Annuncio • Dec 20
Capcom Co., Ltd. to Report Q3, 2026 Results on Jan 27, 2026 Capcom Co., Ltd. announced that they will report Q3, 2026 results on Jan 27, 2026 Annuncio • Dec 12
Capcom Co., Ltd.'s All-New IP PRAGMATA to Launch on April 24, 2026 Capcom Co., Ltd. announced that sci-fi action-adventure game PRAGMATA, a completely new IP, is scheduled for release on April 24, 2026. PRAGMATA is a new type of sci-fi action-ad venture game mixing puzzle and action elements. In the game, which takes place on the moon in a near-future world, the spacesuit-clad Hugh and android girl Diana cooperate whilefighting their way back to Earth. By bringing the title to Nintendo Switch™? 2 in addition to PlayStation®?5 system, Xbox Series X|S and PC, Capcom looks to further advance its multi-platform strategy and expand its user base. Moreover, a playable demo of the game will be released first on PC starting December 12, to further convey the appeal of the title. The company hopes that players look forward to PRAGMATA, which has already garnered acclaim for its playable demos at global events, including Tokyo Game Show 2025, one of the largest game shows. Capcom remains firmly committed to satisfying the expectations of all users by leveraging its industry leading game development capabilities in order to create highly entertaining gameplay experiences. Annuncio • Oct 29
Capcom Co., Ltd. Announces Dividend for the Second Quarter-End of the Fiscal Year Ending March 31, 2026, Payable on November 17, 2025 Capcom Co., Ltd. announced dividend of JPY 20.00 per share for the second quarter-end of the fiscal year ending March 31, 2026 against JPY 18.00 per share paid a year ago. Scheduled date to commence dividend payments is November 17, 2025. Annuncio • Oct 03
Capcom Co., Ltd. to Report Q2, 2026 Results on Oct 29, 2025 Capcom Co., Ltd. announced that they will report Q2, 2026 results on Oct 29, 2025 Annuncio • Sep 16
Capcom Co., Ltd.'s Resident Evil Requiem Coming to Nintendo Switch 2 on February 27, 2026 Capcom Co., Ltd. announced that Resident Evil Requiem, the latest title in the Resident Evil series scheduled for release on February 27, 2026, for PlayStation®?5 system, Xbox Series X|S, and PC, will also be released for Nintendo Switch™? 2 at launch. In addition, Resident Evil 7 biohazard and Resident Evil Village, two other titles in the series, will also be released for Switch 2 on the same date. Resident Evil Requiem Key Art: Resident Evil Requiem is a survival horror game that serves as the ninth main installment in the series. The title is being developed using RE ENGINE, Capcom's proprietary game engine, and leverages Capcom's extensive development experience cultivated over numerous hit titles. Also, at Gamescom 2025, Europe's largest gaming trade show held in Germany in August, the title already garnered significant acclaim prior to its release, capturing four awards at the Gamescom Awards 2025. By bringing the latest installment of this popular series to Nintendo Switch 2, Capcom will further advance its multi-platform strategy and aim to expand its user base. Annuncio • Jul 01
Capcom Co., Ltd. to Report Q1, 2026 Results on Jul 30, 2025 Capcom Co., Ltd. announced that they will report Q1, 2026 results on Jul 30, 2025 Annuncio • Jun 10
Capcom's Resident Evil Requiem, the Latest Title in the Series, Set to Release on February 27, 2026 Capcom Co., Ltd. announced that Resident Evil Requiem, the latest title in the Resident Evil series, is scheduled for release on February 27, 2026. Resident Evil Requiem is a survival horror game that serves as the ninth main installment in the series. The title is being developed using RE ENGINE, Capcom's proprietary game engine, and leverages Capcom's extensive development expertise cultivated through numerous hit titles. The graphical fidelity has undergone a significant evolution in particular, delivering visuals with cinematic realism that vividly convey characters emotions and offer an unprecedented level of immersion. The company is developing the title steadily to meet the high expectations of both long-time series' fans and the global gaming audience. Further details regarding the title will be announced in the future. Annuncio • Jun 05
