Added to YB: 2024-09-25
Pitch date: 2024-09-23
LGF-A [neutral]
Lionsgate Studios Corp.
+12.73%
current return
Author Info
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Company Info
Lionsgate Studios Corp. engages in diversified motion picture and television production and distribution businesses in the United States, Canada, and internationally.
Market Cap
$2.4B
Pitch Price
$7.62
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.74
P/E
-7.52
EV/Sales
1.69
Sector
Entertainment
Category
special_situation
Quick Value #236 - Lions Gate (LGF)
LGF-A: Spin-off play: Studio (LION) at 8.7% FCF yield, 13x OIBDA. STARZ stub at <4x EBITDA, ~100% FCF yield. $900M library revenue. Studio multiples 11-13x+ EBITDA. Risks: formal separation not announced, refinancing needed. Early 2025 spin-off target. Complex structure, but potentially undervalued.
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