1211 ET - The value of Mattel's business only begins at the toy aisle, UBS analysts write, saying the stock represents "one of the most compelling valuation disconnects in the consumer and entertainment space today." They attempt to estimate the company's "brand equity," or the value of its consumer perception, trust, and loyalty, and find that three different methods all yield a valuation well above the stock's current levels, as investors continue to treat the company as an old-school toy manufacturer. "What Mattel actually owns is one of the most concentrated portfolios of evergreen, multi-generational family entertainment IP," the analysts write. "We believe very little of that IP has been monetized. The toy aisle represents the floor of what this asset base can generate - not the ceiling." They assign the stock a $28 price target, and shares gain 6% to $14.13. (elias.schisgall@wsj.com)

(END) Dow Jones Newswires

July 13, 2026 12:11 ET (16:11 GMT)

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