Capcom Co., Ltd. Announces PRAGMATA to Launch in 2026 Capcom Co., Ltd. announced that PRAGMATA, a highly anticipated all-new IP, is scheduled for release in 2026. PRAGMATA is a sci-fi action-adventure game that takes place on the moon in a near-future world. In the game, two compelling protagonists--the spacesuit-clad Hugh and android girl Diana--weave their way through an adventure that features a uniquely-thrilling, strategic gameplay experience. In addition to its existing franchises, Capcom allocates dedicated resources to the creation of all-new IP, and is developing PRAGMATA with the aim of establishing it as a new brand. The company plans to announce more information about the game's content and release date in the future. Annuncio • May 13
Capcom Co., Ltd., Annual General Meeting, Jun 20, 2025 Capcom Co., Ltd., Annual General Meeting, Jun 20, 2025. Annuncio • Apr 04
Capcom's Street Fighter 6 and Kunitsu-Gami: Path of the Goddess Coming to Nintendo Switch 2 on June 5 Capcom Co., Ltd. announced that Street Fighter 6 and Kunitsu-Gami: Path of the Goddess for Nintendo SwitchTM 2, Nintendo Co., Ltd.'s newest hardware, will both be released alongside it on June 5. Street Fighter 6 represents a new generation of fighting games that can be enjoyed by a wide array of players, with controller input options tailored to both beginners and seasoned players alike, and improved audio accessibility settings to supplement the gameplay experience. Official esports tournament initiatives such as the Capcom Pro Tour and the Street Fighter League have also brought the title significant attention, and the series has surpassed cumulative sales of over 56 million units. There are dedicated modes and features for the Nintendo Switch 2, such as a new mode that utilizes the Joy-Con's gyro functionality, as well as a local battle mode allowing players to enjoy thrilling matches anytime, anywhere, with anyone. Kunitsu-Gami: path of the Goddess is a unique Japanese-inspired, single player Kagura Action Strategy game. The game takes place on a mountain covered by defilement where players assume the role of the protagonist, Soh. During the day, players purify the villages and prepare for sundown. During the night, players protect the maiden against the hordes of the Seethe. The title has been nominated for many game awards and received critical acclaim from both domestic and international media and fans for its originality and high level of craftsmanship. This version supports mouse controls, allowing players to enjoy more intuitive controls, and adds the additional content Other Other Other Other Other Other Otherworldly Venture where players can experience the action and strategy from a new perspective. Annuncio • Mar 29
Capcom Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025 Capcom Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025 Annuncio • Dec 24
Capcom Co., Ltd. to Report Q3, 2025 Results on Jan 29, 2025 Capcom Co., Ltd. announced that they will report Q3, 2025 results on Jan 29, 2025 Declared Dividend • Nov 17
First half dividend of JP¥18.00 announced Shareholders will receive a dividend of JP¥18.00. Ex-date: 28th March 2025 Payment date: 23rd June 2025 Dividend yield will be 85%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (74% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 55% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Buy Or Sell Opportunity • Nov 04
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 5.4% to €18.46. The fair value is estimated to be €15.23, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 16% per annum over the same time period. Reported Earnings • Oct 30
Second quarter 2025 earnings released: EPS: JP¥12.67 (vs JP¥17.03 in 2Q 2024) Second quarter 2025 results: EPS: JP¥12.67 (down from JP¥17.03 in 2Q 2024). Revenue: JP¥26.8b (down 14% from 2Q 2024). Net income: JP¥5.30b (down 26% from 2Q 2024). Profit margin: 20% (down from 23% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth. Annuncio • Oct 01
Capcom Co., Ltd. to Report Q2, 2025 Results on Oct 29, 2024 Capcom Co., Ltd. announced that they will report Q2, 2025 results on Oct 29, 2024 Upcoming Dividend • Sep 20
Upcoming dividend of JP¥18.00 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 15 November 2024. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (1.9%). Buy Or Sell Opportunity • Aug 07
Now 23% overvalued after recent price rise Over the last 90 days, the stock has risen 13% to €17.51. The fair value is estimated to be €14.24, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings are also forecast to grow by 14% per annum over the same time period. Reported Earnings • Jul 31
