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KDDI CorporationTSE:9433 Stock Report

Market Cap JP¥9.6t
Share Price
JP¥2.53k
My Fair Value
n/a
1Y-4.4%
7D-2.2%
Portfolio Value
View

KDDI Corporation

TSE:9433 Stock Report

Market Cap: JP¥9.6t

KDDI (9433) Stock Overview

Engages in the provision of mobile telecommunications services in Japan and internationally. More details

9433 fundamental analysis
Snowflake Score
Valuation4/6
Future Growth1/6
Past Performance3/6
Financial Health3/6
Dividends4/6

Community Fair Values

KDDI Corporation Competitors

Price History & Performance

Summary of share price highs, lows and changes for KDDI
Historical stock prices
Current Share PriceJP¥2,525.00
52 Week HighJP¥2,827.00
52 Week LowJP¥2,307.50
Beta-0.083
1 Month Change-6.57%
3 Month Change-9.79%
1 Year Change-4.36%
3 Year Change17.12%
5 Year Change49.50%
Change since IPO281.61%

Recent News & Updates

Narrative Update 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.
Narrative Update 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).
Narrative Update 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.

Recent updates

Narrative Update 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.
Narrative Update 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).
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Narrative Update 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).
Narrative Update 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.
Narrative Update 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).
Analysis Article 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...
Narrative Update 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.
Analysis Article 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...
Analysis Article 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...
Narrative Update 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article Jun 17

Is KDDI Corporation (TSE:9433) Trading At A 43% Discount?

Key Insights The projected fair value for KDDI is JP¥4,254 based on 2 Stage Free Cash Flow to Equity KDDI is estimated...
Analysis Article Jun 02

Is KDDI (TSE:9433) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysis Article May 18

The KDDI Corporation (TSE:9433) Full-Year Results Are Out And Analysts Have Published New Forecasts

Shareholders might have noticed that KDDI Corporation ( TSE:9433 ) filed its full-year result this time last week. The...
Analysis Article May 12

Returns On Capital Signal Tricky Times Ahead For KDDI (TSE:9433)

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
User avatar
New Narrative 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.

Shareholder Returns

9433JP Wireless TelecomJP Market
7D-2.2%1.6%-1.0%
1Y-4.4%63.7%37.2%

Return vs Industry: 9433 underperformed the JP Wireless Telecom industry which returned 63.7% over the past year.

Return vs Market: 9433 underperformed the JP Market which returned 37.2% over the past year.

Price Volatility

Is 9433's price volatile compared to industry and market?
9433 volatility
9433 Average Weekly Movement4.1%
Wireless Telecom Industry Average Movement4.8%
Market Average Movement4.9%
10% most volatile stocks in JP Market9.6%
10% least volatile stocks in JP Market2.4%

Stable Share Price: 9433 has not had significant price volatility in the past 3 months compared to the JP market.

Volatility Over Time: 9433's weekly volatility (4%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
198472,090Hiromichi Matsudawww.kddi.com

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.

KDDI Corporation Fundamentals Summary

How do KDDI's earnings and revenue compare to its market cap?
9433 fundamental statistics
Market capJP¥9.61t
Earnings (TTM)JP¥681.95b
Revenue (TTM)JP¥6.00t
14.1x
P/E Ratio
1.6x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
9433 income statement (TTM)
RevenueJP¥6.00t
Cost of RevenueJP¥3.45t
Gross ProfitJP¥2.55t
Other ExpensesJP¥1.86t
EarningsJP¥681.95b

Last Reported Earnings

Dec 31, 2025

Next Earnings Date

May 12, 2026

Earnings per share (EPS)179.13
Gross Margin42.43%
Net Profit Margin11.37%
Debt/Equity Ratio87.0%

How did 9433 perform over the long term?

See historical performance and comparison

Dividends

3.2%
Current Dividend Yield
44%
Payout Ratio

Does 9433 pay a reliable dividends?

See 9433 dividend history and benchmarks
When do you need to buy 9433 by to receive an upcoming dividend?
KDDI dividend dates
Ex Dividend DateMar 30 2026
Dividend Pay DateJun 19 2026
Days until Ex dividend39 days
Days until Dividend pay date42 days

Does 9433 pay a reliable dividends?

See 9433 dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/07 21:31
End of Day Share Price 2026/05/07 00:00
Earnings2025/12/31
Annual Earnings2025/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

KDDI Corporation is covered by 30 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Tetsuro TsusakaBarclays
Yuki KanekoBofA Global Research
Keiichi YoneshimaCitigroup Inc