Added to YB: 2026-02-25
Pitch date: 2026-02-23
MSGM [bullish]
Motorsport Games Inc.
+2.27%
current return
Author Info
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Company Info
Motorsport Games Inc. develops and publishes multi-platform racing video games in the United States. It operates through Gaming and Esports segments.
Market Cap
$16.4M
Pitch Price
$3.52
Price Target
N/A
Dividend
N/A
EV/EBITDA
-39.09
P/E
3.98
EV/Sales
1.40
Sector
Entertainment
Category
turnaround
The Check Engine Light is Off: Why MSGM is Mispriced at 1x Sales
MSGM (overview): Sim-racing dev pivoted from cash-burn NASCAR licensing to high-margin SaaS via Le Mans Ultimate. Monthly burn slashed from $2M to <$100K, debt-free w/ $4.5M cash. 80.7% gross margin, ARR scaling to $3M. Q4 likely beats on $1.1M deferred rev unlock + team racing feature driving subs. Owns rFactor 2 engine (powers F1 Arcade). Console port w/ partner funding = 4x TAM upside. Trades 1x P/S vs SaaS cos at 5-10x. Risks: single-game dependency, server issues, insider selling overhang.
Read full article (29 min)