Added to YB: 2025-09-04
Pitch date: 2025-09-02
EMBRAC-B.ST [bullish]
Embracer Group AB (publ)
+7.76%
current return
Author Info
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Company Info
Embracer Group AB (publ), together with its subsidiaries, develops and publishes PC, console, mobile, VR, and board games for the games market worldwide.
Market Cap
SEK 19.8B
Pitch Price
SEK 56.23
Price Target
147.00 (+143%)
Dividend
N/A
EV/EBITDA
2.65
P/E
4.17
EV/Sales
0.81
Sector
Entertainment
Category
value
Discovery Report: Embracer Group (EMBRACB) - Coffee Stain Spin-off Poised to Unlock SEK 9bn in Hidden Value
EMBRAC-B.ST: Trading near 52-week low at 83.4 SEK vs 231.1 high. Coffee Stain spin-off in 2025 valued ~SEK 9bn with +50% EBIT margins unlocks value; implies Fellowship Entertainment at only ~2.7x EBIT despite large AAA pipeline. Heavy insider buying, conservative guidance. 50-80% upside potential.
Read full article (1 min)