MIXI, Inc.

TSE:2121 株式レポート

時価総額:JP¥224.0b

MIXI マネジメント

マネジメント 基準チェック /44

MIXIの CEO はKoki Kimuraで、 Jun2018年に任命され、 の在任期間は 8.17年です。 の年間総報酬は¥ 158.00Mで、 38%給与と62%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の2.18%を直接所有しており、その価値は¥ 4.89B 。経営陣と取締役会の平均在任期間はそれぞれ3.8年と5.7年です。

主要情報

Koki Kimura

最高経営責任者

JP¥158.0m

報酬総額

CEO給与比率37.97%
CEO在任期間8.2yrs
CEOの所有権2.2%
経営陣の平均在職期間3.8yrs
取締役会の平均在任期間5.7yrs

経営陣の近況

Recent updates

ナラティブ更新 Aug 17

Stronger-than-expected quarter

Q1 FY3/27 results update Digital Entertainment shining through – With OP growth at 102.8% YoY, Q1 FY3/27 results were a positive surprise underpinned by a highly robust performance at the Digital Entertainment segment. This was driven by an increase in the paying-user ratio and a rise in ARPU from successful initiatives such as events and IP collaborations for the core ‘MONSTER STRIKE’ title, which appear repeatable in our view.
分析記事 Aug 08

We Like MIXI's (TSE:2121) Earnings For More Than Just Statutory Profit

MIXI, Inc. ( TSE:2121 ) announced a healthy earnings result recently, and the market rewarded it with a strong uplift...
ナラティブ更新 Jun 30

Successful monetization of bitbank investment

Capital recycling – MIXI has announced that it will dispose of its 26.2% stake in cryptocurrency exchange bitbank, which is expected to generate a ¥12.23bn extraordinary gain. We view this as a positive development, as the company has successfully monetized a strategic asset and enhanced its financial flexibility.
ナラティブ更新 Jun 22

2121: Stronger Sports Segment And Dividend Outlook Will Support Further Upside

Analysts kept their ¥3,600 price target on MIXI unchanged, citing slightly softer assumptions for revenue growth and profit margin that are largely offset by a marginally higher future P/E multiple and discount rate. What’s in the News for MIXI MIXI announced a year end dividend of ¥60.00 per share for the fiscal year ended March 31, 2026, payable on June 12, 2026, compared with ¥65.00 per share a year earlier.
ナラティブ更新 Jun 06

2121: Raised FY2026 Guidance And Supportive Earnings Will Drive Further Upside

Analysts have kept MIXI's fair value estimate steady at ¥3,600 while updating their assumptions to a lower discount rate, higher revenue growth and profit margin expectations, and a reduced future P/E, reflecting a more constructive view on the business outlook and valuation inputs without changing the headline target. What's in the News MIXI raised its consolidated earnings guidance for the fiscal year ending March 31, 2026, now projecting net sales of ¥171,000 million, operating profit of ¥22,000 million, profit attributable to owners of parent of ¥17,000 million, and earnings per share of ¥256.64.
ナラティブ更新 Jun 05

Setting the tone with a new medium-term vision

Q4 FY3/26 results update Indications of early success – Q1-4 FY3/26 results demonstrated that MIXI’s strategy to develop new earnings pillars is bearing fruit, with the Sports and Lifestyle segments delivering high double-digit sales growth and improvements in profitability YoY. We believe continued business investment to grow these segments will result in limited reported earnings growth in FY3/27, alongside high amortization costs associated with the acquisition of PointsBet Holdings.
ナラティブ更新 Apr 24

2121: Stable Assumptions And Slightly Lower Discount Rate Will Support Upside

Analysts have kept MIXI's fair value estimate steady at ¥3,600. This reflects only marginal tweaks to inputs such as discount rate, revenue growth, profit margin, and forward P/E assumptions, rather than a shift in overall conviction.
ナラティブ更新 Apr 09

2121: Stable Assumptions And Slightly Lower Discount Rate Will Support Upside

Analysts have kept MIXI's fair value estimate steady at ¥3,600, with only small model tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions guiding this unchanged price target. Valuation Changes Fair Value Estimate remained at ¥3,600 per share, with no change in the overall valuation outcome.
ナラティブ更新 Mar 25

2121: Stable Assumptions And Earnings Multiple Will Support Future Share Price

Analysts have kept MIXI's fair value target steady at ¥3,600, indicating only minimal adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions, rather than any change in overall conviction. Valuation Changes Fair Value: Kept unchanged at ¥3,600, with no adjustment to the overall target level.
ナラティブ更新 Mar 11

2121: Higher Discount Rate And Margin Assumptions Will Support Future Share Price

Analysts kept their ¥3,600 price target on MIXI unchanged, as a slightly higher discount rate and revenue growth outlook were offset by a small adjustment to profit margin assumptions and a slightly lower future P/E multiple. Valuation Changes Fair Value: ¥3,600 remains unchanged in the updated assessment.
ナラティブ更新 Feb 24

