Added to YB: 2026-01-21
Pitch date: 2026-01-19
GAMB [neutral]
Gambling.com Group Limited
-48.65%
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 provides marketing and sports data services for the gambling industry in North America, the United Kingdom, Ireland, rest of Europe, and internationally.
Market Cap
$133.0M
Pitch Price
$4.81
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.52
P/E
-4.08
EV/Sales
1.45
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)