Unity Software's GameDev/ Advertising Prospects Increasingly Compelling, Wait For The Dip To Buy
Unity Software's GameDev/ Advertising Prospects Increasingly Compelling, Wait For The Dip To Buy
Fiscal Year: January - December
Unity Software Inc. (U), listed on the NYSE, has a market capitalization of $. As of Aug 19, 2025, the stock is trading at $38.34 per share, offering investors a clear view of its current market value. Unity Software Inc. is a prominent player in the industry sector, attracting both institutional and retail investors due to its performance and potential.
With a P/E ratio of N/A , investors can assess the stock's valuation in comparison to its earnings. A P/E ratio is a crucial indicator for value investors, showing whether the stock is over or undervalued relative to its current earnings. Unity Software Inc. also offers a dividend yield of N/A , making it an attractive option for income-focused investors who seek regular dividends.
Our Discounted Cash Flow (DCF) analysis reveals that Unity Software Inc. (U) may be overvalued compared to its intrinsic worth. However, to see the exact DCF fair value, please Login or Upgrade for access.
The proprietary SS Score for Unity Software Inc. is a unique metric that analyzes the company's financial health and growth potential. The score takes into account critical factors such as revenue growth, net income, free cash flow (FCF) compound annual growth rate (CAGR), the trend of shares outstanding, and the debt-to-FCF ratio. This helps investors to make a more informed decision, as an undervalued stock might still have poor financial fundamentals.
To view the detailed SS Score for Unity Software Inc., Login or Upgrade for access.
The Price to Free Cash Flow (P/FCF) ratio for Unity Software Inc. is 45.64, offering insights into how much investors are paying for the company's free cash flow. A lower P/FCF ratio typically suggests that the stock is undervalued, while a higher ratio may indicate overvaluation.
In summary, Unity Software Inc. (U) has shown consistent financial performance, as illustrated by the financial charts above, which track its revenue growth, net income, free cash flow, and shares outstanding over the past several years. These metrics provide investors with key insights into the company's past and projected future performance. Investors should use the SS Score alongside the DCF Fair Value to make better-informed decisions about whether to buy or hold the stock.
*This analysis is for informational purposes only and does not constitute investment advice. Always read the company's 10-K filings and do your own research before making any investment decisions.
Whether Unity Software Inc. (U) is a good stock to buy depends on various factors, including its financial health, market conditions, and your investment strategy. Our analysis indicates that the stock may be overvalued compared to its intrinsic value. However, it is important to assess the SS Score and review the company's fundamentals before making any investment decisions.
The fair value of Unity Software Inc. (U) is determined through our Discounted Cash Flow (DCF) analysis. This value represents the intrinsic worth of the stock based on its expected future cash flows. To view the specific fair value, consider subscribing to our service for complete access.
The SS Score is a proprietary financial quality metric that assesses factors such as revenue growth, net income, free cash flow growth, and debt levels. It helps investors evaluate the overall financial health of Unity Software Inc.. To access the full SS Score, consider upgrading your subscription.
Unity Software Inc. is a significant player in the industry sector, with a market capitalization of $ and a competitive P/E ratio of N/A . Investors should compare these metrics with industry peers to gauge whether Unity Software Inc. is outperforming or underperforming within its sector.
Unity Software's GameDev/ Advertising Prospects Increasingly Compelling, Wait For The Dip To Buy
Asking for a Trend anchor Josh Lipton breaks down the day's market moves for August 6, 2025. Stocks closed higher.
Unity Software Inc. (NYSE:U) Q2 2025 Earnings Conference Call August 6, 2025 8:30 AM ET Company Participants Alexander Joseph Giaimo - Head of Investor Relations Jarrod Yahes - CFO & Senior VP Matthe...
Unity Software CEO Matt Bromberg says the dip in his company's shares post-earnings is likely due to the run-up Unity shares have seen over the past year. Bromberg discusses what he calls the company'...
SAN FRANCISCO--(BUSINESS WIRE)--Unity (NYSE: U), the leading platform to create and grow games and interactive experiences, today announced financial results for the second quarter ended June 30, 2025...
SAN FRANCISCO--(BUSINESS WIRE)--Unity (NYSE: U) announced today it will release second quarter 2025 financial results before the market opens on August 6, 2025, with a webcast to follow at 8:30 a.m. E...
Unity's core game engine is a highly valuable and underappreciated asset. The game engine space is consolidating into a Unity/Unreal duopoly. Monetization remains a challenge, but recent fee structure...
LOS ANGELES--(BUSINESS WIRE)--Genies, an AI avatar and gaming technology company, has partnered with Unity (NYSE: U), the leading platform to create and grow games and interactive experiences, to prov...
