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PlaySide Studios LimitedASX:PLY 株式レポート

時価総額 AU$133.9m
株価
AU$0.29
n/a
1Y43.9%
7D-1.7%
ポートフォリオ価値
​
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PlaySide Studios Limited

ASX:PLY 株式レポート

時価総額：AU$133.9m

PlaySide Studios（PLY）株式概要

PlaySide Studios Limitedは、オーストラリアでモバイル、PC、コンソールのビデオゲームを開発・販売している。 詳細

PLY ファンダメンタル分析
スノーフレーク・スコア
評価2/6
将来の成長4/6
過去の実績2/6
財務の健全性6/6
配当金0/6

報酬

当社が推定した公正価値より54.3%で取引されている

収益は年間26.26%増加すると予測されています

今年は黒字化を達成

リスク分析

高いレベルの非現金収入

意味のある時価総額がありません ( A$134M )


PLY Community Fair Values

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See what 45 others think this stock is worth. Follow their fair value or set your own to get alerts.

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PlaySide Studios

PlaySide Studios: Market Is Sleeping on a Potential 10M+ Unit Breakout Year, FY26 Could Be the Rerate of the Decade

PlaySide Studios (ASX: PLY) is still being priced like a sleepy, low-growth work-for-hire studio, despite now sitting on the largest and most statistically credible IP slate in its history, backed by hard wishlist data and a materially leaner cost base. After reviewing the updated Steam wishlist data, indie comps, sell-through ratios, past margins and the latest company guidance, my view is: If the upcoming slate lands even “normally well”, FY26 earnings power justifies a move from ~0.265 today into the 0.70–1.00 range over the next 12–18 months, with upside beyond that if one title genuinely breaks out.
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AU$0.84
FV
64.9% 割安 内在価値ディスカウント
2.5k
users have viewed this narrative
8users have liked this narrative
2users have commented on this narrative
14users have followed this narrative
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PlaySide Studios

Analysts Lift PlaySide Studios Price Target as Revenue Outlook and Profit Margins Improve

Key Takeaways Major new title launches and cross-platform strategies are poised to boost revenue, margins, and expand PlaySide's market reach across diverse audiences. Industry outsourcing trends and internal cost control are driving recurring revenue, operational stability, and improved cash flow prospects.
View narrative
AU$0.52
FV
43.3% 割安 内在価値ディスカウント
426
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
24users have followed this narrative
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PlaySide Studios

Heavy Reliance On Key Titles Will Test Outsourcing And Transmedia Potential Over Time

Catalysts About PlaySide Studios PlaySide Studios develops and publishes video games across original IP and Work for Hire contracts for major global publishers and platforms. What are the underlying business or industry changes driving this perspective?
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AU$0.44
FV
33.0% 割安 内在価値ディスカウント
40
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
PLY logo
PlaySide Studios

Bullish View That Future AAA Outsourcing And Gaming Demand Will Drive Strong Expansion

Catalysts About PlaySide Studios PlaySide Studios is a diversified video game developer and publisher focused on original IP, AAA work for hire and high profile licensed franchises across PC, console, VR and mobile. What are the underlying business or industry changes driving this perspective?
View narrative
AU$0.6
FV
50.8% 割安 内在価値ディスカウント
31
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
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Key Takeaways EVA Live (Nasdaq:GOAI) has launched NeuroServer , a purpose-built AI system trained specifically for digital advertising rather than built on off-the-shelf AI models. Its custom neural architecture is designed for multi-objective optimisation across real campaign KPIs, and was trained using reinforcement learning in an agency environment, positioning it very differently from typical AI-powered ad-tech tools.Read more

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US$7.43
44.8% 割安 内在価値ディスカウント
valuebull's Fair Value
Revenue
36.8% p.a.
Profit Margin
25%
Future PE
20x
Price in 2031
US$11.97

PlaySide Studios Limited 競合他社

価格と性能

株価の高値、安値、推移の概要PlaySide Studios
過去の株価
現在の株価AU$0.29
52週高値AU$0.34
52週安値AU$0.10
ベータ1.31
1ヶ月の変化9.26%
3ヶ月変化40.48%
1年変化43.90%
3年間の変化-11.94%
5年間の変化-15.71%
IPOからの変化-4.84%

最新ニュース

PlaySide Studios: Market Is Sleeping on a Potential 10M+ Unit Breakout Year, FY26 Could Be the Rerate of the Decade

PlaySide Studios (ASX: PLY) is still being priced like a sleepy, low-growth work-for-hire studio, despite now sitting on the largest and most statistically credible IP slate in its history, backed by hard wishlist data and a materially leaner cost base. After reviewing the updated Steam wishlist data, indie comps, sell-through ratios, past margins and the latest company guidance, my view is: If the upcoming slate lands even “normally well”, FY26 earnings power justifies a move from ~0.265 today into the 0.70–1.00 range over the next 12–18 months, with upside beyond that if one title genuinely breaks out.

