Added to YB: 2025-12-11
Pitch date: 2025-12-08
NTDOY [neutral]
Nintendo Co., Ltd.
-3.85%
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
JPY 13.5T
Pitch Price
JPY 12.2K
Price Target
N/A
Dividend
N/A
EV/EBITDA
29.20
P/E
36.53
EV/Sales
6.53
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)