Added to YB: 2026-05-14
Pitch date: 2026-05-12
NTDOY [bullish]
Nintendo Co., Ltd.
Author Info
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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 8.1T
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.81
P/E
19.26
EV/Sales
2.54
Sector
Entertainment
Category
growth
Contextualizing the conservativeness - Nintendo Co., Ltd.
NTDOY (adding to position): FY26 beat initial guide by 22% rev, 12.5% op profit, 21% HW units (23.7M vs 19.5M). SW2 sold 19.9M units (+32% vs guide). FY27 guide conservative at 16.5M SW2 units (down YoY) anchored to SW1 cycle, despite tracking ahead. 100B yen tariff/memory headwind (~30% op profit impact). Price hikes Sept in EU/US. Mgmt signals unannounced H2 titles (Mario 40th anniversary, 3D game likely system seller). Author sees guide as sandbag, adding to position.
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