KONAMI GROUP CORPORATION |
Market Closed -
Other stock markets
|
5-day change | 1st Jan Change | ||
| 9,456 JPY | +2.12% |
|
+4.16% | +28.08% |
| Apr. 25 | Bloober Games and Konon Plan to Announce Release Date of Silent Hill 2 in Following Months | CI |
| Feb. 02 | Jefferies Adjusts Konami’s Price Target to 7,640 Yen From 6,760 Yen, Keeps at Hold | MT |
Valuation
| Fiscal Period: Marzo | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Capitalization 1 | 649,796 | 441,607 | 877,880 | 1,035,251 | 822,843 | 1,281,839 | - | - |
| Enterprise Value (EV) 1 | 510,904 | 348,295 | 750,625 | 852,692 | 663,399 | 1,088,723 | 1,057,385 | 1,016,592 |
| P/E ratio | 19 x | 22.5 x | 27.2 x | 18.9 x | 23.5 x | 23.4 x | 21.5 x | 20 x |
| Yield | 2.62% | 1.36% | 1.11% | 1.59% | 2.04% | 1.39% | 1.5% | 1.66% |
| Capitalization / Revenue | 2.47 x | 1.68 x | 3.22 x | 3.46 x | 2.62 x | 3.67 x | 3.45 x | 3.29 x |
| EV / Revenue | 1.95 x | 1.33 x | 2.75 x | 2.85 x | 2.11 x | 3.12 x | 2.85 x | 2.61 x |
| EV / EBITDA | 7.91 x | 6.05 x | 13.5 x | 9.23 x | 9.47 x | 10.9 x | 9.82 x | 8.79 x |
| EV / FCF | 19.2 x | -31.7 x | 15.9 x | 11.6 x | -99.2 x | 21.2 x | 19.4 x | 18.6 x |
| FCF Yield | 5.21% | -3.15% | 6.31% | 8.63% | -1.01% | 4.72% | 5.16% | 5.38% |
| Price to Book | 2.36 x | 1.65 x | 2.94 x | 2.97 x | 2.19 x | 3.1 x | 2.82 x | 2.57 x |
| Nbr of stocks (in thousands) | 135,233 | 133,215 | 133,214 | 133,581 | 135,559 | 135,558 | - | - |
| Reference price 2 | 4,805 | 3,315 | 6,590 | 7,750 | 6,070 | 9,456 | 9,456 | 9,456 |
| Announcement Date | 5/9/19 | 5/14/20 | 5/13/21 | 5/12/22 | 5/11/23 | - | - | - |
1JPY in Million2JPY
Estimates
Income Statement Evolution (Annual data)
| Fiscal Period: Marzo | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 262,549 | 262,810 | 272,656 | 299,522 | 314,321 | 349,272 | 371,088 | 389,996 |
| EBITDA 1 | 64,615 | 57,557 | 55,722 | 92,368 | 70,030 | 99,518 | 107,630 | 115,673 |
| EBIT 1 | 50,522 | 30,972 | 36,550 | 74,435 | 46,185 | 77,641 | 84,868 | 91,364 |
| Operating Margin | 19.24% | 11.78% | 13.41% | 24.85% | 14.69% | 22.23% | 22.87% | 23.43% |
| Earnings before Tax (EBT) 1 | 50,310 | 30,395 | 35,581 | 75,163 | 47,120 | 78,873 | 85,684 | 91,828 |
| Net income 1 | 34,196 | 19,892 | 32,261 | 54,806 | 34,895 | 55,716 | 60,209 | 64,746 |
| Net margin | 13.02% | 7.57% | 11.83% | 18.3% | 11.1% | 15.95% | 16.22% | 16.6% |
| EPS 2 | 252.9 | 147.3 | 242.2 | 410.8 | 258.8 | 404.1 | 440.8 | 473.1 |
| Free Cash Flow 1 | 26,604 | -10,981 | 47,358 | 73,549 | -6,688 | 51,406 | 54,521 | 54,734 |
| FCF margin | 10.13% | -4.18% | 17.37% | 24.56% | -2.13% | 14.72% | 14.69% | 14.03% |
| FCF Conversion (EBITDA) | 41.17% | - | 84.99% | 79.63% | - | 51.66% | 50.66% | 47.32% |
| FCF Conversion (Net income) | 77.8% | - | 146.8% | 134.2% | - | 92.26% | 90.55% | 84.54% |
| Dividend per Share 2 | 126.0 | 45.00 | 73.00 | 123.5 | 124.0 | 131.9 | 142.2 | 156.6 |
| Announcement Date | 5/9/19 | 5/14/20 | 5/13/21 | 5/12/22 | 5/11/23 | - | - | - |
1JPY in Million2JPY
Estimates
Income Statement Evolution (Quarterly data)
| Fiscal Period: March | 2020 S1 | 2020 S2 | 2021 S1 | 2021 S2 | 2022 Q2 | 2022 S1 | 2022 Q3 | 2022 Q4 | 2023 Q1 | 2023 Q2 | 2023 S1 | 2023 Q3 | 2023 Q4 | 2023 S2 | 2024 Q1 | 2024 Q2 | 2024 S1 | 2024 Q3 | 2024 Q4 | 2025 Q1 | 2025 Q2 | 2025 Q3 | 2025 Q4 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 121,089 | 141,721 | 116,072 | 156,584 | 71,160 | 139,486 | 75,562 | 84,474 | 71,905 | 76,454 | 148,359 | 78,519 | 87,443 | 165,962 | 72,633 | 81,218 | 153,851 | 99,245 | 95,886 | 82,383 | 90,915 | 105,688 | 97,315 |
