| Valuation method | Value, € | Upside, % |
|---|---|---|
| Artificial intelligence (AI) | 47.72 | 907 |
| Intrinsic value (DCF) | 2.33 | -51 |
| Graham-Dodd Method | 7.22 | 52 |
| Graham Formula | 1.03 | -78 |
Guillemot Corporation S.A. (GUI.PA) is a France-based leader in interactive entertainment hardware and accessories, operating under well-known brands such as Thrustmaster (gaming peripherals), Hercules (digital hardware), and DJUCED (DJ solutions). Founded in 1984 and headquartered in Chantepie, France, the company serves a global market, including Europe, North America, and Asia. Guillemot specializes in high-performance gaming controllers, flight simulators, and DJ equipment, catering to both casual and professional gamers and DJs. With a strong presence in the computer hardware sector, Guillemot leverages innovation and brand loyalty to maintain its competitive edge. The company’s diversified product portfolio and international distribution network position it well in the growing gaming and entertainment peripherals market, which is driven by increasing demand for immersive gaming experiences and digital entertainment solutions.
Guillemot Corporation presents a niche investment opportunity in the gaming and entertainment peripherals market, supported by its established brands like Thrustmaster and Hercules. The company’s modest market cap (~€66.2M) and low beta (0.461) suggest lower volatility compared to broader tech stocks. However, its financials reveal mixed signals: while revenue stands at €125.1M, net income is a slim €1.18M, reflecting tight margins. Positive operating cash flow (€18.1M) and a healthy cash position (€30.6M) provide liquidity, but negligible EPS (€0.08) and no dividend may deter income-focused investors. The lack of debt (€6.88M) is a positive, but growth prospects depend on the competitive gaming accessory market, where larger players dominate. Investors should weigh its niche branding against limited scalability.
Guillemot Corporation competes in the crowded gaming peripherals and DJ hardware market, where it differentiates itself through specialized brands like Thrustmaster (known for high-quality flight sticks and racing wheels) and DJUCED (targeting entry-level DJs). Its competitive advantage lies in brand recognition among gaming enthusiasts and a focus on immersive peripherals, but it faces stiff competition from larger firms with broader R&D budgets and global distribution. The company’s strength is its agility in catering to niche segments (e.g., simulation gaming), but its reliance on the mid-tier market exposes it to pricing pressure from low-cost manufacturers and premium rivals like Logitech and Razer. Guillemot’s limited scale also restricts its ability to invest in cutting-edge tech (e.g., haptic feedback or AI integration) compared to deep-pocketed competitors. Its European base provides regional loyalty but limits growth in high-growth markets like Asia-Pacific unless expansion efforts intensify.