GAMES WORKSHOP GROUP PLC ORD 5P (GAW-LSE)
Financials 
Technical Analysis 
Sep 2, 2026, 12:00 amThis summary was created by AI, based on 2 opinions in the last 12 months.
GAMES WORKSHOP GROUP PLC (GAW-LSE) has emerged as a robust holding for both investors, despite some concerns about its high valuation. The strong commitment from hobbyists creates a dedicated fanbase, and the recent expansion in licensing through video games and literature suggests numerous opportunities for revenue growth. However, with a current price-to-earnings (PE) ratio around 30x, this stock is seen as historically high, prompting one expert to suggest trimming positions on strength, while maintaining a long-term outlook. The second expert highlights the company's ability to grow with minimal capital outlay, calling it asset-lite, and appreciates the recurring dividend payments, yet advises waiting for a more favorable entry point given the upper 20s PE ratio. Overall, GAMES WORKSHOP is characterized by its passionate customer base and potential for sustainable growth, albeit with some valuation concerns from seasoned investors.
His #2 holding. It can grow without much capital, so are asset-lite. Pays a nice dividend. PE is in the upper 20s, so wait for a pullback.
Jason Del VicarioExcellent business with high margins and strong cash flow. #3 holding in portfolio. Will continue to own for decades. Good for long term investors. Excellent fan base of customers. Strong dividend yield.
Jason Del Vicario8% weight in portfolio - still owns shares.
Recently signed deal with Amazon Prime to create movie.
No debt, asset light, strong returns on capital.
UK dividends not subject to foreign withholding tax.
Jason Del VicarioHis #2 position right now, at an 8% weighting from a 5% conviction rate. Shares have done quite well. No direct competitor. Rabid fanbase. Deal with Amazon Prime. Long-term, bodes well. Asset light. No debt. About 100% ROIC, exceptional. Majority of earnings as dividends. Canadian investors are not subject to withholding tax on UK or HK dividends. Not founder-run, founder-owned, but he's convinced the founder ethic has endured.
Jason Del VicarioJason Del VicarioJason Del Vicario- «
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GAMES WORKSHOP GROUP PLC ORD 5P (GAW-LSE) Frequently Asked Questions
What is GAMES WORKSHOP GROUP PLC ORD 5P stock symbol?
GAMES WORKSHOP GROUP PLC ORD 5P is a OTC stock, trading under the symbol GAW-LSE on the undefined (undefined). It is usually referred to as or GAW-LSE
Is GAMES WORKSHOP GROUP PLC ORD 5P a buy or a sell?
In the last year, 2 stock analysts issued a Buy, Sell, or Hold rating on GAW-LSE. 1 analyst recommended to BUY and 1 analyst recommended to SELL the stock. The latest stock analyst rating is SELL ON STRENGTH. Read the latest stock experts' ratings for GAMES WORKSHOP GROUP PLC ORD 5P.
Is GAMES WORKSHOP GROUP PLC ORD 5P a good investment or a top pick?
GAMES WORKSHOP GROUP PLC ORD 5P was recommended as a Top Pick by Jason Del Vicario on 2026-08-25. Read the latest stock experts ratings for GAMES WORKSHOP GROUP PLC ORD 5P.
Why is GAMES WORKSHOP GROUP PLC ORD 5P stock dropping?
Earnings reports or recent company news can cause the stock price to drop. Read stock experts' recommendations for GAMES WORKSHOP GROUP PLC ORD 5P.
Is GAMES WORKSHOP GROUP PLC ORD 5P worth watching?
GAMES WORKSHOP GROUP PLC ORD 5P is followed by 21 investors on Stockchase and is a trending stock that is worth watching.
His third-largest holding. Hobbyists are rabid fans. They are licensing IP through video games and books, which adds high profits. But the 30x PE is historically high and insider ownership is small. He's been trimming on strength, but likes it long term.