Added to YB: 2026-05-04
Pitch date: 2026-04-29
SONY [bullish]
Sony Group Corporation
-3.22%
current return
Author Info
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Company Info
Sony Group Corporation designs, develops, produces, and sells electronic equipment, instruments, and devices for the consumer, professional, and industrial markets in Japan, the United States, Europe, China, the Asia-Pacific, and internationally.
Market Cap
JPY 19.1T
Pitch Price
JPY 3.2K
Price Target
28.54 (-99%)
Dividend
0.77%
EV/EBITDA
8.91
P/E
15.56
EV/Sales
1.45
Sector
Household Durables
Category
growth
Sony — Japan’s Hidden Software Play in Plain Sight
SONY: Japan conglomerate now 60% entertainment (Games/Pictures/Music). PlayStation digital sales hit 70% (vs 19% in 2016) w/ 30% cut, 129M monthly users. Crunchyroll 17M paid subs (120M total users), 14% conversion rate w/ 30% PSN overlap = cross-sell upside. Q3 op income +22% to ¥515B, margin 13.9% vs 11.5% YoY. GTA VI Nov 19 launch = console catalyst. Weak yen tailwind on dollar/euro revs. Trading $20 vs $30.34 52W high, analyst PT $28.54. Market prices as hardware co, not SaaS platform.
Read full article (6 min)