JAKKS Pacific Inc JAKK

Consumer DiscretionaryLeisure ProductsUnited States of America

Last close 31.65 USD on Nov 3, 2026, +93.7% year to date

Quant rating

Quant rating B Rank 59 of 344 in Consumer Discretionary

Growth C 223 of 344
Valuation A 28 of 344
Quality C 175 of 344
Revisions C 196 of 344
Momentum A 10 of 344

Wall Street consensus Buy (2.00)Average target 48.50 USD +53.2%

Historical valuation

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

Key data

Market cap: 365M
Enterprise value: 321M
52-week range: 14.87 – 33.19
3-year range: 14.87 – 36.45
Dividend yield: 3.16%
Beta (5 years): 1.39
Shares outstanding: 11.5M
Next earnings: Feb 17, 2027

About the company

JAKKS Pacific, Inc. is a designer, manufacturer and marketer of toys and consumer products sold throughout the world. The Company’s segments include Toys/Consumer Products and Costumes. The Toys/Consumer Products segment includes action figures, vehicles, play sets, plush products, dolls, electronic products, construction toys, infant and pre-school toys, child-sized and hand-held role-play toys and everyday costume play, foot-to-floor ride-on vehicles, wagons, novelty toys, seasonal and outdoor products, kids’ indoor and outdoor furniture, and related products. The Costumes segment, under its Disguise branding, designs, develops, markets, and sells a range of every-day and special occasion dress-up costumes and related accessories in support of Halloween, Carnival, Children’s Day, Book Day/Week, and every-day/any-day costume play. Its brands include: AirTitans, Ami Amis, Disguise, Fly Wheels, JAKKS Wild Games, Moose Mountain, Perfectly Cute, ReDo Skateboard Co., Sky Ball, and others.

Growth and profitability fiscal year ends December 31

Growth and profitability by fiscal year
	2025	2024	2023	2022	2021	5Y avg
Revenue (mil)	571	691	712	796	621	–
Revenue growth	−17.4%	−2.9%	−10.6%	28.2%	20.4%	2.0%
EPS (basic, normalized)	1.66	3.79	4.62	4.28	3.15	–
EPS growth	−56.2%	−18.0%	7.9%	35.9%	–	–
Gross margin	32.4%	30.8%	31.4%	21.0%	24.0%	27.9%
Net margin	1.7%	5.1%	5.2%	11.3%	−1.2%	4.4%
ROE	4.0%	15.6%	22.2%	87.1%	−16.4%	22.5%

Balance sheet, last quarter
Cash & short-term investments (mil)	44.0
Current ratio	1.67x
Long-term debt (mil)	0
Net debt (mil)	−44.0
Total equity (mil)	277
Net debt / equity	−0.16x
Net debt / EBITDA	−1.24x

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
2025 actual	571	−17.4%	0.6x	35.4	−41.5%	9.1x	1.66	−56.2%	19.1x
2026	627	+9.9%	0.5x	45.2	+27.7%	7.1x	2.38	+43.1%	13.3x
2027	676	+7.8%	0.5x	64.2	+42.2%	5.0x	3.77	+58.9%	8.4x

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
2026	627	+4.6%	+4.6%	+5.1%	2.38	+19.3%	+19.3%	+7.2%
2027	676	+3.8%	+3.8%	+4.3%	3.77	+15.6%	+15.6%	+15.4%
2028	–	–	–	–	–	–	–	–

Earnings surprises EPS beat in 3 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)	90.1	149	322	131	113	119	211	127	107	139
Sales mean (mil)	81.7	135	314	131	93.3	124	224	117	104	123
Surprise	+10.3%	+10.2%	+2.5%	−0.2%	+21.4%	−4.0%	−5.7%	+8.3%	+2.8%	+13.2%
EPS reported	−1.09	0.65	4.79	−0.67	−0.03	0.03	1.80	−0.18	−0.17	0.25
EPS mean	−0.85	0.12	4.03	−0.73	−1.29	−0.17	2.12	−0.94	−0.43	0.17
Surprise	−28.2%	+441.7%	+18.9%	+8.2%	+97.7%	−117.1%	−15.1%	+80.7%	+60.9%	+42.9%

Peer comparison Leisure Products

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
JAKK JAKKS Pacific Inc	365M	−1.24x	1.7%	1.31x	13.3x	8.4x	7.1x	5.0x
HAS Hasbro, Inc.	16.5B	1.55x	−6.9%	18.12x	16.6x	16.7x	11.5x	11.3x
MAT Mattel Inc	4.4B	1.95x	7.4%	2.19x	11.8x	9.7x	7.3x	6.7x
GOLF Acushnet Holdings Corp	5.1B	2.18x	7.4%	5.52x	21.5x	21.2x	13.0x	13.2x
BC Brunswick Corp	5.1B	2.73x	−2.5%	3.02x	17.0x	14.6x	9.5x	8.6x
YAMCY YAMAHA CORPORATION	3.6B	−1.98x	5.1%	1.11x	16.6x	15.4x	7.1x	7.0x
Mean		0.86x	2.0%	5.21x	16.1x	14.3x	9.3x	8.6x
Median		1.75x	3.4%	2.60x	16.6x	15.0x	8.4x	7.8x

