MIXI, Inc.

TSE:2121 株式レポート

時価総額:JP¥192.6b

MIXI 過去の業績

過去 基準チェック /26

MIXIは、平均年間9.5%の収益成長を遂げていますが、 Entertainment業界の収益は、年間 成長しています。収益は、平均年間7.7% 7.4%収益成長率で 成長しています。 MIXIの自己資本利益率は8.7%であり、純利益率は10.1%です。

主要情報

9.48%

収益成長率

12.66%

EPS成長率

Entertainment 業界の成長17.91%
収益成長率7.43%
株主資本利益率8.74%
ネット・マージン10.08%
次回の業績アップデート31 Jul 2026

最近の業績更新

Recent updates

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...

収支内訳

MIXI の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

TSE:2121 収益、費用、利益 ( )JPY Millions
日付収益収益G+A経費研究開発費
31 Mar 26171,36917,27090,4300
31 Dec 25160,92017,74785,6290
30 Sep 25153,45517,27680,0410
30 Jun 25156,08316,78079,4940
31 Mar 25154,84717,60179,3680
31 Dec 24152,01112,83179,2520
30 Sep 24151,72010,05980,7290
30 Jun 24147,7488,00283,6310
31 Mar 24146,8687,08283,4520
31 Dec 23147,2747,80884,9480
30 Sep 23145,1015,45182,6750
30 Jun 23145,0522,95280,1370
31 Mar 23146,8675,16180,3010
31 Dec 22141,8124,85478,7090
30 Sep 22132,2466,05577,7030
30 Jun 22120,7559,73273,7420
31 Mar 22118,09910,26272,5100
31 Dec 21112,67112,68768,5890
30 Sep 21112,15412,52669,9620
30 Jun 21118,32514,85571,3310
31 Mar 21119,31915,69270,3810
31 Dec 20127,54420,73172,2330
30 Sep 20124,08817,86572,9690
30 Jun 20120,75114,48174,0960
31 Mar 20112,17110,72473,7120
31 Dec 19110,4139,84672,8500
30 Sep 19119,82315,78974,9430
30 Jun 19130,25120,36178,2610
31 Mar 19144,03226,52182,7740
31 Dec 18159,64133,76387,0890
30 Sep 18166,88229,56889,9180
30 Jun 18175,42635,36991,1220
31 Mar 18189,09441,78893,6830
31 Dec 17199,60746,12995,3410
30 Sep 17213,74862,13296,2380
30 Jun 17208,04660,00293,8850
31 Mar 17207,16159,86794,0040
31 Dec 16201,50455,85493,7320
30 Sep 16200,11755,47290,7140
30 Jun 16206,06358,64090,5690
31 Mar 16208,79961,02289,0150
31 Dec 15194,93857,89482,5250
30 Sep 15173,31552,31373,1680

質の高い収益: 2121は 高品質の収益 を持っています。

利益率の向上: 2121の現在の純利益率 (10.1%)は、昨年(11.4%)よりも低くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: 2121の収益は過去 5 年間で年間9.5%増加しました。

成長の加速: 2121は過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。

収益対業界: 2121は過去 1 年間で収益成長率がマイナス ( -1.9% ) となったため、 Entertainment業界平均 ( 12.7% ) と比較することが困難です。


株主資本利益率

高いROE: 2121の 自己資本利益率 ( 8.7% ) は 低い とみなされます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

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2026/07/17 06:00
終値2026/07/17 00:00
収益2026/03/31
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