Capcom: Earnings Are Growing Even Before The Big Releases
Capcom’s "compounder" model reached new heights in Q3 2026, with catalog sales hitting record unit totals. Ahead of Resident Evil Requiem, our updated valuation implies 38% upside for this high-margin IP powerhouse.
Sega Sammy Vs. Take-Two Interactive: When Lower Valuation Meets Higher Expectations
Should you bet on Sega Sammy’s deep value or Take-Two’s GTA VI growth engine for 2026? Compare Q2 earnings, EV/EBITDA valuations, and capital efficiency metrics to find the best risk-reward profile in gaming stocks today.
CD Projekt: Strong Q3, But Valuation Leaves No Room For Error
CD Projekt delivered strong Q3 2025 earnings driven by Cyberpunk monetization, but accounting-boosted margins and rising development spend raise questions about earnings quality. With no major releases before 2027, the stock’s premium valuation leaves little margin for error.
Ubisoft: Tencent's €1.16 Billion Lifeline Erases Debt, But The Turnaround Still Isn't Proven
Ubisoft Entertainment (OTCPK:UBSFY) (OTCPK:UBSFF) erased its net debt through Tencent’s €1.16B investment, but its turnaround remains unproven as execution risk and portfolio dependence persist.
SharpLink Gaming: An Undervalued Ethereum Proxy With 24% Upside
SharpLink Gaming (NASDAQ:SBET) trades below the value of its Ethereum treasury, creating a rare discount for investors seeking ETH-backed equity exposure. This post breaks down the upside and the key drivers behind SBET’s valuation gap.
Capcom: Record First-Half Profitability, Sector-Low Valuation, And 40% Upside (Rating Upgrade)
Capcom’s (OTCPK:CCOEY) (OTCPK:CCOEF) 2025 first-half earnings delivered record profitability, sector-low valuation metrics, and accelerating catalog sales. My analysis breaks down why the stock offers 40% upside for long-term investors.