KONAMI GROUP CORPORATION KONMY

Communication ServicesSoftware & IT ServicesJapan

Last close 83.47 USD on Nov 2, 2026, +24.9% year to date

Quant rating

Quant rating A Rank 2 of 152 in Communication Services

Growth A 16 of 152
Valuation B 46 of 152
Quality A 5 of 152
Revisions A 8 of 152
Momentum A 5 of 152

Wall Street consensus Buy (1.72)Average target 178.28 USD +113.6%

Historical valuation

Multiples use consensus estimates for the next twelve months. The dashed line is the 5-year average.

Key data

Market cap: 23.8B
Enterprise value: 21.6B
52-week range: 53.89 – 85.69
3-year range: 23.09 – 88.81
Dividend yield: 0.83%
Beta (5 years): 0.77
Shares outstanding: 144M
Next earnings: Jan 27, 2027

About the company

Konami Group Corp is a Japan-based company mainly engaged in the entertainment and sports businesses. The Company operates in four business segments. The Digital Entertainment segment is engaged in the production, manufacture and sale of mobile games, card games, home games and other digital contents. The Amusement segment is engaged in the production, manufacturing and sales of amusement machines. The Gaming and Systems segment is engaged in the production, manufacturing and sales of gaming machines and casino management systems, as well as the provision of related services. The Sports segment is engaged in the operation of fitness, swimming, gymnastics, dance, soccer, tennis, golf schools and other schools, as well as the sales of sports related products.

Growth and profitability fiscal year ends March 31

Growth and profitability by fiscal year
	2026	2025	2024	2023	2022	5Y avg
Revenue (mil)	3,111	2,812	2,381	2,367	2,462	–
Revenue growth	10.6%	18.1%	0.6%	−3.9%	0.0%	4.8%
EPS (basic, normalized)	4.71	3.78	2.81	1.92	3.20	–
EPS growth	24.7%	34.5%	46.0%	−39.9%	–	–
Gross margin	49.3%	47.2%	44.4%	38.9%	45.0%	45.0%
Net margin	20.3%	17.7%	16.4%	11.1%	18.3%	16.8%
ROE	19.1%	16.4%	14.7%	9.6%	16.9%	15.4%

Balance sheet, last quarter
Cash & short-term investments (mil)	2,374
Current ratio	3.35x
Long-term debt (mil)	127
Net debt (mil)	−2,120
Total equity (mil)	3,959
Net debt / equity	−0.54x
Net debt / EBITDA	−1.95x

Estimates and valuation

Consensus estimates and implied multiples
	Sales (mil)			EBITDA (mil)			EPS
Fiscal year	Mean est.	Growth	EV/Sales	Mean est.	Growth	EV/EBITDA	Mean est.	Growth	P/E
2026 actual	3,111	+10.6%	6.9x	1,086	+18.3%	19.9x	4.71	+24.7%	17.7x
2027	3,668	+17.9%	5.9x	1,430	+31.7%	15.1x	6.22	+32.2%	13.4x
2028	3,958	+7.9%	5.5x	1,545	+8.0%	14.0x	6.86	+10.2%	12.2x
2029	4,211	+6.4%	5.1x	1,676	+8.5%	12.9x	7.44	+8.5%	11.2x

Estimate revisions

Change in consensus estimates over 1, 3 and 6 months
	Sales				EPS
Fiscal year	Estimate (mil)	1M	3M	6M	Estimate	1M	3M	6M
2027	3,668	+3.3%	+4.7%	+9.9%	6.22	+4.8%	+8.3%	+17.5%
2028	3,958	+3.2%	+5.8%	+11.1%	6.86	+3.4%	+5.4%	+16.3%
2029	4,211	+3.9%	+7.0%	+11.7%	7.44	+4.6%	+6.5%	+13.2%

