Added to YB: 2025-08-06
Pitch date: 2025-08-04
SIRI [bullish]
Sirius XM Holdings Inc.
-0.05%
current return
Author Info
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Company Info
Sirius XM Holdings Inc. operates as an audio entertainment company in North America. It operates through two segments, Sirius XM, and Pandora and Off-platform.
Market Cap
$7.1B
Pitch Price
$21.55
Price Target
N/A
Dividend
5.15%
EV/EBITDA
7.42
P/E
7.42
EV/Sales
2.02
Sector
Media
Category
value
Sirius XM Holdings Inc. - $SIRI
SIRI: Satellite radio monopoly w/ strong FCF ($1.15B guided, 16.1% yield). Revenue -2% YoY but FCF +27% after $200M cost cuts. Berkshire owns 35.54%, Weschler buying personally. Signed Stephen A. Smith & Alex Cooper ($125M/3yr) targeting Gen Z. Debt manageable (3.74x Net/EBITDA). 5.1% dividend + buybacks. 2027 FCF target: $1.5B (21% yield).
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