DeNA Co., Ltd.

TSE:2432 Lagerbericht

Marktkapitalisierung: JP¥272.5b

DeNA Management

Management Kriterienprüfungen 3/4

DeNA CEO ist Shingo Okamura , ernannt in Apr 2021, hat eine Amtszeit von 5.08 Jahren. Die jährliche Gesamtvergütung beträgt ¥102.00M , bestehend aus 49% Gehalt und 51% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.002% der Aktien des Unternehmens, im Wert von ¥4.96M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 4.7 Jahre bzw. 4.3 Jahre.

Wichtige Informationen

Shingo Okamura

Geschäftsführender

JP¥102.0m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts49.02%
Amtszeit als Geschäftsführer5.1yrs
Eigentum des Geschäftsführers0.002%
Durchschnittliche Amtszeit des Managements4.7yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder4.3yrs

Jüngste Management Updates

Recent updates

2432: Large Buyback And Higher Dividend Will Support Future Shareholder Confidence

Analysts have kept their ¥2,902.5 price target for DeNA essentially unchanged, reflecting only very small tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News The Board of Directors authorized a share repurchase program on February 27, 2026, allowing DeNA to buy back up to 25,000,000 shares (22.42% of shares outstanding) for up to ¥50,000 million, with the program running until February 26, 2027 (Board resolution and buyback announcement).

2432: Large Buyback And Higher Dividend Will Support Future Shareholder Confidence

Analysts have maintained their ¥2,902.5 price target for DeNA, noting only minor adjustments to the discount rate and P/E assumptions, which leave their overall view on the stock essentially unchanged. What's in the News The Board of Directors authorized a share repurchase program on February 27, 2026, allowing DeNA to buy back up to 25,000,000 shares, or 22.42% of shares outstanding, for up to ¥50,000 million.

2432: Large Share Repurchase Plan Will Support Future Shareholder Confidence

Analysts now see DeNA's fair value holding at ¥2,902.5, with a slightly higher implied future P/E of 19.95 reflecting small tweaks to the discount rate, revenue growth expectations, and profit margin assumptions. What's in the News Board meeting on February 27, 2026 to consider a resolution on repurchasing the company's own shares under Article 156 of the Companies Act (Key Developments).

2432: Share Repurchases And Higher Dividend Policy Will Support Future Confidence

Analysts have reaffirmed their ¥2,902.5 price target for DeNA, citing broadly unchanged assumptions around fair value, revenue growth, profit margins, and forward P/E, with only a modest adjustment to the discount rate. What's in the News Board meeting scheduled for February 27, 2026 to consider a resolution on repurchasing the company’s own shares under Article 156 of the Companies Act, indicating active discussion of capital allocation options (Board Meeting).

2432: Dividend Policy Shift And Higher Payout Will Support Future Confidence

Analysts have kept their DeNA price target broadly steady at about ¥2,900, reflecting only marginal tweaks to the discount rate, revenue growth expectations, profit margin assumptions, and future P/E inputs rather than a major shift in their view. What's in the News Board meeting scheduled for Feb 5, 2026, to discuss a change in the basic dividend policy and a revision to the dividend forecast, with the agenda referring to a dividend increase (Key Developments).

Shareholders Will Be Pleased With The Quality of DeNA's (TSE:2432) Earnings

Feb 12
Shareholders Will Be Pleased With The Quality of DeNA's (TSE:2432) Earnings

2432: Potential Dividend Policy Shift Will Support Confidence At Fair Valuation

Analysts have nudged their price target on DeNA slightly higher to ¥2,902.50, reflecting updated assumptions around discount rates, revenue trends and profit margins, along with a modestly revised future P/E multiple. What's in the News DeNA has scheduled a board meeting for Feb 5, 2026, to discuss a change in its basic dividend policy and a revision to its dividend forecast that indicates a potential dividend increase (Key Developments).

DeNA (TSE:2432) Will Pay A Larger Dividend Than Last Year At ¥66.00

Feb 08
DeNA (TSE:2432) Will Pay A Larger Dividend Than Last Year At ¥66.00

2432: Future Fund Commitment Will Support Confidence Despite Weaker Revenue Outlook

Analysts have kept their fair value estimate for DeNA steady at ¥2,902.5 per share. The slight adjustment in the discount rate and forward P/E assumptions reflects updated views on the company’s risk profile and earnings multiple rather than a change in the headline price target.

