Professional
Added to YB: 2024-07-05
Pitch date: 2024-07-03
GENI [neutral]
Genius Sports Limited
+18.7%
current return
Author Info
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Company Info
Genius Sports Limited engages in the development and sale of technology-led products and services to the sports, sports betting, and sports media industries.
Market Cap
$1.4B
Pitch Price
$5.40
Price Target
N/A
Dividend
N/A
EV/EBITDA
-14.66
P/E
-11.96
EV/Sales
1.99
Sector
Hotels, Restaurants and Leisure
Category
growth
Pernas Research Passes On: Genius Sports Limited
GENI: Sports data provider for 500+ sportsbooks. Duopoly w/ Sportradar on in-play data. 20-30% US rev from in-game betting, growth potential. Competitive edge: data exclusivity. Pays ~$200M/yr for rights. Improving fundamentals, but high dependency on few leagues. Pass due to concentration risk. EV/EBITDA 103, $5.38/share, $1.24B mkt cap.
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