Added to YB: 2026-05-07
Pitch date: 2026-05-06
GLIBK [neutral]
GCI Liberty, Inc.
Author Info
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Company Info
GCI Liberty, Inc., through its subsidiaries, provides a range of data, wireless, video, voice, and managed services in Alaska.
Market Cap
$1.3B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.58
P/E
-3.40
EV/Sales
1.97
Sector
Diversified Telecommunication Services
Category
special_situation
Bench and Watchlist - Q3 2026 - GCI Liberty, Inc.
GLIBK (watchlist): $1.3B telecom in rural Alaska acquired Quintillion for $360M (7x EV/EBITDA) adding complementary network, redundancy vs Starlink risk. Core $400M EBITDA, 18% capex, $190M pre-interest FCF + Quintillion $25M FCF + $10M synergies = $225M run-rate. 10x EV/FCF seems fair for defense, cheap if Malone executes roll-up strategy beyond Alaska using tax shield & proven M&A track record.
Read full article (2 min)