DeNA Co., Ltd.

TSE:2432 株式レポート

時価総額:JP¥276.0b

DeNA マネジメント

マネジメント 基準チェック /34

DeNAの CEO はShingo Okamuraで、 Apr2021年に任命され、 の在任期間は 5.17年です。 の年間総報酬は¥ 102.00Mで、 49%給与と51%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0.002%を直接所有しており、その価値は¥ 5.24M 。経営陣と取締役会の平均在任期間はそれぞれ4.8年と4.4年です。

主要情報

Shingo Okamura

最高経営責任者

JP¥102.0m

報酬総額

CEO給与比率49.02%
CEO在任期間5.2yrs
CEOの所有権0.002%
経営陣の平均在職期間4.8yrs
取締役会の平均在任期間4.4yrs

経営陣の近況

Recent updates

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.
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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...

CEO報酬分析

DeNA の収益と比較して、Shingo Okamura 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
Mar 31 2026n/an/a

JP¥19b

Dec 31 2025n/an/a

JP¥25b

Sep 30 2025n/an/a

JP¥44b

Jun 30 2025n/an/a

JP¥32b

Mar 31 2025JP¥102mJP¥50m

JP¥24b

報酬と市場: Shingoの 総報酬 ($USD 636.68K ) は、 JP市場 ($USD 836.56K ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Shingoの報酬と会社の業績を比較するにはデータが不十分です。


CEO

Shingo Okamura (56 yo)

5.2yrs
在職期間
JP¥102,000,000
報酬

Mr. Shingo Okamura serves as Director at DeNA Co., Ltd. since 2019 and has been its President and Chief Executive Officer since April 01, 2021 and served as its Chief Operating Officer since 2019 until Apr...


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
Shingo Okamura
President5.2yrsJP¥102.00m0.0019%
¥ 5.2m
Tomoko Namba
Founder & Executive Chairman27.3yrsデータなし19.29%
¥ 53.2b
Inamura Nahoko
Head of the Enterprise Compliance & Risk Management Officeno dataデータなしデータなし
Ryu Orikasa
Head of the Legal Affairs Division2.4yrsデータなしデータなし
Megumi Uchino
Head of the Corporate Communication Management Division - Corporate Unit4.2yrsデータなしデータなし
Keita Sugawara
Head of the Human Resources Unit6.4yrsデータなしデータなし
Takeshi Matsui
Head of the Business Development Office4.2yrsデータなしデータなし
Keigo Watanabe
Executive Officerno dataデータなし0.025%
¥ 69.5m
Masahide Tsushima
Head of the Sports & Smart City Business Unit8.9yrsデータなしデータなし
Sho Segawa
Head of the Healthcare Business Unit4.4yrsデータなしデータなし
Shinya Masuda
Head of the Live Community Business Unit1.4yrsデータなしデータなし
Daewoo Choi
Deputy Head of the Entertainment Business Development Unit & Executive Officer6.4yrsデータなしデータなし
4.8yrs
平均在職期間
56yo
平均年齢

経験豊富な経営陣: 2432の経営陣は 経験豊富 であると考えられます ( 4.8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
Shingo Okamura
President7.4yrsJP¥102.00m0.0019%
¥ 5.2m
Tomoko Namba
Founder & Executive Chairman27.3yrsデータなし19.29%
¥ 53.2b
Keigo Watanabe
Executive Officerno dataデータなし0.025%
¥ 69.5m
Kimura Yota
Representative Director & President4.2yrsデータなしデータなし
Tomoyuki Namatame
Representative Director & President of Nippontect Systems Co.1.4yrsデータなしデータなし
Hiroyasu Asami
Standing Corporate Auditor1yrデータなしデータなし
Nobuko Inaba
Outside Corporate Auditor4.4yrsデータなしデータなし
Atsuko Sato
Outside Corporate Auditor4.4yrsデータなしデータなし
Haruo Miyagi
Independent Outside Director5yrsデータなしデータなし
Masaya Kubota
Independent Outside Director2yrsデータなしデータなし
Hirohiko Imura
Outside Corporate Auditor4.4yrsデータなしデータなし
Tetsuo Kitani
Independent Outside Director1yrデータなしデータなし
4.4yrs
平均在職期間
60yo
平均年齢

経験豊富なボード: 2432の 取締役会経験豊富 であると考えられます ( 4.4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2026/06/09 17:31
終値2026/06/09 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

本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、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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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 YoneshimaBarclays
Michael HickeyBenchmark Company
Hiroyasu EguchiBofA Global Research