Added to YB: 2024-02-16
Pitch date: 2024-02-15
VZIO [bullish]
VIZIO Holding Corp.
+21.26%
current return
Author Info
Okapi is a former hedge fund analyst who focuses on Consumer and TMT Stocks. Sign up for the newsletter.
Company Info
VIZIO Holding Corp., through its subsidiaries, provides smart televisions, sound bars, and accessories in the United States.
Market Cap
$2.3B
Pitch Price
$9.36
Price Target
N/A
Dividend
N/A
EV/EBITDA
130.22
P/E
1.3K
EV/Sales
1.12
Sector
Household Durables
Category
special_situation
Vizio's Dominance in Walmart
WMT controls 37% of US TV sales (70% of VZIO). Deal taps ad revenue, but VZIO risks less shelf space if declined. Boosts VZIO TVs, may hurt ROKU. OEMs wary of VZIO OS tie-ups fearing WMT strong-arming for shelf space, like past ROKU remote Vudu button rumors.
Read full article (1 min)