2432: Future Partnership Commitment Will Support Confidence Despite Softer Revenue Outlook

Narrative Update on DeNA Analysts have trimmed their price target for DeNA from ¥3,214 to about ¥2,902, citing softer revenue growth and slightly lower projected profit margins. These factors are partly offset by a modestly lower discount rate and a higher assumed future P/E multiple.

DeNA Co., Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Nov 13
DeNA Co., Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Risks To Shareholder Returns Are Elevated At These Prices For DeNA Co., Ltd. (TSE:2432)

Oct 23
Risks To Shareholder Returns Are Elevated At These Prices For DeNA Co., Ltd. (TSE:2432)

Digital Gaming And Healthcare Will Define Future Markets

With both the discount rate and future P/E ratio essentially unchanged, analysts have maintained DeNA's consensus price target at ¥3214. What's in the News DeNA provided earnings guidance for fiscal year ending March 31, 2026, expecting revenue of JPY 146,000 million to JPY 154,000 million and operating profit of JPY 20,000 million to JPY 25,000 million.
User avatar

Digital Gaming And Healthcare Will Define Future Markets

Strong performance in gaming and sports, with diversified revenue streams and enhanced user engagement, supports stable and growing earnings.
User avatar

Digital Gaming And Healthcare Will Define Future Markets

Strong performance in gaming and sports, with diversified revenue streams and enhanced user engagement, supports stable and growing earnings.

These 4 Measures Indicate That DeNA (TSE:2432) Is Using Debt Reasonably Well

Jul 23
These 4 Measures Indicate That DeNA (TSE:2432) Is Using Debt Reasonably Well

DeNA's (TSE:2432) Returns On Capital Are Heading Higher

Jun 18
DeNA's (TSE:2432) Returns On Capital Are Heading Higher

DeNA Co., Ltd.'s (TSE:2432) 26% Share Price Plunge Could Signal Some Risk

May 28
DeNA Co., Ltd.'s (TSE:2432) 26% Share Price Plunge Could Signal Some Risk

Is DeNA Co., Ltd. (TSE:2432) Trading At A 34% Discount?

Apr 04
Is DeNA Co., Ltd. (TSE:2432) Trading At A 34% Discount?

DeNA (TSE:2432) Shareholders Will Want The ROCE Trajectory To Continue

Mar 19
DeNA (TSE:2432) Shareholders Will Want The ROCE Trajectory To Continue

Does DeNA (TSE:2432) Have A Healthy Balance Sheet?

Mar 03
Does DeNA (TSE:2432) Have A Healthy Balance Sheet?

Solid Earnings Reflect DeNA's (TSE:2432) Strength As A Business

Feb 14
Solid Earnings Reflect DeNA's (TSE:2432) Strength As A Business

What DeNA Co., Ltd.'s (TSE:2432) 38% Share Price Gain Is Not Telling You

Feb 10
What DeNA Co., Ltd.'s (TSE:2432) 38% Share Price Gain Is Not Telling You

What DeNA Co., Ltd.'s (TSE:2432) 26% Share Price Gain Is Not Telling You

Dec 27
What DeNA Co., Ltd.'s (TSE:2432) 26% Share Price Gain Is Not Telling You

There's Reason For Concern Over DeNA Co., Ltd.'s (TSE:2432) Massive 38% Price Jump

Nov 12
There's Reason For Concern Over DeNA Co., Ltd.'s (TSE:2432) Massive 38% Price Jump

DeNA Co., Ltd. Just Missed Earnings; Here's What Analysts Are Forecasting Now

Nov 11
DeNA Co., Ltd. Just Missed Earnings; Here's What Analysts Are Forecasting Now

What DeNA Co., Ltd.'s (TSE:2432) 31% Share Price Gain Is Not Telling You

Sep 04
What DeNA Co., Ltd.'s (TSE:2432) 31% Share Price Gain Is Not Telling You

DeNA's (TSE:2432) Returns On Capital Tell Us There Is Reason To Feel Uneasy

Jul 24
DeNA's (TSE:2432) Returns On Capital Tell Us There Is Reason To Feel Uneasy

Getting In Cheap On DeNA Co., Ltd. (TSE:2432) Is Unlikely

Jun 06
Getting In Cheap On DeNA Co., Ltd. (TSE:2432) Is Unlikely

DeNA Co., Ltd. (TSE:2432) Just Released Its Yearly Earnings: Here's What Analysts Think

May 10
DeNA Co., Ltd. (TSE:2432) Just Released Its Yearly Earnings: Here's What Analysts Think

Is DeNA (TSE:2432) Using Too Much Debt?

Apr 28
Is DeNA (TSE:2432) Using Too Much Debt?

