Added to YB: 2026-01-19
Pitch date: 2026-01-15
NCMI [neutral]
National CineMedia, Inc.
-10.03%
current return
Author Info
No bio for this author
Company Info
National CineMedia, Inc., through its subsidiary, National CineMedia, LLC, operates cinema advertising network in North America.
Market Cap
$308.7M
Pitch Price
$3.89
Price Target
N/A
Dividend
3.65%
EV/EBITDA
13.09
P/E
-20.45
EV/Sales
1.23
Sector
Media
Category
special_situation
5-Minute Value: National CineMedia ($NCMI)
NCMI (overview): Post-restructuring cinema advertising leader (68% market share) w/ debt-free balance sheet, 13+ yr exclusivity w/ AMC/Regal/Cinemark across 19K screens. 2026 box office inflection expected from normalized film slate. 65% incremental OIBDA margin per 1M attendees. Trading 5-6x 2026E EV/OIBDA vs historical 8-10x. Mgmt returning capital via $0.12 dividend + buybacks.
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