DeNA Co., Ltd.

TSE:2432 주식 리포트

시가총액: JP¥283.4b

DeNA 과거 순이익 실적

과거 기준 점검 0/6

DeNA의 수입은 연평균 -10.4%의 비율로 감소해 온 반면, Entertainment 산업은 수입이 연평균 5.9% 증가했습니다. 매출은 연평균 4.3%의 비율로 증가해 왔습니다. DeNA의 자기자본이익률은 7.7%이고 순이익률은 12.9%입니다.

핵심 정보

-10.42%

순이익 성장률

-8.28%

주당순이익(EPS) 성장률

Entertainment 산업 성장률17.91%
매출 성장률4.28%
자기자본이익률7.66%
순이익률12.90%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

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...

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.
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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.
User avatar
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...

매출 및 비용 세부 내역

DeNA가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

TSE:2432 매출, 비용 및 순이익 (JPY Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 26147,70019,04851,6910
31 Dec 25161,72225,25955,9480
30 Sep 25176,88644,22154,6640
30 Jun 25171,74232,34458,2850
31 Mar 25163,99724,19357,8690
31 Dec 24149,31118,30656,1850
30 Sep 24131,848-33,08555,136770
30 Jun 24134,565-30,26959,5140
31 Mar 24136,733-28,68258,113770
31 Dec 23137,668-29,66359,751806
30 Sep 23138,8385,16959,217806
30 Jun 23136,2916,35258,734806
31 Mar 23134,9148,85757,181806
31 Dec 22133,13311,15356,69764
30 Sep 22134,00618,93855,43864
30 Jun 22131,58723,22155,40364
31 Mar 22130,86830,53254,86164
31 Dec 21133,17730,35953,809167
30 Sep 21136,26029,16053,870167
30 Jun 21140,98430,18353,355167
31 Mar 21136,97125,63053,845167
31 Dec 20133,14922,95054,642775
30 Sep 20124,933-34,81156,033775
30 Jun 20120,045-41,71156,586775
31 Mar 20121,387-49,16657,124775
31 Dec 19120,632-45,47756,9471,182
30 Sep 19121,1517,84256,0411,182
30 Jun 19121,5839,92554,7811,182
31 Mar 19124,11612,70954,7271,182
31 Dec 18127,9048,21257,4020
30 Sep 18134,29122,30159,0770
30 Jun 18136,85122,89061,0220
31 Mar 18139,39022,98161,7610
31 Dec 17141,21824,79958,7770
30 Sep 17140,60729,94358,6760
30 Jun 17141,97730,98058,4060
31 Mar 17143,80630,82659,5720
31 Dec 16143,72431,76761,1130
30 Sep 16145,35615,77761,7540
30 Jun 16144,27214,44461,4730
31 Mar 16143,70911,32560,1580
31 Dec 15144,84910,79160,9660
30 Sep 15145,45912,47659,2760
30 Jun 15144,32113,23058,1190

양질의 수익: 2432는 ¥9.9B 규모의 큰 일회성 손실이 있어 31st March, 2026까지 지난 12개월 재무 결과에 영향을 미쳤습니다.

이익 마진 증가: 2432의 현재 순 이익률 (12.9%)은 지난해 (14.8%)보다 낮습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: 2432의 수익은 지난 5년 동안 연평균 10.4% 감소했습니다.

성장 가속화: 2432은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.

수익 대 산업: 2432은 지난 1년 동안 수익이 감소(-21.3%)하여 Entertainment 업계 평균(13.2%)과 비교하기 어렵습니다.


자기자본이익률

높은 ROE: 2432의 자본 수익률(7.7%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/22 20:16
종가2026/05/22 00:00
수익2026/03/31
연간 수익2026/03/31

데이터 소스

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
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시장 가격30년
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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.

분석가기관
Keiichi YoneshimaBarclays
Michael HickeyBenchmark Company
Hiroyasu EguchiBofA Global Research