Added to YB: 2025-01-22
Pitch date: 2025-01-21
JAKK [bullish]
JAKKS Pacific, Inc.
-18.89%
current return
Author Info
Inflexio Research looks for special situation & long-term micro-cap plays in the US & Canada. Sign up for the newsletter.
Company Info
JAKKS Pacific, Inc. designs, produces, markets, sells, and distributes toys and related products, consumer products, kids indoor and outdoor furniture, costumes, and sporting goods and home furnishings space products worldwide.
Market Cap
$242.5M
Pitch Price
$27.73
Price Target
40.00 (+78%)
Dividend
4.60%
Sector
Leisure Products
Category
value
Jakks Pacific Inc. (NASDAQ:JAKK) Pitch
JAKK: Toy co. at <6x EPS, 25% mkt cap in cash, 15% FCF yield. $7 EPS potential by 2026/27. New deals (ABG, Sega, Nintendo) diversify from Disney. Int'l expansion, reduced seasonality. Strong movie lineup. Capital return likely. Takeover potential. Risks: tariffs, box office dependence, retail concentration. $40 PT (8x 2025E EPS).
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