Added to YB: 2026-03-16
Pitch date: 2026-03-13
EVC [bullish]
Entravision Communications Corporation
Author Info
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Company Info
Entravision Communications Corporation, a media and advertising technology company, owns and operates television and radio stations in the United States and internationally.
Market Cap
$269.5M
Pitch Price
N/A
Price Target
N/A
Dividend
6.83%
EV/EBITDA
17.49
P/E
-3.40
EV/Sales
0.94
Sector
Media
Category
value
Déjà Vu / Pattern Recognition - Entravision (EVC) & Applovin (APP)
EVC: Adtech 60% rev, 120% profit; accelerating YoY growth from 21% to 123% over 8Q; margins expanding 5.5% to 13.9%; mirrors APP June '24 (6-bagger). Conservative: $529M rev, 19% margin, $100M EBIT by 2028 (25% CAGR). 4x adtech FCF 1-2yr out at $270M mkt cap + broadcasting/spectrum free. CEO PSUs vest at $5.75-$13.75 (vs $3 today) by July '28. Spectrum worth $1B+ at 2017 auction prices. 7% div yield. Risks: customer concentration, Univision deal renewal, regulatory timing.
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