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.
Wix: The Market Is Overreacting To Margin Pressure
Wix (WIX) is trading at a 36% discount as the market overreacts to temporary AI margin pressure from Base44. Learn why record free cash flow and a Q3 2025 earnings beat signal a high-quality "Buy" opportunity for long-term investors.
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.
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.
Nintendo: Earnings Show Switch 2 Demand Surging As Margin Recovery Becomes The Next Test
Nintendo’s (OTCPK:NTDOY) Switch 2 launch has shattered records with 10.36 million units sold, driving sales but pressuring margins. My analysis breaks down why upcoming titles like Pokémon Legends Z-A and Metroid Prime 4 could spark the company’s next profit surge.
CD Projekt Vs. Square Enix: One Valued For Diversification And Catalysts, The Other Priced For 2027
Square Enix (OTCMKTS:SQNNY) trades at just 16× EV/EBITDA versus CD Projekt’s (OTCMKTS:OTGLY) 54×, offering stronger value, diversified revenue, and near-term catalysts. My analysis compares both gaming stocks to reveal why Square Enix’s disciplined reinvestment and efficient growth make it the smarter pick heading into 2026.