Added to YB: 2026-03-12
Pitch date: 2026-03-10
NTDOY [bullish]
Nintendo Co., Ltd.
+2.92%
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 9.9T
Pitch Price
JPY 9.9K
Price Target
30.00 (-100%)
Dividend
N/A
EV/EBITDA
17.93
P/E
25.02
EV/Sales
3.61
Sector
Entertainment
Category
growth
Nintendo: Hidden Gaming Giant
NTDOY: Switch 2 launch driving inflection—can sell 250M software units by FY29 (vs 155M FY25). 90% profit from high-margin software; ¥600-700bn op profit estimate (vs current run-rate). 3rd party AAA titles 7x vs original Switch, 30% eShop fees pure margin. 10+ mega franchises yet to debut. Mario movie April 2026, Zelda film 2027, Mario 40th anniversary catalysts. Mispriced on hardware margin concerns (RAM costs), but software drives profit. ¥17.5T EV target, ~28-30% IRR, >2x in 3yr
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