Added to YB: 2026-03-20
Pitch date: 2026-03-01
NTDOY [neutral]
Nintendo Co., Ltd.
+11.56%
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 11.3T
Pitch Price
JPY 8.7K
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.22
P/E
28.55
EV/Sales
4.27
Sector
Entertainment
Category
growth
Nintendo stock: The price has fallen by 50 percent, yet the company is growing rapidly – a bargain?
NTDOY (overview): Switch 2 launch driving growth; 130M active users, 60% recurring digital rev, 28% EBIT margin target. Mario film $280M, theme parks expanding. Overcapitalized w/ €12B cash (23% mkt cap). Trading 17.6x cycle-adj EPS vs 21-28x historic avg. Risks: AI chip shortage raising costs, console cycle dependency, JPY FX. Pokémon Co stake worth €4.70/share. 60% payout ratio, 6% organic growth est.
Read full article (22 min)