GENI Stock Analysis: Genius Sports | NYSE
Internet Content & Information | NYSE, USA | Market Cap: 2.146m USD | 12M Return: -41.2% | GG00BMF1JR16 | Charts, Fundamentals & Technical Analysis
Avg Turnover: 40.9M
Qual. Beats: -1
Rev. Trend: 99.0%
Qual. Beats: 4
Warnings
Tailwinds
No distinct edge detected
Seasonality 5.8 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.
Genius Sports Limited (NYSE: GENI) is a London-headquartered B2B technology company serving the global sports, sports betting, and sports media industries. The company operates across three core pillars: sports data and technology infrastructure (live optical tracking, event data feeds, and video distribution for leagues), betting-related services (pre-game and in-game odds feeds, risk management tools, and live streaming for sportsbooks), and integrity and fan engagement products (fraud monitoring, educational services, and tools such as BetVision and FanHub for personalized viewing and digital advertising). Genius Sports sells its products primarily to sports leagues, sportsbook operators, and media companies rather than directly to consumers, positioning it as an infrastructure provider at the intersection of sports content and regulated sports betting markets.
Founded in 2001 and listed on the NYSE following its April 2021 IPO (formerly known as Genius Sports Group Limited), the company is classified under the Communication Services sector and the Interactive Media & Services sub-industry. Its revenue model is largely driven by long-term data and technology partnerships with major sports leagues, supplemented by betting-related services tied to the volume of sports wagering activity worldwide.
- US sports betting legalization accelerates technology and data demand
- Exclusive league partnerships like NFL data boost margins
- Sportradar competition pressures pricing and market share
| Net Income: -181.6m TTM > 0 and > 6% of Revenue |
| FCF/TA: -0.03 > 0.02 and ΔFCF/TA -0.97 > 1.0 |
| NWC/Revenue: -1.63% < 20% (prev 40.85%; Δ -42.48% < -1%) |
| CFO/TA -0.01 > 3% & CFO -27.6m > Net Income -181.6m |
| Net Debt/EBITDA: error (EBITDA <= 0) |
| Current Ratio: 0.97 > 1.5 & < 3 |
| Outstanding Shares: last quarter (278.9m) vs 12m ago 10.15% < -2% |
| Gross Margin: 27.40% > 18% (prev 23.57%; Δ 3.83% > 0.5%) |
| Asset Turnover: 51.95% > 50% (prev 60.19%; Δ -8.24% > 0%) |
| Interest Coverage Ratio: -22.9k > 6 (EBIT TTM -137.1m / Interest Expense TTM 6.00k) |
| A: -0.01 (Total Current Assets 462.0m - Total Current Liabilities 474.9m) / Total Assets 2.11b |
| B: -0.63 (Retained Earnings -1.33b / Total Assets 2.11b) |
| C: -0.09 (EBIT TTM -137.1m / Avg Total Assets 1.52b) |
| D: 0.48 (Book Value of Equity 684.0m / Total Liabilities 1.43b) |
| Altman-Z'' = -2.20 = D |
| DSRI: 1.21 (Receivables 231.4m/135.3m, Revenue 790.2m/558.4m) |
| GMI: 0.86 (GM 23.57% / 27.40%) |
| AQI: 1.45 (AQ_t 0.75 / AQ_t-1 0.51) |
| SGI: 1.42 (Revenue 790.2m / 558.4m) |
| TATA: -0.07 (NI -181.6m - CFO -27.6m) / TA 2.11b) |
| Beneish M = -2.42 (Cap -4..+1) = BBB |
As of September 03, 2026, the stock is trading at USD 7.42 with a total of 5,063,866 shares traded. Over the past week, the price has changed by -2.62%, over one month by +4.95%, over three months by +21.84% and over the past year by -41.20%.
Current recommended Stop Loss: 6.80 (which is 8.4% or 1.3 ATR below the current price).
Genius Sports has received a consensus analysts rating of 4.67. Therefore, it is recommended to buy GENI.
