DeNA Co., Ltd.

TSE:2432 Rapport sur les actions

Capitalisation boursière : JP¥281.7b

DeNA Croissance future

Future contrôle des critères 0/6

Le chiffre d'affaires et le bénéfice de DeNA devraient diminuer respectivement de 0.5% et de 0.7% par an. Le BPA devrait diminuer de 0.3% par an. Le rendement des capitaux propres devrait être de 6.8% dans 3 ans.

Informations clés

-0.7%

Taux de croissance des bénéfices

-0.28%

Taux de croissance du BPA

Entertainment croissance des bénéfices6.6%
Taux de croissance des recettes-0.5%
Rendement futur des capitaux propres6.81%
Couverture par les analystes

Low

Dernière mise à jour12 May 2026

Mises à jour récentes de la croissance future

Article d’analyse May 15

Earnings Miss: DeNA Co., Ltd. Missed EPS By 27% And Analysts Are Revising Their Forecasts

As you might know, DeNA Co., Ltd. ( TSE:2432 ) last week released its latest yearly, and things did not turn out so...
Article d’analyse Nov 13

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

DeNA Co., Ltd. ( TSE:2432 ) investors will be delighted, with the company turning in some strong numbers with its...

Recent updates

Article d’analyse May 15

Earnings Miss: DeNA Co., Ltd. Missed EPS By 27% And Analysts Are Revising Their Forecasts

As you might know, DeNA Co., Ltd. ( TSE:2432 ) last week released its latest yearly, and things did not turn out so...
Mise à jour du récit May 10

2432: Large Share Buyback And Stable Outlook Will Support Future Confidence

Analysts have maintained the DeNA price target at ¥2,902.5. Modest adjustments to the discount rate and long-term P/E assumptions support this unchanged view. What's in the News The board meeting on February 27, 2026 considered a resolution to repurchase the company’s own shares under Article 156 of the Companies Act (Key Developments).
Mise à jour du récit Apr 26

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).
Mise à jour du récit Apr 11

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.
Mise à jour du récit Mar 28

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).
Mise à jour du récit Mar 11

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).
Mise à jour du récit Feb 25

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).
Article d’analyse Feb 12

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

DeNA Co., Ltd. ( TSE:2432 ) just reported healthy earnings but the stock price didn't move much. We think that...
Mise à jour du récit Feb 11

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).
Article d’analyse Feb 08

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

DeNA Co., Ltd.'s ( TSE:2432 ) dividend will be increasing from last year's payment of the same period to ¥66.00 on 23rd...
Mise à jour du récit Jan 27

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.
Mise à jour du récit Jan 12

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.
Article d’analyse Nov 13

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

DeNA Co., Ltd. ( TSE:2432 ) investors will be delighted, with the company turning in some strong numbers with its...
Article d’analyse Oct 23

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

It's not a stretch to say that DeNA Co., Ltd.'s ( TSE:2432 ) price-to-sales (or "P/S") ratio of 1.6x right now seems...
Mise à jour du récit Sep 06

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.
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Nouveau récit Aug 01

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.
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Nouveau récit Aug 01

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.
Article d’analyse Jul 23

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

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Article d’analyse Jun 18

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

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Article d’analyse May 28

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

The DeNA Co., Ltd. ( TSE:2432 ) share price has fared very poorly over the last month, falling by a substantial 26...
Article d’analyse Apr 04

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

Key Insights Using the 2 Stage Free Cash Flow to Equity, DeNA fair value estimate is JP¥5,222 DeNA's JP¥3,436 share...
Article d’analyse Mar 19

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

To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
Article d’analyse Mar 03

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

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Article d’analyse Feb 14

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

When companies post strong earnings, the stock generally performs well, just like DeNA Co., Ltd.'s ( TSE:2432 ) stock...
Article d’analyse Feb 10

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

DeNA Co., Ltd. ( TSE:2432 ) shares have continued their recent momentum with a 38% gain in the last month alone. The...
Article d’analyse Dec 27

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

DeNA Co., Ltd. ( TSE:2432 ) shares have continued their recent momentum with a 26% gain in the last month alone. The...
Article d’analyse Nov 12

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

Despite an already strong run, DeNA Co., Ltd. ( TSE:2432 ) shares have been powering on, with a gain of 38% in the last...
Article d’analyse Nov 11

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

It's been a pretty great week for DeNA Co., Ltd. ( TSE:2432 ) shareholders, with its shares surging 15% to JP¥2,104 in...
Article d’analyse Sep 04

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

DeNA Co., Ltd. ( TSE:2432 ) shares have had a really impressive month, gaining 31% after a shaky period beforehand...
Article d’analyse Jul 24

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

When we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...
Article d’analyse Jun 06

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

With a median price-to-sales (or "P/S") ratio of close to 1.2x in the Entertainment industry in Japan, you could be...
Article d’analyse May 10

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

Last week saw the newest full-year earnings release from DeNA Co., Ltd. ( TSE:2432 ), an important milestone in the...
Article d’analyse Apr 28

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

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Article d’analyse Feb 29

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

There wouldn't be many who think DeNA Co., Ltd.'s ( TSE:2432 ) price-to-sales (or "P/S") ratio of 1.2x is worth a...

