Added to YB: 2025-07-15
Pitch date: 2025-07-13
SNAP [bullish]
Snap Inc.
-19.49%
current return
Author Info
Company Info
Snap Inc. operates as a technology company in North America, Europe, and internationally. The company offers Snapchat, a visual messaging application with various tabs, such as camera, visual messaging, snap map, stories, and spotlight that enable people to communicate visually through short videos and images.
Market Cap
$14.1B
Pitch Price
$9.08
Price Target
N/A
Dividend
N/A
EV/EBITDA
-43.87
P/E
-27.89
EV/Sales
2.65
Sector
Interactive Media and Services
Category
growth
DAUs and Dollars: Snap’s Quiet Revival.
SNAP: Social giant w/ 460M DAUs (+22% YoY), 15M paid Snapchat+ subs ($600M run-rate, +75% YoY), and My AI w/ 200M users. FCF inflecting upward since Q1'24. Advertisers +60% YoY. Trades at 2.7x sales vs Spotify at 9x valuation w/ fewer users. Bearish sentiment ignores strong user growth & monetization potential.
Read full article (7 min)