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Dentsu Group Inc.TSE:4324 株式レポート

時価総額 JP¥799.5b
株価
JP¥3.11k
JP¥3.28k
5.3% 割安 内在価値ディスカウント
1Y0.5%
7D-0.2%
1D
ポートフォリオ価値
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Dentsu Group Inc.

TSE:4324 株式レポート

時価総額:JP¥799.5b

Dentsu Group(4324)株式概要

株式会社電通グループは、日本、米州、欧州、中東・アフリカ、アジア太平洋地域で広告事業を展開している。 詳細

4324 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3/6
過去の実績0/6
財務の健全性4/6
配当金0/6

報酬

リスク分析

リスクチェックの結果、4324 、リスクは検出されなかった。

4324 Community Fair Values

Create Narrative

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

Dentsu Group Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要Dentsu Group
過去の株価
現在の株価JP¥3,087.00
52週高値JP¥3,554.00
52週安値JP¥2,642.00
ベータ0.33
1ヶ月の変化1.38%
3ヶ月変化11.28%
1年変化0.52%
3年間の変化-33.63%
5年間の変化-20.23%
IPOからの変化31.36%

最新ニュース

ナラティブの更新 Jun 04

4324: Lower Earnings Assumptions Will Weigh On Premium Video Partnership Outlook

Analysts have trimmed their price target on Dentsu Group from ¥2,800 to ¥2,500, reflecting updated assumptions for revenue growth, profit margins and a slightly lower future P/E multiple. What's in the News Magnite and Dentsu Group expanded their existing EMEA relationship with a new partnership in Sweden, focusing on the media supply chain for premium video and connected TV, source: company client announcement.
ナラティブの更新 May 21

4324: Boycott Probe Settlement Talks And Fine Tuned Assumptions Will Shape Balanced Outlook

Analysts have kept their ¥3,282 price target for Dentsu Group unchanged, with slightly adjusted assumptions for discount rate, revenue growth, profit margin, and future P/E. This suggests a more fine tuned rather than directional shift in their outlook.
分析記事 May 19

Dentsu Group Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

It's been a good week for Dentsu Group Inc. ( TSE:4324 ) shareholders, because the company has just released its latest...
ナラティブの更新 May 01

4324: Regulatory Probe, Impairment Charges And Leadership Change Will Shape Balanced Outlook

Analysts have kept their fair value estimate for Dentsu Group steady at roughly ¥3,282 per share, making only minor tweaks to inputs like the discount rate and future P/E. This reflects updated assumptions rather than a change in overall conviction.

Recent updates

ナラティブの更新 Jun 04

4324: Lower Earnings Assumptions Will Weigh On Premium Video Partnership Outlook

Analysts have trimmed their price target on Dentsu Group from ¥2,800 to ¥2,500, reflecting updated assumptions for revenue growth, profit margins and a slightly lower future P/E multiple. What's in the News Magnite and Dentsu Group expanded their existing EMEA relationship with a new partnership in Sweden, focusing on the media supply chain for premium video and connected TV, source: company client announcement.
ナラティブの更新 May 21

4324: Boycott Probe Settlement Talks And Fine Tuned Assumptions Will Shape Balanced Outlook

Analysts have kept their ¥3,282 price target for Dentsu Group unchanged, with slightly adjusted assumptions for discount rate, revenue growth, profit margin, and future P/E. This suggests a more fine tuned rather than directional shift in their outlook.
分析記事 May 19

Dentsu Group Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

It's been a good week for Dentsu Group Inc. ( TSE:4324 ) shareholders, because the company has just released its latest...
ナラティブの更新 May 01

4324: Regulatory Probe, Impairment Charges And Leadership Change Will Shape Balanced Outlook

Analysts have kept their fair value estimate for Dentsu Group steady at roughly ¥3,282 per share, making only minor tweaks to inputs like the discount rate and future P/E. This reflects updated assumptions rather than a change in overall conviction.
ナラティブの更新 Apr 17

4324: Impairment Reset And Leadership Change Will Frame Balanced Outlook

Analysts have nudged their price target on Dentsu Group slightly lower to ¥3,282 from ¥3,293, reflecting updated assumptions that combine a somewhat higher discount rate with modestly stronger revenue growth, profit margin and future P/E inputs. What's in the News The U.S. Federal Trade Commission is reported to be negotiating a potential settlement with advertising firms, including those linked to a boycott probe.
ナラティブの更新 Apr 03

