Added to YB: 2026-07-09
Pitch date: 2026-07-07
NTDOY [bullish]
Nintendo Co., Ltd.
-0.87%
current return
Author Info
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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 8.2T
Pitch Price
JPY 7.1K
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.13
P/E
19.61
EV/Sales
2.60
Sector
Entertainment
Category
value
Nintendo: A high-quality business hiding in plain sight
NTDOY: Irreplaceable IP monster (Pokémon, Mario, Zelda) w/ near-monopoly moat, 50/65 quality score. Record SW2 launch = fastest ever; margin expansion via NSO/digital/recurring rev. $14B net cash, conservative mgmt could return more. Trades cheap ~8x EBIT, 20-40% margins. Risk: memory shortage ($615M cost), cyclicality, no insider ownership, low capital return. ~5% position, $34B EV.
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