DeNA 향후 성장
Future 기준 점검 0/6
DeNA 의 수익과 수익은 각각 연간 0.5% 및 0.7% 감소할 것으로 예상됩니다. EPS는 연간 0.3% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 6.8% 로 예상됩니다.
핵심 정보
-0.7%
이익 성장률
-0.28%
EPS 성장률
| Entertainment 이익 성장 | 6.6% |
| 매출 성장률 | -0.5% |
| 향후 자기자본이익률 | 6.81% |
| 애널리스트 커버리지 | Low |
| 마지막 업데이트 | 12 May 2026 |
최근 향후 성장 업데이트
분석 기사 • 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...분석 기사 • 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...Recent updates
분석 기사 • 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...
내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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).분석 기사 • 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...내러티브 업데이트 • 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).분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.새로운 내러티브 • 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.새로운 내러티브 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 3/31/2029 | 148,487 | 18,695 | 9,253 | 28,180 | 2 |
| 3/31/2028 | 144,165 | 19,822 | 13,423 | 32,122 | 4 |
| 3/31/2027 | 154,600 | 22,591 | 17,253 | 31,822 | 4 |
| 3/31/2026 | 147,700 | 19,048 | 18,771 | 33,431 | N/A |
| 12/31/2025 | 161,722 | 25,259 | 36,623 | 50,853 | N/A |
| 9/30/2025 | 176,886 | 44,221 | 27,838 | 39,405 | N/A |
| 6/30/2025 | 171,742 | 32,344 | 27,766 | 38,856 | N/A |
| 3/31/2025 | 163,997 | 24,193 | 28,581 | 38,999 | N/A |
| 12/31/2024 | 149,311 | 18,306 | 5,027 | 13,105 | N/A |
| 9/30/2024 | 131,848 | -33,085 | 12 | 8,225 | N/A |
| 6/30/2024 | 134,565 | -30,269 | -10,578 | 224 | N/A |
| 3/31/2024 | 136,733 | -28,682 | -21,394 | -10,839 | N/A |
| 12/31/2023 | 137,668 | -29,663 | -19,329 | -8,728 | N/A |
| 9/30/2023 | 138,838 | 5,169 | -16,063 | -5,803 | N/A |
| 6/30/2023 | 136,291 | 6,352 | -6,450 | 1,418 | N/A |
| 3/31/2023 | 134,914 | 8,857 | 3,227 | 10,808 | N/A |
| 12/31/2022 | 133,133 | 11,153 | 6,646 | 13,470 | N/A |
| 9/30/2022 | 134,006 | 18,938 | 11,301 | 17,750 | N/A |
| 6/30/2022 | 131,587 | 23,221 | 9,485 | 15,813 | N/A |
| 3/31/2022 | 130,868 | 30,532 | 11,942 | 18,375 | N/A |
| 12/31/2021 | 133,177 | 30,359 | 16,014 | 22,326 | N/A |
| 9/30/2021 | 136,260 | 29,160 | 20,959 | 27,463 | N/A |
| 6/30/2021 | 140,984 | 30,183 | 25,474 | 31,600 | N/A |
| 3/31/2021 | 136,971 | 25,630 | 20,694 | 29,967 | N/A |
| 12/31/2020 | 133,149 | 22,950 | 13,558 | 22,978 | N/A |
| 9/30/2020 | 124,933 | -34,811 | 6,585 | 18,044 | N/A |
| 6/30/2020 | 120,045 | -41,711 | -3,233 | 11,884 | N/A |
| 3/31/2020 | 121,387 | -49,166 | -1,315 | 12,946 | N/A |
| 12/31/2019 | 120,632 | -45,477 | N/A | 15,248 | N/A |
| 9/30/2019 | 121,151 | 7,842 | N/A | 19,376 | N/A |
| 6/30/2019 | 121,583 | 9,925 | N/A | 22,789 | N/A |
| 3/31/2019 | 124,116 | 12,709 | N/A | 22,979 | N/A |
| 12/31/2018 | 127,904 | 8,212 | N/A | 27,534 | N/A |
| 9/30/2018 | 134,291 | 22,301 | N/A | 27,401 | N/A |
| 6/30/2018 | 136,851 | 22,890 | N/A | 33,547 | N/A |
| 3/31/2018 | 139,390 | 22,981 | N/A | 37,672 | N/A |
| 12/31/2017 | 141,218 | 24,799 | N/A | 37,923 | N/A |
| 9/30/2017 | 140,607 | 29,943 | N/A | 31,937 | N/A |
| 6/30/2017 | 141,977 | 30,980 | N/A | 28,614 | N/A |
| 3/31/2017 | 143,806 | 30,826 | N/A | 22,682 | N/A |
| 12/31/2016 | 143,724 | 31,767 | N/A | 23,292 | N/A |
| 9/30/2016 | 145,356 | 15,777 | N/A | 25,096 | N/A |
| 6/30/2016 | 144,272 | 14,444 | N/A | 25,157 | N/A |
| 3/31/2016 | 143,709 | 11,325 | N/A | 26,707 | N/A |
| 12/31/2015 | 144,849 | 10,791 | N/A | 15,695 | N/A |
| 9/30/2015 | 145,459 | 12,476 | N/A | 21,114 | N/A |
| 6/30/2015 | 144,321 | 13,230 | N/A | 24,432 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: 2432 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -0.7%).
수익 vs 시장: 2432 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -0.7%).
고성장 수익: 2432 의 수익은 향후 3년간 감소할 것으로 예상됩니다.
수익 대 시장: 2432 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -0.5%).
고성장 매출: 2432 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -0.5%).
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: 2432의 자본 수익률은 3년 후 6.8%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/22 08:15 |
| 종가 | 2026/05/22 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2026/03/31 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
DeNA Co., Ltd.는 23명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Keiichi Yoneshima | Barclays |
| Michael Hickey | Benchmark Company |
| Hiroyasu Eguchi | BofA Global Research |