EN DE

Hakuhodo DY Holdings Inc ADR (HKUOY) Fair Value & Analysis

Communication Services · US · Market cap $2.6B · ISIN US4053281055

What is Hakuhodo DY Holdings Inc ADR really worth?

HD Hakuhodo DY Holdings Inc ADR logo Hakuhodo DY Holdings Inc ADR HKUOY · US
Price from Aug 28, 2026$17.35
Fair Value$26.03
Upside+50.0%
Quality66/100

A solid business, trading 33% below our fair value of $26.03.

Watch Hakuhodo DY Holdings Inc ADR for free, get notified when fair value or trend changes. Plus fair value for all 35,000+ stocks, 14 days of Pro free, no card. Watch for free

Strengths

Low debt · generates free cash flow
Ranks above peers (9/12)

Risks

!Weak Growth (revenue 5y −6.8 %/yr)
!Thin margins · 2.0% net margin
!Narrow moat 32/100
!Evidence only medium, so the estimate is less certain
!Weak on past: 17 out of 100

For context

·2.95% dividend yield
Evidence: Medium Range $19.55 – $32.51

Fair value as of: Aug 18, 2026

From 22 valuation models · updated 17 days ago

Share price +17.0% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • The price is below even our cautious bear case ($19.55). The market is more pessimistic than our downside scenario.
  • Solid quality (66/100) at a price below fair value, the discount is the argument here, not the business quality.

Price vs Fair Value (5 years)

$31.38 $12.41 Fair Value $26.03 Jul 2015 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 18, 2026.

How to read this chart

60‑month range $12.41 – $31.38 · fair‑value band $19.55 – $32.51 · the $17.35 price screens below the $26.03 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). 1 fiscal year is left out: there the valuation rested on only a fraction of the usual models. Dashed = 300-day average. As of Aug 18, 2026.

Full chart & analysis →

Which stocks are undervalued right now? Check free Discover now →

Analysis

Hakuhodo DY Holdings Inc ADR (HKUOY) currently trades at $17.35, while our model-based Fair Value estimate is $26.03, implying the stock looks roughly 33.3% undervalued today. The Quality Score stands at 66/100 (solid quality), in the Communication Services sector. Bull case: the Growth DCF group reads highest at a median of $54.85 per share, and 21 of the 22 models we run sit above the $17.35 price. Bear case: the Earnings-Based group reads lowest at $9.83, and 1 of the 22 models stay below the price. Evidence for this calculation is medium.

Over the trailing twelve months, Hakuhodo DY Holdings Inc ADR generated revenue of $861B at a net margin of 2.0%. Revenue declined 9.6% year over year. It earns a return on equity of 4.3%. The balance sheet holds a net cash position of $114B. Fundamentals as of Aug 18, 2026

Our scenario range runs from $19.55 (bear case) to $32.51 (bull case); at $17.35, 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 near its 52-week high and 40% above its 52-week low, currently above its 200-day average. For context, the median of 10 Communication Services peers we cover trades at −13% fair-value upside, at 50%, HKUOY screens cheaper than that median.

Fair Value models

This estimate rests on fiscal year 2026 figures, and about 5 months have passed since. In that time the company retained roughly $0.2452 per share, which is 0.9 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced 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. Every input is real reported data, nothing guessed.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
FCF DCF best evidence $50.81 $66.33 $94.19 81
Growth DCF $52.60 $67.56 $92.33 79
Owner Earnings $33.13 $42.19 $58.44 77
All 22 models by family
DCF Models
FCF DCF best evidence $50.81 $66.33 $94.19 81
Owner Earnings $33.13 $42.19 $58.44 77
5Y Revenue Exit $41.11 $53.82 $72.25 74
5Y EBITDA Exit $47.90 $65.57 $88.99 76
5Y P/E Exit $35.35 $43.85 $54.12 72
10Y Revenue Exit $44.02 $53.68 $63.81 68
10Y EBITDA Exit $48.77 $60.78 $73.41 70
10Y P/E Exit $41.32 $47.65 $53.41 65
Earnings-Based
Graham-Dodd $8.05 $9.83 $11.06 67
EPV $24.13 $26.62 $28.77 74
Multiples
P/E Multiple $19.52 $26.03 $32.54 63
P/S Multiple $15.09 $20.11 $25.14 58
P/B Multiple $15.09 $20.11 $25.14 55
EV/EBIT $46.19 $58.79 $71.40 66
EV/EBITDA $52.30 $66.94 $81.59 67
EV/Revenue $37.05 $49.34 $61.63 54
Asset-Based
NCAV (Graham) $13.00 $17.42 $26.00 54
Growth DCF
Growth DCF $52.60 $67.56 $92.33 79
Rev-Margin DCF $41.11 $54.85 $71.93 74
Economic Profit
Residual Income $19.37 $19.28 $17.61 71
ROIC Compounder $24.13 $26.71 $29.57 72
Growth Earnings
Growth-Adj P/E $13.76 $19.66 $25.56 67

Widest divergence: Growth DCF ($54.85) versus Earnings-Based ($9.83). Highest evidence: FCF DCF (81).

