Professional
Added to YB: 2025-10-20
Pitch date: 2025-08-31
GAW.L [neutral]
Games Workshop Group PLC
+26.61%
current return
Author Info
No bio for this author
Company Info
Games Workshop Group PLC, together with its subsidiaries, engages in the design, manufacture, distribution, and sale of fantasy miniature figures and games in the United Kingdom, Continental Europe, North America, Australia, New Zealand, Asia, and internationally.
Market Cap
GBP 4.8B
Pitch Price
GBP 153.70
Price Target
N/A
Dividend
3.55%
EV/EBITDA
16.22
P/E
24.65
EV/Sales
7.67
Sector
Leisure Products
Category
growth
Lindsell Train Global Equity Fund Portfolio Holding: Games Workshop Group PLC
GAW.L (holding update): Miniature wargame monopoly w/ Warhammer IP, 40%+ op margin, 50% ROIC, 60% ROE, 17% revenue CAGR since 2015. EPS up 15x under CEO Rountree. US opportunity massive vs UK penetration. Amazon Studios deal for licensing. Bought at ~20x P/E after April volatility.
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