Earnings surprises EPS beat in 2 of the last 4 quarters

Reported results versus consensus, last 10 fiscal quarters
Quarter ended	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 2026
Sales reported (mil)	107,218	90,039	94,045	126,745	110,773	96,964	127,875	128,181	140,657	129,524
Sales mean (mil)	95,905	84,408	90,524	115,008	117,670	97,079	121,506	126,823	125,610	123,146
Surprise	+11.8%	+6.7%	+3.9%	+10.2%	−5.9%	−0.1%	+5.2%	+1.1%	+12.0%	+5.2%
EPS reported	108.26	141.35	127.18	197.03	85.44	146.32	196.61	205.53	189.34	240.30
EPS mean	94.86	121.61	124.23	155.97	125.02	153.00	201.32	219.42	146.88	235.54
Surprise	+14.1%	+16.2%	+2.4%	+26.3%	−31.7%	−4.4%	−2.3%	−6.3%	+28.9%	+2.0%

Peer comparison Software & IT Services

Peers in the same industry group, by market capitalization
Company	Market cap	Net debt/EBITDA	Net margin	P/B	FY1 P/E	FY2 P/E	FY1 EV/EBITDA	FY2 EV/EBITDA
KONMY KONAMI GROUP CORPORATION	23.8B	−1.95x	20.3%	5.68x	13.4x	12.2x	15.1x	14.0x
IOT Samsara Inc.	24.5B	−2.70x	−0.6%	15.31x	54.4x	44.4x	51.2x	40.6x
CGEMY Capgemini SE	24.1B	–	–	–	10.3x	9.3x	–	–
RBRK Rubrik, Inc.	23.8B	−26.46x	−26.5%	−47.58x	229.0x	148.7x	222.1x	128.6x
NRILY Nomura Research Institute, Ltd.	22.1B	0.24x	1.9%	8.97x	28.2x	25.2x	15.2x	14.0x
YAHOY LY Corp	21.9B	9.22x	9.5%	1.14x	34.2x	29.2x	13.5x	12.1x
Mean		−4.33x	0.9%	−3.30x	61.6x	44.8x	63.4x	41.8x
Median		−1.95x	1.9%	5.68x	31.2x	27.2x	15.2x	14.0x

Technical analysis

1M+21.7%
3M+26.5%
1Y+13.7%
3Y+227.1%

Financial statements in millions of USD

Income statement in millions of USD, fiscal years

Income statement, KONAMI GROUP CORPORATION, fiscal years, most recent first
	2026	2025	2024	2023	2022	2021
Total revenue	3,111	2,812	2,381	2,367	2,462	2,463
Cost of revenue	1,578	1,485	1,324	1,445	1,354	1,438
Gross profit	1,532	1,327	1,058	922	1,108	1,025
Selling, general & administrative expenses	628	599	475	495	448	445
Research & development	–	–	–	–	–	–
Interest expense (income), operating	–	–	–	–	–	–
Unusual expense (income)	55.3	38.2	51.8	51.8	66.2	247
Other operating expenses	−6.8	9.7	0.8	26.7	−17.9	2.9
Operating income	856	680	530	348	612	330
Net interest income (expense)	30.1	13.8	16.0	7.0	6.0	−8.8
Gain (loss) on sale of assets	–	–	–	–	–	–
Other non-operating income (expense)	0	0	0	0	0	0
Net income before taxes	886	694	546	355	618	321
Provision for taxes	256	196	155	92.1	167	29.9
Minority interest	0	0	0	0	0	−0.1
Equity in affiliates	–	–	–	–	–	–
U.S. GAAP adjustment	–	–	–	–	–	–
Net income before extraordinary items	630	498	391	263	450	291
Extraordinary items	–	–	–	–	–	–
Net income	630	498	391	263	450	291
EBIT, normalized	912	718	582	400	678	577
EBITDA, normalized	1,127	908	736	579	825	749
Basic EPS, normalized	4.71	3.78	2.81	1.92	3.20	–

