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NEXON Co., Ltd.TSE:3659 株式レポート

時価総額 JP¥1.8t
株価
JP¥2.27k
JP¥4.5k
49.5% 割安 内在価値ディスカウント
1Y-9.3%
7D1.3%
1D
ポートフォリオ価値
表示

NEXON Co., Ltd.

TSE:3659 株式レポート

時価総額:JP¥1.8t

NEXON(3659)株式概要

株式会社ネクソンは、ビデオゲームおよびモバイルゲームの制作・開発・販売を国内外で行っています。 詳細

3659 ファンダメンタル分析
スノーフレーク・スコア
評価5/6
将来の成長1/6
過去の実績2/6
財務の健全性6/6
配当金4/6

3659 Community Fair Values

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See what 6 others think this stock is worth. Follow their fair value or set your own to get alerts.

NEXON Co., Ltd. 競合他社

価格と性能

株価の高値、安値、推移の概要NEXON
過去の株価
現在の株価JP¥2,273.00
52週高値JP¥4,434.00
52週安値JP¥2,143.50
ベータ0.47
1ヶ月の変化-16.77%
3ヶ月変化-29.32%
1年変化-9.26%
3年間の変化-22.82%
5年間の変化-12.71%
IPOからの変化257.95%

最新ニュース

ナラティブの更新 May 22

3659: Renewed China Partnership Will Shape Shooter Engagement And Future Upside

Analysts have trimmed their fair value estimate for NEXON from about ¥3,798.53 to roughly ¥3,332.89, reflecting updated assumptions for slower revenue growth, a slightly lower future P/E multiple, and a modestly higher profit margin outlook. What's in the News NEXON renewed its long standing publishing partnership with Tencent for Dungeon&Fighter in China under a new ten year agreement, with terms not disclosed (Key Developments).
分析記事 May 18

NEXON Co., Ltd. Just Recorded A 36% EPS Beat: Here's What Analysts Are Forecasting Next

It's been a mediocre week for NEXON Co., Ltd. ( TSE:3659 ) shareholders, with the stock dropping 16% to JP¥2,243 in the...

Recent updates

ナラティブの更新 May 22

3659: Renewed China Partnership Will Shape Shooter Engagement And Future Upside

Analysts have trimmed their fair value estimate for NEXON from about ¥3,798.53 to roughly ¥3,332.89, reflecting updated assumptions for slower revenue growth, a slightly lower future P/E multiple, and a modestly higher profit margin outlook. What's in the News NEXON renewed its long standing publishing partnership with Tencent for Dungeon&Fighter in China under a new ten year agreement, with terms not disclosed (Key Developments).
分析記事 May 18

NEXON Co., Ltd. Just Recorded A 36% EPS Beat: Here's What Analysts Are Forecasting Next

It's been a mediocre week for NEXON Co., Ltd. ( TSE:3659 ) shareholders, with the stock dropping 16% to JP¥2,243 in the...
ナラティブの更新 May 03

3659: Share Price Reset And Higher Dividends Will Support Future Re Rating

Analysts maintained their fair value estimate for Nexon at ¥4,500. A recent rating change from Sell to Neutral, along with a reduction in a major price target from ¥3,100 to ¥3,000, reflects a reassessment driven mainly by valuation following the post-results share price pullback.
ナラティブの更新 Apr 18

3659: Share Price Reset And Capital Returns Will Support Re Rating

Narrative Update on NEXON The analyst price target for NEXON has been revised from ¥4,850 to ¥4,500, as analysts factor in updated assumptions around revenue growth, profit margins, future P/E expectations, and recent valuation-driven rating changes on the stock. Analyst Commentary Recent Street research highlights a shift in tone toward NEXON, with valuation now a key focus after the share price reacted to the Q4 results.
ナラティブの更新 Apr 04

3659: Post Correction Rebound Will Depend On Execution And Capital Return Delivery

