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9697: Profit Margins Will Improve Amidst New Game Launches And Dividend Hike

Update shared on 06 Nov 2025

Fair value Decreased 0.44%
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AnalystConsensusTarget's Fair Value
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1Y
25.8%
7D
0.9%

Capcom's analyst price target was modestly reduced from ¥4,641.25 to ¥4,620.63 as analysts cite slightly slower projected revenue growth, with this being offset in part by improved profit margin expectations.

What's in the News

  • Capcom announces dividend increase to JPY 20.00 per share for the fiscal second quarter ending March 31, 2026, scheduled for payment starting November 17, 2025 (Key Developments).
  • Beard Papa's collaborates with Capcom for a Monster Hunter Wilds co-promotion from October 10 to 31, 2025, offering themed desserts, exclusive in-game rewards, and limited edition merchandise at select U.S. locations (Key Developments).
  • Resident Evil Requiem, along with Resident Evil 7 biohazard and Resident Evil Village, will launch for Nintendo Switch 2 on February 27, 2026, as Capcom expands its multi-platform portfolio. Resident Evil Requiem has already won four Gamescom Awards 2025 (Key Developments).
  • "Assassin's Creed Shadows" surpasses Capcom's Monster Hunter Wilds in 2025 European new game sales, as per TGB data (Periodicals).

Valuation Changes

  • Consensus Analyst Price Target decreased modestly from ¥4,641.25 to ¥4,620.63.
  • Discount Rate increased slightly from 7.01% to 7.09%.
  • Revenue Growth projection fell from 6.58% to 5.21%.
  • Net Profit Margin expectation improved from 31.75% to 32.14%.
  • Future P/E ratio declined from 33.34x to 32.60x.

Disclaimer

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