Balance sheet in millions of USD, fiscal years

Balance sheet, KONAMI GROUP CORPORATION, fiscal years, most recent first
	2026	2025	2024	2023	2022	2021
Assets
Cash & short-term investments	2,064	1,962	1,809	1,651	2,061	1,829
Receivables	384	317	294	367	251	401
Total inventory	120	80.7	91.0	95.7	73.6	93.9
Prepaid expenses	–	–	–	–	–	–
Other current assets	108	86.4	78.4	70.1	77.8	86.0
Total current assets	2,675	2,446	2,273	2,184	2,463	2,409
Property, plant & equipment	1,179	1,091	1,021	1,173	1,141	958
Goodwill	99.9	105	104	118	128	141
Intangibles	251	299	274	255	245	192
Long-term investments	258	267	136	137	152	461
Note receivable	–	–	–	–	–	–
Other long-term assets	254	226	197	253	216	257
Total assets	4,718	4,435	4,004	4,121	4,345	4,417
Liabilities
Accounts payable	96.0	97.2	110	103	102	90.2
Payable/accrued	–	–	–	–	–	–
Accrued expenses	190	184	155	155	152	177
Short-term debt	0	0	0	0	0	50.0
Current portion of long-term debt	0	133	–	–	68.9	–
Other current liabilities	460	361	302	307	356	404
Total current liabilities	746	776	568	566	679	721
Long-term debt	252	266	396	450	491	629
Minority interest	0.1	0.1	0.1	0.1	0.1	7.4
Other liabilities	163	180	216	271	314	361
Total liabilities	1,161	1,222	1,180	1,287	1,484	1,719
Shareholders' equity
Preferred stock	–	–	–	–	–	–
Common stock	299	316	313	357	390	428
Additional paid-in capital	492	521	516	588	617	672
Retained earnings (accumulated deficit)	2,737	2,395	2,001	1,961	2,020	1,830
Treasury stock	−136	−144	−143	−163	−221	−252
Other equity	165	125	136	89.5	55.1	19.6
Total equity	3,557	3,213	2,824	2,834	2,861	2,699
Total liabilities & shareholders' equity	4,718	4,435	4,004	4,121	4,345	4,417

Cash flow statement in millions of USD, fiscal years

Cash flow statement, KONAMI GROUP CORPORATION, fiscal years, most recent first
	2026	2025	2024	2023	2022	2021
Operating activities
Net income	630	498	391	263	451	292
Depreciation, depletion & amortization	215	190	154	180	147	173
Deferred taxes	–	–	–	–	–	–
Non-cash items	295	225	201	145	233	241
Changes in working capital	−285	−148	−64.3	−316	−37.9	−75.8
Cash from operations	855	764	681	272	794	630
Investing activities
Capital expenditures	−351	−446	−194	−330	−190	−213
Other investing cash flows	2.2	−6.8	0.7	7.5	1.1	10.4
Cash from investing	−349	−453	−193	−322	−189	−202
Financing activities
Financing cash flow items	−0.1	−0.1	−0.1	−0.1	−6.5	−2.7
Cash dividends paid	−156	−122	−111	−151	−95.3	−35.5
Issuance (retirement) of debt, net	–	–	–	–	–	–
Other financing cash flows	−171	−49.9	−48.9	−56.2	−128	241
Cash from financing	−327	−172	−160	−207	−229	203
Foreign exchange effects	30.9	−3.2	32.0	20.4	21.7	11.0
Net change in cash	210	137	360	−237	397	641
Free cash flow	504	318	487	−57.8	603	417

Disclaimer

The financial data presented in this report is delayed and obtained from sources QDD Research believes to be reliable, including stock exchanges, SEDAR, and EDGAR. However, no representation or warranty is made as to the accuracy, completeness, or timeliness of the information. QDD Research accepts no liability for any errors, omissions, or financial losses arising from the use of this data.

This report is generated using a fully systematic and quantitative approach. All factor scores and the overall quant rating (ranging from D to A+) are derived from algorithmic models and are based solely on objective financial metrics. These scores are intended for informational purposes only and should not be interpreted as investment advice or a recommendation to buy, sell, or hold any securities.

QDD Research is not a registered investment advisor or broker-dealer and does not provide personalized financial advice. The content is not tailored to the specific investment goals, financial situation, or risk profile of any individual investor. We strongly encourage readers to consult with a licensed broker or investment advisor before making any investment decisions based on the information contained in this report.

Live quote provided by TradingView. Report data updated Nov 2, 2026 after market close.