4324: Impairment Charges And Leadership Change Will Frame A Steady Outlook

Analysts have kept their ¥2,800 price target for Dentsu Group unchanged, citing updated assumptions that include a slightly different discount rate, revenue growth, profit margin, and future P/E inputs. Together, these factors support maintaining the existing valuation view.
ナラティブの更新 Mar 20

4324: Impairment Reset And New Leadership Will Support Rebound Prospects

Analysts now see Dentsu Group's fair value at about ¥3,293, down from roughly ¥3,397. This reflects slightly higher discount rate assumptions, modestly lower revenue growth expectations, a small trim to profit margin forecasts, and a marginally lower future P/E multiple in their updated models.
ナラティブの更新 Mar 05

4324: Impairment And Leadership Transition Will Shape Balanced Outlook

Analysts have maintained their fair value estimate for Dentsu Group at ¥2,800. Slightly higher assumed revenue growth and a higher discount rate are offset by a lower projected profit margin and a modestly higher future P/E, leaving the overall price target unchanged.
ナラティブの更新 Feb 19

4324: Impairment Charges And Leadership Changes Will Shape Measured Outlook

Analysts have trimmed their Dentsu Group price target from ¥2,900 to ¥2,800, reflecting updated views on discount rates, revenue growth assumptions, profit margins, and future P/E levels. What's in the News Dentsu Group plans to record goodwill impairment losses of ¥310.1b in the fourth quarter of FY2025, subject to Board approval, which would materially affect reported earnings for that period.
分析記事 Feb 14

Dentsu Group Inc.'s (TSE:4324) Business Is Yet to Catch Up With Its Share Price

There wouldn't be many who think Dentsu Group Inc.'s ( TSE:4324 ) price-to-sales (or "P/S") ratio of 0.5x is worth a...
ナラティブの更新 Feb 05

4324: Revised 2025 Guidance And Margin Outlook Will Shape Balanced Future Prospects

Analysts kept their fair value estimate for Dentsu Group steady at ¥2,900, citing a slightly lower discount rate, modestly revised revenue growth assumptions of 0.97% and a future P/E of 9.72, offset by a small reduction in profit margin expectations to 6.31%. What's in the News Dentsu Group revised its FY2025 consolidated guidance, now expecting revenue of ¥1,421b and net revenue of ¥1,182.6b, with operating profit projected at ¥17.6b instead of a previously guided operating loss of ¥3.5b.
ナラティブの更新 Jan 22

4324: Higher Profit Forecast And Accounting Review Will Reshape 2025 Outlook

Analysts have lifted their fair value estimate for Dentsu Group from ¥2,400 to ¥2,900. They cite updated assumptions that pair a slightly lower discount rate and P/E multiple with revised expectations for revenue growth and profit margins.
分析記事 Jan 17

Here's Why Dentsu Group (TSE:4324) Can Manage Its Debt Responsibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
ナラティブの更新 Jan 08

4324: Margin Pressures And Sports Expansion Will Shape Balanced Share Prospects

Analysts have kept their fair value estimate for Dentsu Group broadly unchanged at ¥3,396.67, while refining assumptions around revenue growth, profit margins, the discount rate and future P/E. This reflects updated views on the balance between earnings potential and risk.
分析記事 Dec 21

Investors Will Want Dentsu Group's (TSE:4324) Growth In ROCE To Persist

There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
ナラティブの更新 Dec 20

4324: Margin Recovery And Sports Expansion Will Shape Balanced Share Prospects

Analysts have modestly raised their price target for Dentsu Group to ¥3,397 from ¥3,330, reflecting slightly higher long term profit margin assumptions and a small uptick in the company’s justified valuation multiples, despite only marginal tweaks to growth and discount rate inputs. What's in the News Dentsu Group raised its FY2025 operating profit forecast from an operating loss of ¥3.5 billion to an operating profit of ¥17.6 billion, supported by stronger Japan performance and cost reductions, while keeping organic growth guidance at around 0% (company guidance).
ナラティブの更新 Dec 06

4324: International Business Uncertainty And Margin Outlook Will Shape Balanced Share Prospects

