Sony Group Corporation

TSE:6758 주식 리포트

시가총액: JP¥19.7t

Sony Group 경영진

경영진 기준 점검 2/4

Sony Group CEO는 Hiroki Totoki, Apr2023 에 임명되었습니다 의 임기는 3.25 년입니다. 총 연간 보상은 ¥2.48B, 9.7% 급여 및 90.3% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 ¥581.85M 가치에 해당하는 회사 주식의 0.003% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2.3 년과 3.1 년입니다.

핵심 정보

Hiroki Totoki

최고경영자

JP¥2.5b

총 보수

CEO 급여 비율9.69%
CEO 재임 기간3.3yrs
CEO 지분 보유율0.003%
경영진 평균 재임 기간2.3yrs
이사회 평균 재임 기간3.1yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 Jun 28

6758: Bond Return And Capital Returns Will Shape A Measured Outlook

The analyst price target for Sony Group has shifted modestly lower to about ¥3,500, with analysts citing updated assumptions around growth, profitability and future P/E that reflect more tempered revenue expectations and slightly adjusted discount rates. Analyst Commentary Recent Street research on Sony Group points to a more cautious tone around the stock, even as some sector peers in entertainment and media attract corporate interest and potential M&A attention.
분석 기사 Jun 22

Sony Group Corporation Just Missed Earnings - But Analysts Have Updated Their Models

Shareholders might have noticed that Sony Group Corporation ( TSE:6758 ) filed its annual result this time last week...
내러티브 업데이트 Jun 14

6758: Entertainment Assets And Buybacks Will Offset Rising AI Memory Costs

Narrative Update on Sony Group: Analyst Price Target Shift The latest analyst revisions point to a modest cut in Sony Group's blended price target of roughly ¥100. Analysts are factoring in slightly lower fair value and profit margin assumptions along with a lower future P/E multiple.
분석 기사 May 12

Sony Group Corporation Just Missed EPS By 9.9%: Here's What Analysts Think Will Happen Next

It's been a pretty great week for Sony Group Corporation ( TSE:6758 ) shareholders, with its shares surging 11% to...
새로운 내러티브 Apr 28

Later-Stage Console Cycle And Sensor Risks Will Eventually Support More Resilient Earnings

Catalysts About Sony Group Sony Group is a diversified entertainment and technology company with businesses spanning gaming, music, pictures, electronics and image sensors. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 Apr 21

6758: Gaming And Music Content Portfolio Will Offset Rising AI Memory Costs

Analysts have trimmed their blended price targets on Sony Group, reflecting a shift to more cautious revenue growth assumptions, concerns about PS5 hardware margins under rising memory costs, and fresh questions around the resilience of Sony Music's catalog value in the face of AI generated content. Analyst Commentary Recent research has focused on two pressure points for Sony Group: console hardware profitability and the durability of music catalog economics as AI generated content expands.
새로운 내러티브 Apr 14

Gaming Ecosystem And Content IP Will Drive Stronger Long Term Earnings Power

Catalysts About Sony Group Sony Group is a diversified entertainment and technology company with businesses spanning gaming, music, pictures, electronics and image sensors. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 Apr 06

6758: Content And Gaming Portfolio Will Counter Rising AI Memory And Music Risks

Narrative Update on Sony Group The updated analyst price target for Sony Group reflects a modest fair value revision to ¥4,903.91, with analysts pointing to rising AI driven memory costs that could pressure PS5 hardware margins, as well as growing questions around AI related risks to the music business, as key factors in their reassessment. Analyst Commentary Recent research on Sony Group highlights a mix of concerns around hardware profitability and long term risks to the music business as AI adoption accelerates.
내러티브 업데이트 Mar 22

6758: Content Franchises Will Offset Memory And AI Risks Over Time

Analysts have nudged their fair value estimate for Sony Group lower from about ¥4,969 to roughly ¥4,887. This reflects slightly softer long term revenue growth assumptions, marginally slimmer profit margins, and a modestly reduced future P/E, as they factor in potential pressure on PlayStation hardware economics from higher memory costs and ongoing questions around AI risk for the music business.
내러티브 업데이트 Mar 04

