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GREE Holdings Community
TSE:3632 Community
3
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GREE Holdings
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Undervalued
Overvalued
GREE Holdings
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Legacy Gaming Will Hinder Growth Yet Open Doors
Key Takeaways Slowing domestic growth and aging core users may mute revenue expansion despite growing global mobile and digital opportunities. Heavy reliance on legacy titles, delayed new releases, and global competition threaten both monetization consistency and meaningful long-term diversification.
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JP¥580.00
FV
20.2% undervalued
intrinsic discount
5.37%
Revenue growth p.a.
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1 day ago
author updated this narrative
GREE Holdings
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Digital Transformation Will Drive Global Mobile Gaming And Virtual Communities
Key Takeaways Ongoing investment in proprietary IP, operational streamlining, and international expansion position GREE for margin improvements and more stable, diversified revenue streams. Scalable monetization in VTuber, Metaverse, and digital solutions, alongside community-driven platforms, fuels potential for sustained high growth and recurring earnings.
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JP¥800.00
FV
42.1% undervalued
intrinsic discount
5.37%
Revenue growth p.a.
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0
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2 days ago
author updated this narrative
GREE Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Restructuring And Business Expansion Will Increase Competitiveness And Diversify Revenue Streams
Key Takeaways Restructuring and new ventures in gaming and anime aim to boost revenue, with aggressive VTuber investments enhancing profitability through diverse income streams. Transitioning business models to stable, recurring revenue sources across sectors could improve margins, while new console game ventures diversify revenue streams.
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JP¥670.00
FV
30.9% undervalued
intrinsic discount
5.26%
Revenue growth p.a.
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3 days ago
author updated this narrative
Your Valuation for
3632
3632
GREE Holdings
Your Fair Value
JP¥
Current Price
JP¥463.00
18.4% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-10b
92b
2015
2018
2021
2024
2025
2027
2030
Revenue JP¥72.4b
Earnings JP¥1.5b
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