KONAMI GROUP CORPORATION |
Market Closed -
Other stock markets
|
5-day change | 1st Jan Change | ||
| 11,455 JPY | +2.37% |
|
+11.32% | +55.15% |
| May. 10 | Wall Street Cues, China Property Outlook Lifts Asian Stock Markets | MT |
| May. 10 | Japan's Nikkei edges higher on earnings, Wall Street gains | RE |
Valuation
| Fiscal Period: March | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Capitalization 1 | 649,796 | 441,607 | 877,880 | 1,035,251 | 822,843 | 1,552,815 | - | - |
| Enterprise Value (EV) 1 | 510,904 | 348,295 | 750,625 | 852,692 | 663,399 | 1,391,505 | 1,323,888 | 1,283,293 |
| P/E ratio | 19 x | 22.5 x | 27.2 x | 18.9 x | 23.5 x | 23.5 x | 23.8 x | 22.9 x |
| Yield | 2.62% | 1.36% | 1.11% | 1.59% | 2.04% | 1.15% | 1.27% | 1.34% |
| Capitalization / Revenue | 2.47 x | 1.68 x | 3.22 x | 3.46 x | 2.62 x | 3.86 x | 4.01 x | 3.84 x |
| EV / Revenue | 1.95 x | 1.33 x | 2.75 x | 2.85 x | 2.11 x | 3.86 x | 3.42 x | 3.17 x |
| EV / EBITDA | 7.91 x | 6.05 x | 13.5 x | 9.23 x | 9.47 x | 13.7 x | 11.6 x | 10.7 x |
| EV / FCF | 19.2 x | -31.7 x | 15.9 x | 11.6 x | -99.2 x | 27.8 x | 24.2 x | 22.7 x |
| FCF Yield | 5.21% | -3.15% | 6.31% | 8.63% | -1.01% | 3.6% | 4.12% | 4.4% |
| Price to Book | 2.36 x | 1.65 x | 2.94 x | 2.97 x | 2.19 x | 3.26 x | 3.34 x | 3.09 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 | 11,455 | 11,455 | 11,455 |
| Announcement Date | 5/9/19 | 5/14/20 | 5/13/21 | 5/12/22 | 5/11/23 | 5/9/24 | - | - |
1JPY in Million2JPY
Estimates
Income Statement Evolution (Annual data)
| Fiscal Period: March | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 262,549 | 262,810 | 272,656 | 299,522 | 314,321 | 360,314 | 387,343 | 404,740 |
| EBITDA 1 | 64,615 | 57,557 | 55,722 | 92,368 | 70,030 | 99,518 | 114,548 | 119,497 |
| EBIT 1 | 50,522 | 30,972 | 36,550 | 74,435 | 46,185 | 80,262 | 89,884 | 95,780 |
| Operating Margin | 19.24% | 11.78% | 13.41% | 24.85% | 14.69% | 22.28% | 23.21% | 23.66% |
| Earnings before Tax (EBT) 1 | 50,310 | 30,395 | 35,581 | 75,163 | 47,120 | 82,685 | 91,086 | 97,047 |
| Net income 1 | 34,196 | 19,892 | 32,261 | 54,806 | 34,895 | 59,171 | 64,725 | 68,341 |
| Net margin | 13.02% | 7.57% | 11.83% | 18.3% | 11.1% | 16.42% | 16.71% | 16.89% |
| EPS 2 | 252.9 | 147.3 | 242.2 | 410.8 | 258.8 | 436.5 | 480.4 | 499.3 |
| Free Cash Flow 1 | 26,604 | -10,981 | 47,358 | 73,549 | -6,688 | 49,073 | 54,604 | 56,484 |
| FCF margin | 10.13% | -4.18% | 17.37% | 24.56% | -2.13% | 14.06% | 14.1% | 13.96% |
| FCF Conversion (EBITDA) | 41.17% | - | 84.99% | 79.63% | - | 49.31% | 47.67% | 47.27% |
| FCF Conversion (Net income) | 77.8% | - | 146.8% | 134.2% | - | 87.71% | 84.36% | 82.65% |
| Dividend per Share 2 | 126.0 | 45.00 | 73.00 | 123.5 | 124.0 | 131.9 | 146.0 | 153.4 |
| Announcement Date | 5/9/19 | 5/14/20 | 5/13/21 | 5/12/22 | 5/11/23 | 5/9/24 | - | - |
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 | 107,218 | 87,212 | 94,242 | 105,052 | 108,722 |
| 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 | 20,654 | 20,685 | 23,285 | 26,225 | 20,645 |
| 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% | 19.26% | 23.72% | 24.71% | 24.96% | 18.99% |
| 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 | 21,184 | 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 | 14,676 | 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% | 13.69% | 17.31% | 17.3% | 18.75% | 11.87% |
| 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 | 108.3 | 108.8 | 126.5 | 143.5 | 128.0 |
| 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 | 5/9/24 | - | - | - | - |
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 | 190,544 | 228,927 | 269,522 |
| Leverage (Debt/EBITDA) | - | - | - | - | - | - | - | - |
| Free Cash Flow 1 | 26,604 | -10,981 | 47,358 | 73,549 | -6,688 | 49,073 | 54,604 | 56,484 |
| ROE (net income / shareholders' equity) | 12.9% | 7.3% | 11.4% | 16.9% | 9.6% | 14.7% | 14.5% | 13.9% |
| ROA (Net income/ Total Assets) | 13.6% | 7.63% | 7.84% | 14.8% | 8.76% | 14.3% | 12.3% | 9.65% |
| Assets 1 | 251,880 | 260,854 | 411,701 | 371,004 | 398,358 | 412,581 | 526,216 | 708,323 |
| Book Value Per Share 2 | 2,038 | 2,013 | 2,242 | 2,606 | 2,776 | 3,153 | 3,434 | 3,707 |
| Cash Flow per Share 2 | 357.0 | 344.0 | 386.0 | 545.0 | 436.0 | 608.0 | 767.0 | 820.0 |
| Capex 1 | 23,809 | 62,565 | 23,561 | 23,128 | 43,779 | 32,264 | 31,907 | 30,402 |
| Capex / Sales | 9.07% | 23.81% | 8.64% | 7.72% | 13.93% | 9.24% | 8.24% | 7.51% |
| Announcement Date | 5/9/19 | 5/14/20 | 5/13/21 | 5/12/22 | 5/11/23 | 5/9/24 | - | - |
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
11,455
JPY
Average target price
11,129
JPY
Spread / Average Target
-2.84%
EPS Revisions
| 1st Jan change | Capi. | |
|---|---|---|
| +55.15% | 9.77B | |
| +11.75% | 3,129B | |
| +10.06% | 86.84B | |
| +6.04% | 78.63B | |
| -14.66% | 53.93B | |
| +26.73% | 48.21B | |
| -24.44% | 47.43B | |
| +31.74% | 45.58B | |
| +82.12% | 41.03B | |
| -8.15% | 24.92B |
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