Asmodee Group AB — Cyborg Score 7/10

Strategic Profile

The company establishes third-party licensing and/or distribution collaborations with entertainment franchises and third-party IP owners. Asmodee's most recent deal was a Merger/Acquisition with Exploding Kittens made on 22-Dec-2025, demonstrating active portfolio expansion strategy. The company commands significant market position through iconic franchises and global distribution infrastructure across 100+ countries.

Cyborg Score Rationale

Based on consensus recommendation from 8 brokerage firms, Asmodee Group AB's average brokerage recommendation is currently 1.5, indicating a "Buy" status. The company shows solid fundamentals with €1.38B TTM revenue and strong brand portfolio, though valuation concerns exist with trading premium to fair value and negative EPS figures.

Top Insights

• Recently acquired Exploding Kittens (Dec 2025), signaling aggressive portfolio consolidation strategy
• Strong analyst consensus with 'Buy' rating at 1.5/5 from 8 brokerage firms with 39% upside potential
• Revenue growth trajectory: €1.28B (2024) to €1.38B (TTM Feb 2026), demonstrating 8% YoY growth
• Trading at significant premium to fair value with elevated valuation multiples (P/S 1.6x, P/E -535x due to negative earnings)

Named Competitors

• Board Game Publishing & Distribution — Private equity-backed tabletop game publisher

Recent Developments

• (Dec 2025) Completed acquisition of Exploding Kittens to expand IP portfolio
• (Feb 2026) Q3 2026 earnings released with €4.91B quarterly revenue guidance and $2.25 EPS consensus
• (Jan 2026) Market cap positioned at €2.65B with analyst price targets averaging €151.33 (39% upside)

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