Games Workshop Group PLC — Cyborg Score 8/10

Strong
Consumer Discretionary - Leisure & Entertainment / Tabletop Gaming

Strategic Profile

In fiscal year 2025, Games Workshop's revenue was £617.50 million, an increase of 17.46%, with earnings up 29.78%. The company delivered double-digit growth across all segments, with licensing revenue up 77%, driven by strong IP monetization and video game success. Games Workshop operates over 460 owned stores worldwide, leveraging a capital-efficient model with high margins.

Cyborg Score Rationale

Strong financial performance with 17.46% revenue growth and 29.78% earnings growth in FY2025. Market cap grew 16.14% to £5.46B. High net profit margin of 31.7% and gross margin of 72.25% demonstrate operational excellence.

Top Insights

  • Licensing revenue surged 77% YoY, indicating successful IP expansion beyond core miniatures business
  • Joined FTSE 100 index recently, reflecting elevated market recognition and quality positioning
  • Games Workshop recovered from Trump tariff impact (£6m hit) while maintaining record profitability
  • Capital-efficient model with high margins (31.7% net, 72.25% gross) and low debt (15.6% debt-to-equity)

Named Competitors

  • Warhammer Age of Sigmar — Fantasy battle gaming system
  • Necromunda — Skirmish-level sci-fi tabletop game
  • Pathfinder — Fantasy RPG and tabletop gaming
  • Magic: The Gathering — Trading card game

Recent Developments

  • (February 2026) Shares trading at 16,660p with market cap of £5.49B
  • (January 2026) Analyst consensus 'Buy' with average price target of 19,616p (+15.32% upside)
  • (November 2025) Announced profit-sharing payments to all staff members on equal basis
  • (August 2025) Fiscal year 2025 results showing record revenues of £617.5M and earnings of £196.1M

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