6758: Content Franchises And Buybacks Will Offset Emerging AI Music Risks

Narrative Update on Sony Group The analyst price target for Sony Group has shifted slightly from ¥4,990.87 to ¥4,969.13, as analysts factor in updated assumptions for revenue growth, profit margins, discount rates and future P/E, while also weighing fresh concerns around AI driven risks to the music business. Analyst Commentary Recent Street research around Sony Group focuses heavily on the music segment, where AI generated content is emerging as a key debate for both upside and risk to the equity story.
내러티브 업데이트 Feb 18

6758: Content Franchises And Buybacks Will Support Future Earnings Re Rating

Narrative Update The analyst price target for Sony Group has been trimmed by analysts from about ¥5,093 to around ¥4,991. This reflects updated views on growth, margins and P/E assumptions highlighted in recent research.
분석 기사 Feb 09

Sony Group Corporation (TSE:6758) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

Sony Group Corporation ( TSE:6758 ) came out with its quarterly results last week, and we wanted to see how the...
내러티브 업데이트 Feb 03

6758: Content Subscriptions And Franchises Will Support Future Earnings Re Rating

Narrative Update Analysts have trimmed their blended fair value estimate for Sony Group to ¥5,093 from about ¥5,175. This reflects a slightly higher discount rate alongside expectations for stronger revenue growth, stable profit margins, and a modestly lower future P/E multiple, supported by views on renewed momentum in gaming, music, and subscription services.
분석 기사 Jan 29

Pinning Down Sony Group Corporation's (TSE:6758) P/E Is Difficult Right Now

With a price-to-earnings (or "P/E") ratio of 16.9x Sony Group Corporation ( TSE:6758 ) may be sending bearish signals...
내러티브 업데이트 Jan 20

6758: Entertainment Subscriptions And Content Franchises Will Drive Future Earnings Re Rating

The analyst price target for Sony Group has been trimmed slightly. Analysts cite a modestly higher discount rate while still highlighting potential from renewed PS Plus growth, stronger music streaming revenues, and the combined appeal of its games, anime, and music businesses.
내러티브 업데이트 Jan 05

6758: Entertainment Subscriptions And Franchises Will Drive Future Earnings Re Rating

Our analyst price target for Sony Group has edged up from ¥5,146.80 to ¥5,191.60 as analysts factor in higher operating profit forecasts tied to renewed growth expectations for PS Plus, sustained music streaming momentum, and the perceived strength of Sony's combined games, anime, and music franchises. Analyst Commentary Bullish analysts are nudging price targets higher for Sony Group, pointing to what they see as improving fundamentals in games, music, and subscription services, along with stronger than expected recent results.
분석 기사 Jan 05

Is Sony Group (TSE:6758) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
내러티브 업데이트 Dec 17

6758: Gaming And Music Subscriptions Will Drive Future Earnings Re Rating

Analysts have modestly raised their price target on Sony Group, reflecting slightly faster expected revenue growth, a marginally higher profit margin, and a supportive backdrop of recent Buy and Outperform upgrades that highlight renewed strength in gaming and music streaming businesses. Analyst Commentary Recent Street revisions highlight a more constructive stance on Sony Group, with analysts pointing to a combination of cyclical recovery in key content categories and structural tailwinds in digital entertainment.
내러티브 업데이트 Dec 03

6758: Games And Subscription Content Will Drive Future Earnings Re-Rating

Analysts have nudged their price target on Sony Group modestly higher, reflecting a roughly 1 percent increase in fair value to about ¥5,150. They point to upgraded ratings, better than expected quarterly results, and growing confidence in the company’s games, music, and subscription businesses.
내러티브 업데이트 Nov 19

6758: Future Performance Will Be Driven By Expanding Games and Entertainment Segments

