Added to YB: 2026-06-04
Pitch date: 2026-06-02
TKO [neutral]
TKO Group Holdings, Inc.
-2.01%
current return
Author Info
Accrued Interest is an TMT Equity Research Specialist. They manage their family office and write about business and investing. Former tv/radio executive. During corporate years, achieved +3,400% TWR in PA from ’16-‘24. Sign up for the newsletter.
Company Info
TKO Group Holdings, Inc. operates as a sports and entertainment company. The company operates through three segments: UFC, WWE and IMG.
Market Cap
$15.3B
Pitch Price
$202.65
Price Target
N/A
Dividend
1.52%
EV/EBITDA
16.72
P/E
75.98
EV/Sales
4.87
Sector
Entertainment
Category
growth
Everywhere at Once: WWE's Multi-Surface Distribution Game and Streaming's Rebundling Wave (Accrued Interest Update 6-1-26) - TKO Group Holdings, Inc.
TKO (overview): Live-event powerhouse (WWE/UFC) masters multi-surface distribution—lucrative linear/streaming rights (ESPN, CW, Peacock) plus free YouTube (113M subs, 12B views) for AAA content w/o US linear deals as marketing engine. Great biz, but ~43x 2027 / 34x 2028 EPS. Rating: Market Perform at ~$205.
Read full article (3 min)