Professional
Added to YB: 2024-05-27
Pitch date: 2024-05-24
GENI [bullish]
Genius Sports Limited
+22.33%
current return
Author Info
Voss Capital is a hedge fund looking for value-oriented special situations. Sign up for the newsletter.
Company Info
Genius Sports Limited engages in the development and sale of technology-led products and services to the sports, sports betting, and sports media industries.
Market Cap
$1.4B
Pitch Price
$5.24
Price Target
11.00 (+72%)
Dividend
N/A
EV/EBITDA
-14.66
P/E
-11.96
EV/Sales
1.99
Sector
Hotels, Restaurants and Leisure
Category
growth
Voss Capital Value Fund Portfolio Holding: Genius Sports Limited
GENI: Sports data provider w/ NFL rights thru 2028. Enables in-game NFL bets via BetVision (5-6% take rate vs 1.5-2% pre-game). In-game 25-30% of US bets vs 80%+ in mature UK soccer market. 9 straight quarters beating guidance. $11 PT for 110% upside on 12x '26 EBITDA (40%+ CAGR). 30%+ mature EBITDA margin in duopoly.
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