Update shared on 17 Dec 2025
Fair value Increased 10.00%Analysts have raised their price target on tonies by approximately 10 percent to €13.20, citing slightly lower perceived risk, stronger expected revenue growth and improved profit margins, despite a modestly lower future P/E assumption.
What's in the News
- Confirmed 2025 guidance, expecting group revenue to grow by more than 25 percent in constant currency and taking sales above EUR 600 million (company guidance)
- Announced a landmark partnership with Pokémon to launch audio first storytelling Tonies featuring Pikachu, Bulbasaur, Charmander and Squirtle from summer 2026, with further products planned with Pikachu Press (company announcement)
- Expanded long term licensing agreement with Hasbro to adapt classic board games, including Monopoly, into interactive, screen free Tonieplay formats for Toniebox 2, rolling out from 2026 across core markets in North America, DACH, UK, France and Australia or New Zealand (company announcement)
Valuation Changes
- Fair Value: raised moderately from €12.00 to €13.20, reflecting a roughly 10 percent upward revision.
- Discount Rate: reduced slightly from 5.19 percent to 5.14 percent, indicating a marginally lower perceived risk profile.
- Revenue Growth: increased modestly from about 29.33 percent to 31.27 percent, signaling stronger expected top line expansion.
- Net Profit Margin: improved slightly from roughly 7.60 percent to 8.18 percent, pointing to better anticipated profitability.
- Future P/E: edged down slightly from about 19.0x to 18.5x, suggesting a marginally more conservative earnings multiple.
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