Added to YB: 2025-06-20
Pitch date: 2025-06-13
U [bullish]
Unity Software Inc.
+91.3%
current return
Author Info
No bio for this author
Company Info
Unity Software Inc. operates a platform to create and grow games and interactive experiences for mobile phones, PCs, consoles, and extended reality devices in the United States, China, Hong Kong, Taiwan, Europe, the Middle East, Africa, the Asia Pacific, Canada, and Latin America.
Market Cap
$15.7B
Pitch Price
$24.13
Price Target
N/A
Dividend
N/A
EV/EBITDA
-903.27
P/E
-34.97
EV/Sales
9.09
Sector
Software
Category
turnaround
Unity: A contrarian investment
U: Undervalued gaming engine leader (60% mobile, 50% console mkt share). Turnaround gaining momentum under new CEO Bromberg & chairman Whitehurst. Strategic focus: core gaming engine + Vector AI ad platform (launched early). Price increases accepted by devs. P/S 4.62x vs peer avg 13.05x. FCF +65% & margins doubled since Q2'24. Execution risks remain.
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