Added to YB: 2026-03-30
Pitch date: 2026-02-02
NTDOY [bullish]
Nintendo Co., Ltd.
-7.71%
current return
Author Info
No bio for this author
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 10.4T
Pitch Price
JPY 10.0K
Price Target
N/A
Dividend
N/A
EV/EBITDA
18.95
P/E
26.11
EV/Sales
3.81
Sector
Entertainment
Category
growth
Nintendo Co., Ltd. - $NTDOY
NTDOY: Switch 2 success hinges on software depth vs bears expecting front-loaded demand. Bears model ~13M FY27 units, ~¥356B op profit on 1 system-seller. Bulls see 2+ tent-poles: new 3D Mario (Oct '26), Pokémon Gen X (Nov '26), driving ~25M units, ~¥828B op profit. Feb Nintendo Direct to clarify pipeline. Memory pricing manageable. Switch 2 fastest-selling console at launch, outpacing Switch 1/PS5.
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