Added to YB: 2025-06-30
Pitch date: 2025-06-27
SATS [bullish]
EchoStar Corporation
+173.4%
current return
Author Info
No bio for this author
Company Info
EchoStar Corporation, together with its subsidiaries, provides networking technologies and services in the United States and internationally.
Market Cap
$14.6B
Pitch Price
$28.89
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.62
P/E
-45.32
EV/Sales
2.62
Sector
Media
Category
value
The Worst-Case Scenario for $SATS
SATS: Trading at 0.2-0.3x intrinsic value ($7B mkt cap vs $45B equity value) due to $60B spectrum assets. Three scenarios: 1) Bankruptcy w/no spectrum deals (unlikely); 2) Zombie mode—selling some spectrum but low ROI; 3) Price war suicide. Spectrum value clear but trapped by Ergen's control, poor IR, complex cap structure. Bears fear 'corporate vampire' scenario.
Read full article (4 min)