PLTK Stock Analysis: Playtika Holding | NASDAQ
Electronic Gaming & Multimedia | NASDAQ, USA | Market Cap: 877m USD | 12M Return: -34.7% | US72815L1070 | Charts, Fundamentals & Technical Analysis
Avg Turnover: 4.79M
EPS Trend: -49.7%
Qual. Beats: 0
Rev. Trend: 90.2%
Qual. Beats: 3
Warnings
Tailwinds
No distinct edge detected
Seasonality 5.6 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
Playtika Holding Corp. (NASDAQ: PLTK) is an Israel-based mobile game developer founded in 2010 and headquartered in Herzliya Pituach. The company focuses on casual and social casino-themed games, distributing them through web, mobile, and direct-to-consumer platforms to a global user base spanning the United States, Europe, the Middle East, Africa, and Asia Pacific. Playtika is a subsidiary of Playtika Holding UK II Limited and went public in January 2021.
The company operates in the social casino gaming sub-sector, a distinct segment of the broader mobile gaming industry. Social casino games simulate real-world casino experiences-such as slots, poker, and bingo-but use virtual currency rather than real-money wagering, which allows them to be offered in app stores and jurisdictions where real-money online gambling is restricted. Like most free-to-play mobile game publishers, Playtikas business model typically relies on in-app purchases and advertising for monetization, targeting casual players rather than core or hardcore gaming audiences.
- Direct-to-consumer growth lifts social casino segment margins
- Live-ops casual casino monetization drives in-app purchase revenue
- Regulatory pressure on social casino and loot boxes intensifies globally
| Net Income: -279.7m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.13 > 0.02 and ΔFCF/TA 1.00 > 1.0 |
| NWC/Revenue: 3.03% < 20% (prev 9.43%; Δ -6.39% < -1%) |
| CFO/TA 0.14 > 3% & CFO 475.8m > Net Income -279.7m |
| Net Debt (2.20b) to EBITDA (254.8m): 8.63 < 3 |
| Current Ratio: 1.14 > 1.5 & < 3 |
| Outstanding Shares: last quarter (382.2m) vs 12m ago 1.76% < -2% |
| Gross Margin: 73.48% > 18% (prev 72.31%; Δ 1.16% > 0.5%) |
| Asset Turnover: 81.66% > 50% (prev 73.50%; Δ 8.16% > 0%) |
| Interest Coverage Ratio: -0.82 > 6 (EBIT TTM -118.9m / Interest Expense TTM 145.5m) |
| A: 0.03 (Total Current Assets 710.8m - Total Current Liabilities 625.0m) / Total Assets 3.29b |
| B: -0.38 (Retained Earnings -1.26b / Total Assets 3.29b) |
| C: -0.03 (EBIT TTM -118.9m / Avg Total Assets 3.46b) |
| D: -0.11 (Book Value of Equity -399.9m / Total Liabilities 3.69b) |
| Altman-Z'' = -1.42 = CCC |
| DSRI: 0.81 (Receivables 166.3m/194.0m, Revenue 2.83b/2.67b) |
| GMI: 0.98 (GM 72.31% / 73.48%) |
| AQI: 1.05 (AQ_t 0.72 / AQ_t-1 0.69) |
| SGI: 1.06 (Revenue 2.83b / 2.67b) |
| TATA: -0.23 (NI -279.7m - CFO 475.8m) / TA 3.29b) |
| Beneish M = -3.15 (Cap -4..+1) = AA |
As of September 01, 2026, the stock is trading at USD 2.27 with a total of 1,152,198 shares traded. Over the past week, the price has changed by -6.20%, over one month by -43.11%, over three months by -37.12% and over the past year by -34.72%.
Current recommended Stop Loss: 2.00 (which is 11.9% or 1.4 ATR below the current price).
Playtika Holding has received a consensus analysts rating of 3.77. Therefore, it is recommended to hold PLTK.
