KDDI Corporation

TSE:9433 Stok Raporu

Piyasa değeri: JP¥10.3t

KDDI Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 4/6

KDDI yıllık ortalama 0.4% oranında kazançlarını artırırken, Wireless Telecom sektöründe kazançlar growing at 9.6% annual. Gelirler growing yılda ortalama 2.5% oranında artmaktadır. KDDI'in özkaynak karlılığı 14% ve net marjı 11.6%'dir.

Anahtar bilgiler

0.43%

Kazanç büyüme oranı

3.99%

EPS büyüme oranı

Wireless Telecom Sektör Büyümesi4.58%
Gelir büyüme oranı2.46%
Özkaynak getirisi13.96%
Net Marj11.65%
Son Kazanç Güncellemesi31 Mar 2026

Yakın geçmiş performans güncellemeleri

Recent updates

Anlatı Güncellemesi 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).
Yeni Anlatı 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?
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
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Yeni Anlatı 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.

Gelir ve Gider Dağılımı

KDDI nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.


Kazanç ve Gelir Geçmişi

TSE:9433 Gelir, gider ve kazançlar (JPY Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
31 Mar 266,071,915707,1121,529,3700
31 Dec 255,998,782681,9531,474,4430
30 Sep 255,930,210675,4041,455,0880
30 Jun 255,965,143679,8501,437,0130
31 Mar 255,835,525655,4161,429,4650
31 Dec 245,852,711628,8711,538,5510
30 Sep 245,779,769574,6621,565,8760
30 Jun 245,757,471597,1651,555,6040
31 Mar 245,699,724600,2811,543,7740
31 Dec 235,667,110657,6411,419,8110
30 Sep 235,630,463660,8821,418,5890
30 Jun 235,594,457633,1351,433,6980
31 Mar 235,630,024649,7471,427,4370
31 Dec 225,615,775650,6331,427,8190
30 Sep 225,562,383665,3951,429,2650
30 Jun 225,498,120674,3931,417,3330
31 Mar 225,446,708672,4861,422,5390
31 Dec 215,424,759619,7481,430,9090
30 Sep 215,400,564640,0661,408,3930
30 Jun 215,370,184659,0621,387,9160
31 Mar 215,312,599651,4961,364,2340
31 Dec 205,258,420657,6171,340,5530
30 Sep 205,209,960665,1211,317,1300
30 Jun 205,233,799659,5381,303,6000
31 Mar 205,237,221639,7671,299,5040
31 Dec 195,211,270642,7741,278,8560
30 Sep 195,182,541619,7371,249,5190
30 Jun 195,104,738601,5561,231,3470
31 Mar 195,080,353617,6691,210,4700
31 Dec 185,053,565587,7411,232,9240
30 Sep 185,088,177588,5611,257,0790
30 Jun 185,065,028577,7201,269,4440
31 Mar 185,041,978572,5281,271,2150
31 Dec 174,986,112565,8181,252,0510
30 Sep 174,862,748549,9541,221,0730
30 Jun 174,816,472553,0271,200,2210
31 Mar 174,748,259546,6581,173,5620
31 Dec 164,689,323557,3771,149,9620
30 Sep 164,615,961543,1541,137,5240
30 Jun 164,550,011517,6211,125,1560
31 Mar 164,466,135494,4651,106,7980
31 Dec 154,520,249485,446795,3760
30 Sep 154,592,962474,006521,9410
30 Jun 154,599,168458,366247,8570

Kaliteli Kazançlar: 9433 yüksek kaliteli kazançlar sağlıyor.

Büyüyen Kar Marjı: 9433 'nin mevcut net kar marjları (11.6%) geçen yılın (11.2%) sinden daha yüksektir.


Serbest Nakit Akışı ve Kazanç Analizi


Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: 9433 şirketinin kazancı son 5 yılda yılda 0.4% oranında arttı.

Büyüme Hızlandırma: 9433 'un son bir yıldaki kazanç büyümesi ( 7.9% ) 5 yıllık ortalamasını (yıllık 0.4% ) aşıyor.

Kazançlar vs. Sektör: 9433 geçen yılki kazanç büyümesi ( 7.9% ) Wireless Telecom sektörünün 25.6% performansını geride bırakmadı.


Özkaynak Getirisi

Yüksek ROE: 9433 'nin Özsermaye Getirisi ( 14% ) düşük olarak değerlendiriliyor.


Varlık Getirisi


Kullanılan Sermaye Getirisi


Geçmişte güçlü performans gösteren şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/22 02:16
Gün Sonu Hisse Fiyatı2026/05/22 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2026/03/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

KDDI Corporation 28 Bu analistlerden 12, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Tetsuro TsusakaBarclays
Yuki KanekoBofA Global Research
Keiichi YoneshimaCitigroup Inc