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DeNA Co., Ltd.TSE:2432 Rapporto sulle azioni

Cap. di mercato JP¥282.3b
Prezzo delle azioni
JP¥2.67k
JP¥2.9k
7.9% sottovalutato sconto intrinseco
1Y-3.1%
7D-3.0%
1D
Valore del portafoglio
Vista

DeNA Co., Ltd.

Report azionario TSE:2432

Capitalizzazione di mercato: JP¥282.3b

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Concorrenti di DeNA Co., Ltd.

Storia dei prezzi e prestazioni

Riepilogo dei massimi, dei minimi e delle variazioni dei prezzi delle azioni per DeNA
Prezzi storici delle azioni
Prezzo attuale dell'azioneJP¥2,673.50
Massimo di 52 settimaneJP¥2,885.00
Minimo di 52 settimaneJP¥2,200.50
Beta0.13
Variazione di 1 mese4.01%
Variazione a 3 mesi4.25%
Variazione di 1 anno-3.13%
Variazione a 3 anni44.59%
Variazione a 5 anni23.37%
Variazione dall'IPO230.06%

Notizie e aggiornamenti recenti

Articolo di analisi 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...
Aggiornamento della narrazione 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).

Recent updates

Articolo di analisi 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...
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Articolo di analisi 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...
Aggiornamento della narrazione 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).
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Aggiornamento della narrazione 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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Nuova narrazione 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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Nuova narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...

Rendimenti per gli azionisti

2432JP EntertainmentJP Mercato
7D-3.0%-0.5%3.4%
1Y-3.1%-28.5%43.2%

Ritorno vs Industria: 2432 ha superato il JP Entertainment che ha restituito -28.5 % nell'ultimo anno.

Rendimento vs Mercato: 2432 ha avuto una performance inferiore al mercato JP che ha registrato un rendimento 43.2 % nell'ultimo anno.

Volatilità dei prezzi

Is 2432's price volatile compared to industry and market?
2432 volatility
2432 Average Weekly Movement4.7%
Entertainment Industry Average Movement4.8%
Market Average Movement5.0%
10% most volatile stocks in JP Market9.7%
10% least volatile stocks in JP Market2.5%

Prezzo delle azioni stabile: 2432 non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato JP.

Volatilità nel tempo: La volatilità settimanale ( 5% ) di 2432 è rimasta stabile nell'ultimo anno.

Informazioni sull'azienda

FondatoI dipendentiAMMINISTRATORE DELEGATOSito web
19992,572Shingo Okamuradena.com/intl

DeNA Co., Ltd. sviluppa e gestisce servizi mobili e online in tutto il mondo. Gestisce Mobage, una piattaforma di intrattenimento; Yahoo! Mobage, che offre giochi sociali per i browser dei PC; AndApp, una piattaforma che consente agli utenti di giocare con le app dei giochi mobili sui browser dei PC con lo stesso account utente; Pococha, una comunità di social live streaming; e IRIAM, un'applicazione che consente di fare livestreaming come un personaggio di un anime.

DeNA Co., Ltd. Riepilogo dei fondamenti

Come si confrontano gli utili e i ricavi di DeNA con la sua capitalizzazione di mercato?
2432 statistiche fondamentali
Capitalizzazione di mercatoJP¥282.33b
Utili (TTM)JP¥19.05b
Ricavi(TTM)JP¥147.70b
14.4x
Rapporto P/E
1.9x
Rapporto P/S

Utili e ricavi

Statistiche chiave sulla redditività dall'ultima relazione sugli utili (TTM)
2432 Conto economico (TTM)
RicaviJP¥147.70b
Costo del fatturatoJP¥68.34b
Profitto lordoJP¥79.36b
Altre speseJP¥60.31b
UtiliJP¥19.05b

Ultimi utili riportati

Mar 31, 2026

Prossima data di guadagno

n/a

Utile per azione (EPS)185.33
Margine lordo53.73%
Margine di profitto netto12.90%
Rapporto debito/patrimonio netto1.7%

Come si è comportato 2432 nel lungo periodo?

Vedi performance storica e confronto

Dividendi

2.5%
Rendimento attuale del dividendo
39%
Rapporto di remunerazione
Quando è necessario acquistare 2432 per ricevere un dividendo imminente?
DeNA date dei dividendi
Data di stacco del dividendoMar 30 2026
Data di pagamento dei dividendiJun 29 2026
Giorni fino al dividendo Ex57 days
Giorni prima della data di pagamento dei dividendi34 days

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/26 11:10
Prezzo dell'azione a fine giornata2026/05/26 00:00
Utili2026/03/31
Utili annuali2026/03/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

DeNA Co., Ltd. è coperta da 23 analisti. 4 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Keiichi YoneshimaBarclays
Michael HickeyBenchmark Company
Hiroyasu EguchiBofA Global Research