Professional
Added to YB: 2026-04-08
Pitch date: 2026-04-05
GAW.L [neutral]
Games Workshop Group PLC
+8.92%
current return
Author Info
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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 5.8B
Pitch Price
GBP 176.50
Price Target
N/A
Dividend
2.75%
EV/EBITDA
18.55
P/E
28.27
EV/Sales
8.78
Sector
Leisure Products
Category
growth
ConserValue Portfolio Holding: Games Workshop Group PLC
GAW.L (holding update): Fantasy miniatures IP holder; 181% cumulative return (29.5% p.a.). H1 FY26 sales +9.8%, EPS +17.8% despite licensing revenue slowdown (90% margin vertical acts as customer funnel vs direct sales driver). Mgmt exceptionally honest, sustainable IP exploitation. Growth deceleration reflects prudent IP nurturing, not weakness.
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