Recent updates

PlaySide Studios: Market Is Sleeping on a Potential 10M+ Unit Breakout Year, FY26 Could Be the Rerate of the Decade

PlaySide Studios (ASX: PLY) is still being priced like a sleepy, low-growth work-for-hire studio, despite now sitting on the largest and most statistically credible IP slate in its history, backed by hard wishlist data and a materially leaner cost base. After reviewing the updated Steam wishlist data, indie comps, sell-through ratios, past margins and the latest company guidance, my view is: If the upcoming slate lands even “normally well”, FY26 earnings power justifies a move from ~0.265 today into the 0.70–1.00 range over the next 12–18 months, with upside beyond that if one title genuinely breaks out.

The Market Lifts PlaySide Studios Limited (ASX:PLY) Shares 31% But It Can Do More

Dec 22
The Market Lifts PlaySide Studios Limited (ASX:PLY) Shares 31% But It Can Do More

PlaySide Studios: Market Is Sleeping on a Potential 10M+ Unit Breakout Year, FY26 Could Be the Rerate of the Decade

PlaySide Studios (ASX: PLY) is being priced like a sleepy, low-growth work-for-hire shop right before the biggest IP slate in its history goes live. After going through Steam wishlist data, indie comps, sell-through ratios, past margins and the latest analyst notes, my view is simple: If the upcoming slate lands even normally well, FY26 can justify a move from around 0.19–0.20 today to the 0.70–1.00 range, with more if one title really breaks out.

Market Might Still Lack Some Conviction On PlaySide Studios Limited (ASX:PLY) Even After 31% Share Price Boost

Jul 30
Market Might Still Lack Some Conviction On PlaySide Studios Limited (ASX:PLY) Even After 31% Share Price Boost

After Leaping 28% PlaySide Studios Limited (ASX:PLY) Shares Are Not Flying Under The Radar

Jun 15
After Leaping 28% PlaySide Studios Limited (ASX:PLY) Shares Are Not Flying Under The Radar
User avatar

New Original IPs And Nintendo Switch 2 Will Secure Success

Developing multiple original IPs and launching on a new platform aims to capitalize on established fanbases and expand market reach.

Why We're Not Concerned Yet About PlaySide Studios Limited's (ASX:PLY) 27% Share Price Plunge

Apr 20
Why We're Not Concerned Yet About PlaySide Studios Limited's (ASX:PLY) 27% Share Price Plunge

Estimating The Intrinsic Value Of PlaySide Studios Limited (ASX:PLY)

Apr 01
Estimating The Intrinsic Value Of PlaySide Studios Limited (ASX:PLY)

PlaySide Studios Limited's (ASX:PLY) 51% Share Price Plunge Could Signal Some Risk

Jan 29
PlaySide Studios Limited's (ASX:PLY) 51% Share Price Plunge Could Signal Some Risk

Estimating The Fair Value Of PlaySide Studios Limited (ASX:PLY)

Nov 22
Estimating The Fair Value Of PlaySide Studios Limited (ASX:PLY)

There's Reason For Concern Over PlaySide Studios Limited's (ASX:PLY) Massive 27% Price Jump

Oct 21
There's Reason For Concern Over PlaySide Studios Limited's (ASX:PLY) Massive 27% Price Jump

PlaySide Studios Limited's (ASX:PLY) P/S Still Appears To Be Reasonable

Jul 01
PlaySide Studios Limited's (ASX:PLY) P/S Still Appears To Be Reasonable

When Should You Buy PlaySide Studios Limited (ASX:PLY)?

May 20
When Should You Buy PlaySide Studios Limited (ASX:PLY)?