First quarter 2025 earnings released: EPS: JP¥23.85 (vs JP¥43.43 in 1Q 2024) First quarter 2025 results: EPS: JP¥23.85 (down from JP¥43.43 in 1Q 2024). Revenue: JP¥29.6b (down 33% from 1Q 2024). Net income: JP¥9.98b (down 45% from 1Q 2024). Profit margin: 34% (down from 41% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 17% per year. Declared Dividend • Jul 11
Final dividend of JP¥18.00 announced Shareholders will receive a dividend of JP¥18.00. Ex-date: 27th September 2024 Payment date: 15th November 2024 Dividend yield will be 100%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Annuncio • Jul 02
Capcom Co., Ltd. to Report Q1, 2025 Results on Jul 29, 2024 Capcom Co., Ltd. announced that they will report Q1, 2025 results on Jul 29, 2024 Reported Earnings • Jun 26
Full year 2024 earnings released: EPS: JP¥207 (vs JP¥87.36 in FY 2023) Full year 2024 results: EPS: JP¥207 (up from JP¥87.36 in FY 2023). Revenue: JP¥152.4b (up 21% from FY 2023). Net income: JP¥43.4b (up 18% from FY 2023). Profit margin: 28% (in line with FY 2023). Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth. Annuncio • May 11
Capcom Co., Ltd., Annual General Meeting, Jun 20, 2024 Capcom Co., Ltd., Annual General Meeting, Jun 20, 2024. Reported Earnings • May 10
Full year 2024 earnings released: EPS: JP¥207 (vs JP¥87.36 in FY 2023) Full year 2024 results: EPS: JP¥207 (up from JP¥87.36 in FY 2023). Revenue: JP¥152.4b (up 21% from FY 2023). Net income: JP¥43.4b (up 18% from FY 2023). Profit margin: 28% (in line with FY 2023). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Annuncio • Apr 02
Capcom Co., Ltd. to Report Fiscal Year 2024 Results on May 09, 2024 Capcom Co., Ltd. announced that they will report fiscal year 2024 results on May 09, 2024 New Risk • Mar 27
New minor risk - Dividend sustainability The dividend is not well covered by cash flows. Cash payout ratio: 91% Dividend yield: 1.8% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (32% accrual ratio). Minor Risk Dividend is not well covered by cash flows (91% cash payout ratio). Upcoming Dividend • Mar 21
Upcoming dividend of JP¥38.00 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 21 June 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (1.7%). Buy Or Sell Opportunity • Feb 14
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 13% to €35.42. The fair value is estimated to be €29.13, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 6.2% per annum. Earnings are also forecast to grow by 6.8% per annum over the same time period. Reported Earnings • Feb 02
Third quarter 2024 earnings released: EPS: JP¥44.71 (vs JP¥35.71 in 3Q 2023) Third quarter 2024 results: EPS: JP¥44.71 (up from JP¥35.71 in 3Q 2023). Revenue: JP¥31.2b (up 2.1% from 3Q 2023). Net income: JP¥9.35b (up 25% from 3Q 2023). Profit margin: 30% (up from 24% in 3Q 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Annuncio • Dec 24
Capcom Co., Ltd. to Report Q3, 2024 Results on Jan 31, 2024 Capcom Co., Ltd. announced that they will report Q3, 2024 results on Jan 31, 2024 Annuncio • Dec 08
Capcom Announces Monster Hunter Wilds! Capcom Co., Ltd. announced that Monster Hunter Wilds, the next game in the critically acclaimed Monster Hunter series, is scheduled for release in 2025. Monster Hunter Wilds is the latest title in the series and the first all-new mainline entry since Monster Hunter Rise was released in 2021. Monster Hunter Wilds is scheduled for release in 2025 and is being developed with the aim of delivering an experience that satisfies both long-time fans of the series and newcomers as well. Capcom remains firmly committed to satisfying the expectations of all stakeholders by leveraging its industry-leading game development capabilities in order to create highly entertaining gameplay experiences. The Monster Hunter series consists of hunting action games that pit players against giant monsters in beautiful natural environments. Beginning with the first title in 2004, the series established a new genre of video games in which players work together with friends to hunt ferocious monsters. The Monster Hunter series has since grown into a global phenomenon with cumulative sales exceeding 95 million units as of September 30, 2023. Annuncio • Nov 29
