NOTE: This page uses real-time stock quotes. Load times may be slower than usual. Information about specific companies is not intended to be a complete description, nor of their securities, nor is this study an offer to buy or sell such securities. DFC does not underwrite or own the securities of the companies the analysts cover. Investors should not rely solely on an analyst’s recommendation when deciding whether to buy, hold, or sell a stock and should consult a stock professional for their investment guidance.

Overview

The DFC Intelligence Video Game Stock Index tracks public companies in the video game and interactive entertainment space. Companies are divided into one of three categories 1) Hardware for companies that specialize in manufacturing and distributing hardware used to play games; 2) Software for companies that develop and distribute software and services for the video game industry and 3) Conglomerates for companies that are involved in the video game industry, but only as one part of their overall business.

The DFC Video Game Stock Index was launched on January 3, 2023, with 23 companies. These are all companies that are involved with software and services. There is a separate index that focuses on hardware and accessories.

The DFC Video Game Stock Portfolio was also launched on January 3, 2023. This represents a hypothetical investment of $15,000 in companies DFC feels have both short-term growth potential and a solid long-term strategy.

Companies in DFC Intelligence Video Game Stock Portfolio

These are the companies currently in the DFC Intelligence Video Game Stock Portfolio. There is a brief description on why DFC believes the stock price will increase. Click on the link for more analysis.

  • Activision Blizzard (NASDAQ: ATVI): Activision Blizzard is in the process of being acquired by Microsoft at $95 a share. DFC currently believes the deal will go through. If not the ATVI share price will decline in the short term but should still have long-term growth potential.
  • CD Projekt (OTGLY: OTC): CD Projekt, based in Poland, has had a tough time. However, the core franchises are looking stronger than ever. Possible acquisition candidate if current leadership can not execute.
  • Corsair (NASDAQ: CRSR): Corsair was one of many companies hammered by hardware issues and shortages. The hardware category is expected to rebound and Corsair has a premium brand.
  • Electronic Arts (NASDAQ: EA): Electronic Arts has shown a stellar performance moving from game publishing to more of a live services model. There is still room for growth with its major sports franchises.
  • Konami (9766.T-JP: Tokyo) (KONMY: OTC): Konami is one of several Japan companies that have a library of classic game IP that can be updated.
  • Nintendo (7974.T-JP: Tokyo) (NTDOY: OTC): Nintendo has focused on a mass game audience while competitors Sony and Microsoft have focused on the smaller premium audience. A new Nintendo system is expected to be announced in the next year so the stock is likely to see a boost.
  • Nvidia (NASDAQ: NVDA): Nvidia has been a powerhouse performer with game graphic hardware and a cloud streaming service. The valuation has exceeded Nintendo and Sony combined but stock prices were crushed with the 2022 hardware shortages. Expect a comeback with a new hardware generation for 2023.
  • Square Enix (9684.T-JP: Tokyo) (SQNNY: OTC): Square Enix is a Japanese company with some strong IP and decent live services. However, there is some concern that the company is investing too much into blockchain and NFT.
  • Turtle Beach (NASDAQ: HEAR): Turtle Beach is a hardware company that suffered from product shortages for the PlayStation 5 and Xbox Series X/S. As hardware issues ease the company should make a comeback.
  • Ubisoft (Ubi.PA) (UBSFY: OTC): Ubisoft stock has been battered because of product delays and poor performance. Ubisoft has struggled to go to a live service model and it has shown in the results. However, the company is likely to get back on track or be acquired for a premium over current prices.

DFC Intelligence Video Game Stock Portfolio

The DFC Intelligence Video Game Stock Portfolio was launched on January 3, 2023, with a hypothetical investment of $15,000 in companies DFC feels have both short-term growth potential and a solid long-term strategy. Stocks are sold and reinvested as market conditions warrant. NOTE: DFC does not underwrite or own the securities of the companies the analysts cover. Investors should not rely solely on an analyst’s recommendation when deciding whether to buy, hold, or sell a stock and should consult a stock professional for their investment guidance.