2121: Stable Margins And Higher P/E Will Support Future Share Price

Analysts have maintained their ¥3,600 price target for MIXI, noting only small adjustments to assumptions such as the discount rate, revenue growth, profit margin and future P/E that did not materially change their overall view. Valuation Changes Fair Value: The ¥3,600 price estimate is unchanged, indicating no shift in the overall valuation anchor.
ナラティブ更新 Feb 05

2121: Buybacks And Higher Dividend Will Support Future Share Price

Analysts have kept their fair value estimate for MIXI steady at ¥3,600, explaining that slightly lower revenue growth and profit margin assumptions are broadly offset by tweaks to the discount rate and future P/E inputs in their models. What's in the News MIXI reported an update on its share buyback, completing the repurchase of 2,949,400 shares, representing 4.38% of shares, for ¥9,499.77 million under the program announced on May 14, 2025.
ナラティブ更新 Jan 21

2121: Buybacks And Higher Dividend Will Support Future Share Price

Analysts have kept their fair value estimate for MIXI steady at ¥3,600, and the slight technical tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions reflect refined modeling rather than a change in overall view. What's in the News MIXI updated progress on its share repurchase program, buying 1,107,000 shares, or 1.66% of shares, for ¥3,441.26 million between October 1 and November 17, 2025, bringing the total under the May 14, 2025 buyback to 2,949,400 shares, or 4.38%, for ¥9,499.77 million (company announcement).
ナラティブ更新 Jan 07

2121: Buybacks And Higher Dividend Will Support Future Share Price

Analysts have raised their price target on MIXI from ¥3,300 to ¥3,600, citing updated assumptions regarding revenue growth, profit margins, and a higher future P/E multiple. What's in the News MIXI updated progress on its share buyback program, repurchasing 1,107,000 shares from October 1, 2025 to November 17, 2025, which is 1.66% of shares for ¥3,441.26 million, and completing a total of 2,949,400 shares, or 4.38%, for ¥9,499.77 million under the buyback announced on May 14, 2025 (company announcement).
分析記事 Jul 24

MIXI (TSE:2121) Is Due To Pay A Dividend Of ¥60.00

MIXI, Inc.'s ( TSE:2121 ) investors are due to receive a payment of ¥60.00 per share on 9th of December. This will take...
分析記事 Jul 09

MIXI (TSE:2121) Is Due To Pay A Dividend Of ¥60.00

MIXI, Inc. ( TSE:2121 ) has announced that it will pay a dividend of ¥60.00 per share on the 9th of December. This...
分析記事 Jun 11

MIXI (TSE:2121) Is Doing The Right Things To Multiply Its Share Price

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 May 16

Here's Why MIXI (TSE:2121) Has Caught The Eye Of Investors

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
分析記事 Apr 07

MIXI (TSE:2121) Could Easily Take On More Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 Feb 13

Market Participants Recognise MIXI, Inc.'s (TSE:2121) Earnings Pushing Shares 27% Higher

Despite an already strong run, MIXI, Inc. ( TSE:2121 ) shares have been powering on, with a gain of 27% in the last...
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新しいナラティブ Feb 11

Expanding Chiba Jets Arena And Mixi2 Launch May Drive Future Revenue Despite Current Challenges

TIPSTAR's high growth through improvements is bolstering revenues and EBITDA, while FamilyAlbum's expansion bolsters future revenue streams.
分析記事 Jan 21

MIXI's (TSE:2121) Earnings May Just Be The Starting Point

MIXI, Inc. ( TSE:2121 ) just reported healthy earnings but the stock price didn't move much. Our analysis suggests that...
分析記事 Dec 16

A Look At The Intrinsic Value Of MIXI, Inc. (TSE:2121)

Key Insights The projected fair value for MIXI is JP¥2,876 based on 2 Stage Free Cash Flow to Equity With JP¥3,160...
分析記事 Jul 24

Be Wary Of MIXI (TSE:2121) And Its Returns On Capital

When researching a stock for investment, what can tell us that the company is in decline? Typically, we'll see the...
分析記事 Jun 26

With MIXI, Inc. (TSE:2121) It Looks Like You'll Get What You Pay For

MIXI, Inc.'s ( TSE:2121 ) price-to-earnings (or "P/E") ratio of 29.8x might make it look like a strong sell right now...
分析記事 May 21

We Like MIXI's (TSE:2121) Earnings For More Than Just Statutory Profit

Investors signalled that they were pleased with MIXI, Inc.'s ( TSE:2121 ) most recent earnings report. According to our...
分析記事 Mar 01