- StrongBuy: 5
- Buy: 0
- Hold: 8
- Sell: 0
- StrongSell: 0
| Analysts Target Price | 4.9 | 115.9% |
P/E Forward = 3.9841
P/S = 0.3101
P/EG = 1.5188
Revenue TTM = 2.83b USD
EBIT TTM = -118.9m USD
EBITDA TTM = 254.8m USD
Long Term Debt = 2.37b USD (from longTermDebt, last quarter)
Short Term Debt = 36.1m USD (from shortTermDebt, last quarter)
Debt = 2.64b USD (from shortLongTermDebtTotal, last quarter) + Leases 126.4m
Net Debt = 2.20b USD (calculated: Debt 2.64b - CCE 438.5m)
Enterprise Value = 3.08b USD (877.3m + Debt 2.64b - CCE 438.5m)
Interest Coverage Ratio = -0.82 (Ebit TTM -118.9m / Interest Expense TTM 145.5m)
EV/FCF = 7.37x (Enterprise Value 3.08b / FCF TTM 417.2m)
FCF Yield = 13.57% (FCF TTM 417.2m / Enterprise Value 3.08b)
FCF Margin = 14.75% (FCF TTM 417.2m / Revenue TTM 2.83b)
Net Margin = -9.89% (Net Income TTM -279.7m / Revenue TTM 2.83b)
Gross Margin = 73.48% ((Revenue TTM 2.83b - Cost of Revenue TTM 750.4m) / Revenue TTM)
Gross Margin QoQ = 73.62% (prev 74.19%)
Tobins Q-Ratio = 0.93 (Enterprise Value 3.08b / Total Assets 3.29b)
Interest Expense / Debt = 5.52% (Interest Expense 145.5m / Debt 2.64b)
Taxrate = 29.93% (20.5m / 68.5m)
NOPAT = -83.3m (EBIT -118.9m * (1 - 29.93%)) [loss with tax shield]
Current Ratio = 1.14 (Total Current Assets 710.8m / Total Current Liabilities 625.0m)
Debt / Equity = -6.59 (negative equity) (Debt 2.64b / totalStockholderEquity, last quarter -399.9m)
Debt / EBITDA = 8.63 (Net Debt 2.20b / EBITDA 254.8m)
Debt / FCF = 5.27 (Net Debt 2.20b / FCF TTM 417.2m)
Total Stockholder Equity = -337.3m (last 4 quarters mean from totalStockholderEquity)
RoA = -8.07% (Net Income -279.7m / Total Assets 3.29b)
RoE = 82.92% (negative equity) (Net Income TTM -279.7m / Total Stockholder Equity -337.3m)
RoCE = -5.84% (EBIT -118.9m / Capital Employed (Equity -337.3m + L.T.Debt 2.37b))
RoIC = -3.25% (negative operating profit) (NOPAT -83.3m / Invested Capital 2.56b)
WACC = 5.46% (E(877.3m)/V(3.51b) * Re(10.23%) + D(2.64b)/V(3.51b) * Rd(5.52%) * (1-Tc(0.30)))
Discount Rate = 10.23% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 69.64 | Cagr: 1.35%
[DCF] Terminal Value 75.21% ; FCFF base≈420.1m ; Y1≈415.9m ; Y5≈428.2m
[DCF] Fair Price = 11.75 (EV 6.68b - Net Debt 2.20b = Equity 4.48b / Shares 381.4m; r=8.35% [WACC [floored]]; 5y FCF grow -1.69% → 2.50% )
EPS Correlation: -49.67 | EPS CAGR: -9.22% | SUE: 0.0 | # QB: 0
Revenue Correlation: 90.19 | Revenue CAGR: 4.13% | SUE: 0.89 | # QB: 3
EPS current Quarter (2026-09-30): EPS=0.22 | Chg30d=-21.43% | Revisions=+25% | Analysts=1
EPS current Year (2026-12-31): EPS=0.93 | Chg30d=+9.25% | Revisions=+25% | GrowthEPS=+48.2% | GrowthRev=+0.9%
EPS next Year (2027-12-31): EPS=0.65 | Chg30d=-32.06% | Revisions=+40% | GrowthEPS=-29.7% | GrowthRev=+0.4%
[Analyst] Revisions Ratio: +57% (up=4, down=0)