Hakuhodo Dy Holdings Incorporated (JP:2433)
:2433
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Hakuhodo Dy Holdings
(2433)
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Rating:63Neutral
Price Target:
¥1,261.00
▲(5.04% Upside)
Action:Reiterated
Date:05/13/26
The score is driven primarily by mixed financial performance—moderate leverage and improved recent cash generation are positives, but the latest revenue decline and weaker profitability weigh on overall quality. Technicals are mostly neutral with a mild negative tilt (negative MACD and price below longer-term averages). Valuation is a relative strength, supported by a low P/E and a ~3% dividend yield.
Positive Factors
Integrated agency portfolio & major brands
Hakuhodo DY's broad suite of services and established agency brands (Hakuhodo, DAC) create durable client relationships and cross-sell opportunities across creative, media, digital and data services. This diversified service mix helps retain clients and adapt to long-term shifts in media and marketing budgets.
Negative Factors
Recent revenue decline & uneven growth
A meaningful FY2026 revenue decline and inconsistent multi-year growth trend signal sensitivity to client spend and competitive pressure. Persistently uneven top-line performance can constrain scale benefits, reduce predictability of cash flows, and complicate long-term investment planning.
Read all positive and negative factors
Positive Factors
Negative Factors
Integrated agency portfolio & major brands
Hakuhodo DY's broad suite of services and established agency brands (Hakuhodo, DAC) create durable client relationships and cross-sell opportunities across creative, media, digital and data services. This diversified service mix helps retain clients and adapt to long-term shifts in media and marketing budgets.
Read all positive factors
Hakuhodo Dy Holdings (2433) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥406.75B
Dividend Yield2.75%
Average Volume (3M)1.12M
Price to Earnings (P/E)24.0
Beta (1Y)0.52
Revenue Growth-9.68%
EPS Growth57.71%
CountryJP
Employees28,894
SectorCommunication Services
Sector Strength97
IndustryAdvertising Agencies
Share Statistics
EPS (TTM)23.50
Shares Outstanding389,559,450
10 Day Avg. Volume1,135,370
30 Day Avg. Volume1,117,803
Financial Highlights & Ratios
PEG Ratio0.39
Price to Book (P/B)0.96
Price to Sales (P/S)0.43
P/FCF Ratio5.75
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
¥1,100.00Price Target Upside-8.37% Downside
Rating ConsensusHold
Number of Analyst Covering1
EPS Forecast (FY)71.68
Revenue Forecast (FY)¥944.18B
Hakuhodo Dy Holdings Business Overview & Revenue Model
Company Description
Hakuhodo DY Holdings Inc. is a global provider of comprehensive marketing and communication services, active both in Japan and internationally. The company's operations include orchestrating advertising and digital marketing campaigns, as well as ...
How the Company Makes Money
Hakuhodo DY Holdings makes money primarily by delivering advertising and marketing services through its consolidated agency and marketing-related subsidiaries. Key revenue streams typically include: (1) Integrated marketing/agency fees: income ear...
Hakuhodo Dy Holdings Financial Statement Overview
Summary
Income Statement
56
Neutral
Balance Sheet
70
Positive
Cash Flow
62
Positive
| Breakdown | TTM | Mar 2026 | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 922.77B | 861.00B | 953.32B | 946.78B | 991.14B | 895.08B |
| Gross Profit | 384.23B | 395.78B | 387.01B | 381.55B | 390.53B | 376.63B |
| EBITDA | 55.41B | 63.82B | 58.99B | 78.40B | 84.42B | 114.71B |
| Net Income | 8.63B | 16.77B | 10.77B | 24.92B | 31.01B | 55.18B |
Balance Sheet | ||||||
| Total Assets | 878.22B | 1.08T | 1.05T | 1.04T | 1.03T | 1.05T |
| Cash, Cash Equivalents and Short-Term Investments | 144.32B | 245.64B | 222.48B | 196.03B | 179.41B | 212.52B |
| Total Debt | 125.27B | 125.48B | 126.82B | 154.55B | 127.73B | 129.18B |
| Total Liabilities | 483.19B | 678.61B | 636.51B | 625.81B | 636.60B | 665.60B |
| Stockholders Equity | 382.87B | 389.13B | 390.38B | 385.16B | 364.12B | 358.08B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 64.97B | 78.57B | 3.15B | 31.03B | 15.81B |
| Operating Cash Flow | 0.00 | 68.36B | 82.45B | 9.88B | 38.03B | 20.85B |
| Investing Cash Flow | 0.00 | -13.81B | -12.97B | 7.00B | -32.69B | -11.19B |
| Financing Cash Flow | 0.00 | -30.94B | -46.41B | 431.00M | -28.95B | -8.80B |
Hakuhodo Dy Holdings Technical Analysis
Negative
1200.50
Price Trends
1107.48
Negative
1096.16
Negative
1121.68
Negative
Market Momentum
-6.19
Positive
39.48
Neutral
10.38
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2433, the sentiment is Negative. The current price of 1200.5 is above the 20-day moving average (MA) of 1130.80, above the 50-day MA of 1107.48, and above the 200-day MA of 1121.68, indicating a bearish trend. The MACD of -6.19 indicates Positive momentum. The RSI at 39.48 is Neutral, neither overbought nor oversold. The STOCH value of 10.38 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:2433.
Hakuhodo Dy Holdings Peers Comparison
UnderperformOutperform
Sector (60)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
80 Outperform | ¥9.21B | 10.19 | ― | 1.24% | 17.06% | 45.91% | |
76 Outperform | ¥95.61B | 20.47 | ― | 7.03% | 7.05% | 29.76% | |
67 Neutral | ¥67.70B | 20.71 | ― | 2.51% | 0.95% | -18.56% | |
64 Neutral | ¥787.85B | -2.68 | -59.21% | 4.19% | 1.69% | -53.40% | |
63 Neutral | ¥406.75B | 24.04 | 3.96% | 2.75% | -9.68% | 57.71% | |
60 Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% | |
58 Neutral | ¥655.61B | 15.55 | 18.07% | 1.27% | 14.19% | 96.77% |
* Communication Services Sector Average
JP:2433
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Hakuhodo Dy Holdings Corporate Events
Hakuhodo DY Holdings Bets on Digital and Overseas Growth as FY2026 Profitability Strengthens
May 26, 2026
Hakuhodo DY Holdings outlined its FY2026 outlook, projecting around mid-3% annual growth in Japan’s advertising market and mid-8% growth overseas, while building in some caution for Middle East–related risks, particularly in ASEAN. The...
Hakuhodo DY Sets Medium-Term Plan to Transform into Creativity Platform
May 26, 2026
Hakuhodo DY Holdings has outlined progress on its medium-term business plan, running through the fiscal year ending March 2027, aimed at transforming the group from a conventional advertising conglomerate into a creativity platform centered on sei...
Hakuhodo DY Misses Revenue, Beats Profit Forecasts on Cost Controls and Restructuring
May 12, 2026
Hakuhodo DY Holdings reported that revenue for the fiscal year ended March 31, 2026, fell short of its earlier forecast, mainly due to changes in the scope of consolidation after transferring certain subsidiaries and weaker-than-expected demand in...
Hakuhodo DY Holdings Boosts Profit Despite Revenue Decline and Maintains Dividend
May 12, 2026
Hakuhodo DY Holdings reported a 9.7% decline in revenue to ¥861.0 billion for the year ended March 31, 2026, but improved profitability with operating profit up 18.9% and profit attributable to owners of parent surging 55.8% to ¥16.8 bil...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.