Added to YB: 2025-06-30
Pitch date: 2025-06-27
STRZ [neutral]
Starz Entertainment Corp.
-24.95%
current return
Author Info
Accrued Interest is an TMT Equity Research Specialist. They manage their family office and write about business and investing. Former tv/radio executive. During corporate years, achieved +3,400% TWR in PA from ’16-‘24. Sign up for the newsletter.
Company Info
Starz Entertainment Corp. provides subscription video programming to consumers in the United States and Canada.
Market Cap
N/A
Pitch Price
$16.15
Price Target
25.00 (+106%)
Dividend
N/A
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Entertainment
Category
value
Starz ($STRZ) Is It a Buy at $16.50? My First Take on Valuation
STRZ (pass): Fairly valued at $16.50 with 8.4x EV/FCF multiple (12% yield). $100M FCF from $200M EBITDA, full tax rate despite NOLs. Growth concerns with US subs -7% YoY (OTT -2%, linear -16%). Needs sustainable growth for $25+ target; 3x debt magnifies upside if 3-5% sub growth materializes.
Read full article (4 min)