Kao Corporation

TSE:4452 주식 리포트

시가총액: JP¥2.7t

Kao 향후 성장

Future 기준 점검 1/6

Kao (는) 각각 연간 6.1% 및 3.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 6.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 13% 로 예상됩니다.

핵심 정보

6.1%

이익 성장률

6.71%

EPS 성장률

Personal Products 이익 성장14.8%
매출 성장률3.2%
향후 자기자본이익률13.01%
애널리스트 커버리지

Good

마지막 업데이트03 Jun 2026

최근 향후 성장 업데이트

분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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

내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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).
내러티브 업데이트 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).
분석 기사 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...
내러티브 업데이트 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).
내러티브 업데이트 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).
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 Jul 08

Kao (TSE:4452) Seems To Use Debt Rather Sparingly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Jun 19

There's Reason For Concern Over Kao Corporation's (TSE:4452) Price

When close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider Kao...
User avatar
새로운 내러티브 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.

이익 및 매출 성장 예측

TSE:4452 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20281,885,228155,596152,209239,94512
12/31/20271,831,274144,748139,034225,95313
12/31/20261,769,924134,533127,536213,31913
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
6/30/20151,430,93481,989N/A142,796N/A

애널리스트 향후 성장 전망

수입 대 저축률: 4452 의 연간 예상 수익 증가율(6.1%)이 saving rate(0.8%)보다 높습니다.

수익 vs 시장: 4452 의 연간 수익(6.1%)이 JP 시장(9.3%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: 4452 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: 4452 의 수익(연간 3.2%)이 JP 시장(연간 6%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: 4452 의 수익(연간 3.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.


주당순이익 성장 예측


향후 자기자본이익률

미래 ROE: 4452의 자본 수익률은 3년 후 13%로 낮을 것으로 예상됩니다.


성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/10 08:38
종가2026/06/10 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
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시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

Kao Corporation는 23명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Mitsuko MiyasakoBarclays
Kentaro HosodaBofA Global Research
Hiroki WatanabeCitigroup Inc