Komori
D

DeNA Co.,Ltd.

2432Information and Communications, Services and OthersMid cap
2,580JPY+2.6%
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Price history
¥2,580Latest+53.5%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

The company group provides internet services for mobile devices and PCs, with a focus on digital entertainment. Its segment structure has been changed from the previous classification, and its principal reportable segments are the Game Business, Live Streaming Business, Sports and Smart City Business, Healthcare and Medical Business, and New Businesses and Other. Its main services include mobile game distribution, such as Mobage; live streaming services, such as Pococha; the operation of sports teams and facilities, including the Yokohama DeNA BayStars; healthcare and medical DX-related services, such as Joining (Join); businesses in the smart city field, including BASEGATE Yokohama Kannai; and services related to health big data. The group is also pursuing new businesses and other services. Its main markets are Japan and overseas, and it operates across the same categories as its segments. Major shareholders and key customers may include Nintendo Co.,Ltd. and Pokémon. Its competitive advantages and market position include long-term partnerships, global title development, and business expansion driven by the use of data and AI. From the fiscal year ending March 2025, its medium-term strategy has focused on forming and establishing a group of businesses capable of structural and sustained growth, updating and executing its business portfolio, creating Synergy across the group, and strengthening corporate governance. Key areas of focus for the current fiscal year include new releases such as Pokémon Trading Card Game Pocket, the opening of directly operated facilities at BASEGATE Yokohama Kannai, the promotion of healthcare and data utilization, and the strengthening of its AI strategy.

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Key numbersShowing 8 of 20
PER
9.31How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
1.37How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
14.8%Earning power. A figure above 10% is generally considered good.
Dividend yield
0.0%The annual dividend as a percentage of the share price.
Market capitalization
¥311bnShare price × number of shares. The value of the entire company.
Equity ratio
71.6%The proportion of assets funded by money that does not have to be repaid.
Operating margin
19.9%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
0.9%The average annual growth in sales over the past three years.
What to watch next
Support from the Ministry of Economy, Trade and Industry for smartphone game development, including ¥1.5 billion in total subsidies, could accelerate development investment and improve the likelihood of producing successful titles.
From the second half of 2026 through the fiscal year ending March 2027, reflecting the timing of grant selection, disbursement and development progress.Impact MediumLikelihood Medium
Release of themed expansion packs for Pokémon Trading Card Game Pocket (PokéPoke), which is likely to directly support user acquisition and continued monetization.
From 30 June 2026 onward, with performance assessed based on sales, DAU and monetization behavior during the 1–3 months following release.Impact HighLikelihood High
The phase in which approximately ¥40.1 billion in equity-method investment income associated with the listing of GO株式会社 is recognized in the consolidated income statement.
Fiscal year ending March 2027; the timing of recognition depends on disclosure and accounting treatment.Impact HighLikelihood Medium
The start-up of earnings contributions from capital investment plans for the sports and smart-city businesses, including Yokohama Stadium, where work is scheduled to begin in April 2026 and be completed by March 2027, and the directly operated facilities at BASEGATE Yokohama Kannai.
From the second half of 2026 through the fiscal year ending March 2027.Impact MediumLikelihood Low
The adoption of AI tools and an AI operating framework, including DARS and Devin/Vibe Coding, could improve development productivity and reduce costs.
From the second half of 2026 over the medium term, to be assessed through quarterly expense ratios, labor hours and R&D efficiency.Impact LowLikelihood Medium
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Who owns itTop holders total 52.3%
Listed holders 52.3%Everyone else 47.7%
Nanba Tomoko (南場 智子)18.47%
Nintendo Co.,Ltd.14.04%
The Master Trust Bank of Japan, Ltd.10.17%
株式会社ATRA5.46%
Custody Bank of Japan4.14%
Who owns it
HolderOwnership (%)
Nanba Tomoko (南場 智子)18.47
Nintendo Co.,Ltd.14.04
The Master Trust Bank of Japan, Ltd.10.17
株式会社ATRA5.46
Custody Bank of Japan4.14
This company's documents
Timely disclosures
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