Added to YB: 2025-02-26
Pitch date: 2025-01-07
U [bullish]
Unity Software Inc.
+104.52%
current return
Author Info
No bio for this author
Company Info
Unity Software Inc. operates a platform to create and grow games and interactive experiences for mobile phones, PCs, consoles, and extended reality devices in the United States, China, Hong Kong, Taiwan, Europe, the Middle East, Africa, the Asia Pacific, Canada, and Latin America.
Market Cap
$15.7B
Pitch Price
$22.57
Price Target
N/A
Dividend
N/A
EV/EBITDA
-903.27
P/E
-34.97
EV/Sales
9.09
Sector
Software
Category
turnaround
Unity Software Inc. - $U
U: Turnaround play in game dev & ad tech. New mgmt addressing past missteps. Create segment growing w/ new pricing & Unity 6. Grow segment struggling but hiring key talent (Jim Payne) to catch up to AppLovin. 75% GM, room for cost cuts. 6x EV/S, 20x EV/EBITDA (25% margins). Catalysts: Grow segment inflection, new products. Potential M&A target.
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