Added to YB: 2026-08-19
Pitch date: 2026-06-02
SIRI [bullish]
Sirius XM Holdings Inc.
Author Info
No bio for this author
Company Info
Sirius XM Holdings Inc. operates as an audio entertainment company in North America. It operates through two segments, Sirius XM, and Pandora and Off-platform.
Market Cap
$9.6B
Pitch Price
N/A
Price Target
N/A
Dividend
3.79%
EV/EBITDA
7.81
P/E
11.46
EV/Sales
2.22
Sector
Media
Category
value
Sirius XM Holdings Inc. - $SIRI
SIRI: Satellite radio at 7.5x fwd EV/EBITDA (vs 12.2x median), 6.9x P/FCF, 9.2x P/E. Capex peaked; satellite spend falling to ~zero by 2028. Leverage nearing target, buybacks resuming H2 (could cut share count ~1/3 by '28). Hidden 12.5MHz excess spectrum worth ~$12.5-18.75/share on Direct-to-Device demand (SpaceX/AT&T). Google ad deal + record-low churn. Risks: sub decline, no spectrum sale, IHRT merger revival.
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