Employees: 652
Size JAKKS Pacific (JAKK) is a United States Consumer Discretionary company (Recreational Products) with a market value of $388M, the 2886th largest of 3,117 United States companies the cockpit tracks. Shares closed at $33.64 on 6 Nov 2026.
Performance Over six months the shares gained 44.9%, against -26.1% for the median peer and -1.1% for the United States market (cap-weighted) — highest of 21 in its peer set.
Growth Revenue grew 9.2% over the last twelve months (peer median +2.6%); the operating margin is 3.7% (peer median 4.8%).
Valuation It trades at 14.2× forward earnings against a peer median of 13.1× (6th most expensive of 13).
Price implies For today's price to make sense, revenue must grow about 11% a year for seven years (Req g). Recent delivered growth is +2%, so the hurdle is +9 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 4.4 points below its cost of capital (11.2% WACC).
Short interest Short interest is 3.4% of the free float (15 Oct 2026).
Next results Next results expected around 18 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $627M | $571M | $691M | $712M | $796M |
| Revenue growth | — | -17% | -3% | -11% | — |
| Gross profit | $201M | $185M | $213M | $223M | $209M |
| EBITDA | $33.8M | $24.5M | $49.7M | $67.7M | $71.8M |
| Net income | $26.2M | $9.87M | $33.9M | $38.4M | $91.4M |
| Free cash flow | $35.6M | -$1.28M | $27.7M | $57.5M | $75.7M |
| Capital expenditure | $14.9M | $9.56M | $11.2M | $8.91M | $10.4M |
| Total debt | $43.1M | $53.4M | $56.5M | $24.0M | $87.8M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | JAKK | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +20.3% | -6.0% | highest of 21 |
| 6-month return | +44.9% | -26.1% | highest of 21 |
| Distance from 52-week high | -3.0% | -43.2% | highest of 21 |
| Revenue growth (TTM) | +9.2% | +2.6% | 9th highest of 21 |
| Operating margin | 3.7% | 4.8% | 10th lowest of 21 |
| Forward P/E | 14.2× | 13.1× | 6th most expensive of 13 |
| Growth the price implies (Req g, 7 yrs) | 10.8% | 11.0% | 7th least demanding of 13 |
| Growth delivered (Del g) | +2.0% | +5.2% | 5th lowest of 13 |
| Hurdle (Req g minus delivered) | +8.8 pp | +2.1 pp | 5th most demanding of 13 |
| ROIC minus cost of capital | -4.4 pp | -2.7 pp | 8th lowest of 19 |
| EV / EBITDA | 11.3× | 7.5× | 4th most expensive of 14 |
| Net debt / EBITDA | -0.2× | -1.4× | 7th most indebted of 14 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| JAKKS Pacific JAKK | United States | $388M | +45% | +9% | 4% | 14.2× | 10.8% | +2.0% |
| Malibu Boats MBUU | United States | $398M | -33% | +13% | 1% | 8.6× | 19.6% | -0.3% |
| Funko FNKO | United States | $377M | +28% | -4% | 3% | 25.7× | 13.0% | +6.8% |
| Sportsoul 001300.SZ | China | $376M | -43% | -6% | -14% | n/a | n/a | n/a |
| Topkey 4536.TW | Taiwan | $401M | -3% | -10% | 16% | 9.1× | -15.6% | +4.9% |
| Hailun Piano 300329.SZ | China | $407M | -23% | -11% | -112% | n/a | n/a | n/a |
| Butong 6090.HK | Hong Kong | $416M | -5% | +16% | 7% | 13.9× | 29.3% | +38.5% |
| Mubang High-Tech 603398.SS | China | $416M | -49% | +94% | -133% | n/a | n/a | n/a |
| Ridge Outdoor International 2720.HK | Hong Kong | $353M | -14% | +16% | 17% | n/a | 17.3% | -8.9% |
| Soft-World International 5478.TWO | Taiwan | $426M | -3% | +6% | 20% | 12.3× | n/a | n/a |
| Guangdong Qunxing Toys Joint-Stock 002575.SZ | China | $427M | -29% | +34% | -9% | n/a | 41.8% | +38.9% |
| Impulse Qingdao Health Tech 002899.SZ | China | $428M | -43% | -1% | 6% | 36.4× | n/a | n/a |
| Alexander Marine 8478.TW | Taiwan | $346M | -27% | +29% | 25% | 5.0× | n/a | n/a |
| Jiangsu Kangliyuan Sports Technology 301287.SZ | China | $343M | -22% | +1% | 6% | 35.6× | 15.8% | -2.8% |
| Fenix Outdoor International AG Series B FOI-B.ST | Sweden | $443M | -25% | +1% | 3% | 6.3× | 6.8% | +5.4% |
| GLOBERIDE 7990.T | Japan | $333M | +19% | +4% | 4% | 10.1× | 3.3% | +4.8% |
| Shifeng Cultural Development 002862.SZ | China | $330M | -30% | -7% | -17% | n/a | n/a | n/a |
| Beneteau BEN.PA | France | $457M | -32% | +1% | 0% | 26.3× | n/a | n/a |
| Zhejiang Natural Outdoor Goods 605080.SS | China | $472M | -12% | -2% | 14% | 17.8× | 7.6% | +11.9% |
| Dream International 1126.HK | Hong Kong | $474M | -27% | +10% | 11% | n/a | -20.1% | +9.6% |
| Jiangsu Jinling Sports Equipment 300651.SZ | China | $309M | -60% | +10% | 8% | n/a | 9.0% | -1.4% |