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Added to YB: 2026-10-09

Pitch date: 2026-10-06

GME [neutral]

GameStop Corp.

+14.23%

current return

Author Info

CompoundingAlpha shares fundamental equity research driven by rigorous hours of digging through SEC filings and DCF modeling. 32.8% CAGR since '22. Sign up for the newsletter.

Company Info

GameStop Corp., a specialty retailer, provides games, collectibles, and entertainment products through its stores and e-commerce platforms in United States, Australia and Europe.

Market Cap

$12.5B

Pitch Price

$24.53

Price Target

N/A

Dividend

N/A

EV/EBITDA

16.71

P/E

16.23

EV/Sales

3.31

Sector

Specialty Retail

Category

special_situation

Show full summary:
MemeStop Hathaway GameStop ($GME) Business Breakdown

GME (overview): GameStop has transformed from a declining retailer into an activist holding company with $5.4 billion of liquidity and a $4.9 billion, 9.8% eBay stake after its $125-per-share acquisition proposal was rejected. Q2 sales fell 18.7%, but operating income reached a second-quarter record. At roughly 12x earnings and a 5% free-cash-flow yield, the case depends on Ryan Cohen’s capital allocation outweighing retail decline, eBay execution and dilution risk.

Read full article (14 min)