These 4 Measures Indicate That MIXI (TSE:2121) Is Using Debt Reasonably Well

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

CEO報酬分析

MIXI の収益と比較して、Koki Kimura の報酬はどのように変化したか?
日付総報酬給与会社業績
Jun 30 2026n/an/a

JP¥22b

Mar 31 2026n/an/a

JP¥17b

Dec 31 2025n/an/a

JP¥18b

Sep 30 2025n/an/a

JP¥17b

Jun 30 2025n/an/a

JP¥17b

Mar 31 2025JP¥158mJP¥60m

JP¥18b

Dec 31 2024n/an/a

JP¥13b

Sep 30 2024n/an/a

JP¥10b

Jun 30 2024n/an/a

JP¥8b

Mar 31 2024JP¥133mJP¥60m

JP¥7b

Dec 31 2023n/an/a

JP¥8b

Sep 30 2023n/an/a

JP¥5b

Jun 30 2023n/an/a

JP¥3b

Mar 31 2023n/an/a

JP¥5b

Dec 31 2022n/an/a

JP¥5b

Sep 30 2022n/an/a

JP¥6b

Jun 30 2022n/an/a

JP¥10b

Mar 31 2022JP¥119mJP¥60m

JP¥10b

Dec 31 2021n/an/a

JP¥13b

Sep 30 2021n/an/a

JP¥13b

Jun 30 2021n/an/a

JP¥15b

Mar 31 2021JP¥179mJP¥65m

JP¥16b

Dec 31 2020n/an/a

JP¥21b

Sep 30 2020n/an/a

JP¥18b

Jun 30 2020n/an/a

JP¥14b

Mar 31 2020JP¥205mJP¥85m

JP¥11b

報酬と市場: Kokiの 総報酬 ($USD 993.03K ) は、 JP市場 ($USD 839.11K ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Kokiの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Koki Kimura (51 yo)

8.2yrs
在職期間
JP¥158,000,000
報酬

Mr. Koki Kimura is CEO of MIXI, Inc. from April 2023 and serves as its Senior Corporate Officer. He has been President and Representative Director at mixi, Inc. since June 2018 and serves as Chairman of th...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Koki Kimura
President8.2yrsJP¥158.00m2.18%
¥ 4.9b
Kenji Kasahara
Founder27.2yrsデータなし56.1%
¥ 125.6b
Kohei Shimamura
CFO, Senior Corporate Officer & Director3.3yrsデータなしデータなし
Junpei Yoshino
CTO & Corporate Officer of Development Departmentno dataデータなしデータなし
Kanji Kobayashi
Senior Corporate Officer of CS Department & Compliance Departmentno dataデータなしデータなし
Tatsuma Murase
CAIO, Senior Corporate Officer & Director4.3yrsJP¥113.00mデータなし
Sho Okuyama
Senior Corporate Officerno dataデータなしデータなし
Naoki Kameyama
CISO & Corporate Officer of Security Divisionno dataデータなしデータなし
Yoshiyuki Yokoyama
CDO & Corporate Officer of Design Department3.3yrsデータなしデータなし
Sadaaki Kaneyoshi
Senior Corporate Officer of Digital Entertainment Publishing Dept. & Entertainment Creation Dept.less than a yearデータなしデータなし
Gohshi Araki
Head of Corporate Developmentno dataデータなしデータなし
Jyoti Chauhan
Investment Manager at MIXI Global Investmentsno dataデータなしデータなし
3.8yrs
平均在職期間
48yo
平均年齢

経験豊富な経営陣: 2121の経営陣は 経験豊富 であると考えられます ( 3.8年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Koki Kimura
President11.2yrsJP¥158.00m2.18%
¥ 4.9b
Kenji Kasahara
Founder25.8yrsデータなし56.1%
¥ 125.6b
Kohei Shimamura
CFO, Senior Corporate Officer & Director1.2yrsデータなしデータなし
Tatsuma Murase
CAIO, Senior Corporate Officer & Director7.2yrsJP¥113.00mデータなし
Akihisa Fujita
Independent Outside Director4.2yrsデータなしデータなし
Toshiaki Kawai
Independent Outside Director1.2yrsデータなしデータなし
Yuichiro Nishimura
Outside Full-time Audit & Supervisory Board Member7.2yrsデータなしデータなし
Nozomi Ueda
Outside Audit & Supervisory Board Member7.2yrsデータなしデータなし
Sumiko Takayama
Outside Audit & Supervisory Board2.2yrsデータなしデータなし
Tomoyuki Hirao
Outside Full-time Audit & Supervisory Board Memberless than a yearデータなしデータなし
5.7yrs
平均在職期間
51.5yo
平均年齢

経験豊富なボード: 2121の 取締役会経験豊富 であると考えられます ( 5.7年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/08/19 19:26
終値2026/08/19 00:00
収益2026/06/30
年間収益2026/03/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

MIXI, Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16

アナリスト機関
null nullAstris Advisory Japan, K.K.
Keiichi YoneshimaBarclays
Yosuke TomimatsuBofA Global Research