Narrative Update on Dentsu Group Analyst Price Target The analyst price target for Dentsu Group has been raised from ¥3,121 to ¥3,330. Analysts cite an improved profit margin outlook and a slightly lower assumed valuation multiple, partially offset by more conservative revenue growth expectations.
ナラティブの更新 Nov 22

4324: International Business Sale Could Expose Shares To Significant Downside Risk

Narrative Update on Dentsu Group: Analyst Price Target Rises Analysts have raised their fair value estimate for Dentsu Group from ¥3,070 to ¥3,121.25, citing improved revenue growth prospects and higher profitability expectations. What's in the News Dentsu is evaluating the sale of its international business, which could raise several billion dollars if successful (Financial Times).
分析記事 Aug 17

Dentsu Group Inc. (TSE:4324) Just Reported Earnings, And Analysts Cut Their Target Price

TSE:4324 1 Year Share Price vs Fair Value Explore Dentsu Group's Fair Values from the Community and select yours...
ナラティブの更新 Aug 16

Investing In Integrated Growth Solutions And Modern Media Will Drive Competitiveness In Future Markets

Despite an improved revenue growth outlook and a lower forward P/E multiple, the consensus analyst price target for Dentsu Group has been reduced from ¥3,275 to ¥3,095. What's in the News Dentsu Group's board is set to discuss a revision of the full-year consolidated earnings forecast and the dividend of surplus.
分析記事 Aug 05

Some Confidence Is Lacking In Dentsu Group Inc.'s (TSE:4324) P/S

There wouldn't be many who think Dentsu Group Inc.'s ( TSE:4324 ) price-to-sales (or "P/S") ratio of 0.6x is worth a...
分析記事 Jul 14

Returns Are Gaining Momentum At Dentsu Group (TSE:4324)

There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
User avatar
新しいナラティブ Dec 03

AI And Merkury For Media Launch Fuel Growth In Key Markets

Strategic focus on data, technology, AI, and major markets like Japan and the US aims for revenue growth and enhanced service models.

株主還元

4324JP MediaJP 市場
7D-0.2%-0.5%-2.4%
1Y0.5%2.5%38.4%

業界別リターン: 4324過去 1 年間で2.5 % の収益を上げたJP Media業界を下回りました。

リターン対市場: 4324は、過去 1 年間で38.4 % のリターンを上げたJP市場を下回りました。

価格変動

Is 4324's price volatile compared to industry and market?
4324 volatility
4324 Average Weekly Movement5.1%
Media Industry Average Movement4.9%
Market Average Movement4.7%
10% most volatile stocks in JP Market9.3%
10% least volatile stocks in JP Market2.4%

安定した株価: 4324 、 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: 4324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
190167,454Takeshi Sanowww.group.dentsu.com

日本、米州、欧州、中東・アフリカ、アジア太平洋地域で広告事業を展開。新聞、雑誌、ラジオ、テレビ、インターネット、セールスプロモーション、映画、コンテンツサービスなどの広告サービスを提供している。また、イラスト、屋外広告、交通広告などの広告、企画、制作、マーケティング、PRなどの関連サービスも提供している。その他、ソフトウエア製品・グッズの販売、保守サービスも行っている。株式会社電通グループは1901年に設立され、港区に本社を置く。

Dentsu Group Inc. 基礎のまとめ

Dentsu Group の収益と売上を時価総額と比較するとどうか。
4324 基礎統計学
時価総額JP¥799.53b
収益(TTM)-JP¥293.72b
売上高(TTM)JP¥1.45t
0.6x
P/Sレシオ
-2.7x
PER(株価収益率

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
4324 損益計算書(TTM)
収益JP¥1.45t
売上原価JP¥241.91b
売上総利益JP¥1.21t
その他の費用JP¥1.50t
収益-JP¥293.72b

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益(EPS)-1.13k
グロス・マージン83.28%
純利益率-20.30%
有利子負債/自己資本比率94.6%

4324 の長期的なパフォーマンスは?

過去の実績と比較を見る

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2026/06/09 14:43
終値2026/06/09 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

Dentsu Group Inc. 10 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。22

アナリスト機関
Yoshitaka NagaoBofA Global Research
Mitsunobu TsuruoCitigroup Inc
Hideo NodaCLSA