Ubisoft develops and publishes console and PC games, including the Assassin's Creed, Far Cry and Tom Clancy franchises, and runs the Ubisoft+ subscription service. The bull case rests on a large library of owned intellectual property and an 88.1% gross margin, which show that the software itself is highly profitable at the unit level. Against that, revenue is down 39.9%, the operating margin is -148.9% and ROE is -95.0%, so the business is currently losing a large share of its sales and equity is being consumed quickly. A forward P/E of 248.1 means earnings are either near zero or expected to recover sharply, and the thesis depends on which. At a 644M EUR market cap, the stock is worth a deeper look only if the company's restructuring and franchise release calendar can bring operating costs back in line with a shrinking top line.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
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Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.
| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 01:53 CEST | ACCE price target | €6.00 | first publication | €4.63 |
| 22 Oct 2026, 13:04 CEST | Rating | Undervalued | first publication | €4.88 |
| 22 Oct 2026, 13:04 CEST | Fair value | €11.66 | first publication | €4.88 |
Answered from Ubisoft Entertainment SA fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| UBI.PA Ubisoft Entertainment SA | €4.32 | €12 | 63% below | - | -95.0% | 38 | 37 |
| DDI DoubleDown Interactive Co. Ltd. American Depository Shares | $13.34 | $32 | 58% below | 5.3x | 13.1% | 90 | 90 |
| PLTK Playtika Holding Corp. Common Stock | $2.06 | $4 | 53% below | - | 0.0% | 45 | 48 |
| GRVY GRAVITY Co. Ltd. American Depository Shares | $66.19 | $101 | 34% below | 7.8x | 13.2% | 75 | 70 |
| SOHU Sohu.com Limited American Depositary Shares | $12.73 | $14 | 8% below | 1.5x | 19.4% | 78 | 46 |
| MTG-B.ST Modern Times Group MTG AB | kr 120.20 | kr 156 | 23% below | 83.8x | 1.5% | 55 | 60 |
| PDX.ST Paradox Interactive AB (publ) | kr 139.40 | kr 96 | 45% above | 114.5x | 5.2% | 68 | 61 |
Where UBI.PA ranks against its sector peers on each metric.