Unity Software is undergoing a strategic transformation, shedding underperforming segments to become more focused, profitable, and efficient. The Create and Grow segments are showing momentum, with Un...
MONTREAL--(BUSINESS WIRE)--Optable, a pioneering identity management & data collaboration platform, has announced it has been selected by Unity to power its newly launched Audience Hub. Unity's Audien...
SAN FRANCISCO--(BUSINESS WIRE)--Unity (NYSE: U), the leading platform to create and grow games and interactive experiences, today announced the launch of the Unity Audience Hub. The Audience Hub blend...
SAN FRANCISCO--(BUSINESS WIRE)--Unity (NYSE: U), the leading platform to create and grow games and interactive experiences, yesterday announced that BMW Group has selected Unity Asset Manager to power...
The new management has already delivered improved numbers, as observed in U's growing subscription base and higher dollar-based net expansion rate. This is on top of the recently completed migration f...
Unity's Q1 results met expectations, but there is little to get excited about just yet. On a positive note, Unity has migrated to Vector and early results appear promising. Unity's near-term guidance ...
Unity Software (NYSE:U) Q1 2025 Earnings Conference Call May 7, 2025 8:30 AM ET Company Participants Alex Giaimo - Head of Investor Relations Matthew Bromberg - President, Chief Executive Officer Jar...
SAN FRANCISCO--(BUSINESS WIRE)--Unity (NYSE: U), the leading platform to create and grow games and interactive experiences, today announced financial results for the first quarter ended March 31, 2025...
I'm investing in Unity because it's streamlining the business and focusing on what actually works. Price target of $45 by summer 2026. The stock is priced like it's broken, but the numbers tell a diff...
Unity Software's new management team has further demonstrated its determination to turn the ship around, through the migration of its Unity advertising network to a new AI-based platform, Unity Vector...
Unity Software (U) first got famous for its platform that democratized the creation of mobile games
SAN FRANCISCO--(BUSINESS WIRE)--Unity (NYSE: U), the leading platform to create and grow games and interactive experiences, today announced that it will provide game developers with official support f...
Unity is undervalued and poised for growth due to its AI-driven Vector model for advertising targeting and a user-friendly Create business model. Despite recent market turmoil, Unity's technology refr...
SAN FRANCISCO--(BUSINESS WIRE)--GDC – Unity (NYSE: U), the leading platform to create and grow games and interactive experiences, today announced that developers can expect enhanced performance and st...
Unity Software's new management, led by CEO Matthew Bromberg, is focused on cost discipline, developer alignment, and a "fidelity for ubiquity" strategy to drive turnaround. Despite a 17% revenue decl...
Unity's Q4 results were poor, but investors are looking ahead to the potential boost provided by Vector. Vector aims to improve ad performance through machine learning models that better leverage the ...
SAN FRANCISCO--(BUSINESS WIRE)--Unity Software Inc. (“Unity”) (NYSE: U), the leading platform to create and grow games and interactive experiences, today announced the pricing of $600.0 million aggreg...
Below estimates were sourced from SimplyWallSt and are intended for educational purposes only as a baseline for the analysis.
Year | FCF Estimate | % | # Analysts |
---|---|---|---|
2025 | 349.67M | 22.26% | Est @22.3% |
2026 | 413.34M | 18.21% | Analyst x5 |
2027 | 466.00M | 12.74% | Analyst x4 |
2028 | 792.00M | 69.96% | Analyst x2 |
2029 | 866.00M | 9.34% | Analyst x1 |
2030 | 909.39M | 5.01% | Est @5.0% |
2031 | 947.58M | 4.20% | Est @4.2% |
2032 | 981.98M | 3.63% | Est @3.6% |
2033 | 1,013.72M | 3.23% | Est @3.2% |
2034 | 1,041.68M | 2.76% | Est @2.8% |
Below are the FCF estimates with the discount factor and the calculated present value with the terminal value that led the results above.
Year | FCF | Discount Factor | PV of Future FCF |
---|---|---|---|
2023A | 178.78M | 1.00 | 178.78M |
2024A | 286.00M | 1.00 | 286.00M |
2025E | 349.67M | 1.11 | 315.51M |
2026E | 413.34M | 1.23 | 336.53M |
2027E | 466.00M | 1.36 | 342.34M |
2028E | 792.00M | 1.51 | 524.99M |
2029E | 866.00M | 1.67 | 517.96M |
2030E | 909.39M | 1.85 | 490.78M |
2031E | 947.58M | 2.05 | 461.44M |
2032E | 981.98M | 2.28 | 431.47M |
2033E | 1.01B | 2.52 | 401.91M |
2034E | 1.04B | 2.80 | 372.65M |
Terminal | 12.82B | 2.80 | 4.59B |
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