Happinet

¥6,220As of Sun 8 Nov 2026, 12:00 UTC

TSE:7552Consumer Disc

Country Japan

PE (Fwd) 24.08

TSR 10Y CAGR 31.40%

Div yield 1.49%

ROE —

Specialty Retail

Beta (5Y) 0.05

PE TTM 27.37

TSR TTM 104.24%

Mkt cap ¥269.5B

ROIC —

SE Grade™

—

Value

Quality

—

Moat

—

1Y Price

Reference

¥6,431

3.40%

(61.04%)

Price above Reference Value

TTM

FYE 31 Mar JPY

FY2017

FY2018

FY2019

FY2020

FY2021

FY2022

FY2023

FY2024

FY2025

FY2026

FY2027E

Trend

10Y

Peers

439.1

Revenue¥B

—

282.4

307.3

350.5

364.4

439.1

470.6

11.66%

20.48

Revenue growth%

—

8.78

14.06

3.98

20.48

7.19

11.42

—

11.99

Gross margin%

—

10.40

10.55

11.10

12.33

11.99

11.10

3.46

Operating margin%

—

1.97

1.90

2.48

3.20

3.46

2.48

2.30

Net margin%

—

1.26

1.16

1.88

1.86

2.30

1.86

27.37

P/E ratio (avg)x

—

9.452

11.84

8.971

13.68

13.15

25.57

11.84

17.72

EV/EBITx

—

6.024

7.212

6.803

7.923

8.726

16.96

7.212

—

FCF yield (avg)%

—

FCF margin%

—

FCF / Net incomex

—

ROIC%

—

Return on equity%

—

Return on assets%

—

227.26

EPS¥

—

78.65

145.27

151.00

227.26

243.28

30.38%

—

50.51

EPS growth%

—

84.70

3.94

50.51

7.05

27.22

—

Bookvalue per sh¥

—

FCF per share¥

—

92.50

Dividend per sh¥

—

32.50

62.50

65.00

92.50

99.99

29.89%

—

1.49

Div yield (avg)%

—

4.37

3.49

4.80

3.15

3.10

1.61

3.49

40.70

Payout ratio%

—

41.32

43.02

43.05

40.70

41.10

41.32

43.33

Shares (diluted)M

—

45.19

45.28

45.30

44.80

44.42

◌44.42

(0.42%)

0.83

Buyback yield%

—

(0.20)

(0.06)

1.12

0.83

◌—

0.39

—

D/E ratiox

—

100

269.5

Enterprise value¥B

—

33.59

42.15

59.04

92.53

132.7

276.3

40.98%

—

LT debt¥M

—

Peers (US$1.711B)

Cap (US$)

Bic Camera Inc.

1.940B

15.04x

K's Holdings Corporati…

1.701B

12.09x

EDION Corporation

1.668B

11.74x

Sally Beauty Holdings…

1.714B

9.534x

Capital

TTM

10Y

Leveragex

—

EBIT/Intx

—

Own earn%

—

Sh yield%

2.32

4.09

Owners

Insiders/Inst%

5.13

25.76

Short interest%

—

SBC / revenue%

—

Record

10Y

Profitable years

5/5

Revenue growth years

4/4

EPS growth years

3/4

Dividend streakyrs

Op margin range%

2–3

$1 testx

—

Incr. ROIC%

—

Happinet Corporation operates as an entertainment trading company in Japan. It operates through Toys Business, Video Games Business, Video and Music Business, and Amusement Business. The company manufactures and sells toys, trading cards, electronic toys, and other toys, as well as audio-visual software; and plans, develops, and sells video and music, and video game software and hardware-related products.

Growth vs revenue

Latest

Trend

4Y CAGR

Rel growth

Revenue

¥439.1B

11.66%

1.00×

Cost of revenue

¥386.4B

11.16%

0.98×

Operating expenses

¥37.42B

11.99%

1.01×

Revenue by region

No breakdown available

Reinvestment returns

n/m

Trend

Reinvestment rate

n/m

Return on capital

n/m

Spread over hurdle

n/m