Added to YB: 2026-09-24
Pitch date: 2026-09-22
GME [bullish]
GameStop Corp.
+1.09%
current return
Author Info
The Value Road is a deep value investor that's interested in post bankruptcy, NAV, and undervalued micro and nano-cap stocks. I only invest in companies that have layers of value behind them, usually with little or no debt. Sign up for their newsletter.
Company Info
GameStop Corp., a specialty retailer, provides games, collectibles, and entertainment products through its stores and e-commerce platforms in United States, Australia and Europe.
Market Cap
$11.4B
Pitch Price
$23.94
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.19
P/E
14.84
EV/Sales
3.01
Sector
Specialty Retail
Category
value
GameStop Is Extreme Deep Value
GME: GameStop’s shift from consoles to higher-margin collectibles is obscured by falling revenue: collectibles reached 45% of sales, gross margin rose to 44%, and operating income doubled. At $22, net financial assets equal $13.70 per share, leaving the operating business at 4.7x estimated FY2026 EBITDA and a 20% free-cash-flow yield. The largest risk is capital allocation: the proposed leveraged eBay acquisition could eliminate that balance-sheet floor.
Read full article (25 min)