KDDI Corporation (KDDIY) Fair Value & Analysis
Communication Services · US · Market cap $64.1B
KDDI Corporation
KDDIY · US
Fair value as of: Jul 19, 2026
From 23 valuation models · updated 22 days ago
Share price +7.1% over the past month.
A solid business, screening 45% undervalued on our models.
What matters now
- Solid quality (63/100) at a price below fair value, the discount is the argument here, not the business quality.
- A fairly wide model range ($18.23 to $33.58) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 19, 2026.
How to read this chart
60‑month range $12.15 – $19.09 · fair‑value band $18.23 – $33.58 · the $18.50 price screens below the $26.80 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 19, 2026.
Analysis
KDDI Corporation (KDDIY) currently trades at $18.50, while our model-based Fair Value estimate is $26.80, implying the stock looks roughly 44.9% undervalued today. The Quality Score stands at 63/100 (solid quality), in the Communication Services sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.
Over the trailing twelve months, KDDI Corporation generated revenue of $6.1T at a net margin of 11.7%. Revenue grew 8.8% year over year. It earns a return on equity of 14.0%. Net debt stands at $4.3T. Fundamentals as of Jul 19, 2026
Our scenario range runs from $18.23 (bear case) to $33.58 (bull case); at $18.50, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades near its 52-week high and 23% above its 52-week low, currently above its 200-day average. For context, the median of 10 Communication Services peers we cover trades at 32% fair-value upside, at 45%, KDDIY screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 23 models by family
Widest divergence: DCF Models ($26.36) versus Asset-Based ($5.56). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 19, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 61 · Market factors (momentum, volatility) 70
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
KDDI Corporation engages in the provision of mobile telecommunications services in Japan and internationally. It operates in two segments, Personal Services and Business Services.
Full company description
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.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2026 · reported fiscal years
KDDI Corporation reported revenue of $6.4T in FY2026 versus $5.4T in FY2022, a compound +4.3%/yr. Reported net income was $750B in FY2026, compounding +2.8%/yr from FY2022.
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Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- KDDI Corporation GAAP EPS of ¥51.33, revenue of ¥1487.32B; reaffims FY 2027 outlook
- Fibocom LTE Cat.1 bis Module Receives KDDI Certification, Accelerating IoT Device Development and Deployment in Japan
- BMW (XTRA:BMW) Launches U.S. Connected Car Service With Verizon And KDDI
- Can Verizon's KDDI Tie-Up for Latest BMW Vehicles Boost Its Profits?
Peer Group
Telecom Services · 252 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Telecom Services median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Insider activity: 40/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Telecom Services stocks, each showing price versus our Fair Value estimate (as of Jul 19, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| China Mobile Limited 600941 | ¥89.98 | ¥109.88 | +22% |
| T-Mobile US, Inc TMUS | $187.61 | $172.67 | -8% |
| Bharti Airtel Limited BHARTIARTL | ₹1,922 | ₹941.55 | -51% |
| China Telecom Corporation 601728 | ¥6.01 | ¥8.36 | +39% |
| América Móvil, S.A. AMXB | 23.07 MXN | 30.35 MXN | +32% |
| Vodafone Group VODN | 259.50 MXN | 507.27 MXN | +95% |
| Advanced Info Service Public Company ADVANC | 379.00 THB | 286.77 THB | -24% |
| Chunghwa Telecom Co 2412 | 133.50 TWD | 100.00 TWD | -25% |
| China Unicom (Hong Kong) Limited 0762 | HK$6.50 | HK$13.03 | +100% |
| Telefónica, S.A TEFN | 75.67 MXN | 111.01 MXN | +47% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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