JAKKJAKKS PACIFIC INC
Games, Toys & Children's Vehicles (no Dolls & Bicycles)
- Revenue
- $113M
- 84% YoY
- Operating margin
- 12.6%
- 119% YoY
- EBITDA
- $24M
- 51% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 1.0×
- $25M net debt
- AI in 10-K
- —
Red flags 2 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashFired0% of net incomeCash flow under 80% of net income
- Dilutive SBCClear10% of revenueOver 10% of revenue
- Payouts exceed cash flowFired132% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear7% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $621M | $796M | $712M | $691M | $113M | 84% |
| Operating income | $39M | $61M | $59M | $40M | $14M | 64% |
| Net income | −$6M | $91M | $38.1B | $34.2B | $9.9B | 71% |
| Operating cash flow | −$6M | $86M | $66M | $39M | $8M | 78% |
| Capex | $8M | $10M | $9M | $11M | $10M | 15% |
| Stock-based comp | $2M | $5M | $8M | $10M | $11M | 14% |
| Dividends | — | — | $0 | $0 | $11M |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $10M | $5M | 101 | — |
| FY2024 | $8M | $5M | 277 | — |
| FY2023 | $11M | $21M | 350 | — |