Professional
Added to YB: 2025-08-18
Pitch date: 2025-07-17
GENI [neutral]
Genius Sports Limited
-55.91%
current return
Author Info
No bio for this author
Company Info
Genius Sports Limited provides technology-led products and services to the sports, sports betting, and sports media industries in the Americas, Europe, and internationally.
Market Cap
$1.1B
Pitch Price
$11.09
Price Target
N/A
Dividend
N/A
EV/EBITDA
-7.73
P/E
-6.89
EV/Sales
1.29
Sector
Hotels, Restaurants and Leisure
Category
growth
Choice Equities Capital Portfolio Holding: Genius Sports Limited
$GENI (holding update): NFL/NCAA data rights deals extended to 2029/2032 provide cost visibility & high incremental margins. Brazil legalization, US state expansions & in-game betting growth drive 20% rev growth. Targeting 30% EBITDA margin by 2030 (up from 25%), 30%+ EBITDA CAGR. Trading at <4x sales vs peer SRAD at 6x+.
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