Capcom Reveals Dragon's Dogma 2 Scheduled to Launch March 22, 2024 Capcom Co., Ltd. announced that Dragon's Dogma 2, the latest game in the Dragon's Dogma series, is scheduled to be released on March 22, 2024. With the launch of Dragon's Dogma 2, Capcom closes out a stellar year of major title releases for its 2023 fiscal year. Dragon's Dogma 2 is a single player, narrative driven action-RPG and the latest title in the Dragon's Dogmaseries. The game features intricately crafted, gorgeous visuals powered by Capcom's proprietary RE ENGINE that elevate its unique gameplay experience to provide a truly immersive fantasy world sure to delight both newcomers as well as long-time fans of the series. Dragon's Dogma 2 are currently in development and aims to deliver an experience that satisfies both newcomers as well as long -time fans. Further, excitement for the title was exemplified at Tokyo Game Show 2023, held in September 2023, where the game was selected for an award in the Future Division, which recognizes the most anticipated upcoming titles during the show. Capcom remains firmly committed to satisfying the expectations of all stakeholders by leveraging its game development capabilities in order to create highly entertaining gameplay experiences. Reported Earnings • Oct 28
Second quarter 2024 earnings released: EPS: JP¥34.07 (vs JP¥34.09 in 2Q 2023) Second quarter 2024 results: EPS: JP¥34.07 (down from JP¥34.09 in 2Q 2023). Revenue: JP¥31.1b (up 30% from 2Q 2023). Net income: JP¥7.12b (flat on 2Q 2023). Profit margin: 23% (down from 30% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Annuncio • Sep 26
Capcom Co., Ltd. to Report Q2, 2024 Results on Oct 26, 2023 Capcom Co., Ltd. announced that they will report Q2, 2024 results on Oct 26, 2023 Upcoming Dividend • Sep 21
Upcoming dividend of JP¥27.00 per share at 1.0% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 15 November 2023. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (1.8%). Annuncio • Sep 14
Capcom Co., Ltd. Announces Monster Hunter Now Launches Worldwide on Mobile Capcom Co., Ltd. announced that Monster Hunter Now, a new mobile game (for iOS/Android) in the Monster Hunter series, launched worldwide on September 14, 2023. Monster Hunter Now is a new mobile game in the Monster Hunter series that offers players an approachable hunting experience that can be enjoyed as part of everyday life and is being developed and distributed by Niantic, a company that boasts expertise in cutting-edge fields such as location-based technology and augmented reality. In the game, players take on the role of hunters and embark on an adventure during which they hunt vividly lifelike monsters that appear in the real world. This new game blends the appeal of the Monster Hunter series with Niantic’s development technology, with features that allow players to team up with others for hunts, or to hunt monsters that were encountered while the app was closed later in their spare time. Anticipation for the game is high, with applicants for the closed beta test far exceeding the available slots, and the number of preregistered players now over 3 million people. Capcom will continue to work with Niantic on the game’s ongoing development to provide the fun of Monster Hunter to an even broader audience around the world. Capcom is committed to delivering further growth while aiming to create new business opportunities and maximize the value of its game content. The company will also continue to utilize its leading brands in the growing worldwide mobile games market. The Monster Hunter series consists of hunting action games that pit players against giant monsters in beautiful natural environments. The series established a new genre in which players cooperate with their friends via a network and has since grown into a global phenomenon with cumulative sales of the series exceeding 94 million units shipped as of June 30, 2023. New Risk • Jul 28
New major risk - Earnings quality The company has a high level of non-cash earnings. Accrual ratio: 20% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company. Annuncio • Jul 27
Capcom Co., Ltd. (TSE:9697) acquired Swordcanes Studio Co., Ltd. Capcom Co., Ltd. (TSE:9697) acquired Swordcanes Studio Co., Ltd. on July 26, 2023.Capcom Co., Ltd. (TSE:9697) completed the acquisition of Swordcanes Studio Co., Ltd. on July 26, 2023. Reported Earnings • Jul 27
First quarter 2024 earnings released: EPS: JP¥86.86 (vs JP¥42.19 in 1Q 2023) First quarter 2024 results: EPS: JP¥86.86 (up from JP¥42.19 in 1Q 2023). Revenue: JP¥43.9b (up 74% from 1Q 2023). Net income: JP¥18.2b (up 102% from 1Q 2023). Profit margin: 41% (up from 36% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth. Annuncio • Jul 14
