Added to YB: 2025-02-11
Pitch date: 2025-02-09
SIRI [neutral]
Sirius XM Holdings Inc.
-11.74%
current return
Author Info
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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
$7.1B
Pitch Price
$24.64
Price Target
N/A
Dividend
5.15%
EV/EBITDA
7.42
P/E
7.42
EV/Sales
2.02
Sector
Media
Category
value
Investment Notes #8: Sirius XM a media business with a better economics than Netflix
SIRI (overview): Satellite radio co w/ 32.9M subs. Low 1.6% churn, $15 ARPU. Strong moat: unique content, OEM partnerships. 29% EBITDA margin, 20% ROCE. Challenges: streaming, EVs. 14% FCF yield, 7.8% buyback growth. Berkshire's largest shareholder at 35.4%. Attractive valuation but limited upside without growth.
Read full article (9 min)