Hasbro (HAS) Could Be 20% Undervalued As Jeddah Partnership Opens New Market
BAAN Holding Group’s new Playocity project in Jeddah puts Hasbro (HAS) at the center of a planned 2,600-square-meter family entertainment venue that leans heavily on its global character portfolio.
For context, Hasbro’s share price has risen over the past year, with a 1-year total shareholder return of 20.3% and a 3-year total shareholder return of 50.81%. However, the 30-day share price return is down 8.52% and points to fading short-term momentum.
Scan beyond Hasbro and see how other global entertainment players are positioned with our hand-picked 16 high quality undiscovered gems in the consumer and leisure space.
Bulls see Hasbro’s international tie ups and recent revenue and net income growth as underappreciated, while bears point to the weaker 30 day return. Which side does the current valuation support next?
Most Popular Narrative: 20% Undervalued
On Simply Wall St’s most followed narrative, Hasbro’s fair value of $109.93 sits well above the latest close at $88.09. This frames the recent pullback as a potential valuation gap rather than a broken story.
Rapidly growing cross platform digital gaming and licensing revenue, exemplified by Wizards of the Coast (notably Magic: The Gathering's 23%+ YoY growth and MONOPOLY GO!), is expanding Hasbro's addressable market and recurring high margin earnings streams. This positions the company to capitalize on the global rise of digital entertainment, which is expected to support revenue and operating profit growth. Expansion into new demographic segments, international markets (especially in Japan and broader APAC), and age groups via strategic brand collaborations (Final Fantasy, Spider-Man, Sonic, etc.) for Magic: The Gathering is unlocking new growth channels and merchandise opportunities. This supports both top-line growth and improved revenue diversification.
See why 28 investors see Hasbro as 20% undervalued.
Result: Fair Value of $109.93 (UNDERVALUED)
Still, the Hasbro narrative could be knocked off course if reliance on a handful of powerhouse franchises cools or if tariff and supply chain pressures bite harder.
Find out about the key risks to this Hasbro narrative.
Next Steps
Mixed signals or early opportunity? If you want to move past the headline view and weigh Hasbro’s mix of pressure points and bright spots for yourself, start with the 6 key rewards and 2 important warning signs.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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