Added to YB: 2026-08-05
Pitch date: 2026-08-02
GENI [neutral]
Genius Sports Limited
+19.17%
current return
Author Info
No bio for this author
Company Info
Genius Sports Limited provides technology-led products and services to the sports, sports betting, and sports media industries in the Americas, Europe, and internationally.
Market Cap
$1.9B
Pitch Price
$6.78
Price Target
11.50 (+63%)
Dividend
N/A
EV/EBITDA
-14.54
P/E
-11.57
EV/Sales
2.42
Sector
Hotels, Restaurants and Leisure
Category
growth
Sports data duopoly: $GENI accelerates, $SRAD captures the money, and the market isn't valuing it properly. - Genius Sports Limited
GENI (watchlist): Sports data duopoly play pre-Q2 (Aug 6). Both at 2.5x EV/Sales but GENI grows 33% w/ GAAP losses, 11% annual dilution ($148.5M SBC=22% rev), vs SRAD's 15% growth, GAAP profit, $1B buyback. GENI base $11.50 (50%), bull $17, bear $4.75; +65% weighted upside. Free option: Polymarket/Kalshi prediction mkts valued at zero (+$200-400M EV). Author prefers SRAD pre-Q2 (cleaner timing, contained left tail); both watch positions, no size yet.
Read full article (4 min)