- StrongBuy: 11
- Buy: 3
- Hold: 1
- Sell: 0
- StrongSell: 0
| Analysts Target Price | 10.9 | 47.3% |
P/E Forward = 56.8182
P/S = 2.7161
P/B = 3.1147
Revenue TTM = 790.2m USD
EBIT TTM = -137.1m USD
EBITDA TTM = -44.0m USD
Long Term Debt = 754.4m USD (from longTermDebt, last quarter)
Short Term Debt = 38.0m USD (from shortTermDebt, last quarter)
Debt = 856.7m USD (from shortLongTermDebtTotal, last quarter) + Leases 35.7m
Net Debt = 701.7m USD (calculated: Debt 856.7m - CCE 155.1m)
Enterprise Value = 2.85b USD (2.15b + Debt 856.7m - CCE 155.1m)
Interest Coverage Ratio = -22.9k (Ebit TTM -137.1m / Interest Expense TTM 6.00k)
EV/FCF = -42.87x (Enterprise Value 2.85b / FCF TTM -66.4m)
FCF Yield = -2.33% (FCF TTM -66.4m / Enterprise Value 2.85b)
FCF Margin = -8.41% (FCF TTM -66.4m / Revenue TTM 790.2m)
Net Margin = -22.99% (Net Income TTM -181.6m / Revenue TTM 790.2m)
Gross Margin = 27.40% ((Revenue TTM 790.2m - Cost of Revenue TTM 573.7m) / Revenue TTM)
Gross Margin QoQ = 32.63% (prev 22.87%)
Tobins Q-Ratio = 1.35 (Enterprise Value 2.85b / Total Assets 2.11b)
Interest Expense / Debt = 0.00% (Interest Expense 6.00k / Debt 856.7m)
Taxrate = 21.0% (US federal default 21%)
NOPAT = -108.3m (EBIT -137.1m * (1 - 21.00%)) [loss with tax shield]
Current Ratio = 0.97 (Total Current Assets 462.0m / Total Current Liabilities 474.9m)
Debt / Equity = 1.25 (Debt 856.7m / totalStockholderEquity, last quarter 684.0m)
Debt / EBITDA = -15.94 (negative EBITDA) (Net Debt 701.7m / EBITDA -44.0m)
Debt / FCF = -10.56 (negative FCF - burning cash) (Net Debt 701.7m / FCF TTM -66.4m)
Total Stockholder Equity = 706.5m (last 4 quarters mean from totalStockholderEquity)
RoA = -11.94% (Net Income -181.6m / Total Assets 2.11b)
RoE = -25.71% (Net Income TTM -181.6m / Total Stockholder Equity 706.5m)
RoCE = -9.39% (EBIT -137.1m / Capital Employed (Equity 706.5m + L.T.Debt 754.4m))
RoIC = -6.61% (negative operating profit) (NOPAT -108.3m / Invested Capital 1.64b)
WACC = 6.18% (E(2.15b)/V(3.00b) * Re(8.65%) + D(856.7m)/V(3.00b) * Rd(0.00%) * (1-Tc(0.21)))
Discount Rate = 8.65% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 96.61 | Cagr: 9.09%
[DCF] Fair Price = unknown (Cash Flow -66.4m)
EPS Correlation: N/A | EPS CAGR: N/A | SUE: -1.70 | # QB: -1
Revenue Correlation: 98.96 | Revenue CAGR: 28.31% | SUE: 1.78 | # QB: 4
EPS current Quarter (2026-09-30): EPS=0.20 | Chg30d=+5.26% | Revisions=+25% | Analysts=1
EPS current Year (2026-12-31): EPS=0.62 | Chg30d=+19.23% | Revisions=+25% | GrowthEPS=+267.9% | GrowthRev=+51.7%
EPS next Year (2027-12-31): EPS=1.07 | Chg30d=+10.31% | Revisions=+25% | GrowthEPS=+72.6% | GrowthRev=+27.9%