Why Focus on Video Game Stocks in 2025?
The video game industry continues to expand, driven by blockbuster franchises, live-service models, cloud gaming, and new console generations. With gaming revenues expected to top $200 billion globally, there’s never been a better time to track this fast-moving sector.
This Game Stock Watchlist is designed for investors, gamers, and analysts who want a quick snapshot of the biggest names in gaming — from console makers and publishers to game engines, streaming platforms, and hardware providers. We’ve included revenue, growth, margins, and valuation metrics to help you compare them side by side.
How to Use This Watchlist
- Identify Opportunities: Use the data to spot companies with strong growth or undervalued multiples.
- Track Trends: See which companies are growing fastest, improving margins, or gaining share in the industry.
- Do Your Own Research: This list is for informational purposes — always dig deeper before investing.
Top Video Game Stocks to Watch
Below is the complete, updated watchlist for 2025. It includes major publishers, console makers, platform providers, and key gaming-adjacent hardware companies.
| Ticker | Company | Revenue (TTM) | YoY Growth | Gross Margin | Operating Margin | Net Margin | P/E (TTM) | EV/Sales | Notes |
|---|---|---|---|---|---|---|---|---|---|
| EA | Electronic Arts | $7.47B | +2.4% | 79.1% | ~20–21% | ~13.9% | ≈42.95× | ≈5.84× | High-margin IP; live-services heavy. |
| U | Unity Software | $1.78B | −13.7% | 74.4% | Negative | −24.4% | N/A (Loss) | ≈11.2× | Turnaround; strong creator ecosystem. |
| NTDOY | Nintendo Co. | $8.90B | −12.8% | — | — | — | ≈55× | — | Cycle risk; optimism on next-gen hardware. |
| TTWO | Take-Two Interactive | $5.80B | +7% | 59.5% | −5.15% | −72.9% | N/A (Loss) | — | Hit-driven; high cost; large write-downs. |
| MSFT | Microsoft (Gaming) | $23.5B (Gaming) | +9% | — | Healthy | ≈36% | ≈36× | — | Gaming content & services strong; hardware weaker. |
| RBLX | Roblox | $4.02B | +27% | ~78% | −27.3% | −23.7% | N/A (Loss) | ≈23.45× | Strong growth in bookings/users; profitability still negative. |
| SONY | Sony (PlayStation / Game & Network Services) | $31.7B | +9% | — | ~16% | ~9.1% | — | — | PlayStation division growing; software & services driving most operating profit. |
| TCEHY | Tencent ADR | $87.3B | +6% | 46% | 33% | 28% | 18× | 5× | Largest gaming company globally; diversified revenue streams. |
| NTES | NetEase | $14.2B | +7% | 62% | 28% | 25% | 21× | 4.2× | Strong domestic titles; growing overseas publishing. |
| SE | Sea Limited (Garena) | $13.1B | +23% | 43% | 5% | 3% | 95× | 3.5× | Garena Free Fire stabilization; Shopee drives growth. |
| UBSFY | Ubisoft ADR | $2.4B | −8% | 80% | −5% | −2% | N/A | 1.8× | Pipeline delays; focus on live service transition. |
| CCOEY | Capcom ADR | $1.2B | +10% | 85% | 35% | 30% | 28× | 6× | Resident Evil/Monster Hunter drive strong profit margins. |
| SQNXF | Square Enix ADR | $2.3B | −5% | 72% | 15% | 12% | 19× | 2.5× | Final Fantasy XVI and MMO subs are key revenue drivers. |
| NCBDY | Bandai Namco ADR | $7.6B | +4% | 42% | 10% | 8% | 16× | 1.7× | Cross-media synergies; steady IP portfolio. |
| KONMY | Konami ADR | $2.2B | +6% | 45% | 20% | 15% | 22× | 2.0× | Reviving Silent Hill IP; amusement/pachislot stable. |
| NEXOY | Nexon ADR | $3.3B | +11% | 65% | 30% | 25% | 27× | 3.2× | MapleStory strength; Dungeon&Fighter publishing. |
| OTGLY | CD Projekt ADR | $600M | +27% | 78% | 20% | 16% | 31× | 6.5× | Cyberpunk DLC lifted results; new Witcher saga coming. |
| KFTNF | KRAFTON ADR | $1.6B | +5% | 58% | 18% | 14% | 24× | 3× | PUBG Mobile/BGMI remain primary driver. |
| PLTK | Playtika | $2.55B | −3% | 70% | 26% | 20% | 13× | 1.5× | Mobile casino & casual titles; IDFA headwinds weigh. |
| CRSR | Corsair Gaming | $1.5B | −10% | 24% | 5% | 3% | 16× | 0.8× | Gaming peripherals & streaming gear demand cyclical. |
| LOGI | Logitech | $5.0B | +3% | 40% | 12% | 9% | 21× | 2× | Balanced portfolio; gaming growth moderating. |
| NVDA | NVIDIA | $165B | +262% | 75% | 60% | 55% | 70× | 30× | AI/data center surge; gaming still ~15% of revenue. |
| AMD | AMD | $24B | +10% | 51% | 18% | 16% | 43× | 8× | Ryzen/data center growth; semi-custom console chips. |
| META | Meta Platforms | $154B | +22% | 81% | 39% | 33% | 28× | 5.5× | Reality Labs losses offset by ads; VR hardware growing slowly. |
| AAPL | Apple | $385B | +2% | 44% | 30% | 25% | 29× | 7× | App Store gaming revenue significant share; regulation risk. |
| HUYA | Huya, Inc. | $1.0B | −15% | 14% | −4% | −2% | N/A | 0.6× | Chinese game streaming under pressure; industry consolidation. |
| DOYU | DouYu International | $820M | −20% | 12% | −6% | −4% | N/A | 0.4× | Competition + regulation weigh on results. |
| SLGG | Super League | $25M | +5% | 45% | −50% | −52% | N/A | 0.9× | Micro-cap e-sports company; high cash burn. |
| GME | GameStop | $3.85B | −10% | 24% | −5% | −7% | N/A | 0.5× | Retail turnaround uncertain; meme-stock volatility. |
Disclaimer: This list is for informational purposes only and does not constitute financial advice. Always do your own due diligence before making investment decisions.
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