Added to YB: 2026-07-14
Pitch date: 2026-07-10
UBI.PA [neutral]
Ubisoft Entertainment SA
-3.07%
current return
Author Info
No bio for this author
Company Info
Ubisoft Entertainment SA produces, publishes, distributes, and operates video games for consoles, PC, smartphones, and tablets in both physical and digital formats in Europe, North America, and internationally.
Market Cap
EUR 792.8M
Pitch Price
EUR 6.06
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.08
P/E
-0.53
EV/Sales
0.84
Sector
Entertainment
Category
turnaround
Can Ubisoft Turn it Around?
UBI.PA (overview): French publisher at 0.6x net bookings (~€2B), ~€1.2B EV vs Tencent's €3.8B Vantage Studios valuation. Back catalog = 84% of FY26 bookings, resilient. Bull: FCF turns positive FY27-29, disc-free tailwind kills resale. Bear: €0.5B debt due Nov, negative FCF 4/5 yrs, 14% short, execution/refi risk, family control blocks buyout.
Read full article (7 min)