Added to YB: 2026-05-15
Pitch date: 2026-05-13
PLBY [bullish]
Playboy, Inc.
Author Info
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Company Info
Playboy, Inc. operates as a pleasure and leisure company in the United States, Australia, China, the United Kingdom, and internationally.
Market Cap
$198.7M
Pitch Price
N/A
Price Target
2.90 (+93%)
Dividend
N/A
EV/EBITDA
33.58
P/E
-24.07
EV/Sales
2.84
Sector
Textiles, Apparel and Luxury Goods
Category
value
$PLBY this looks insanely appetizing to me at $1.35.
PLBY: Down 50% from Feb on small-cap selloff & licensing rev decline (explained by letting low-quality Chinese deals roll off while deleveraging). EV ~$290M. HB worth ~$70M, $30M UTG cash inflow = net debt to ~$85M. Core PLBY at ~$180M ex-HB. $50M+ licensing (Byborg/UTG guaranteed + others), growing via magazine relaunch, paid playmate voting (7-fig rev). ~$35M EBITDA at 85% margin. 10x = $2.90/share, 120% upside.
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