Notify me when HKUOY reaches fair value

Put HKUOY on your watchlist. We get in touch as soon as price and fair value meet or the trend turns.

Set up alert →

Free, no payment details. Unsubscribe anytime in one click.

Key figures & financial health

P/E ratio 30.2
P/S ratio 0.59 P/E × margin
EPS (TTM) $0.5700 price ÷ EPS = P/E 30.2
Dividend yield 3.0% payout 89.8%
Net margin 1.9% FY2026
Return on equity 4.3% TTM
More key figures
Profitability
Return on assets (EBIT) 4.7% avg 5y
Operating margin 6.1% TTM
Growth
Revenue (TTM) $861B TTM
Revenue growth (YoY) −9.6% 3y avg −2.7%
EPS growth (YoY) −37.7%
Balance sheet & cash flow
Free cash flow $68.9B FY2026
Net cash $114B FY2026

Figures from reported company fundamentals · as of Aug 18, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 66/100

Of which business quality 65 · Market factors (momentum, volatility) 58

Profitability 41
Margins and returns on capital today
Quality Growth 47
Are margins and returns improving?
Cashflow 70
Earnings quality: real cash, not paper profit
Fin. Strength 67
Balance sheet, leverage, solvency risk
Investment 93
Disciplined investing over empire-building
Low Volatility 50
Calm price path (market factor)
Momentum 55
Price trend over the last 3–12 months (market factor)
52W Momentum 74
Distance to the 52-week high (market factor)
Net Issuance 90
Buybacks instead of dilution

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.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

Hakuhodo DY Holdings Inc. provides advertising and marketing services in Japan and internationally. The company offers support in the area of digital marketing, software, media production and operation, and digital transformation.

Full company description

Hakuhodo DY Holdings Inc. provides advertising and marketing services in Japan and internationally. The company offers support in the area of digital marketing, software, media production and operation, and digital transformation. It also provides brand building services; and specializes in business development in the entertainment field, including animated programs and live events. The company was incorporated in 2003 and is headquartered in Tokyo, Japan.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Hakuhodo DY Holdings Inc ADR reported revenue of $913B in FY2026 versus $895B in FY2022, a compound +0.5%/yr. Reported net income was $17.8B in FY2026, compounding −24.7%/yr from FY2022.

Growth Quality 40/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2026)
$913B
Latest YoY
−4.2%
Avg. revenue growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−2.7%
Avg. revenue growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−6.8%
Avg. revenue growth/yr (21Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−0.8%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
−13.6% (−16.5 + 3.0)
Revenue +0.5%/yr
FY22 $895B
FY23 $991B
FY24 $947B
FY25 $953B
FY26 $913B
Net income −24.7%/yr
FY22 $55.2B
FY23 $31.0B
FY24 $24.9B
FY25 $10.8B
FY26 $17.8B
Character of growth · EPS growth decomposed (2015-2026) −3.4 % p.a.
Revenue per share −2.5 %

of which total revenue −2.7 % · buybacks/dilution +0.2 %

EBIT margin +1.9 %
Tax rate −3.0 %
Residual (interest, one-offs) +0.3 %

Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).

Watch HKUOY: get an alert when its fair value changes →

Share or link this analysis
𝕏 Post WhatsApp LinkedIn Reddit
For bloggers & editors: embed code + live data

For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.

Cite: Fair Value Calculator (2026). "Hakuhodo DY Holdings Inc ADR Fair Value". https://www.fairvalue-calculator.com/stock/HKUOY

Peer Group

Advertising Agencies · 195 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.