| EBITDA 1 | - | - | 30,775 | - | - | - | - | - | - | 18,604 | - | - | 14,239 | - | 20,806 | 24,081 | - | 30,676 | 23,000 | - | - | - | - |
| EBIT 1 | 20,922 | 10,050 | 21,368 | 15,182 | 19,673 | 39,110 | 21,201 | 14,124 | 14,040 | 11,356 | 25,396 | 12,127 | 8,662 | 20,789 | 17,151 | 18,292 | 35,443 | 24,165 | 17,810 | 18,758 | 21,371 | 26,380 | 18,158 |
| Operating Margin | 17.28% | 7.09% | 18.41% | 9.7% | 27.65% | 28.04% | 28.06% | 16.72% | 19.53% | 14.85% | 17.12% | 15.44% | 9.91% | 12.53% | 23.61% | 22.52% | 23.04% | 24.35% | 18.57% | 22.77% | 23.51% | 24.96% | 18.66% |
| Earnings before Tax (EBT) 1 | 20,404 | 9,991 | 20,215 | 15,366 | 19,558 | 38,673 | 21,187 | 15,303 | 15,852 | 11,627 | 27,479 | 10,895 | 8,746 | 19,641 | 18,394 | 18,614 | 37,008 | 24,493 | 18,570 | 20,900 | 22,600 | 27,500 | 18,000 |
| Net income 1 | 15,201 | 4,691 | 13,791 | 18,470 | 13,899 | 27,558 | 14,823 | 12,425 | 11,432 | 8,415 | 19,847 | 7,724 | 7,324 | 15,048 | 13,375 | 13,459 | 26,834 | 17,661 | 12,360 | 15,100 | 16,300 | 19,700 | 12,900 |
| Net margin | 12.55% | 3.31% | 11.88% | 11.8% | 19.53% | 19.76% | 19.62% | 14.71% | 15.9% | 11.01% | 13.38% | 9.84% | 8.38% | 9.07% | 18.41% | 16.57% | 17.44% | 17.8% | 12.89% | 18.33% | 17.93% | 18.64% | 13.26% |
| EPS 2 | 112.4 | - | 103.5 | - | 104.2 | 206.8 | 111.0 | 93.01 | 85.41 | 62.50 | 147.9 | 56.95 | 53.99 | - | 98.67 | 99.28 | 198.0 | 130.3 | 94.85 | - | - | - | - |
| Dividend per Share 2 | 38.00 | - | 22.50 | - | 36.50 | 36.50 | - | 87.00 | - | 62.00 | 62.00 | - | 62.00 | 62.00 | - | 62.00 | 62.00 | - | 74.45 | - | 70.50 | - | 70.50 |
| Announcement Date | 10/31/19 | 5/14/20 | 11/5/20 | 5/13/21 | 11/4/21 | 11/4/21 | 2/3/22 | 5/12/22 | 8/4/22 | 11/2/22 | 11/2/22 | 2/2/23 | 5/11/23 | 5/11/23 | 8/3/23 | 11/2/23 | 11/2/23 | 2/1/24 | - | - | - | - | - |
1JPY in Million2JPY
Estimates
Balance Sheet Analysis
| Fiscal Period: March | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Net Debt 1 | - | - | - | - | - | - | - | - |
| Net Cash position 1 | 138,892 | 93,312 | 127,255 | 182,559 | 159,444 | 193,116 | 224,454 | 265,246 |
| Leverage (Debt/EBITDA) | - | - | - | - | - | - | - | - |
| Free Cash Flow 1 | 26,604 | -10,981 | 47,358 | 73,549 | -6,688 | 51,406 | 54,521 | 54,734 |
| ROE (net income / shareholders' equity) | 12.9% | 7.3% | 11.4% | 16.9% | 9.6% | 14.1% | 13.8% | 13.4% |
| ROA (Net income/ Total Assets) | 13.6% | 7.63% | 7.84% | 14.8% | 8.76% | 9.44% | 9.44% | 8.97% |
| Assets 1 | 251,880 | 260,854 | 411,701 | 371,004 | 398,358 | 590,465 | 637,688 | 721,546 |
| Book Value Per Share 2 | 2,038 | 2,013 | 2,242 | 2,606 | 2,776 | 3,055 | 3,356 | 3,679 |
| Cash Flow per Share 2 | 357.0 | 344.0 | 386.0 | 545.0 | 436.0 | 752.0 | 767.0 | 820.0 |
| Capex 1 | 23,809 | 62,565 | 23,561 | 23,128 | 43,779 | 29,692 | 29,764 | 28,260 |
| Capex / Sales | 9.07% | 23.81% | 8.64% | 7.72% | 13.93% | 8.5% | 8.02% | 7.25% |
| Announcement Date | 5/9/19 | 5/14/20 | 5/13/21 | 5/12/22 | 5/11/23 | - | - | - |
1JPY in Million2JPY
Estimates
EPS & Dividend
Year-on-year evolution of the PER
Year-on-year evolution of the Yield
Change in Enterprise Value/EBITDA
Trading Rating
Investor Rating
ESG Refinitiv
B-
Sell
Buy
Mean consensus
OUTPERFORM
Number of Analysts
15
Last Close Price
9,456
JPY
Average target price
10,703
JPY
Spread / Average Target
+13.18%
EPS Revisions
| 1st Jan change | Capi. | |
|---|---|---|
| +28.08% | 8.14B | |
| +5.58% | 82.93B | |
| +3.69% | 76.85B | |
| -14.62% | 53.04B | |
| -24.56% | 46.55B | |
| +31.16% | 50.15B | |
| +17.75% | 41.41B | |
| +55.21% | 35.63B | |
| -10.24% | 24.64B | |
| -21.24% | 23.04B |
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