Hakuhodo Dy Holdings (2433) AI Stock Analysis

• Market Cap: $379.04B
• Dividend Yield: 2.86%
• Average Volume (3M): 741.73K
• Price to Earnings (P/E): 12.4
• Beta (1Y): 0.66
• Revenue Growth: -2.48%
• EPS Growth: 458.59%
• Country: JP
• Employees: 28,894
• Sector: Communication Services
• Sector Strength: 79
• Industry: Advertising Agencies
• EPS (TTM): 83.03
• Shares Outstanding: 389,559,450
• 10 Day Avg. Volume: 780,590
• 30 Day Avg. Volume: 741,726
• PEG Ratio: 0.03
• Price to Book (P/B): N/A
• Price to Sales (P/S): N/A
• Price to Cash Flow (P/CF): N/A
• P/FCF Ratio: N/A
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: $1,155.70
• Price Target Upside: 10.54% Upside
• Rating Consensus: Hold
• Number of Analyst Covering: 2

Hakuhodo Dy Holdings has a moderate overall stock score due to operational efficiency and a strong balance sheet, which are offset by challenges in revenue growth and cash flow generation. Technical indicators suggest weak momentum, while the stock's valuation is reasonable with an attractive dividend yield. The absence of significant earnings call data or corporate events keeps the focus on these fundamental and technical factors.

Hakuhodo Dy Holdings Business Overview & Revenue Model

Company Description

Hakuhodo DY Holdings Inc. is a leading advertising and communications company based in Japan. The company operates in sectors including advertising, media representation, and marketing services, offering a wide range of creative solutions to its clients. Its core services encompass integrated marketing communications, media buying, and strategic consulting. As one of the largest advertising agencies in Japan, Hakuhodo DY Holdings is known for its innovative approach to branding and marketing, leveraging data and insights to drive impactful campaigns.

How the Company Makes Money

Hakuhodo DY Holdings makes money primarily through its comprehensive advertising and marketing services. The company's revenue model is centered around providing integrated marketing solutions that include creative development, media planning and buying, digital marketing, and strategic consulting. Key revenue streams include fees from advertising campaigns, commissions on media placements, and consulting fees for strategic marketing services. Additionally, the company benefits from significant partnerships with media outlets and digital platforms, which enhance its media buying capabilities and provide competitive pricing advantages. The firm's ability to leverage data analytics and consumer insights further contributes to its revenue by delivering targeted and effective marketing strategies to clients across various industries.

Hakuhodo Dy Holdings Financial Statement Overview

Summary

Income Statement

Balance Sheet

Cash Flow

Breakdown
TTM	Mar 2024	Mar 2023	Mar 2022	Mar 2021	Mar 2020
Income Statement		Total Revenue
959.98B	946.78B	991.14B	895.08B	1.30T	1.47T
	Gross Profit
398.02B	394.18B	403.56B	387.09B	313.22B	332.50B
	EBIT
41.31B	34.29B	55.41B	71.64B	45.03B	55.13B
	EBITDA
68.18B	78.40B	79.95B	90.98B	60.38B	69.57B
	Net Income Common Stockholders
30.48B	24.92B	31.01B	55.18B	26.48B	44.89B
Balance Sheet		Cash, Cash Equivalents and Short-Term Investments
77.89B	196.03B	179.41B	212.52B	212.39B	189.41B
	Total Assets
456.31B	1.04T	1.03T	1.05T	941.10B	859.89B
	Total Debt
2.13B	151.15B	124.27B	126.41B	116.41B	110.52B
	Net Debt
-72.74B	-33.38B	-38.71B	-57.57B	-62.90B	-56.05B
	Total Liabilities
247.51B	625.82B	636.60B	665.60B	578.97B	543.74B
	Stockholders Equity
201.02B	385.16B	364.12B	358.08B	330.67B	289.42B
Cash Flow		Free Cash Flow
24.38B	-7.08B	20.13B	10.40B	25.44B	14.83B
	Operating Cash Flow
28.59B	9.88B	38.03B	20.85B	36.21B	27.37B
	Investing Cash Flow
19.40B	6.33B	-32.79B	-11.29B	-9.83B	3.37B
	Financing Cash Flow
-39.19B	1.10B	-28.84B	-8.70B	-12.77B	-19.43B