Corsair Stock

Corsair Looking to Have Strong 2023

Posted on
Like many companies in the hardware sector, Corsair Gaming (NASDAQ: CRSR) had a tough 2022.  From January 2022 to January 2023, Corsair stock was down 37% as revenue declined significantly. There were many issues facing Corsair in the past year.  This included high prices/GPU shortages slowing new PC builds, as well as economic conditions in Europe.  However, the U.S. showed signs of making a comeback and a new ge…..
Read More Corsair Looking to Have Strong 2023
Video game Stock Index

DFC Intelligence Launches Video Game Stock Index

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Stock prices in the video game and interactive entertainment industry soared during COVID stay-at-home orders.  In 2022, stock prices came down across the board.  As the global economy heads towards a potential recession now is the time to evaluate company valuation.  To track the overall video game industry, DFC has launched the DFC Intelligence Video Game Stock Index. Introducing the Video Game Stock Index T…..
Read More DFC Intelligence Launches Video Game Stock Index
Capcom Stock

Capcom Top Video Game Stock of 2022

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In the recently launched DFC Intelligence Video Game Stock Index, Capcom (9697.T-JP: Tokyo) (OTC:CCOEY) was the top performer with a stock increase of 37% from January 2022 to January 2023. The overall DFC Intelligence Video Game Stock Index was down 30% in 2022. In late October, Capcom announced a 30% decline in revenue for the first six months of the fiscal ye…..
Read More Capcom Top Video Game Stock of 2022
Embracer Group Stock

High Expectations for Embracer Group

Posted on
The Embracer Group continued to make some big acquisition moves in 2022.  This included buying board game company Asmodee for $3 billion and getting the Eidos/Crystal Dynamic properties from Square Enix. Unfortunately, Embracer’s biggest video game release of 2022, a remake of THQ’s Saints Row, was a disappointment.  Overall Embracer Group stock was down 50% in 2022.  This compares with an average decline of 30% for the DFC Intelligence Video Game Stock Index …..
Read More High Expectations for Embracer Group
Nvidia Stock

Nvidia Due for a Comeback in 2023

Posted on
Hardware companies in the DFC Intelligence Video Game Stock Index were hammered in 2022 and Nvidia (NASDAQ: NVDA) was no exception.  Nvidia stock was down 52% from January 2022 to January 2023.  This was after a slight rally toward the end of the year. The big growth area for Nvidia has been data centers.  In the last quarter, Nvidia’s data center revenue was up 31% over the previous year quarter while ga…..
Read More Nvidia Due for a Comeback in 2023

Companies in DFC Intelligence Video Game Stock

These are the companies currently in the DFC Intelligence Video Game Stock Portfolio. The companies included are focused on software and services for the video game industry. There is a separate index for companies focused primarily on hardware.

Click on the company name for more detailed information.

DFC Intelligence Video Game Stock Index

The DFC Intelligence Video Game Stock Index started on January 3, 2023, with a hypothetical investment of $1,000 in each of the public companies DFC considers market leaders in the video game and interactive entertainment space. Stocks are sold and reinvested as market conditions warrant. NOTE: DFC does not underwrite or own the securities of the companies the analysts cover. Investors should not rely solely on an analyst’s recommendation when deciding whether to buy, hold, or sell a stock and should consult a stock professional for their investment guidance.

Additional Public Game Companies

The following public companies are not currently included in the DFC Intelligence Video Game Stock Index but could be added in the future.

  • AfreecaTV (067160.KQ)
  • ASUStek (2357.TW)
  • Colopl Inc (3668.T-JP: Tokyo)
  • Com2Us (078340.KQ)
  • Dell Technologies (NYSE: DELL)
  • DeNA (2432.T-JP: Tokyo)
  • GameStop (NYSE: GME)
  • Gravity (NASDAQ: GRVY)
  • GungHo (3765.T-JP: Tokyo)
  • HP Inc (NYSE: HPQ)
  • Huya (NYSE: HUYA)
  • IGG (0799.HK)
  • Kadokawa Corporation (9468.T-JP: Tokyo)
  • Kingsoft (3888.HK)
  • Koei Tecmo (3635.T-JP: Tokyo)
  • Krafton (259960.KS)
  • Mixi (2121.T-JP: Tokyo)
  • Mobile Factory (3912.T-JP: Tokyo)
  • Modern Times Group (MTG-B.ST)
  • NCSoft (036570.KQ)
  • Netmarble (251270.KS)
  • Pearl Abyss (263750.KQ)
  • SciPlay (NASDAQ: SCPL)
  • Skillz (NYSE:SKLZ)
  • SoftBank Group (9984.T-JP: Tokyo)
  • Soho (0410.HK)
  • The9 (NASDAQ: NCTY)
  • Unity (NYSE: U)
  • Vivendi SE (VIV.PA)

DFC Intelligence Game Hardware Stock Index

The DFC Intelligence Game Hardware Stock Index focuses on companies whose primary business is providing hardware. More detailed info can be found in the hardware section or by clicking on the company name. Some hardware companies are included in the conglomerate category.