Added to YB: 2026-03-17
Pitch date: 2026-03-13
EVC [neutral]
Entravision Communications Corporation
-0.33%
current return
Author Info
No bio for this author
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
$275.0M
Pitch Price
$2.98
Price Target
13.80 (+362%)
Dividend
6.69%
EV/EBITDA
17.72
P/E
-3.47
EV/Sales
0.95
Sector
Media
Category
growth
Entravision Communications (EVC) Update - Noise, Concentration Fears, and the Bigger Picture
EVC (update): HK customer = 9% FY25 rev, onboarded Q2, ramped each quarter since. Assuming Tencent, captures ~19% of $532M run-rate IG budget in Q4. ATS ex-HK still +60% YoY. Path to $456M FY26 rev (+60%), $68M EBIT (15% margin) on US expansion. Media: $39M political ad rev est (midterms), $50M EBITDA potential. SOTP: $8.5/sh base ($5.4 bear, higher bull) vs $2.80 today. Catalysts: spectrum auction, Media sale, ATS spinoff by 2028-29 (mgmt PSUs vest $6-14). Customer concentration = feature in ad-tech, not bug.
Read full article (12 min)