SNE - Sony's Stellar Segments Are Heavily Discounted By The Market

• SNE as a conglomerate is often misunderstood, and investors often discount its businesses. In truth, it has all the strategic pieces for outsized growth.
• SNE is likely to outcompete other console platforms in the gaming industry by leveraging on its horizontal integration.
• SNE's EPS segment has been disappointing, but is expected to recover. EPS was also a stepping stone into its imaging/sensors segment, which is primed to deliver long run returns.
• Other segments like SNE Music and Financial Services do not grow significantly, but cannot be discounted because they offer stability in revenue streams.
• Lastly, a DCF valuation reveals that SNE is so undervalued that even after taking away more than half of its operating units, its intrinsic value is still above the price at the time of writing. This makes SNE the ultimate value play.

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