Added to YB: 2026-08-03
Pitch date: 2026-07-30
NTDOY [neutral]
Nintendo Co., Ltd.
+1.04%
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 8.9T
Pitch Price
JPY 7.6K
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.47
P/E
21.07
EV/Sales
2.87
Sector
Entertainment
Category
growth
The House That Mario Built: Nintendo’s IP Moat
NTDOY (overview): Bull case on Nintendo's 7 Powers moat: scale economies (120M+ Switch install base), network effects (34M NSO members), counter-positioning (hybrid handheld/console), switching costs (290M accounts, backward compatibility), durable multi-gen brand, IP as cornered resource (Mario/Zelda legally protected), and process power via hardware-software co-design. Thesis: irreplaceable IP endures beyond hardware cycles.
Read full article (2 min)