Capcom Co., Ltd. Releases its New Game Exoprimal Capcom Co., Ltd. announced that its new game Exoprimal released on 14 July 2023. Exoprimal is an online, team-based action game that pits humanity's cutting-edge exosuit technology against history's most ferocious beasts – dinosaurs. Based on feedback from the Open Beta, developers have also added an option to set a PvE-only final mission for each match where victory is determined by completing tasks as quickly as possible instead of direct combat with other players. Watch Tokoyami Towa, Shishiro Botan, Takane Lui, Usada Pekora, and Yukihana Lamy have massive fun together fighting off dinosaur swarms! Make sure to check it out on the Vtubers' respective channels. Members from the Monster Hunter series dev team, including Producer Ryozo Tsujimoto and Director Kaname Fujioka, take a crack at the 10-player co-op mission! Additionally, Exoprimal's game director Takuro Hiraoka and Exoprimal's producer Kazunori Inoue, both long-time dev members of several Monster Hunter series entries, are also joining the team for this special video. Discover how their work on Monster Hunter inspires the exhilarating action-packed gameplay in Exoprimal. Platforms: Xbox Game Pass /Xbox Series X|S /Xbox One /Windows /PlayStation®5 /PlayStation®4 /Steam®. Annuncio • Jun 27
Capcom Co., Ltd. to Report Q1, 2024 Results on Jul 26, 2023 Capcom Co., Ltd. announced that they will report Q1, 2024 results on Jul 26, 2023 Reported Earnings • Jun 25
Full year 2023 earnings released: EPS: JP¥175 (vs JP¥152 in FY 2022) Full year 2023 results: EPS: JP¥175 (up from JP¥152 in FY 2022). Revenue: JP¥125.9b (up 14% from FY 2022). Net income: JP¥36.7b (up 13% from FY 2022). Profit margin: 29% (in line with FY 2022). Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth. Annuncio • May 13
Capcom Co., Ltd., Annual General Meeting, Jun 20, 2023 Capcom Co., Ltd., Annual General Meeting, Jun 20, 2023. Reported Earnings • May 12
Full year 2023 earnings released: EPS: JP¥175 (vs JP¥152 in FY 2022) Full year 2023 results: EPS: JP¥175 (up from JP¥152 in FY 2022). Revenue: JP¥125.9b (up 14% from FY 2022). Net income: JP¥36.7b (up 13% from FY 2022). Profit margin: 29% (in line with FY 2022). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥23.00 per share at 1.0% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 37% and the cash payout ratio is 94%. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (1.8%). Reported Earnings • Jan 31
Third quarter 2023 earnings released: EPS: JP¥35.71 (vs JP¥21.03 in 3Q 2022) Third quarter 2023 results: EPS: JP¥35.71 (up from JP¥21.03 in 3Q 2022). Revenue: JP¥30.6b (up 69% from 3Q 2022). Net income: JP¥7.47b (up 66% from 3Q 2022). Profit margin: 24% (in line with 3Q 2022). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth. Annuncio • Dec 24
Capcom Co., Ltd. to Report Q3, 2023 Results on Jan 30, 2023 Capcom Co., Ltd. announced that they will report Q3, 2023 results on Jan 30, 2023 Valuation Update With 7 Day Price Move • Nov 02
Investor sentiment improved over the past week After last week's 16% share price gain to €28.98, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 15x in the Entertainment industry in Europe. Total returns to shareholders of 190% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €23.96 per share. Reported Earnings • Oct 27
Second quarter 2023 earnings released: EPS: JP¥34.09 (vs JP¥22.85 in 2Q 2022) Second quarter 2023 results: EPS: JP¥34.09 (up from JP¥22.85 in 2Q 2022). Revenue: JP¥23.8b (up 11% from 2Q 2022). Net income: JP¥7.14b (up 46% from 2Q 2022). Profit margin: 30% (up from 23% in 2Q 2022). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥23.00 per share Eligible shareholders must have bought the stock before 29 September 2022. Payment date: 14 November 2022. Payout ratio is a comfortable 41% but the company is paying out more than the cash it is generating. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (2.2%). Reported Earnings • Jul 27
First quarter 2023 earnings released: EPS: JP¥42.19 (vs JP¥81.22 in 1Q 2022) First quarter 2023 results: EPS: JP¥42.19 (down from JP¥81.22 in 1Q 2022). Revenue: JP¥25.2b (down 48% from 1Q 2022). Net income: JP¥9.01b (down 48% from 1Q 2022). Profit margin: 36% (in line with 1Q 2022). Over the next year, revenue is forecast to grow 44%, compared to a 131% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Jul 07
