Professional
Added to YB: 2024-12-16
Pitch date: 2024-12-10
SPOT [bullish]
Spotify Technology S.A.
+25.86%
current return
Author Info
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Company Info
Spotify Technology S.A., together with its subsidiaries, provides audio streaming subscription services worldwide.
Market Cap
$100.1B
Pitch Price
$474.98
Price Target
N/A
Dividend
N/A
EV/EBITDA
45.60
P/E
72.67
EV/Sales
5.61
Sector
Entertainment
Category
growth
Show full summary:
Baron Capital Portfolio Holding: Spotify Technology S.A.
SPOT: 30% market share, 600M subs (200M paid). Goal: 1B subs in 4-5 yrs. 20%+ rev growth, raising prices w/o churn. Strong GM, FCF, net cash. Founder-led (15% stake). AI for personalization. Bulls: price hikes, upgrades, AI. Risks: Apple/Amazon competition. Catalysts: capital return program.
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