DeNA（2432）株式概要
株式会社DeNAは、日本および海外において、さまざまなモバイルサービスやオンラインサービスを開発・運営しています。 詳細
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Analyst Price Targets
DeNA Co., Ltd. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | JP¥2,664.00 |
| 52週高値 | JP¥2,885.00 |
| 52週安値 | JP¥2,200.50 |
| ベータ | 0 |
| 1ヶ月の変化 | -0.094% |
| 3ヶ月変化 | 1.18% |
| 1年変化 | 9.86% |
| 3年間の変化 | 45.97% |
| 5年間の変化 | 19.52% |
| IPOからの変化 | 228.89% |
最新ニュース
ナラティブの更新 • Jun 25
2432: Share Buyback And Dividend Policy Will Support Future Upside
Analysts kept their fair value estimate for DeNA steady at ¥2,975, while slightly adjusting assumptions around discount rate, revenue growth, profit margin and future P/E to reflect updated views on the company’s earnings mix and risk profile. What’s in the News for DeNA DeNA proposed a year end dividend of ¥66.00 per share for the fiscal year ended March 31, 2026, compared with ¥65.00 per share paid a year earlier.ナラティブの更新 • Jun 07
2432: Share Buyback And Dividend Policy Will Support Future Confidence
Analysts have raised their price target for DeNA from ¥2,902.5 to ¥2,975.0, citing updated assumptions. These include a lower discount rate, a change from a prior expectation of revenue decline to slightly positive revenue growth expectations, a modestly lower profit margin outlook, and a reduced future P/E estimate.分析記事 • 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...Recent updates
ナラティブの更新 • Jun 25
2432: Share Buyback And Dividend Policy Will Support Future Upside
Analysts kept their fair value estimate for DeNA steady at ¥2,975, while slightly adjusting assumptions around discount rate, revenue growth, profit margin and future P/E to reflect updated views on the company’s earnings mix and risk profile. What’s in the News for DeNA DeNA proposed a year end dividend of ¥66.00 per share for the fiscal year ended March 31, 2026, compared with ¥65.00 per share paid a year earlier.ナラティブの更新 • Jun 07
2432: Share Buyback And Dividend Policy Will Support Future Confidence
Analysts have raised their price target for DeNA from ¥2,902.5 to ¥2,975.0, citing updated assumptions. These include a lower discount rate, a change from a prior expectation of revenue decline to slightly positive revenue growth expectations, a modestly lower profit margin outlook, and a reduced future P/E estimate.分析記事 • 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...ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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).分析記事 • 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...ナラティブの更新 • 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).分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...ナラティブの更新 • 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.新しいナラティブ • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...株主還元
| 2432 | JP Entertainment | JP 市場 | |
|---|---|---|---|
| 7D | 10.7% | 7.3% | 2.1% |
| 1Y | 9.9% | -33.1% | 44.1% |
業界別リターン: 2432過去 1 年間で-33.1 % の収益を上げたJP Entertainment業界を上回りました。
リターン対市場: 2432は、過去 1 年間で44.1 % のリターンを上げたJP市場を下回りました。
価格変動
| 2432 volatility | |
|---|---|
| 2432 Average Weekly Movement | 5.0% |
| Entertainment Industry Average Movement | 4.7% |
| Market Average Movement | 4.3% |
| 10% most volatile stocks in JP Market | 9.2% |
| 10% least volatile stocks in JP Market | 2.1% |
安定した株価: 2432 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: 2432の 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1999 | 2,483 | Shingo Okamura | dena.com/intl/ |
株式会社DeNAは、日本および海外でさまざまなモバイル・オンラインサービスを開発・運営しています。同社は、基本プレイ無料のモバイルアプリおよびブラウザゲーム「DeNA games」、エンターテインメントプラットフォーム「Mobage」、 PCブラウザ向けソーシャルゲームを提供する「Yahoo! Mobage」、同一のユーザーアカウントでPCブラウザ上でモバイルゲームアプリをプレイできるプラットフォーム「AndApp」、ソーシャルライブ配信コミュニティ「Pococha」、ユーザーがアニメキャラクターとしてライブ配信できるアプリ「IRIAM」などを運営しています。 また、健康保険組合が加入者の健康データを管理するのを支援する「kencom」や、AIを活用した認知機能セルフチェックアプリ「ONSEI」も運営している。 さらに、運転免許の更新を希望する高齢ドライバー向けの認知機能検査を可能にする「MENKYO」、MENKYOと同様の認知機能検査「MOGI」、認知機能検査「SHINRI-ADAS」、コミュニケーションアプリ「Join」、 ユーザーとその家族の健康・医療記録を管理する救命・健康支援アプリ「MySOS」、医療・ヘルスケアサービスを連携させ、多職種連携を支援するソリューション「Team」、携帯型医療機器と「Join」を組み合わせた統合型遠隔医療支援ソリューション「Join Mobile Clinic」、健康診断のデジタルトランスフォーメーション（DX）ソリューション「Tsunaken」を運営しています。 さらに、同社は「DENA SPORTS GROUP」、「横浜DeNAベイスターズ」、「川崎ブレイブサンダーズ」、「S C.SAGAMIHARA」、「Virtual KEIBI System」、「DeNA AI」、「Strategic Investment Office」、および「Delight Ventures」を運営しています。 株式会社DeNAは1999年に設立され、本社は日本の渋谷にあります。
DeNA Co., Ltd. 基礎のまとめ
| 2432 基礎統計学 | |
|---|---|
| 時価総額 | JP¥273.80b |
| 収益（TTM） | JP¥19.05b |
| 売上高(TTM) | JP¥147.70b |
14.4x
PER（株価収益率1.9x
P/Sレシオ2432 は割高か？
公正価値と評価分析を参照収益と収入
| 2432 損益計算書（TTM） | |
|---|---|
| 収益 | JP¥147.70b |
| 売上原価 | JP¥68.34b |
| 売上総利益 | JP¥79.36b |
| その他の費用 | JP¥60.31b |
| 収益 | JP¥19.05b |
直近の収益報告
Mar 31, 2026
次回決算日
Aug 05, 2026
| 一株当たり利益（EPS） | 185.33 |
| グロス・マージン | 53.73% |
| 純利益率 | 12.90% |
| 有利子負債／自己資本比率 | 1.0% |
2432 の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
2.5%
現在の配当利回り15%
配当性向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 | 2026/07/05 21:40 |
| 終値 | 2026/07/03 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
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
DeNA Co., Ltd. 4 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。23
| アナリスト | 機関 |
|---|---|
| Keiichi Yoneshima | Barclays |
| Michael Hickey | Benchmark Company |
| Hiroyasu Eguchi | BofA Global Research |