Added to YB: 2026-09-04
Pitch date: 2026-09-02
SIRI [bullish]
Sirius XM Holdings Inc.
-0.5%
current return
Author Info
No bio for this author
Company Info
Sirius XM Holdings Inc. operates as an audio entertainment company in North America. It operates through two segments, Sirius XM, and Pandora and Off-platform.
Market Cap
$9.3B
Pitch Price
$29.92
Price Target
N/A
Dividend
3.83%
EV/EBITDA
7.69
P/E
11.12
EV/Sales
2.18
Sector
Media
Category
value
SiriusXM - Not Another One of Those Situations
SIRI: SiriusXM trades at 7.5x forward EV/EBITDA and 6.9x P/FCF as declining satellite capex lifts cash generation and debt paydown brings leverage into the range where buybacks can resume. The $1B remaining authorization could materially shrink the share count, while monetizing 12.5MHz of excess spectrum could be worth at least $4.19B, or $12.50 per share. Rapid subscriber erosion or failure to monetize the spectrum are the key risks.
Read full article (7 min)