Hakuhodo Dy Holdings Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 1045.50
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Negative
• RSI: Neutral
• STOCH: Negative

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 1045.5 is below the 20-day moving average (MA) of 1058.42, below the 50-day MA of 1068.19, and below the 200-day MA of 1142.93, indicating a bearish trend. The MACD of -11.75 indicates Negative momentum. The RSI at 43.87 is Neutral, neither overbought nor oversold. The STOCH value of 81.91 is Negative, 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

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
2432	65 Neutral	$383.64B	21.13	8.31%	1.15%	8.46%	―
4751	65 Neutral	¥593.81B	27.26	14.49%	1.45%	9.13%	120.85%
2389	65 Neutral	¥19.79B	17.36		4.90%	-0.67%	465.30%
4848	63 Neutral	¥54.80B	10.08		3.92%	-0.61%	-5.35%
2433	59 Neutral	$379.04B	12.43	8.14%	2.86%	-2.48%	458.59%
Sector *	58 Neutral	$13.15B	6.73	-2.46%	3.87%	2.36%	-36.74%
4324	50 Neutral	$748.58B	―	-24.24%	4.94%	8.20%	-1728.50%

Hakuhodo Dy Holdings Corporate Events

Hakuhodo DY Holdings Q3 FY2024 Financial Results and Strategic Adjustments

Hakuhodo DY Holdings reported smooth progress in its full-year plan despite facing challenges such as declining profitability in BPO projects and the Fuji TV scandal. The company is adapting by shifting marketing activities to other media and focusing on cost controls. Internationally, the company is experiencing growth in Asia, particularly in India, Vietnam, the Philippines, and Thailand, while facing difficulties in China and North America. The company is investing in technology and AI to improve operational efficiency, and is managing personnel expenses through restructuring and controlled incentives. The collaboration with NTT Data is focused on the commerce business domain, and the company is advancing its digitalization efforts to maintain its competitive advantage in the advertising market.

Hakuhodo DY Holdings Announces Leadership Change

Hakuhodo DY Holdings Inc. announced a change in its leadership, with Masanori Nishioka set to become the new Representative Director effective April 1, 2025. This strategic leadership transition, pending approval at the upcoming Annual General Meeting, is expected to impact the company’s operational strategies and stakeholder relations.

Hakuhodo Inc. Announces Leadership Changes to Enhance Industry Position

Hakuhodo DY Holdings Inc. has announced significant leadership changes within its wholly owned subsidiary, Hakuhodo Inc., effective April 1, 2025. Kenji Nagura will assume the role of Representative Director and President, signaling a strategic leadership shift aimed at enhancing the company’s competitive position in the advertising industry.

Leadership Transition at Hakuhodo DY Holdings to Drive Strategic Growth

Hakuhodo DY Holdings Inc. has announced a significant leadership change with Yasuo Nishiyama set to become the new Representative Director, President & COO. This transition, effective June 2025, is aimed at restructuring the organization to enhance operations and drive future business initiatives, reflecting the company’s strategic focus on next-generation business development.

Hakuhodo DY Holdings Reports Growth in Q3 FY2024 Amid Market Recovery

Hakuhodo DY Holdings reported a positive financial performance in Q3 FY2024, with increased billings and revenue driven by a recovering Japanese advertising market and strategic business development aligned with its medium-term plan. Despite a challenging environment in North America and China, the company saw substantial growth in operating income and ordinary income, showing resilience and effective cost controls, although net income remained low, largely due to extraordinary losses.