Quality Score 66 · Top 25%
Fair Value upside +50% · Top 25%
Return on equity (TTM) 4% · Above median
Return on assets 3% · Above median
Net margin (TTM) 2% · Above median
Operating margin (TTM) 6% · Above median
Revenue growth −10% · Below median
Dividend yield (TTM) 3.0% · Above median
Debt / equity 0.29× · Higher than median

Valuation Multiples vs Advertising Agencies median · lower = cheaper

P/E (TTM) 30.2× · Pricier than median
P/FCF 0.0× · Cheaper than 75% of peers
PEG 0.82× · Cheaper than median

Strength profile in five axes (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.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE100 · sector 25
FUTURE0 · sector 6
PAST17 · sector 6
HEALTH85 · sector 99
DIVIDEND59 · sector 56

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

Similar stocks

10 more Advertising Agencies stocks, each showing price versus our Fair Value estimate (as of Aug 18, 2026).

Stock Price Fair Value vs Fair Value
AppLovin Corporation APP $317.76 $252.45 −21%
Publicis Groupe S.A PUB €101.65 €146.36 +44%
Omnicom Group OMC $86.09 $99.84 +16%
Focus Media Information Technology Co 002027 ¥4.97 ¥5.71 +15%
The Trade Desk, Inc TTD $13.57 $29.07 +114%
BlueFocus Intelligent Communications Group 300058 ¥13.37 ¥1.44 −89%
JCDecaux SE DEC €24.00 €20.99 −13%
WPP plc WPP $26.87 $19.05 −29%
Easy Click Worldwide Network Technology Co 301171 ¥37.40 ¥5.62 −85%
Magnite, Inc MGNI $24.53 $12.18 −50%

Compare Hakuhodo DY Holdings Inc ADR with another stock

Price, fair value, quality and upside side by side.

Free, no sign-up

Explore undervalued stocks

More undervalued Communication Services stocks →

All undervalued stocks TechnologyFinancial ServicesHealthcareConsumer CyclicalConsumer DefensiveCommunication ServicesIndustrialsEnergyBasic MaterialsReal EstateUtilities Deeply Undervalued StocksUndervalued Blue-Chip StocksUndervalued Small-Cap StocksUndervalued Dividend Stocks

Try a ready-made strategy

Pick a strategy and jump into the live analysis with that exact screen applied.

🥇 Backtested Best 🏆 Big Names ⭐ Top Rated 💎 Quality on Sale 🚀 Profitable Growth 🧊 Quality Compounders 💵 Dividend Stars 📈 Strong Momentum 📉 Fallen Angels ⚖️ Deeply Undervalued 🔍 Small-Cap Gems 🏰 Moat at a Fair Price 💼 Insider Buying 🎩 Buffett-Style Quality 📚 Peter Lynch GARP 🧮 Greenblatt Magic Formula 🛡️ Graham Defensive

Discover tools

Stock screener Filter by region, size and sector Compare tool Two stocks side by side Extrinsic Value Calculator (Options) Splits an option premium into intrinsic and extrinsic (time) value. Peter Lynch Fair Value Formula & Calculator Apply Peter Lynch's fair value formula in seconds: fair P/E ≈ earnings growth (+ dividend) - free, with formula and example.

Frequently asked questions

Is Hakuhodo DY Holdings Inc ADR (HKUOY) overvalued or undervalued?
As of Aug 18, 2026, our model estimates a fair value of $26.03 versus the last price from Aug 28, 2026 of $17.35, about +50% upside (undervalued).
What is the fair value of HKUOY?
Our model-based fair value for Hakuhodo DY Holdings Inc ADR is $26.03 (as of Aug 18, 2026), built from audited fundamentals. Last price (from Aug 28, 2026): $17.35.
What is the quality score of HKUOY?
Hakuhodo DY Holdings Inc ADR has a Quality Score of 66/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Hakuhodo DY Holdings Inc ADR (HKUOY)?
Hakuhodo DY Holdings Inc ADR reported trailing-twelve-month revenue of about $861B (latest available figure, as of Aug 18, 2026).
What is the net profit margin of HKUOY?
The net profit margin of Hakuhodo DY Holdings Inc ADR is about 2.0%, meaning it keeps roughly 2.0% of revenue as net income. Based on the latest reported figures.
Does Hakuhodo DY Holdings Inc ADR pay a dividend?
Hakuhodo DY Holdings Inc ADR currently shows a dividend yield of about 2.95% relative to its recent price (as of Aug 18, 2026).
Free · no account needed

Watch Hakuhodo DY Holdings Inc ADR in the live analysis

One click puts Hakuhodo DY Holdings Inc ADR on your watchlist: fair value and trend at a glance, plus comparison, the diversification check and the 35,000+ stock screener. You can also try 14 days of Pro there, no card.

Watch for free →

Zero risk: nothing is ever charged. Your watchlist is yours, with or without an account.