TV Asahi Holdings (THDDY) Fair Value & Analysis
Communication Services · US · Market cap $2.2B
Fair value as of: Jul 21, 2026
From 22 valuation models · updated 20 days ago
Share price −4.4% over the past month.
A solid business, screening 27% undervalued on our models.
What matters now
- The price is below even our cautious bear case ($23.00). The market is more pessimistic than our downside scenario.
- Solid quality (56/100) at a price below fair value, the discount is the argument here, not the business quality.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 21, 2026.
How to read this chart
60‑month range $8.63 – $23.80 · fair‑value band $23.00 – $31.20 · the $19.68 price screens below the $24.97 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 21, 2026.
Analysis
TV Asahi Holdings (THDDY) currently trades at $19.68, while our model-based Fair Value estimate is $24.97, implying the stock looks roughly 26.9% undervalued today. The Quality Score stands at 56/100 (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, TV Asahi Holdings generated revenue of $339B at a net margin of 8.7%. Revenue declined 1.1% year over year. It earns a return on equity of 6.5%. The balance sheet holds a net cash position of $36.4B. Fundamentals as of Jul 21, 2026
Our scenario range runs from $23.00 (bear case) to $31.20 (bull case); at $19.68, the current price sits below 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 about 17% below its 52-week high and 11% above its 52-week low, currently below its 200-day average. For context, the median of 10 Communication Services peers we cover trades at 12% fair-value upside, at 27%, THDDY 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 22 models by family
Widest divergence: Growth Earnings ($39.18) versus Earnings-Based ($14.96). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 21, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 54 · Market factors (momentum, volatility) 65
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
TV Asahi Holdings Corporation, together with its subsidiaries, engages in the television (TV) broadcasting business in Japan and internationally. It operates through the TV Broadcasting Business, Internet Business, Shopping Business, and Other Businesses segments.
Full company description
TV Asahi Holdings Corporation, together with its subsidiaries, engages in the television (TV) broadcasting business in Japan and internationally. It operates through the TV Broadcasting Business, Internet Business, Shopping Business, and Other Businesses segments. The TV Broadcasting Business segment is involved in the sale of commercial time slots, as well as the operation of broadcasting satellite and commercial satellite businesses. Its Internet Business segment provides subscription-video-on-demand services and advertising video on demand service that comprises TVer and TV Asahi catch-up service; and operation of internet video ad distribution platform. The Shopping Business segment sells goods through television shopping programs, e-commerce, and retail. Its Other Businesses segment engages in music publication, special events production, sales of DVDs and videos, investments in motion pictures, property rental, and the sales and lease of broadcasting equipment. TV Asahi Holdings Corporation was incorporated in 1957 and is headquartered in Tokyo, Japan.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2026 · reported fiscal years
TV Asahi Holdings reported revenue of $360B in FY2026 versus $298B in FY2022, a compound +4.8%/yr. Reported net income was $31.4B in FY2026, compounding +10.6%/yr from FY2022.
Watch THDDY: get an alert when its fair value changes →
Peer Group
Broadcasting · 69 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 Broadcasting 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.
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 Broadcasting stocks, each showing price versus our Fair Value estimate (as of Jul 21, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Nexstar Media Group NXST | $183.71 | $78.52 | -57% |
| SES S.A SESG | €7.46 | €15.46 | +107% |
| PT Elang Mahkota Teknologi Tbk, through its subsidiaries, EMTK | 505.00 IDR | 1,094 IDR | +117% |
| MFE-Mediaforeurope N.V MFEB | €3.64 | €5.38 | +48% |
| Jiangsu Broadcasting Cable Information Network Corporation 600959 | ¥3.07 | ¥1.14 | -63% |
| Sun TV Network Limited SUNTV | ₹489.20 | ₹586.58 | +20% |
| MBC Group 4072 | 20.06 SAR | 19.56 SAR | -2% |
| Beijing Gehua Catv Network Co 600037 | ¥7.13 | ¥3.64 | -49% |
| PT Surya Citra Media Tbk, SCMA | 206.00 IDR | 229.91 IDR | +12% |
| Zee Entertainment Enterprises Limited ZEEL | ₹92.61 | ₹53.22 | -43% |
Compare TV Asahi Holdings with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Communication Services stocks →
Frequently asked questions
Is TV Asahi Holdings (THDDY) overvalued or undervalued?
What is the fair value of THDDY?
What is the quality score of THDDY?
What is the revenue of TV Asahi Holdings (THDDY)?
What is the net profit margin of THDDY?
Does TV Asahi Holdings pay a dividend?
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.
Track TV Asahi Holdings and try Pro for 14 days
One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.
Zero risk: nothing is ever charged. After 14 days you decide whether to stay.