Added to YB: 2026-06-09
Pitch date: 2026-06-06
7974.T [bullish]
Nintendo Co., Ltd.
-0.78%
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 8.7T
Pitch Price
JPY 7.7K
Price Target
14.0K (+86%)
Dividend
N/A
EV/EBITDA
14.08
P/E
20.64
EV/Sales
2.79
Sector
Entertainment
Category
value
New Position: Nintendo
7974.T: Apple iOS-like transition to indefinitely-lived Switch hardware-software ecosystem w/ forward/backward compatibility. IP flywheel (movies, parks, Pokémon). Mkt overreacts to FY27 sandbagged guidance & memory margin pressure; shares -50% from high. SOTP: paying ~$13B for core gaming franchise after $27B stakes + $14B net cash. Conservative FV ¥14,000 (48% upside), bull $110B+. Buying at ¥7,300.
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