Technical analysis

1M+16.6%
3M+22.6%
1Y+98.0%
3Y+40.6%

Financial statements in millions of USD

Income statement in millions of USD, fiscal years

Income statement, JAKKS Pacific Inc, fiscal years, most recent first
	2025	2024	2023	2022	2021	2020
Total revenue	571	691	712	796	621	516
Cost of revenue	386	478	488	629	472	366
Gross profit	185	213	223	167	149	150
Selling, general & administrative expenses	170	173	164	148	140	135
Research & development	–	–	–	–	–	–
Depreciation/amortization	0.5	0.4	0.4	1.9	2.4	–
Interest expense (income), operating	–	–	–	–	–	–
Unusual expense (income)	0.4	0	1.0	−43.5	−30.9	2.0
Other operating expenses	0	0	0	0	0	0
Operating income	13.8	39.7	58.1	61.0	37.6	12.9
Net interest income (expense)	0.5	−0.3	−13.7	−11.7	−43.7	−26.6
Gain (loss) on sale of assets	–	–	–	–	–	–
Other non-operating income (expense)	0.4	0.3	0.6	0.8	0.4	0.3
Net income before taxes	14.8	39.7	44.9	50.1	−5.7	−13.4
Provision for taxes	4.9	5.5	6.8	−41.0	0.2	0.7
Minority interest	0	−0.3	0.3	0.3	−0.1	−0.1
Equity in affiliates	–	–	–	–	–	–
U.S. GAAP adjustment	–	–	–	–	–	–
Net income before extraordinary items	9.9	33.9	38.4	91.4	−6.0	−14.3
Extraordinary items	–	–	–	–	–	–
Net income	9.9	33.9	38.4	91.4	−6.0	−14.3
EBIT, normalized	14.2	39.7	59.1	17.4	6.8	14.9
EBITDA, normalized	24.5	49.7	67.7	28.0	17.0	25.9
Basic EPS, normalized	1.66	3.79	4.62	4.28	3.15	–

Balance sheet in millions of USD, fiscal years

Balance sheet, JAKKS Pacific Inc, fiscal years, most recent first
	2025	2024	2023	2022	2021	2020
Assets
Cash & short-term investments	52.2	69.9	72.3	85.3	44.5	88.0
Receivables	147	140	126	105	149	102
Total inventory	59.8	52.8	52.6	80.6	84.0	38.6
Prepaid expenses	3.4	3.5	3.5	4.0	9.3	17.2
Other current assets	6.7	2.0	0.4	0.3	0.8	4.7
Total current assets	269	269	255	275	288	251
Property, plant & equipment	65.8	68.9	38.2	34.8	30.1	37.9
Goodwill	35.1	35.1	35.1	35.1	35.1	35.1
Intangibles	–	–	–	0	1.3	2.3
Long-term investments	–	–	–	–	–	–
Note receivable	–	–	–	–	–	–
Other long-term assets	72.3	72.2	70.3	60.3	3.0	3.2
Total assets	442	445	399	405	357	329
Liabilities
Accounts payable	55.6	42.6	42.2	33.7	50.2	40.5
Payable/accrued	–	–	–	–	–	–
Accrued expenses	49.9	49.8	46.2	44.8	50.5	44.4
Short-term debt	0	0	0	25.5	2.1	6.0
Current portion of long-term debt	–	–	–	–	–	–
Other current liabilities	42.7	57.1	60.8	73.8	70.2	47.5
Total current liabilities	148	149	149	178	173	138
Long-term debt	0	0	0	41.6	93.4	150
Minority interest	0	0.5	0.7	1.0	1.3	1.2
Other liabilities	45.0	54.6	53.6	34.7	29.6	26.0
Total liabilities	193	205	204	255	297	316
Shareholders' equity
Preferred stock	–	0	6.0	4.5	3.1	1.7
Common stock	0	0	0	0	0	0
Additional paid-in capital	302	297	279	275	273	222
Retained earnings (accumulated deficit)	−41.0	−39.7	−73.6	−112	−203	−197
Treasury stock	–	–	–	–	–	–
Other equity	−12.3	−17.2	−15.6	−17.5	−13.0	−12.4
Total equity	249	240	195	150	59.6	13.5
Total liabilities & shareholders' equity	442	445	399	405	357	329

Cash flow statement in millions of USD, fiscal years

Cash flow statement, JAKKS Pacific Inc, fiscal years, most recent first
	2025	2024	2023	2022	2021	2020
Operating activities
Net income	9.9	34.2	38.1	91.1	−5.9	−14.1
Depreciation, depletion & amortization	10.2	10.0	8.6	10.6	10.3	10.9
Deferred taxes	0.8	−2.3	−10.3	−57.9	−0.1	−0.1
Non-cash items	11.7	11.4	19.1	7.8	35.7	17.8
Changes in working capital	−24.2	−14.4	10.9	34.5	−45.8	29.1
Cash from operations	8.5	38.9	66.4	86.1	−5.9	43.6
Investing activities
Capital expenditures	−9.6	−11.2	−8.9	−10.4	−8.2	−8.3
Other investing cash flows	−2.8	−1.6	0	0	0	0.1
Cash from investing	−12.3	−12.9	−8.9	−10.4	−8.2	−8.2
Financing activities
Financing cash flow items	−0.2	–	–	0	−2.6	0
Cash dividends paid	−11.2	–	–	–	–	–
Issuance (retirement) of debt, net	–	–	–	–	–	–
Other financing cash flows	−5.7	−26.9	−72.3	−31.0	−30.2	−10.9
Cash from financing	−17.1	−26.9	−72.3	−31.0	−32.8	−10.9
Foreign exchange effects	4.9	−1.6	1.9	−4.5	−0.5	2.0
Net change in cash	−16.1	−2.4	−12.9	40.2	−47.4	26.4
Free cash flow	−1.1	27.7	57.5	75.7	−14.1	35.3

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 3, 2026 after market close.