Analysts have trimmed NEXON's fair value estimate while keeping a ¥3,000 price target in focus, pointing to a slightly lower assumed P/E multiple and discount rate, along with steady revenue growth and margin expectations following recent upgrades to Neutral and Outperform. Analyst Commentary Recent Street research on NEXON has centered on where the current share price sits versus updated fair value estimates, especially after the Q4 results and the share price moves that followed.
ナラティブの更新 Mar 20

3659: Sector Tailwinds And Shooter Engagement Will Shape Future Upside

Narrative Update on NEXON The updated analyst price target for NEXON moves to ¥3,798 from ¥3,544. Analysts highlight recent rating upgrades and views that sector fundamentals in Japan's gaming sector remain solid as key supports for their revised fair value and profitability assumptions.
ナラティブの更新 Mar 05

3659: Cautious Outlook As Execution Concerns Will Restrain Post Correction Rebound

Narrative Update on NEXON The latest analyst work trims the fair value estimate slightly to ¥2,560 from ¥2,567. Recent rating upgrades highlight analysts' focus on the post Q4 share price correction and a still solid sector backdrop for Japan's gaming names.
分析記事 Feb 19

We Think You Can Look Beyond NEXON's (TSE:3659) Lackluster Earnings

The most recent earnings report from NEXON Co., Ltd. ( TSE:3659 ) was disappointing for shareholders. Despite the soft...
ナラティブの更新 Feb 19

3659: Cautious Outlook As Single Shooter Success Faces Execution Risk

Analysts have modestly lifted their fair value estimate for NEXON to about ¥2,567, supported by recent rating upgrades that cite a more balanced view on valuation and a still solid sector backdrop for Japan's gaming companies. Analyst Commentary Recent research points to a more balanced stance on NEXON, with some upgrades framed largely around valuation following the share price move after Q4 results.
分析記事 Feb 15

Earnings Miss: NEXON Co., Ltd. Missed EPS By 17% And Analysts Are Revising Their Forecasts

The analysts might have been a bit too bullish on NEXON Co., Ltd. ( TSE:3659 ), given that the company fell short of...
ナラティブの更新 Feb 05

3659: Heavy Reliance On Single Shooter Success Will Drive Future Downside Risk

Analysts have nudged their fair value estimate for Nexon higher to ¥2,460.62 from ¥2,394.72, citing a slightly lower discount rate, marginally higher revenue growth assumptions, a modestly higher future P/E, and recent research pointing to supportive sector trends and interest in key game titles. Analyst Commentary Recent Street research on Nexon has leaned constructive, with upgrades pointing to a solid sector backdrop for Japan gaming and interest in key titles such as ARC Raiders and FC Online.
ナラティブの更新 Jan 22

3659: Rising Dependence On Single Shooter Title Will Drive Future Downside Risk

Narrative update on NEXON NEXON's updated analyst price target has moved from about ¥2,015 to roughly ¥2,395. Analysts attribute this change to a sturdier outlook for Japan's gaming sector into 2026, potential blockbuster upside from ARC Raiders, and expected support for FC Online around the 2026 FIFA World Cup.
ナラティブの更新 Jan 07

3659: Player Engagement Momentum And World Cup Tailwinds Will Support Re Rating

Analysts have raised their fair value estimate for NEXON from ¥4,000 to ¥4,850, citing stronger expectations around ARC Raiders as a potential blockbuster, growing traction among players, and additional support from the 2026 FIFA World Cup for FC Online. Analyst Commentary Bullish analysts are pointing to a more constructive setup for NEXON, with recent upgrades highlighting both product momentum and supportive industry conditions as key pillars behind higher fair value estimates.
ナラティブの更新 Dec 23

3659: World Cup Tailwind And New Shooter Franchise Will Shape Future Upside

Analysts have raised their price target for NEXON from ¥3,600 to ¥4,000, citing stronger growth and profitability expectations driven by momentum in ARC Raiders, viewed as a potential fourth blockbuster title, along with longer term tailwinds for FC Online heading into the 2026 FIFA World Cup. Analyst Commentary Recent research updates reflect a generally constructive view on NEXON, centered on the potential of ARC Raiders and cyclical upside for FC Online ahead of the 2026 FIFA World Cup.
ナラティブの更新 Dec 09

