JAKKS Pacific designs, sources and sells toys and consumer products, with licensed lines that include Disney Princess, Spin Master's Paw Patrol-adjacent franchises and its own Bratz and Pinkfong-linked brands sold through mass retailers and e-commerce. Its edge is distribution depth and licensing relationships at the big-box accounts, which lets it fill shelf space quickly when a property takes off. Revenue growth of 16.9% is the number that matters here, and the near-term question is whether that top-line momentum converts into operating profit, since the operating margin is currently just below zero at -0.1% against a 34.0% gross margin. The forward P/E of 8.1 against a trailing 20.6 suggests the market expects earnings to recover sharply, which makes this a name for a PM to test rather than accept: the gap between reported and forward earnings is the thesis. Return on equity of 6.7% and a sub-$350M market cap also mean the company is small, cyclical and sensitive to holiday-season sell-through, so the deeper look should focus on inventory levels and cost discipline.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 12:04 CEST | Fair value | $16.39 | $16.91 | $29.54 |
| 21 Oct 2026, 13:04 CEST | Rating | Overvalued | first publication | $29.20 |
| 21 Oct 2026, 13:04 CEST | Fair value | $16.91 | $20.00 | $29.20 |
| 17 Oct 2026, 00:00 CEST | Fair value | $20.00 | $17.03 | $29.04 |
| 15 Oct 2026, 00:00 CEST | ACCE price target | $29.00 | first publication | $28.08 |
| 12 Oct 2026, 00:00 CEST | Fair value | $17.03 | $23.34 | $28.23 |
| 5 Oct 2026, 00:00 CEST | Fair value | $23.34 | $22.75 | $27.15 |
| 20 Sept 2026, 00:00 CEST | Fair value | $22.75 | $23.04 | $24.13 |
| 16 Sept 2026, 00:00 CEST | Fair value | $23.04 | $23.49 | $24.33 |
| 8 Sept 2026, 00:00 CEST | Fair value | $23.49 | $23.06 | $24.58 |
Answered from JAKKS Pacific Inc. Common Stock fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| JAKK JAKKS Pacific Inc. Common Stock | $30.52 | $16 | 86% above | 21.6x | 6.7% | 51 | 69 |
| FNKO Funko Inc. Class A Common Stock | $7.04 | - | - | - | -1.0% | 29 | 53 |
| JOUT Johnson Outdoors Inc. Class A Common Stock | $45.44 | $20 | 131% above | - | -1.8% | 48 | 54 |
| ESCA Escalade Incorporated Common Stock | $18.89 | $18 | 3% above | 11.1x | 13.2% | 72 | 75 |
| BOWL.L Hollywood Bowl Group plc | £2.74 | £3 | 6% below | 13.6x | 21.7% | 74 | 65 |
| LUCK Lucky Strike Entertainment Corporation Class A Common Stock | $4.49 | - | - | - | 0.0% | 33 | 36 |
| DOM.ST Dometic Group AB (publ) | kr 20.22 | kr 49 | 58% below | 21.5x | 1.4% | 47 | 41 |
Where JAKK ranks against its sector peers on each metric.