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NEXON Co., Ltd.TSE:3659 주식 보고서

시가총액 JP¥1.8t
주가
JP¥2.23k
JP¥3.11k
28.2% 저평가 내재 할인율
1Y-14.5%
7D-3.4%
1D
포트폴리오 가치
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NEXON Co., Ltd.

TSE:3659 주식 리포트

시가총액: JP¥1.8t

NEXON (3659) 주식 개요

넥슨은 일본 및 해외에서 PC 온라인 및 모바일 게임을 제작, 개발, 유통, 서비스하는 회사입니다. 자세히 보기

3659 펀더멘털 분석
스노우플레이크 점수
가치 평가3/6
미래 성장1/6
과거 실적2/6
재무 건전성6/6
배당4/6

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. 경쟁사

가격 이력 및 성과

NEXON 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가JP¥2,228.50
52주 최고가JP¥4,434.00
52주 최저가JP¥2,143.50
베타0.50
1개월 변동-16.55%
3개월 변동-28.02%
1년 변동-14.45%
3년 변동-22.18%
5년 변동-11.60%
IPO 이후 변동250.94%

최근 뉴스 및 업데이트

내러티브 업데이트 Jun 07

3659: Renewed China Partnerships And Buybacks Will Support Future Upside Potential

Analysts have trimmed their price target on NEXON to ¥3,105 from ¥3,333, citing updated assumptions that include slightly lower revenue growth, a reduced profit margin outlook, and a modestly lower future P/E multiple. What's in the News NEXON renewed its long standing publishing partnership with Tencent for the PC action RPG Dungeon&Fighter in China under a new ten year agreement, with terms not disclosed.
내러티브 업데이트 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).
분석 기사 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

내러티브 업데이트 Jun 07

3659: Renewed China Partnerships And Buybacks Will Support Future Upside Potential

Analysts have trimmed their price target on NEXON to ¥3,105 from ¥3,333, citing updated assumptions that include slightly lower revenue growth, a reduced profit margin outlook, and a modestly lower future P/E multiple. What's in the News NEXON renewed its long standing publishing partnership with Tencent for the PC action RPG Dungeon&Fighter in China under a new ten year agreement, with terms not disclosed.
내러티브 업데이트 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).
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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
새로운 내러티브 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.

주주 수익률

3659JP EntertainmentJP 시장
7D-3.4%1.9%-2.4%
1Y-14.5%-27.1%38.4%

수익률 대 산업: 3659은 지난 1년 동안 -27.1%의 수익을 기록한 JP Entertainment 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: 3659은 지난 1년 동안 38.4%를 기록한 JP 시장보다 저조한 성과를 냈습니다.

주가 변동성

Is 3659's price volatile compared to industry and market?
3659 volatility
3659 Average Weekly Movement5.9%
Entertainment Industry Average Movement4.6%
Market Average Movement4.7%
10% most volatile stocks in JP Market9.3%
10% least volatile stocks in JP Market2.4%

안정적인 주가: 3659는 지난 3개월 동안 JP 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: 3659의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
19949,834Junghun Leewww.nexon.co.jp

넥슨은 일본 및 해외에서 PC 온라인 및 모바일 게임을 제작, 개발, 유통, 서비스하는 회사입니다. 회사는 PC 온라인 사업과 모바일 사업 부문을 통해 운영됩니다. 메이플스토리, 던전앤파이터, EA SPORTS FC 등의 PC 온라인 게임 타이틀을 제공합니다.

NEXON Co., Ltd. 기초 지표 요약

NEXON의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
3659 기초 통계
시가총액JP¥1.76t
순이익 (TTM)JP¥123.01b
매출 (TTM)JP¥513.40b
14.3x
주가수익비율(P/E)
3.4x
주가매출비율(P/S)

3659는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
3659 손익계산서 (TTM)
매출JP¥513.40b
매출원가JP¥203.98b
총이익JP¥309.43b
기타 비용JP¥186.42b
순이익JP¥123.01b

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

Aug 13, 2026

주당순이익(EPS)155.42
총이익률60.27%
순이익률23.96%
부채/자본 비율0%

3659의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

2.7%
현재 배당 수익률
29%
배당 성향

3659는 안정적으로 배당을 지급합니까?

3659 배당 기록 및 벤치마크 보기
다가오는 배당을 받으려면 언제까지 3659를 매수해야 하나요?
NEXON 배당 일정
배당락일Jun 29 2026
배당 지급일Sep 25 2026
배당락일까지 남은 일수20 days
배당 지급일까지 남은 일수108 days

3659는 안정적으로 배당을 지급합니까?

3659 배당 기록 및 벤치마크 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/08 06:34
종가2026/06/08 00:00
수익2026/03/31
연간 수익2025/12/31

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 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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

NEXON Co., Ltd.는 29명의 분석가가 다루고 있습니다. 이 중 19명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Haruka MoriBarclays
Keiichi YoneshimaBarclays
Robin ZhuBernstein