3659: World Cup Gaming Tailwind Will Expose Downside Risk Ahead

Analysts have raised their price target on Nexon to ¥4,000 from ¥3,600, citing growing conviction that ARC Raiders could become a fourth blockbuster franchise and that the 2026 FIFA World Cup will provide a meaningful tailwind for FC Online. Analyst Commentary Bullish analysts view the upgraded price target as evidence that Nexon is entering a new growth phase, supported by both its emerging and established franchises.
分析記事 Dec 03

NEXON (TSE:3659) Is Increasing Its Dividend To ¥30.00

NEXON Co., Ltd. ( TSE:3659 ) has announced that it will be increasing its dividend from last year's comparable payment...
分析記事 Nov 28

NEXON Co., Ltd.'s (TSE:3659) 25% Share Price Surge Not Quite Adding Up

NEXON Co., Ltd. ( TSE:3659 ) shareholders would be excited to see that the share price has had a great month, posting a...
ナラティブの更新 Nov 25

3659: Revenue Momentum And Shareholder Returns Will Drive Measured Performance Ahead

Narrative Update on NEXON: Price Target Rises Amid Positive Analyst Outlook Analysts have raised NEXON’s fair value price target from ¥3,247 to ¥3,461, citing strong expectations for ARC Raiders to become a major blockbuster as well as improved growth metrics across revenue and profit margins. Analyst Commentary Bullish Takeaways Bullish analysts highlight ARC Raiders as a potential fourth blockbuster for NEXON.
分析記事 Nov 14

NEXON's (TSE:3659) Upcoming Dividend Will Be Larger Than Last Year's

The board of NEXON Co., Ltd. ( TSE:3659 ) has announced that it will be paying its dividend of ¥30.00 on the 27th of...
分析記事 Nov 13

NEXON Co., Ltd. Just Beat EPS By 40%: Here's What Analysts Think Will Happen Next

Shareholders of NEXON Co., Ltd. ( TSE:3659 ) will be pleased this week, given that the stock price is up 15% to...
ナラティブの更新 Nov 07

3659: Revenue Stability And Share Buybacks Will Support Measured Performance Ahead

Analysts have made a slight upward revision to NEXON's price target, increasing it marginally to ¥3,246.78. They cite stable revenue growth and profitability metrics as reasons for their maintained optimism.
ナラティブの更新 Oct 24

Repurchase Activity And Dividend Growth Will Sustain Shareholder Value Amid Industry Shifts

NEXON Analyst Price Target Revised Slightly Downward Analysts have adjusted NEXON’s fair value estimate modestly downward from ¥3,247.76 to ¥3,246.78. This change reflects updated projections for revenue growth and a slightly lower discount rate.
ナラティブの更新 Oct 10

Global Gaming Expansion Will Face Saturation And Foster Renewed Engagement

Narrative Update: NEXON Price Target Revision Analysts have raised NEXON's fair value estimate from ¥3,177 to ¥3,248. This change reflects improved revenue growth and profit margin expectations.
ナラティブの更新 Sep 26

Global Gaming Expansion Will Face Saturation And Foster Renewed Engagement

The increase in NEXON’s analyst price target reflects a higher expected future P/E ratio despite a rising discount rate, resulting in a modest upward revision of fair value from ¥3067 to ¥3177. What's in the News NEXON issued earnings guidance for the nine months ending September 30, 2025, projecting revenue of ¥349,351–359,898 million, operating profit of ¥112,039–120,463 million, and profit of ¥68,293–74,678 million (EPS: ¥85.96–93.86).
ナラティブの更新 Aug 31