Sony Group's analyst price target has increased from ¥4,867.50 to ¥5,076.80. Analysts highlight stronger earnings performance and continued strength in the company's games, anime, and music segments.
내러티브 업데이트 Nov 01

6758: Next Console Advancements And Gaming Success Will Drive Margins Higher

Narrative Update on Sony Group Analysts have raised their price target for Sony Group, increasing it modestly from ¥4,819.58 to ¥4,867.50. This change reflects improved profit margin expectations and a slight uptick in revenue growth forecasts.
내러티브 업데이트 Oct 18

PlayStation Ecosystem And Sensor Technology Will Secure Future Resilience

Analysts have slightly increased their price target for Sony Group, raising fair value from ¥4,790 to ¥4,819.58. This adjustment is supported by expectations of improved profit margins and moderated declines in revenue growth.
내러티브 업데이트 Oct 04

PlayStation Ecosystem And Sensor Technology Will Secure Future Resilience

Analysts have raised their price target for Sony Group from ¥4,709.58 to ¥4,790.00, citing updated expectations around discount rates and long-term financial metrics. What's in the News The Trump administration is considering imposing new tariffs on foreign electronics based on the value of chip content.
내러티브 업데이트 Sep 19

PlayStation Ecosystem And Sensor Technology Will Secure Future Resilience

Sony Group’s valuation outlook remains stable with marginally higher analyst price targets (up to ¥4,710) and no significant changes in revenue growth or future P/E expectations. What's in the News Tencent has contested Sony's lawsuit alleging that Tencent's upcoming game "Light of Motiram" is a copy of Sony's "Horizon Zero Dawn," calling the litigation an overreach and seeking dismissal (The Game Post).
내러티브 업데이트 Sep 04

PlayStation Ecosystem And Sensor Technology Will Secure Future Resilience

With both the consensus analyst price target and key valuation metrics such as the future P/E ratio and discount rate remaining essentially unchanged, there is no material revision to Sony Group’s estimated fair value, which stays at ¥4639. What's in the News Sony is pushing for its first-party PlayStation studios to drive more revenue growth and take calculated risks, while maintaining their creative independence (Financial Times, 2025-08-25).
분석 기사 Aug 26

Here's Why We Think Sony Group (TSE:6758) Might Deserve Your Attention Today

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
분석 기사 Aug 05

Returns On Capital At Sony Group (TSE:6758) Have Stalled

TSE:6758 1 Year Share Price vs Fair Value Explore Sony Group's Fair Values from the Community and select yours If we...

CEO 보수 분석

Hiroki Totoki의 보수는 Sony Group의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026JP¥2bJP¥240m

JP¥1t

Dec 31 2025n/an/a

JP¥1t

Sep 30 2025n/an/a

JP¥1t

Jun 30 2025n/an/a

JP¥1t

Mar 31 2025JP¥360mJP¥140m

JP¥1t

Dec 31 2024n/an/a

JP¥1t

Sep 30 2024n/an/a

JP¥1t

Jun 30 2024n/an/a

JP¥963b

Mar 31 2024n/an/a

JP¥847b

Dec 31 2023n/an/a

JP¥923b

Sep 30 2023n/an/a

JP¥880b

Jun 30 2023n/an/a

JP¥962b

Mar 31 2023JP¥223mJP¥80m

JP¥1t

Dec 31 2022n/an/a

JP¥975b

Sep 30 2022n/an/a

JP¥1t

Jun 30 2022n/an/a

JP¥931b

Apr 01 2022n/an/a

JP¥882b

Dec 31 2021n/an/a

JP¥838b

Sep 30 2021n/an/a

JP¥802b

Jun 30 2021n/an/a

JP¥1t

Mar 31 2021JP¥136mJP¥66m

JP¥1t

Dec 31 2020n/an/a

JP¥976b

Sep 30 2020n/an/a

JP¥894b

Jun 30 2020n/an/a

JP¥624b

Mar 31 2020JP¥115mJP¥59m

JP¥582b

보상 대 시장: Hiroki의 총 보수(USD15.32M)는 JP 시장에서 비슷한 규모 기업의 평균(USD1.52M)보다 높습니다.

