9433 Share Price Performance
JP¥0
-2431.50 (-100.00%)
Price JP¥0
Fair ValueJP¥2,785.07
Share Pricen/a
Narrative Update • Jun 05
KDDI Corporation Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 9 Fair Values set on narratives written by author
9433 Community Narratives
AN
Fair Value
·Fair Value JP¥2.79k 1.2% undervalued intrinsic discount
Telecom And Fintech Integration Will Foster Sustainable Value
0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
AN
Fair Value
·Fair Value JP¥2.06k 33.6% overvalued intrinsic discount
Infrastructure Spending And AI Ambitions Will Strain Cash Flow And Depress Returns
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
Fair Value
·Fair Value JP¥3.32k 17.1% undervalued intrinsic discount
AI Native Society And Digital Belt Investments Will Drive Long Term Telecom And DX Leadership
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
Telecom And Fintech Integration Will Foster Sustainable Value
KDDI is trying to turn a mature phone business into a stickier “everything in one place” service by bundling faster data plans with payments, banking, and other digital tools. The big question is whether these add-ons can keep customers loyal while Japan’s market stays crowded and growth in new subscribers remains slow.Read more
AN
JP¥2.79k
1.2% undervalued intrinsic discount
Fair Value
Revenue
4.2% p.a.
Profit Margin
11.87%
Future PE
13.15x
Price in 2029
JP¥3.22k
AI Native Society And Digital Belt Investments Will Drive Long Term Telecom And DX Leadership
KDDI is betting that the next wave of artificial intelligence will need faster, closer-to-home networks, and it’s building new infrastructure and data centers to be ready for it. The upside is a bigger role in business tech and everyday services beyond phone plans, but the plan depends on customers adopting these tools fast enough and on avoiding costly security or reliability slip-ups.Read more
AN
JP¥3.32k
17.1% undervalued intrinsic discount
Fair Value
Revenue
5.65% p.a.
Profit Margin
12.38%
Future PE
14.43x
Price in 2029
JP¥3.83k
Infrastructure Spending And AI Ambitions Will Strain Cash Flow And Depress Returns
KDDI is pouring money into new networks, data centers, and AI services, but that spending could leave less room for payouts and weigh on results if demand doesn’t show up fast enough. The big question is whether these ambitions turn into stronger growth—or end up as higher costs and tougher competition in telecom, cloud, and finance.Read more
AN
JP¥2.06k
33.6% overvalued intrinsic discount
Fair Value
Revenue
2.55% p.a.
Profit Margin
12.36%
Future PE
9.8x
Price in 2029
JP¥2.38k
Trending Discussion
Recently Updated Narratives
AN
9433: IoT Leadership, Buybacks And Dividends Will Support Balanced Future Returns
Fair Value: JP¥2.79k 1.2% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AI Native Society And Digital Belt Investments Will Drive Long Term Telecom And DX Leadership
Fair Value: JP¥3.32k 17.1% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Infrastructure Spending And AI Ambitions Will Strain Cash Flow And Depress Returns
Fair Value: JP¥2.06k 33.6% overvalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
KDDI Corporation Key Details
Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
- 185.74
- 42.67%
- 11.65%
- 87.1%
About 9433
- Founded
- 1984
- Employees
- 72090
- CEO
- WebsiteView website
KDDI Corporation engages in the provision of mobile telecommunications services in Japan and internationally. It operates in two segments, Personal Services and Business Services. The Personal Services segment offers 5G telecommunication services and other services, such as finance, energy, and LX through its multi-brands comprising au, UQ mobile, and povo; and entertainment services, including video and games to individual customers. The Business Services segment provides smartphones and other devices, network and cloud services, and data center services to corporate customers under the TELEHOUSE brand name. It is also involved in the provision of solutions for the development and expansion of businesses through IoT, DX, generative AI, and other technology centered on 5G communications. The company was incorporated in 1984 and is headquartered in Tokyo, Japan.
Recent 9433 News & Updates
New Narrative • Jun 01
