Added to YB: 2026-08-14
Pitch date: 2026-08-11
NTDOY [neutral]
Nintendo Co., Ltd.
-1.07%
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
N/A
Pitch Price
JPY 8.4K
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Entertainment
Category
value
The numbers don’t tell the full story - Nintendo Co., Ltd.
NTDOY (earnings): Q1 FY27 sales -9.5% (tough SW2 launch comps), op profit +150% on software/digital mix shift + $300M IEEPA tariff refund. Digital +220bps of sales. SW2 tracking 11% ahead of SW1; guide (16.5M SW2, 165M software units) looks conservative w/ 23-26% sold in Q1. Stock -21%/+21% on 'inverse-memory' trade despite strong KPIs. Trades 19x EV/EBIT ex-hidden assets (Pokémon, Mariners stakes); author sees long margin/rev runway, remains cheap.
Read full article (7 min)