Capcom reported record first-half profitability, driven by digital content and strong amusement equipment results. Catalog unit sales rose 20.6% year over year, supporting a 62.9% segment operating margin. Operating cash flow declined due to front-loaded development and capital expenditures ahead of major 2026 releases.
Capcom compounds through digital scale, high margins, strong free cash flow, and low reinvestment needs. Bandai Namco trades near 12.4x EV/EBITDA versus a 20.3x peer median despite global IP like Elden Ring, Gundam, and Dragon Ball. Twelve-month upside estimates: 13.5% for Capcom and 36.7% for Bandai Namco based on forward EBITDA growth and reasonable multiples.
If you are looking for stocks that are well positioned to maintain their recent uptrend, Capcom (CCOEY) could be a great choice. It is one of the several stocks that passed through our "Recent Price Strength" screen.
| Electronic Equipment, Instruments & Components Industry | Information Technology Sector | Mr. Kenzo Tsujimoto CEO | OTC PINK Exchange | 13916V107 CUSIP |
| JP Country | 3,531 Employees | 29 Nov 2019 Last Dividend | 5 Apr 2024 Last Split | - IPO Date |
Capcom Co., Ltd., established in 1979 and based in Osaka, Japan, is a widely recognized entity in the gaming industry, engaging in the planning, development, manufacturing, sales, and distribution of a diverse portfolio of gaming products. These products span several major categories including home video games, online games, mobile games, and arcade games, with operations extending both domestically within Japan and internationally. Capcom's business operations are organized into four main segments: Digital Contents, Arcade Operations, Amusement Equipments, and Other Businesses, each contributing to its stature in the global gaming market. Additionally, Capcom ventures into multimedia entertainment, adapting its game content for movies, animated TV programs, and merchandise, and invests in the growing esports sector.
Capcom Co., Ltd. offers a wide range of products and services through its diversified operational segments, each tailored to meet the demands of the evolving gaming and entertainment industry: