Added to YB: 2026-02-23
Pitch date: 2026-02-19
STUB [neutral]
StubHub Holdings, Inc.
+10.12%
current return
Author Info
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Company Info
StubHub Holdings, Inc. operates ticketing marketplace for live event tickets worldwide. It buys and sells sports, concerts, theatre, and other live events tickets through its websites and mobile applications under the StubHub and viagogo brand name.
Market Cap
$3.1B
Pitch Price
$8.50
Price Target
34.08 (+300%)
Dividend
N/A
EV/EBITDA
-3.39
P/E
-1.94
EV/Sales
2.25
Sector
Entertainment
Category
growth
When Scale Meets Scarcity: Notes on a Controversial Platform (Too hard pile multi bagger opportunity) - StubHub Holdings, Inc.
STUB (pass): Secondary ticket marketplace at 6.6x 2026 EV/EBIT w/ 30%+ growth potential. 25-40% combined take rates, 60% GMV from 5% pro sellers. Bull case: AI pricing optimization, primary expansion. Bears: power-seller concentration risk, regulatory scrutiny, cash flow distortions from float, governance red flags, seller fraud allegations, CEO credibility issues post-IPO guidance withdrawal, lawsuits over misleading FCF. Too much hair despite multi-bagger upside.
Read full article (8 min)