Added to YB: 2025-02-14
Pitch date: 2025-02-11
SIRI [neutral]
Sirius XM Holdings Inc.
-12.8%
current return
Author Info
Hidden Value Gems is a real-money newsletter on under-researched, quality businesses. Check out their blog!
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
$24.70
Price Target
N/A
Dividend
5.15%
EV/EBITDA
7.42
P/E
7.42
EV/Sales
2.02
Sector
Media
Category
value
Can Sirius XM Overcome Streaming and AV Disruption?
SIRI (limited upside): Low 1.6% churn, $15 ARPU, $561 LTV vs $15 CAC. 40% revenue on content. $20B returned to shareholders (2.5x current mkt cap). Moat: OEM installs, satellite coverage, loyal base. Challenges: streaming preference, limited growth, autonomous vehicles. 6x P/E, 14% FCF yield. Limited upside due to margin pressure.
Read full article (1 min)