Hakuhodo DY Holdings (HKUOY) Fair Value & Analysis
Communication Services · US · Market cap $2.6B
Hakuhodo DY Holdings
HKUOY · US
Fair value as of: Aug 13, 2026
From 22 valuation models · updated yesterday
Fair value updated Aug 13, 2026, revised from $13.51 to $26.03 (+92.7%) since Jul 16, 2026. Share price +4.1% over the past month.
A solid business, screening 68% undervalued on our models.
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)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.
How to read this chart
60‑month range $12.41 – $31.38 · fair‑value band $19.55 – $32.51 · the $15.45 price screens below the $26.03 fair value. Dashed = 300-day average. As of Aug 13, 2026.
Analysis
Hakuhodo DY Holdings (HKUOY) currently trades at $15.45, while our model-based Fair Value estimate is $26.03, implying the stock looks roughly 68.5% undervalued today. The Quality Score stands at 66/100 (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, Hakuhodo DY Holdings 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 13, 2026
Our scenario range runs from $19.55 (bear case) to $32.51 (bull case); at $15.45, 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 3% below its 52-week high and 24% 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 68%, HKUOY 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 DCF ($54.85) versus Earnings-Based ($9.83). Highest evidence: Growth DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 65 · Market factors (momentum, volatility) 49
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
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 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.
of which total revenue −2.7 pp · buybacks/dilution +0.2 pp
Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).
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Peer Group
Advertising Agencies · 199 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 Advertising Agencies 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 Advertising Agencies stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| AppLovin Corporation APP | $303.76 | $252.45 | -17% |
| Publicis Groupe S.A PUB | €99.98 | €146.36 | +46% |
| Omnicom Group OMC | $85.51 | $99.84 | +17% |
| Focus Media Information Technology Co 002027 | ¥5.29 | ¥5.71 | +8% |
| The Trade Desk, Inc TTD | $13.49 | $29.07 | +115% |
| JCDecaux SE DEC | €24.00 | €20.99 | -13% |
| Easy Click Worldwide Network Technology Co 301171 | ¥37.40 | ¥5.62 | -85% |
| Mobvista Inc 1860 | HK$11.04 | HK$6.43 | -42% |
| Affle 3i Limited AFFLE | ₹1,643 | ₹611.48 | -63% |
| Guangdong Advertising Group 002400 | ¥7.33 | ¥1.14 | -84% |
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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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