Returns On Capital At PlaySide Studios (ASX:PLY) Paint A Concerning Picture

Apr 19
Returns On Capital At PlaySide Studios (ASX:PLY) Paint A Concerning Picture

Revenues Tell The Story For PlaySide Studios Limited (ASX:PLY) As Its Stock Soars 30%

Feb 24
Revenues Tell The Story For PlaySide Studios Limited (ASX:PLY) As Its Stock Soars 30%

A Look At The Intrinsic Value Of PlaySide Studios Limited (ASX:PLY)

Jan 23
A Look At The Intrinsic Value Of PlaySide Studios Limited (ASX:PLY)

Is Now An Opportune Moment To Examine PlaySide Studios Limited (ASX:PLY)?

Dec 18
Is Now An Opportune Moment To Examine PlaySide Studios Limited (ASX:PLY)?

Revenues Tell The Story For PlaySide Studios Limited (ASX:PLY) As Its Stock Soars 33%

Dec 18
Revenues Tell The Story For PlaySide Studios Limited (ASX:PLY) As Its Stock Soars 33%

We're Not Worried About PlaySide Studios' (ASX:PLY) Cash Burn

Oct 05
We're Not Worried About PlaySide Studios' (ASX:PLY) Cash Burn

PlaySide Studios Limited (ASX:PLY) Just Reported And Analysts Have Been Lifting Their Price Targets

Aug 26
PlaySide Studios Limited (ASX:PLY) Just Reported And Analysts Have Been Lifting Their Price Targets

Companies Like PlaySide Studios (ASX:PLY) Can Afford To Invest In Growth

May 23
Companies Like PlaySide Studios (ASX:PLY) Can Afford To Invest In Growth

Should You Think About Buying PlaySide Studios Limited (ASX:PLY) Now?

Feb 20
Should You Think About Buying PlaySide Studios Limited (ASX:PLY) Now?

PlaySide Studios (ASX:PLY) Hasn't Managed To Accelerate Its Returns

Jan 31
PlaySide Studios (ASX:PLY) Hasn't Managed To Accelerate Its Returns

PlaySide Studios' (ASX:PLY) Returns Have Hit A Wall

Oct 14
PlaySide Studios' (ASX:PLY) Returns Have Hit A Wall

株主還元

PLYAU EntertainmentAU 市場
7D-1.7%-4.6%-3.7%
1Y43.9%2.0%10.9%

業界別リターン: PLY過去 1 年間で2 % の収益を上げたAustralian Entertainment業界を上回りました。

リターン対市場: PLY過去 1 年間で10.9 % の収益を上げたAustralian市場を上回りました。

価格変動

Is PLY's price volatile compared to industry and market?
PLY volatility
PLY Average Weekly Movement10.4%
Entertainment Industry Average Movement6.5%
Market Average Movement9.6%
10% most volatile stocks in AU Market17.6%
10% least volatile stocks in AU Market3.9%

安定した株価: PLY 、 Australian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: PLYの 週次ボラティリティ ( 10% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO（最高経営責任者ウェブサイト
2011n/aBenn Skenderwww.playsidestudios.com

PlaySide Studios Limitedは、オーストラリアでモバイル、PC、コンソールのビデオゲームを開発・販売している。バーチャルリアリティゲームも提供している。同社は2011年に法人化され、オーストラリアのポートメルボルンに拠点を置く。

PlaySide Studios Limited 基礎のまとめ

PlaySide Studios の収益と売上を時価総額と比較するとどうか。
PLY 基礎統計学
時価総額AU$133.88m
収益（TTM）AU$1.16m
売上高(TTM)AU$40.62m
115.7x
PER（株価収益率
3.3x
P/Sレシオ

PLY は割高か？

公正価値と評価分析を参照

収益と収入

最新の決算報告書（TTM）に基づく主な収益性統計
PLY 損益計算書（TTM）
収益AU$40.62m
売上原価AU$0
売上総利益AU$40.62m
その他の費用AU$39.46m
収益AU$1.16m

直近の収益報告

Dec 31, 2025

次回決算日

該当なし

一株当たり利益（EPS）0.0025
グロス・マージン100.00%
純利益率2.85%
有利子負債／自己資本比率0%

PLY の長期的なパフォーマンスは？

過去の実績と比較を見る

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/03/08 07:30
終値2026/03/06 00:00
収益2025/12/31
年間収益2025/06/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成する分析モデルの詳細は当社の Githubページ でご覧いただけます。また、レポートの使用方法に関する ガイド や YouTubeのチュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

PlaySide Studios Limited 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3

アナリスト機関
Jasper StruwigCanaccord Genuity
Jules CooperShaw and Partners Limited
Joshua GoodwillShaw and Partners Limited