Investor sentiment improved over the past week After last week's 15% share price gain to €26.42, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 15x in the Entertainment industry in Europe. Total returns to shareholders of 199% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €20.83 per share. Reported Earnings • May 13
Full year 2022 earnings released: EPS: JP¥152 (vs JP¥117 in FY 2021) Full year 2022 results: EPS: JP¥152 (up from JP¥117 in FY 2021). Revenue: JP¥110.1b (up 16% from FY 2021). Net income: JP¥32.6b (up 31% from FY 2021). Profit margin: 30% (up from 26% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 11%, compared to a 180% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth. Annuncio • May 13
Capcom Co., Ltd., Annual General Meeting, Jun 23, 2022 Capcom Co., Ltd., Annual General Meeting, Jun 23, 2022. Board Change • Apr 27
Less than half of directors are independent Following the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. External Independent Director Wataru Kotani was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Annuncio • Apr 06
Capcom Co., Ltd. to Report Fiscal Year 2022 Results on May 11, 2022 Capcom Co., Ltd. announced that they will report fiscal year 2022 results on May 11, 2022 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥18.00 per share Eligible shareholders must have bought the stock before 30 March 2022. Payment date: 23 June 2022. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (1.7%). Buying Opportunity • Mar 16
Now 21% undervalued The stock has been flat over the last 90 days. The fair value is estimated to be JP¥26.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.9% per annum over the last 3 years. Earnings per share has grown by 36% per annum over the last 3 years. Buying Opportunity • Feb 23
Now 22% undervalued after recent price drop Over the last 90 days, the stock is down 10%. The fair value is estimated to be JP¥26.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.9% per annum over the last 3 years. Earnings per share has grown by 36% per annum over the last 3 years. Reported Earnings • Jan 28
Third quarter 2022 earnings: EPS in line with expectations, revenues disappoint Third quarter 2022 results: EPS: JP¥21.03 (down from JP¥21.22 in 3Q 2021). Revenue: JP¥18.2b (down 20% from 3Q 2021). Net income: JP¥4.49b (flat on 3Q 2021). Profit margin: 25% (up from 20% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 13%. Over the next year, revenue is expected to shrink by 3.2% compared to a 343% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth. Reported Earnings • Oct 29
Second quarter 2022 earnings released: EPS JP¥22.85 (vs JP¥24.25 in 2Q 2021) The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥21.6b (up 18% from 2Q 2021). Net income: JP¥4.88b (down 5.8% from 2Q 2021). Profit margin: 23% (down from 28% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 33% per year whereas the company’s share price has increased by 38% per year. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥18.00 per share Eligible shareholders must have bought the stock before 29 September 2021. Payment date: 13 November 2021. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (2.8%). Valuation Update With 7 Day Price Move • Sep 14
Investor sentiment improved over the past week After last week's 15% share price gain to €26.46, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 28x in the Entertainment industry in Europe. Total returns to shareholders of 160% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €26.59 per share. Reported Earnings • Jul 31
First quarter 2022 earnings released: EPS JP¥81.22 (vs JP¥36.60 in 1Q 2021) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥48.4b (up 104% from 1Q 2021). Net income: JP¥17.3b (up 122% from 1Q 2021). Profit margin: 36% (up from 33% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 28% per year whereas the company’s share price has increased by 27% per year. Reported Earnings • Jun 27
Full year 2021 earnings released The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥95.3b (up 17% from FY 2020). Net income: JP¥24.9b (up 56% from FY 2020). Profit margin: 26% (up from 20% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • May 13
