Added to YB: 2025-12-11
Pitch date: 2025-12-08
NTDOY [neutral]
Nintendo Co., Ltd.
-26.62%
current return
Author Info
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
N/A
Pitch Price
JPY 12.0K
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Entertainment
Category
value
Nintendo - Switching It Up
NTDOY (overview): Switch 2 launched June 2025, sold 10.36M units in 4 months at $449, revised forecast to 19M units for 2025. Trades at 47.5x EV/EBIT but only 2.17x excluding $14B cash/securities. Bull case: unmatched IP portfolio (Mario 850M+ units sold), ecosystem stickiness with 100M+ active users, 34M NSO subscribers. Bear case: hard to match Switch 1 success, customer backlash on pricing, GTA 6 competition risk.
Read full article (16 min)