Added to YB: 2026-02-26
Pitch date: 2025-12-22
LION [bullish]
Lionsgate Studios Corp.
-3.51%
current return
Author Info
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Company Info
Lionsgate Studios Corp. engages in diversified motion picture and television production and distribution businesses in the United States, Canada, and internationally.
Market Cap
$2.4B
Pitch Price
$8.54
Price Target
16.00 (+94%)
Dividend
N/A
EV/EBITDA
15.74
P/E
-7.52
EV/Sales
1.69
Sector
Entertainment
Category
special_situation
Lionsgate Studios Corp. - $LION
LION: Pure-play studio w/ 20K+ title library generating $1B rev at 50% margins = $500M stable cash flow. FY26-27 slate (Housemaid, Michael Jackson biopic, Hunger Games, John Wick 5) drives acceleration to $400M+ OIBDA. AI cuts production/marketing costs. Post-STARZ split + activist entry + MHR voting power halved improves M&A odds. Trades 13x FY27 OIBDA vs MGM/WBD deals at high-20s multiples. 3 Arts sale could deleverage. Target $12-16+ (50-100%+ upside) on 14-16x multiple.
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