Added to YB: 2025-09-03
Pitch date: 2025-08-29
STRZ [bullish]
Starz Entertainment Corp.
-8.97%
current return
Author Info
No bio for this author
Company Info
Starz Entertainment Corp. provides subscription video programming to consumers in the United States and Canada.
Market Cap
N/A
Pitch Price
$12.82
Price Target
54.00 (+346%)
Dividend
N/A
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Entertainment
Category
value
Starz Entertainment (STRZ) - From Neglected RemainCo to Rising Star(z)?
STRZ: Streaming/cable co trading <2x forward FCF despite path to $170M+ FY27 levered FCF. Q1 OTT subs -120K spooked investors, but CEO cutting content spend $850M→$650M, targeting 20% OIBDA margins vs 15% current. NOLs provide tax shield. Activist backing (Mnuchin 11%, Rachesky 17%). Potential M&A target at $300M mkt cap. Bull case $54/share (+300%), bear $23 (+70%). Risks: leverage 3x, subscriber churn, content execution.
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