BANDAI NAMCO Holdings Inc.

¥6,392As of Sun 8 Nov 2026, 12:00 UTC

TSE:7832Consumer Disc

Country Japan

PE (Fwd) •••

TSR 10Y CAGR 22.47%

Div yield 1.14%

ROE 18.31%

Leisure

Beta (5Y) 0.13

PE TTM 26.88

TSR TTM 35.40%

Mkt cap ¥4.100T

ROIC 31.26%

SE Grade™

Value

Quality

Moat

Consensus

Reference

¥8,148

27.47%

(29.86%)

Hold 7|8|2|11|10

TTM

FYE 31 Mar JPY

FY2017

FY2018

FY2019

FY2020

FY2021

FY2022

FY2023

FY2024

FY2025

FY2026

FY2027E

Trend

10Y

Peers

234.9

Revenue¥B

737.9

730.9

732.6

738.6

743.7

767.3

772.9

783.9

796.7

258.8

1.53%

1.09%

27.87

Revenue growth%

15.67

13.16

12.80

13.33

14.07

14.42

16.11

14.18

15.94

17.60

8.76

15.94

14.30

17.72

Gross margin%

7.49

10.31

12.97

10.06

10.72

9.30

7.62

5.01

3.91

3.56

13.54

5.01

8.46

9.35

Operating margin%

26.24

29.04

26.19

27.27

27.84

29.93

30.14

31.99

32.15

31.46

16.97

31.46

29.48

21.43

Net margin%

17.54

16.66

18.07

18.85

19.97

18.27

15.78

18.05

18.61

18.25

8.57

18.25

18.16

6.045

P/E ratio (avg)x

25.48

26.63

29.81

28.23

26.63

25.50

27.02

26.27

27.10

29.64

24.95

27.02

26.83

9.854

EV/EBITx

43.66

41.45

47.36

53.95

51.62

60.36

63.91

62.91

60.95

70.55

31.86

62.91

57.16

16.13

FCF yield (avg)%

14.77

17.37

15.93

18.13

21.13

23.05

20.29

18.55

20.48

21.37

15.94

20.48

19.42

16.12

FCF margin%

4.21

2.74

4.15

2.35

0.43

0.40

1.47

0.55

3.35

16.15

0.55

1.91

0.358

FCF / Net incomex

0.278

0.267

0.273

0.269

0.241

0.218

0.193

0.179

0.164

0.145

0.988

0.179

0.230

12.34

ROIC%

16.76

18.62

20.92

23.63

22.21

23.90

26.44

27.29

25.55

27.93

26.10

26.44

23.77

14.48

Return on equity%

23.22

24.70

26.43

29.10

31.61

34.57

33.50

31.42

32.19

33.80

2.99

33.50

31.51

21.66

Return on assets%

17.80

17.07

18.96

16.67

14.62

17.11

15.11

12.67

14.29

11.74

22.50

14.29

15.89

524.81

EPS¥

439.85

449.84

417.89

361.35

330.76

315.03

336.90

337.66

297.19

319.04

554.43

(0.72%)

(4.00%)

—

11.95

EPS growth%

14.42

15.92

15.10

12.73

11.36

9.97

7.18

6.64

8.48

8.95

5.35

8.48

10.67

597.44

Bookvalue per sh¥

213.54

220.23

261.37

300.06

335.93

355.16

349.24

402.30

443.06

504.09

381.17

8.46%

10.24%

—

626.21

FCF per share¥

501.30

546.52

542.54

599.14

681.12

747.98

763.13

749.52

714.02

786.40

813.30

2.92%

4.70%

—

715.83

Dividend per sh¥

808.60

787.32

828.96

786.15

830.85

890.23

1,027

998.44

999.34

1,129

334.41

6.33%

4.89%

—

28.10

Div yield (avg)%

26.93

25.11

25.88

25.51

22.76

24.26

23.93

26.40

24.06

24.13

20.89

24.13

24.68

3.11

Payout ratio%

26.94

24.79

26.14

27.37

28.12

25.39

26.10

23.98

26.65

29.16

3.27

26.10

26.40

0.623

Shares (diluted)B

0.969

1.000

1.170

1.345

1.353

1.359

1.616

1.862

2.035

1.957

0.645

7.66%

6.85%

7.79

Buyback yield%

16.48

14.43

13.65

14.72

12.86

15.06

15.08

14.60

14.31

15.93

9.04

15.06

14.66

0.435

D/E ratiox

2.389

2.617

2.923

3.215

3.488

3.918

3.753

3.571

3.866

4.411

0.557

3.866

3.529

263.7

Enterprise value¥B

858.7

878.2

1,030

1,007

1,111

1,225

1,414

1,627

1,869

2,242

535.9

15.07%

10.92%

345.4

LT debt¥B

89.72

83.42

81.37

81.50

77.02

77.59

75.53

77.15

84.23

84.64

357.7

1.90%

(0.32%)

Peers (US$26.03B)

Cap (US$)

Oriental Land Co., Ltd.

36.75B

42.72x

Shimano Inc.

11.28B

31.22x

Yamaha Corporation

3.359B

16.34x

ANTA Sports Products…

28.41B

12.19x

Capital

TTM

10Y

Leveragex

0.923

1.029

1.080

EBIT/Intx

0.738

1.367

1.336

Own earn%

(0.22)

(54.44)

(72.21)

Sh yield%

35.89

39.32

39.53

Owners

Insiders/Inst%

2.08

89.15

Short interest%

1.05

SBC / revenue%

2.72

Record

10Y

Profitable years

10/10

Revenue growth years

10/10

EPS growth years

10/10

Dividend streakyrs

Op margin range%

26–32

$1 testx

—

Incr. ROIC%

BANDAI NAMCO Holdings Inc. develops entertainment-related products and services worldwide. It operates in four segments: Digital Business, Toys and Hobby Business, Video and Music Business, and Amusement Business. The company offers toys, capsule toys, cards, confectionery and foods, apparel, sundries, plastic models, prizes, stationery, and other products.

Growth vs revenue

Latest

Trend

10Y CAGR

Rel growth

Revenue

¥796.7B

1.09%

1.00×

Cost of revenue

¥493.9B

1.06%

1.00×

Operating expenses

¥149.3B

1.35%

1.03×