Added to YB: 2026-09-16
Pitch date: 2026-09-14
9984.T [neutral]
SoftBank Group Corp.
Author Info
Andrew Brown manages Dynasty Trust - a wholesale unit trust investing ONLY in public companies with controlling shareholders. Sign up for the newsletter.
Company Info
SoftBank Group Corp. provides telecommunication services in Japan and internationally. It operates through Investment Business of Holding Companies, SoftBank Vision Funds, SoftBank, AI Computing Business, and Other segments.
Market Cap
JPY 37.3T
Pitch Price
N/A
Price Target
N/A
Dividend
0.17%
EV/EBITDA
129.79
P/E
7.60
EV/Sales
8.01
Sector
Wireless Telecommunication Services
Category
value
Softbank Group Corporation - $9984.T
9984.T (overview): SoftBank is an archetypal AI play spanning Arm’s supplier architecture and builder/scaler exposure through OpenAI and SB Energy. Notional NAV increased more than fourfold from end-2022 to its recent assessed peak, but the current 35% NAV discount is narrower than the ~47% quarterly average since 2020. Arm’s demanding valuation, private-asset uncertainty, conflicted governance and extreme volatility make the shares a particularly clear, if imperfect, indicator of AI sentiment.
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