Added to YB: 2026-01-21
Pitch date: 2026-01-19
GAMB [neutral]
Gambling.com Group Limited
-11.85%
current return
Author Info
TSOH Investment Research provides long-term investment research with 100% transparency (prior disclosure of all portfolio changes). TSOH is written by Alex Morris, a former buyside equities analyst, CFA Charterholder, and the author of 'Buffett And Munger Unscripted'. Sign up for the newsletter.
Company Info
Gambling.com Group Limited operates as a performance marketing company for the online gambling industry in North America, the United Kingdom, Ireland, rest of Europe, and internationally.
Market Cap
$149.1M
Pitch Price
$4.81
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.13
P/E
89.33
EV/Sales
1.48
Sector
Media
Category
turnaround
GAMB: Conviction vs Capital Allocation
GAMB (overview): Operator of 50+ gambling comparison sites sourcing 479K new depositing customers in FY24. Revenue +6x, adj EBITDA +4x over FY20-25e as US iGaming/OSB legalization drives growth (North America now 50% of rev vs UK's historical 70%). Stock down 65% YOY to $4.9 despite solid trajectory.
Read full article (2 min)