Global Gaming Expansion Will Face Saturation And Foster Renewed Engagement

The consensus price target for NEXON has increased to ¥3067, as analysts have marginally raised their future P/E and revenue growth forecasts. What's in the News NEXON issued earnings guidance for the nine months ending September 30, 2025, projecting revenue of ¥349,351–¥359,898 million, operating profit of ¥112,039–¥120,463 million, and profit of ¥68,293–¥74,678 million.
分析記事 Aug 20

We Think NEXON's (TSE:3659) Profit Is Only A Baseline For What They Can Achieve

TSE:3659 1 Year Share Price vs Fair Value Explore NEXON's Fair Values from the Community and select yours NEXON Co...
ナラティブの更新 Aug 17

New Dungeon&Fighter Releases Will Drive Global Expansion, But Uncertainties May Impact Revenue Targets

NEXON's fair value has been revised upward, primarily driven by improved revenue growth forecasts, while future P/E has edged lower, resulting in a higher consensus price target of ¥2916. What's in the News Dividend per share increased to JPY 15.00 from JPY 7.50 year-over-year.
分析記事 Aug 16

NEXON Co., Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

TSE:3659 1 Year Share Price vs Fair Value Explore NEXON's Fair Values from the Community and select yours It's been a...
User avatar
新しいナラティブ Nov 24

Gaming Giant's Bold Strategies Fuel Long-Term Revenue And Profit Growth Goals

NEXON focuses on growing proven franchises with ongoing updates and localization, aiming for long-term revenue and profitability improvements.

株主還元

3659JP EntertainmentJP 市場
7D1.3%0.4%1.2%
1Y-9.3%-25.7%42.1%

業界別リターン: 3659過去 1 年間で-25.7 % 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: 3659は、過去 1 年間で42.1 % のリターンを上げたJP市場を下回りました。

価格変動

Is 3659's price volatile compared to industry and market?
3659 volatility
3659 Average Weekly Movement6.0%
Entertainment Industry Average Movement4.9%
Market Average Movement5.0%
10% most volatile stocks in JP Market9.6%
10% least volatile stocks in JP Market2.5%

安定した株価: 3659 、 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: 3659の 週次ボラティリティ ( 6% ) 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
19949,834Junghun Leewww.nexon.co.jp

株式会社ネクソンは、ビデオゲームおよびモバイルゲームの制作・開発・販売を国内外で行っています。PCオンラインゲーム、モバイルゲーム、コンソールゲームを提供。旧社名はネクソンジャパン株式会社で、2009年4月に社名を株式会社ネクソンに変更した。株式会社ネクソンは 1994 年に設立され、東京に本社を置く。

NEXON Co., Ltd. 基礎のまとめ

NEXON の収益と売上を時価総額と比較するとどうか。
3659 基礎統計学
時価総額JP¥1.80t
収益(TTM)JP¥123.01b
売上高(TTM)JP¥513.40b
14.6x
PER(株価収益率
3.5x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
3659 損益計算書(TTM)
収益JP¥513.40b
売上原価JP¥203.98b
売上総利益JP¥309.43b
その他の費用JP¥186.42b
収益JP¥123.01b

直近の収益報告

Mar 31, 2026

次回決算日

Aug 13, 2026

一株当たり利益(EPS)155.45
グロス・マージン60.27%
純利益率23.96%
有利子負債/自己資本比率0%

3659 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

2.6%
現在の配当利回り
29%
配当性向

3659 配当は確実ですか?

3659 配当履歴とベンチマークを見る
3659 、いつまでに購入すれば配当金を受け取れますか?
NEXON 配当日
配当落ち日Jun 29 2026
配当支払日Sep 25 2026
配当落ちまでの日数36 days
配当支払日までの日数124 days

3659 配当は確実ですか?

3659 配当履歴とベンチマークを見る

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2026/05/22 15:50
終値2026/05/22 00:00
収益2026/03/31
年間収益2025/12/31

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。

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

NEXON Co., Ltd. 18 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。30

アナリスト機関
Keiichi YoneshimaBarclays
Haruka MoriBarclays
Robin ZhuBernstein