Nintendo’s Q1 FY 2027
Thanks for the update.
Too much overthinking goes into SW1 vs SW2 software sales honestly. The distinction shouldn't even exists imho....
Agreed tbf, less so with how the distinction is made by management
Great update Leandro! how do you get to the 19x ev/ebit? I arrive at a much lower multiple. either on a ttm or forward basis
Current EV divided by mgmt’s 2026 EBIT guide (very quick calc)
didn't notice that you used their numbers, my bad. the sandbagging is so big that I don't usually pay much attention. with a pretty conservative estimate of the next quarters I arrive at 15x ev/ebit, if not lower
Yep used those for a quick calc but agree with you, especially since this year’s number are not normalized due to the memory situation
Thank you！If you're interested, feel free to check out my article as well.
https://jparcvue.substack.com/p/nintendo-7974-q1-earnings-fy2027?r=8g5axd&utm_campaign=post-expanded-share&utm_medium=web
Thanks for the update.
Too much overthinking goes into SW1 vs SW2 software sales honestly. The distinction shouldn't even exists imho....
Agreed tbf, less so with how the distinction is made by management
Great update Leandro! how do you get to the 19x ev/ebit? I arrive at a much lower multiple. either on a ttm or forward basis
Current EV divided by mgmt’s 2026 EBIT guide (very quick calc)
didn't notice that you used their numbers, my bad. the sandbagging is so big that I don't usually pay much attention. with a pretty conservative estimate of the next quarters I arrive at 15x ev/ebit, if not lower
Yep used those for a quick calc but agree with you, especially since this year’s number are not normalized due to the memory situation
Thank you！If you're interested, feel free to check out my article as well.
https://jparcvue.substack.com/p/nintendo-7974-q1-earnings-fy2027?r=8g5axd&utm_campaign=post-expanded-share&utm_medium=web