Prévisions de croissance des bénéfices et des revenus

TSE:2432 - Estimations futures des analystes et données financières antérieures (JPY Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
3/31/2029148,48718,6959,25328,1802
3/31/2028144,16519,82213,42332,1224
3/31/2027154,60022,59117,25331,8224
3/31/2026147,70019,04818,77133,431N/A
12/31/2025161,72225,25936,62350,853N/A
9/30/2025176,88644,22127,83839,405N/A
6/30/2025171,74232,34427,76638,856N/A
3/31/2025163,99724,19328,58138,999N/A
12/31/2024149,31118,3065,02713,105N/A
9/30/2024131,848-33,085128,225N/A
6/30/2024134,565-30,269-10,578224N/A
3/31/2024136,733-28,682-21,394-10,839N/A
12/31/2023137,668-29,663-19,329-8,728N/A
9/30/2023138,8385,169-16,063-5,803N/A
6/30/2023136,2916,352-6,4501,418N/A
3/31/2023134,9148,8573,22710,808N/A
12/31/2022133,13311,1536,64613,470N/A
9/30/2022134,00618,93811,30117,750N/A
6/30/2022131,58723,2219,48515,813N/A
3/31/2022130,86830,53211,94218,375N/A
12/31/2021133,17730,35916,01422,326N/A
9/30/2021136,26029,16020,95927,463N/A
6/30/2021140,98430,18325,47431,600N/A
3/31/2021136,97125,63020,69429,967N/A
12/31/2020133,14922,95013,55822,978N/A
9/30/2020124,933-34,8116,58518,044N/A
6/30/2020120,045-41,711-3,23311,884N/A
3/31/2020121,387-49,166-1,31512,946N/A
12/31/2019120,632-45,477N/A15,248N/A
9/30/2019121,1517,842N/A19,376N/A
6/30/2019121,5839,925N/A22,789N/A
3/31/2019124,11612,709N/A22,979N/A
12/31/2018127,9048,212N/A27,534N/A
9/30/2018134,29122,301N/A27,401N/A
6/30/2018136,85122,890N/A33,547N/A
3/31/2018139,39022,981N/A37,672N/A
12/31/2017141,21824,799N/A37,923N/A
9/30/2017140,60729,943N/A31,937N/A
6/30/2017141,97730,980N/A28,614N/A
3/31/2017143,80630,826N/A22,682N/A
12/31/2016143,72431,767N/A23,292N/A
9/30/2016145,35615,777N/A25,096N/A
6/30/2016144,27214,444N/A25,157N/A
3/31/2016143,70911,325N/A26,707N/A
12/31/2015144,84910,791N/A15,695N/A
9/30/2015145,45912,476N/A21,114N/A
6/30/2015144,32113,230N/A24,432N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: Les bénéfices de 2432 devraient diminuer au cours des 3 prochaines années ( -0.7% par an).

Bénéfices vs marché: Les bénéfices de 2432 devraient diminuer au cours des 3 prochaines années ( -0.7% par an).

Croissance élevée des bénéfices: Les bénéfices de 2432 devraient baisser au cours des trois prochaines années.

Chiffre d'affaires vs marché: Les revenus de 2432 devraient diminuer au cours des 3 prochaines années ( -0.5% par an).

Croissance élevée des revenus: Les revenus de 2432 devraient diminuer au cours des 3 prochaines années ( -0.5% par an).


Prévisions de croissance du bénéfice par action


Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de 2432 devrait être faible dans 3 ans ( 6.8 %).


Découvrir les entreprises en croissance

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/22 08:16
Cours de l'action en fin de journée2026/05/22 00:00
Les revenus2026/03/31
Revenus annuels2026/03/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

DeNA Co., Ltd. est couverte par 23 analystes. 4 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Keiichi YoneshimaBarclays
Michael HickeyBenchmark Company
Hiroyasu EguchiBofA Global Research