Added to YB: 2026-04-21
Pitch date: 2026-04-17
STRZ [neutral]
Starz Entertainment Corp.
-1.15%
current return
Author Info
Company Info
Starz Entertainment Corp. provides subscription video programming to consumers in the United States and Canada.
Market Cap
$337.3M
Pitch Price
$19.97
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.91
P/E
N/A
EV/Sales
0.86
Sector
Entertainment
Category
special_situation
Some dim $STRZ dabble in the corporate dark arts
STRZ (overview): Subscale premium channel w/o studio trading <$300M mkt cap, ~$900M EV, 4.5x trailing OIBDA ($200M). CEO got Nov 2025 contract w/ aggressive price targets: $40/share by 2026 (4x upside), $50 by 2028. Mgmt pivoting to acquirer strategy amid media M&A wave (WBD/PSKY bids, Versant spin). Byron Allen bought 10%+ stake Mar 2025, potential consolidation play. Risks: challenged business model, LION's poor M&A history.
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