DeNA Co., Ltd.'s (TSE:2432) Share Price Matching Investor Opinion

Feb 29
DeNA Co., Ltd.'s (TSE:2432) Share Price Matching Investor Opinion

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Shingo Okamura im Vergleich zu den Einnahmen von DeNA verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Dec 31 2025n/an/a

JP¥25b

Sep 30 2025n/an/a

JP¥44b

Jun 30 2025n/an/a

JP¥32b

Mar 31 2025JP¥102mJP¥50m

JP¥24b

Vergütung im Vergleich zum Markt: ShingoDie Gesamtvergütung ($USD648.62K) liegt im Durchschnitt der Unternehmen ähnlicher Größe auf dem Markt JP ($USD852.78K).

Entschädigung vs. Einkommen: Unzureichende Daten, um die Vergütung von Shingo mit der Unternehmensleistung zu vergleichen.


Geschäftsführer

Shingo Okamura (55 yo)

5.1yrs
Amtszeit
JP¥102,000,000
Vergütung

Mr. Shingo Okamura serves as Director at DeNA Co., Ltd. since 2019 and has been its President and Chief Executive Officer since April 01, 2021 and served as its Chief Operating Officer since 2019 until Apr...


Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
Shingo Okamura
President5.1yrsJP¥102.00m0.0018%
¥ 5.0m
Tomoko Namba
Founder & Executive Chairman27.2yrskeine Daten18.46%
¥ 50.3b
Inamura Nahoko
Head of the Enterprise Compliance & Risk Management Officeno datakeine Datenkeine Daten
Ryu Orikasa
Head of the Legal Affairs Division2.3yrskeine Datenkeine Daten
Megumi Uchino
Head of the Corporate Communication Management Division - Corporate Unit4.1yrskeine Datenkeine Daten
Keita Sugawara
Head of the Human Resources Unit6.3yrskeine Datenkeine Daten
Takeshi Matsui
Head of the Business Development Office4.1yrskeine Datenkeine Daten
Keigo Watanabe
Executive Officerno datakeine Daten0.024%
¥ 65.7m
Masahide Tsushima
Head of the Sports & Smart City Business Unit8.8yrskeine Datenkeine Daten
Sho Segawa
Head of the Healthcare Business Unit4.3yrskeine Datenkeine Daten
Shinya Masuda
Head of the Live Community Business Unit1.3yrskeine Datenkeine Daten
Daewoo Choi
Deputy Head of the Entertainment Business Development Unit & Executive Officer6.3yrskeine Datenkeine Daten
4.7yrs
Durchschnittliche Betriebszugehörigkeit
55yo
Durchschnittliches Alter

Erfahrenes Management: 2432Das Führungsteam des Unternehmens gilt als erfahren (4.7 Jahre durchschnittliche Betriebszugehörigkeit).


Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
Shingo Okamura
President7.3yrsJP¥102.00m0.0018%
¥ 5.0m
Tomoko Namba
Founder & Executive Chairman27.2yrskeine Daten18.46%
¥ 50.3b
Keigo Watanabe
Executive Officerno datakeine Daten0.024%
¥ 65.7m
Kimura Yota
Representative Director & President4.1yrskeine Datenkeine Daten
Tomoyuki Namatame
Representative Director & President of Nippontect Systems Co.1.3yrskeine Datenkeine Daten
Hiroyasu Asami
Standing Corporate Auditorless than a yearkeine Datenkeine Daten
Nobuko Inaba
Outside Corporate Auditor4.3yrskeine Datenkeine Daten
Atsuko Sato
Outside Corporate Auditor4.3yrskeine Datenkeine Daten
Haruo Miyagi
Independent Outside Director4.9yrskeine Datenkeine Daten
Masaya Kubota
Independent Outside Director1.9yrskeine Datenkeine Daten
Hirohiko Imura
Outside Corporate Auditor4.3yrskeine Datenkeine Daten
Tetsuo Kitani
Independent Outside Directorless than a yearkeine Datenkeine Daten
4.3yrs
Durchschnittliche Betriebszugehörigkeit
59yo
Durchschnittliches Alter

Erfahrener Vorstand: 2432Die Vorstandsmitglieder gelten als erfahren (4.3 Jahre durchschnittliche Amtszeit).


Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/01 14:59
Aktienkurs zum Tagesende2026/05/01 00:00
Gewinne2025/12/31
Jährliche Einnahmen2025/03/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

DeNA Co., Ltd. wird von 23 Analysten beobachtet. 5 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Keiichi YoneshimaBarclays
Michael HickeyBenchmark Company
Hiroyasu EguchiBofA Global Research