -1.55% |
| 1年変化 | 8.75% |
| 3年間の変化 | 25.96% |
| 5年間の変化 | 56.67% |
| IPOからの変化 | 308.44% |
最新ニュース
ナラティブの更新 • 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.ナラティブの更新 • 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.).
新しいナラティブ • 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?Recent updates
ナラティブの更新 • 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.ナラティブの更新 • 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.).新しいナラティブ • 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?ナラティブの更新 • 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).
新しいナラティブ • 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?分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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).分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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.株主還元
| 9433 | JP Wireless Telecom | JP 市場 | |
|---|---|---|---|
| 7D | 0.8% | -0.02% | 2.1% |
| 1Y | 8.8% | 56.8% | 44.1% |
業界別リターン: 9433過去 1 年間で56.8 % の収益を上げたJP Wireless Telecom業界を下回りました。
リターン対市場: 9433は、過去 1 年間で44.1 % のリターンを上げたJP市場を下回りました。
価格変動
| 9433 volatility | |
|---|---|
| 9433 Average Weekly Movement | 3.7% |
| Wireless Telecom Industry Average Movement | 3.7% |
| Market Average Movement | 4.3% |
| 10% most volatile stocks in JP Market | 9.2% |
| 10% least volatile stocks in JP Market | 2.1% |
安定した株価: 9433 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: 9433の 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1984 | 73,198 | Hiromichi Matsuda | www.kddi.com |
KDDI株式会社は、日本および海外においてモバイル通信サービスの提供を行っています。同社の事業は、「パーソナルサービス」と「ビジネスサービス」の2つのセグメントで構成されています。 「パーソナルサービス」セグメントでは、「au」、「UQ mobile」、「povo」からなるマルチブランドを通じて、5G通信サービスをはじめ、金融、エネルギー、LXなどのサービス、および個人顧客向けの動画を含むエンターテインメントサービスを提供しています。 ビジネスサービス部門は、法人顧客向けに、スマートフォンやその他の端末、ネットワークおよびクラウドサービス、ならびに「TELEHOUSE」ブランドによるデータセンターサービスを提供しています。また、5G通信を中心としたIoT、DX、生成AIなどの技術を活用した、事業開発・拡大のためのソリューションの提供にも取り組んでいます。 さらに、同社は携帯電話端末の販売も行っている。KDDI株式会社は1984年に設立され、本社は日本の港区にある。
KDDI Corporation 基礎のまとめ
| 9433 基礎統計学 | |
|---|---|
| 時価総額 | JP¥10.29t |
| 収益（TTM） | JP¥707.11b |
| 売上高(TTM) | JP¥6.07t |
14.6x
PER（株価収益率1.7x
P/Sレシオ9433 は割高か？
公正価値と評価分析を参照収益と収入
| 9433 損益計算書（TTM） | |
|---|---|
| 収益 | JP¥6.07t |
| 売上原価 | JP¥3.48t |
| 売上総利益 | JP¥2.59t |
| その他の費用 | JP¥1.88t |
| 収益 | JP¥707.11b |
直近の収益報告
Mar 31, 2026
次回決算日
Aug 07, 2026
| 一株当たり利益（EPS） | 185.74 |
| グロス・マージン | 42.67% |
| 純利益率 | 11.65% |
| 有利子負債／自己資本比率 | 87.0% |
9433 の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
3.1%
現在の配当利回り44%
配当性向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 | 2026/07/04 19:18 |
| 終値 | 2026/07/03 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2026/03/31 |
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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
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
KDDI 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。27
| アナリスト | 機関 |
|---|---|
| Tetsuro Tsusaka | Barclays |
| Yuki Kaneko | BofA Global Research |
| Keiichi Yoneshima | Citigroup Inc |