보상과 수익: Hiroki의 보상은 20% 이상 증가했지만 지난 1년 동안 회사 수익은 20% 이상 감소했습니다.


CEO

Hiroki Totoki (62 yo)

3.3yrs
재임 기간
JP¥2,477,000,000
보수

Mr. Hiroki Totoki is President and Chief Executive Officer since April 1, 2023 and April 01, 2025 at Sony Group Corporation respectively. He was Chairman of Sony Interactive Entertainment Inc. from October...


리더십 팀

이름직위재임 기간보수지분
Kenichiro Yoshida
Executive Chairman12.1yrsJP¥684.00m0.011%
¥ 2.2b
Hiroki Totoki
President3.3yrsJP¥2.48b0.0029%
¥ 581.8m
Lin Tao
CFO, Corporate Executive Officer & Director1.3yrsJP¥555.00m0.00066%
¥ 130.2m
Toshimoto Mitomo
CSO, Rep. Corp. Exec Offno dataJP¥450.00m0.0020%
¥ 388.6m
Yasuhiro Ito
Chief People Officer1.3yrsJP¥314.00m0.00011%
¥ 21.7m
Tsuyoshi Kodera
Chief Digital Officer8.1yrsJP¥398.00m0.00047%
¥ 92.7m
Hirotoshi Korenaga
Senior Vice President of Accountingno data데이터 없음데이터 없음
Hiroaki Kitano
Chief Technology Fellowno dataJP¥214.00m데이터 없음
J. Hill
Senior Vice President of Finance & Investor Relations and Head of Investor Relationsno data데이터 없음데이터 없음
Robert Lawson
Senior Vice President of Corporate Communicationsno data데이터 없음데이터 없음
Rob Stringer
Business CEO8.1yrs데이터 없음0.0093%
¥ 1.8b
Mami Imada
Senior Vice Presidentno data데이터 없음데이터 없음
2.3yrs
평균 재임 기간
61.5yo
평균 나이

경험이 풍부한 관리: 6758의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.3 년).


이사회 구성원

이름직위재임 기간보수지분
Kenichiro Yoshida
Executive Chairman12.1yrsJP¥684.00m0.011%
¥ 2.2b
Hiroki Totoki
President7.1yrsJP¥2.48b0.0029%
¥ 581.8m
Lin Tao
CFO, Corporate Executive Officer & Directorless than a yearJP¥555.00m0.00066%
¥ 130.2m
Nora Denzel
Independent Outside Director1.1yrs데이터 없음데이터 없음
Neil Hunt
Independent Outside Director3.1yrs데이터 없음0.000090%
¥ 17.8m
William Morrow
Independent Outside Director3.1yrs데이터 없음0.000090%
¥ 17.8m
Shingo Konomoto
Independent Outside Director2.1yrs데이터 없음0.000020%
¥ 3.9m
Wendy Mira Becker
Independent Chairman of the Board7.1yrs데이터 없음0.00042%
¥ 82.8m
Masayuki Hyodo
Independent Outside Director1.1yrs데이터 없음데이터 없음
Joseph A. Kraft
Independent Outside Director6.1yrs데이터 없음0.00034%
¥ 67.1m
Yoriko Goto
Independent Outside Director1.1yrs데이터 없음데이터 없음
3.1yrs
평균 재임 기간
64yo
평균 나이

경험이 풍부한 이사회: 6758의 이사회경험이 있음으로 간주됩니다(평균 재임 3.1 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/11 12:44
종가2026/07/10 00:00
수익2026/03/31
연간 수익2026/03/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Sony Group Corporation는 40명의 분석가가 다루고 있습니다. 이 중 24명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Richard KramerArete Research Services LLP
Yuji FujimoriBarclays
Michael HickeyBenchmark Company