Added to YB: 2026-02-10
Pitch date: 2026-02-08
NTDOY [neutral]
Nintendo Co., Ltd.
-0.37%
current return
Author Info
No bio for this author
Company Info
Nintendo Co., Ltd., together with its subsidiaries, develops, manufactures, and sells home entertainment products in Japan, the Americas, Europe, and internationally.
Market Cap
JPY 9.8T
Pitch Price
JPY 8.7K
Price Target
N/A
Dividend
N/A
EV/EBITDA
17.71
P/E
24.54
EV/Sales
3.56
Sector
Entertainment
Category
turnaround
Nintendo - Manufacturers of Fun
NTDOY (pass): Gaming giant with iconic IP (Mario, Zelda, Pokemon) launching Switch 2 with strong reception. 21.2x trailing NOPAT multiple, 16x 2028E. Software margins ~95% vs hardware breakeven. Analyst forecasts 26% NOPAT growth FY28 to $3.3B. Risks: cyclical hardware sales, innovation failure, mobile/AR competition. Fortress balance sheet but deserves mid-teens multiple given boom/bust nature.
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