We believe that Nintendo’s policy change in 2014 is offering the firm a new growth opportunity, through not limiting its popular characters to game consoles, but expanding them to other platforms—such as launching smartphone games, allowing Universal Studios to use its characters, launching animation movies, and selling figurines.
The value of Nintendo’s popular characters has not been damaged, and they will help to expand the user base.
While its characters are popular, most of Nintendo’s earnings are still constrained by its own hardware shipments.
|
Metric
|
7974
|
6758
|
DIS
|
|---|---|---|---|
Price/Earnings (Normalized) | 18.52 | 18.20 | 28.48 |
Price/Book Value | 3.53 | 2.16 | 2.07 |
Price/Sales | 5.14 | 1.26 | 2.35 |
Price/Cash Flow | 19.55 | 7.54 | 16.58 |
|
Metric
|
7974
|
6758
|
DIS
|
|---|---|---|---|
Quick Ratio | 4.19 | 0.47 | 0.69 |
Current Ratio | 4.76 | 0.69 | 0.84 |
Interest Coverage | 5,916.81 | 65.25 | 3.37 |
|
Metric
|
7974
|
6758
|
DIS
|
|---|---|---|---|
Return on Assets (Normalized) | 23.04% | 2.50% | 4.22% |
Return on Equity (Normalized) | 29.20% | 11.52% | 8.71% |
Return on Invested Capital (Normalized) | 27.76% | 6.73% | 5.86% |
|
Ticker
|
Name
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|
NTES
| NetEase Inc ADR | Syfnjllv | Wbpdsdj | $61.5 Bil | |
NETTF
| NetEase Inc Ordinary Shares | — | Kxghvh | $61.0 Bil | |
NTDOY
| Nintendo Co Ltd ADR | — | Kktw | $56.4 Bil | |
NTDOF
| Nintendo Co Ltd | — | Lxs | $55.5 Bil | |
EA
| Electronic Arts Inc | Khzrvkqsfx | Bftdv | $34.2 Bil | |
TTWO
| Take-Two Interactive Software Inc | Tmrfcbvw | Fqzjtlk | $24.7 Bil | |
RBLX
| Roblox Corp Ordinary Shares - Class A | Vnbrqrvgq | Jmnncj | $22.7 Bil | |
NEXOF
| NEXON Co Ltd | — | Rhqnvf | $13.4 Bil | |
NEXOY
| NEXON Co Ltd ADR | — | Zcwsxl | $13.4 Bil | |
BILI
| Bilibili Inc ADR | Dhnybbq | Mbw | $5.5 Bil |
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