KDDI (9433) 주식 개요
KDDI Corporation은 일본 및 국제적으로 통신 서비스를 제공하는 기업입니다. 자세히 보기
9433 Community Fair Values
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Analyst Price Targets
KDDI Corporation 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | JP¥2,679.50 |
| 52주 최고가 | JP¥2,827.00 |
| 52주 최저가 | JP¥2,307.50 |
| 베타 | -0.096 |
| 1개월 변동 | 1.71% |
| 3개월 변동 | -1.13% |
| 1년 변동 | 11.93% |
| 3년 변동 | 17.94% |
| 5년 변동 | 54.66% |
| IPO 이후 변동 | 304.96% |
최근 뉴스 및 업데이트
내러티브 업데이트 • 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.).
새로운 내러티브 • 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?내러티브 업데이트 • 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).Recent updates
내러티브 업데이트 • 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.).새로운 내러티브 • 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?내러티브 업데이트 • 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).
새로운 내러티브 • 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?분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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).분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • Jul 02
Earnings Not Telling The Story For KDDI Corporation (TSE:9433)
With a median price-to-earnings (or "P/E") ratio of close to 13x in Japan, you could be forgiven for feeling...
새로운 내러티브 • 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.주주 수익률
| 9433 | JP Wireless Telecom | JP 시장 | |
|---|---|---|---|
| 7D | -1.8% | -6.2% | -0.2% |
| 1Y | 11.9% | 71.3% | 43.7% |
수익률 대 산업: 9433은 지난 1년 동안 71.3%의 수익을 기록한 JP Wireless Telecom 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: 9433은 지난 1년 동안 43.7%를 기록한 JP 시장보다 저조한 성과를 냈습니다.
주가 변동성
| 9433 volatility | |
|---|---|
| 9433 Average Weekly Movement | 3.7% |
| Wireless Telecom Industry Average Movement | 3.7% |
| Market Average Movement | 4.5% |
| 10% most volatile stocks in JP Market | 9.3% |
| 10% least volatile stocks in JP Market | 2.3% |
안정적인 주가: 9433는 지난 3개월 동안 JP 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: 9433의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1984 | 72,090 | Hiromichi Matsuda | www.kddi.com |
KDDI Corporation은 일본 및 국제적으로 통신 서비스를 제공하는 기업입니다. 개인 서비스와 비즈니스 서비스의 두 가지 부문으로 운영됩니다. 개인 서비스 부문은 au, UQ 모바일, povo로 구성된 멀티 브랜드를 통해 통신 서비스 및 기타 서비스와 개인 고객에게 비디오 및 게임을 포함한 엔터테인먼트 서비스를 제공합니다.
KDDI Corporation 기초 지표 요약
| 9433 기초 통계 | |
|---|---|
| 시가총액 | JP¥10.14t |
| 순이익 (TTM) | JP¥707.11b |
| 매출 (TTM) | JP¥6.07t |
14.4x
주가수익비율(P/E)1.7x
주가매출비율(P/S)9433는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| 9433 손익계산서 (TTM) | |
|---|---|
| 매출 | JP¥6.07t |
| 매출원가 | JP¥3.48t |
| 총이익 | JP¥2.59t |
| 기타 비용 | JP¥1.88t |
| 순이익 | JP¥707.11b |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 185.74 |
| 총이익률 | 42.67% |
| 순이익률 | 11.65% |
| 부채/자본 비율 | 87.1% |
9433의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
3.1%
현재 배당 수익률44%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/24 10:23 |
| 종가 | 2026/06/24 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2026/03/31 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
KDDI Corporation는 27명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Tetsuro Tsusaka | Barclays |
| Yuki Kaneko | BofA Global Research |
| Keiichi Yoneshima | Citigroup Inc |