Full year 2021 earnings released: EPS JP¥233 (vs JP¥74.70 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥95.3b (up 17% from FY 2020). Net income: JP¥24.9b (up 56% from FY 2020). Profit margin: 26% (up from 20% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 37% per year and the company’s share price has also increased by 37% per year. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥35.00 per share Eligible shareholders must have bought the stock before 30 March 2021. Payment date: 18 June 2021. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (1.9%). Reported Earnings • Jan 30
Third quarter 2021 earnings released: EPS JP¥42.44 (vs JP¥30.15 in 3Q 2020) The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: JP¥22.8b (up 46% from 3Q 2020). Net income: JP¥4.53b (up 41% from 3Q 2020). Profit margin: 20% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth. Analyst Estimate Surprise Post Earnings • Jan 30
Revenue beats expectations Revenue exceeded analyst estimates by 6.5%. Over the next year, revenue is forecast to grow 14%, compared to a 3.2% growth forecast for the Entertainment industry in Germany. Is New 90 Day High Low • Jan 15
New 90-day high: €54.90 The company is up 11% from its price of €49.59 on 16 October 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Entertainment industry, which is up 28% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €27.24 per share. Annuncio • Dec 24
Capcom Co., Ltd. to Report Q3, 2021 Results on Jan 28, 2021 Capcom Co., Ltd. announced that they will report Q3, 2021 results on Jan 28, 2021 Is New 90 Day High Low • Dec 12
New 90-day high: €52.60 The company is up 24% from its price of €42.28 on 11 September 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Entertainment industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €25.91 per share. Valuation Update With 7 Day Price Move • Nov 12
Market pulls back on stock over the past week After last week's 16% share price decline to JP¥40.95, the stock is trading at a trailing P/E ratio of 29x, down from the previous P/E ratio of 34.5x. This compares to an average P/E of 32x in the Entertainment industry in Europe. Total returns to shareholders over the past three years are 267%. Analyst Estimate Surprise Post Earnings • Nov 01
Semi-annual earnings released: Revenue beats expectations Semi-annual revenue exceeded analyst estimates by 4.5% at JP¥42.1b. Revenue is forecast to grow 14% over the next year, compared to a 32% decline forecast for the Entertainment industry in Germany. Reported Earnings • Nov 01
First half earnings released Over the last 12 months the company has reported total profits of JP¥19.1b, up 23% from the prior year. Total revenue was JP¥86.4b over the last 12 months, down 8.1% from the prior year. Annuncio • Oct 27
Capcom Announces Management Appointments Capcom announced that Tracey Varnell joins as Executive Director within Capco Digital, based in Austin, TX. Tracey has 20 years’ experience in the design space solving the digital challenges facing financial services firms. She has accelerated the formation of design organizations, led product redesign efforts at scale, and spearheaded multiple product development initiatives to enhance user engagement. Harbir Brarjoins as an Executive Director within the Cybersecurity practice, based in New York. Harbir’s two decades of experience developing and managing security practices spans strategic consulting, risk management, cyber defense, infrastructure/cloud security, identity and access management, application security, incident response, and managed security services. Ben Burrows joins as a Managing Principal within Capco Digital. Based in Chicago, Ben brings more than 15 years’ experience supporting Fortune 500 clients around digital strategy, digital customer experiences and the streamlining of digital marketing operations. Doug Sieg also joins the Capco Digital team in Chicago as a Managing Principal. Doug has more than 18 years’ experience working with Fortune 500 and federal agency clients to define customer-focused strategies and implement transformative digital solutions. Annuncio • Oct 04
Capcom Co., Ltd. to Report Q2, 2021 Results on Oct 29, 2020 Capcom Co., Ltd. announced that they will report Q2, 2021 results on Oct 29, 2020 Is New 90 Day High Low • Oct 02
New 90-day high: €49.31 The company is up 52% from its price of €32.53 on 03 July 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Entertainment industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €25.15 per share. Annuncio • Jun 29
Capcom Co., Ltd. to Report Q1, 2021 Results on Aug 03, 2020 Capcom Co., Ltd. announced that they will report Q1, 2021 results on Aug 03, 2020