DeNA Co (FRA:D2N) Moat Score: 4/10 (As of Jul. 21, 2026)

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FRA:D2N DeNA Co Ltd FRA:D2N
60 GF Score
Price €12.70
GF Value €10.93
Valuation Modestly Overvalued
! 1 Warning Sign
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What is DeNA Co Moat Score?

DeNA Co FRA:D2N +0.13% 60 Moat Score is 4 as of Jul. 21, 2026. GuruFocus rates FRA:D2N with a GF Score™ of 60/100 and a GF Value™ of €10.93 (Modestly Overvalued). The stock has 1 warning sign investors should review. Among 622 Conglomerates companies, DeNA Co ranks better than 90.84% on this metric.

DeNA Co has the Moat Score of 4, which implies that the company might have Narrow Moat - Discernible but modest moat.

DeNA Co has Narrow Moat: DeNA Co Ltd has a discernible but modest moat with some brand strength and customer loyalty in the mobile gaming sector. However, it faces intense competition and lacks significant cost advantages or regulatory barriers.

Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more.

The company's Moat Score is based on these criteria:

1. Market leadership and sustainable market share
2. Network effects and significant customer switching costs
3. Valuable intellectual property and patents
4. Strong brand strength and deep customer loyalty
5. Durable cost advantages (e.g., economies of scale, proprietary technology)
6. Significant regulatory barriers and exclusive licenses
7. Superior distribution network
8. Strong and sustainable pricing power
9. Consistent and impactful innovation and R&D capabilities

Based on the research, GuruFocus believes DeNA Co might have Narrow Moat - Discernible but modest moat.

DeNA Co  (FRA:D2N) Moat Score Explanation

The Moat Score ranges from 0 to 10, with 10 as the highest. GuruFocus divided Moat Score into following 8 categories:

Moat Score Moat Level
10Wide Moat - Exceptionally dominant and durable wide moat
8 - 9Wide Moat - Clear and robust wide moat
7Wide Moat - Entry-level wide moat, clearly possessing durable advantages
6Narrow Moat - Strong narrow moat, clearly distinguishable but not wide
5Narrow Moat - Solid narrow moat
4Narrow Moat - Discernible but modest moat
1 - 3No Moat - Very weak/transient advantages
0No Moat - No discernible moat

DeNA Co Moat Score Related Terms

FRA:D2N vs HON, MMM: Moat Score Comparison

For the Conglomerates subindustry, DeNA Co's Moat Score, along with its competitors' market caps and Moat Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

DeNA Co Moat Score vs Conglomerates Industry

For the Conglomerates industry and Industrials sector, DeNA Co's Moat Score distribution charts can be found below:

* The bar in red indicates where DeNA Co's Moat Score falls into.


FRA:D2N
60GF Score
DeNA Co Ltd FRA:D2N
Moat Score is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about Moat Score →
What does a Moat Score of 4 mean?
DeNA Co (FRA:D2N) has a Moat Score of 4 as of Jul. 21, 2026. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. According to the industry distribution chart, DeNA Co ranks #57 out of 622 companies in the Conglomerates industry, placing it in the top 9.2%.
Is DeNA Co's Moat Score too high?
DeNA Co's current Moat Score is 4. Based on the distribution chart, DeNA Co ranks #57 out of 622 companies in the Conglomerates industry, which is in the top quartile — a strong position relative to peers. Overall, DeNA Co has a GF Score™ of 60/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does DeNA Co's Moat Score compare to HON and MMM?
According to the Conglomerates industry distribution chart, DeNA Co ranks #57 out of 622 companies for Moat Score. This places DeNA Co in the top 9% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Moat Score for a Conglomerates company?
A good Moat Score depends on the Conglomerates industry context. However, Moat Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Moat Score mean?
A high Moat Score can signal that a stock is expensive relative to its fundamentals. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. DeNA Co's current Moat Score is 4. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is DeNA Co stock overvalued right now?
Based on GuruFocus' analysis, DeNA Co (FRA:D2N) is currently considered Modestly Overvalued. The stock's GF Value™ is €10.93, compared to a current price of €12.70 — trading 16.2% above its estimated fair value. The current Moat Score is 4. DeNA Co's overall GF Score™ is 60/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Moat Score calculated?
Moat Score is calculated from a company's financial statements. For DeNA Co (FRA:D2N), the current Moat Score is 4 as of Jul. 21, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is DeNA Co (FRA:D2N) Overvalued in 2026?

Based on GuruFocus' analysis, DeNA Co stock appears to be overvalued. The current stock price of €12.70 is trading 16.2% above its estimated GF Value™ of €10.93. GuruFocus considers DeNA Co to be Modestly Overvalued.

Key valuation signals for FRA:D2N:

  • Moat Score: 4
  • GF Value™: €10.93 vs. price of €12.70 (16.2% above fair value)
  • GF Score™: 60/100 with 1 warning sign

No single metric tells the full story. See the FRA:D2N stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

DeNA Co Business Description

Other Exchanges DNACF:USA2432:Japan
Address 2-24-12 Shibuya, Shibuya Scramble Square, Shibuya-ku, Tokyo, JPN, 150-6140
DeNA Co Ltd is a social media service provider in Japan. It generates majority of the portion of its revenue by providing social media and Internet marketing-related services through its Social Media segment. The E-commerce segment offers E-Commerce related services, including the operation of auction shopping and cellular phone websites under the names DeNA shopping and Mobaoku, respectively. The Others segment is engaged in travel agency and insurance agency services, and professional baseball related business. The company has its primary market in North America.
60GF Score

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Moat Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€12.70
Price
€10.93
GF Value