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GENI

BEARISH
$4.47 Live
Genius Sports Limited · NYSE
Target $11.12 (+148.7%)
$3.83 52W Range $13.73

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 27, 2026
Market cap
$1.15B
P/E
N/A
ROE
-17.2%
Profit margin
-16.7%
Debt/Equity
0.04
Dividend yield
N/A

AI Analysis

AI-powered fundamental assessment

Confidence
85%
GENI exhibits severe fundamental weakness, highlighted by a Piotroski F-Score of 2/9, indicating poor financial health and deteriorating operational efficiency. While the company maintains a strong revenue growth rate of 37% and a very low debt-to-equity ratio (0.04), these are overshadowed by catastrophic earnings misses and a consistent inability to meet analyst expectations. The technical trend is aggressively bearish with a 57.7% decline over the last year, suggesting the market is discounting the 'Strong Buy' analyst consensus in favor of the actual financial decay. The disconnect between the target price ($11.12) and the current price ($4.47) reflects a high-risk speculative environment rather than a value opportunity.

Key Strengths

Strong YoY revenue growth of 37.00%
Very low leverage with a Debt/Equity ratio of 0.04
Healthy liquidity with a Current Ratio of 1.56
Attractive Price-to-Sales ratio of 1.72
Strong analyst backing with a 'Strong Buy' consensus

Key Risks

Critical failure to meet earnings estimates (0/4 beats in last 4 quarters)
Severe negative earnings surprises (Average -362.41%)
Weak Piotroski F-Score (2/9) indicating poor fundamental health
Negative profit margins (-16.67%) and ROE (-17.21%)
Aggressive downward price momentum (62.8% drop in 6 months)
AI Fair Value Estimate
Based on comprehensive analysis
$5.25
+17.4% above current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
30
Weak
Value
55
Future
60
Past
15
Health
20
Dividend
0
AI Verdict
High Risk / Speculative
Key drivers: Revenue growth, Earnings misses, Piotroski F-Score, Price trend
Confidence
90%
Value
55/100

Trades at a low multiple of sales, but P/E is irrelevant due to consistent losses.

Positives
  • Low Forward P/E of 4.52
  • Low P/S of 1.72
Watchpoints
  • No Graham Number available due to lack of earnings
  • Negative profit margins
Future
60/100

Growth is present in top-line revenue but absent in bottom-line earnings.

Positives
  • 37% Revenue growth
  • High analyst target price
Watchpoints
  • Inability to convert growth into profit
  • Negative EPS growth trends
Past
15/100

Historical performance is characterized by a steep decline and chronic underperformance relative to estimates.

Positives
  • 3Y change was positive (+21.1%)
Watchpoints
  • 1Y return -57.7%
  • Consistent earnings misses over 21 quarters
Health
20/100

Balance sheet is clean (low debt), but operational health is failing (Piotroski).

Positives
  • Low Debt/Equity
  • Current Ratio > 1.5
Watchpoints
  • Piotroski F-Score of 2/9
  • Negative ROA and ROE
Dividend
0/100

Non-dividend paying growth stock.

Positives
No standout positives identified.
Watchpoints
  • No dividend paid
  • 0/100 dividend strength

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$4.47
Analyst Target
$11.12
Upside/Downside
+148.7%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for GENI and closest competitors.

Updated 2026-04-24
GEN
Genius Sports Limited
Primary
5Y
-79.3%
3Y
+21.1%
1Y
-57.7%
6M
-62.8%
1M
-2.8%
1W
-8.6%
CCO
Clear Channel Outdoor Holdings, Inc.
Peer
5Y
+0.4%
3Y
+99.2%
1Y
+132.0%
6M
+20.1%
1M
+0.4%
1W
+0.4%
SBG
Sinclair, Inc.
Peer
5Y
-27.8%
3Y
+0.9%
1Y
+27.1%
6M
+36.3%
1M
+27.1%
1W
+16.8%
IQ
iQIYI, Inc.
Peer
5Y
-92.3%
3Y
-81.5%
1Y
-25.1%
6M
-44.2%
1M
-7.4%
1W
-10.1%
TBL
Taboola.com Ltd.
Peer
5Y
-63.6%
3Y
+59.1%
1Y
+36.6%
6M
+21.2%
1M
+21.6%
1W
+10.9%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
N/A
Forward P/E
4.52
PEG Ratio
N/A
P/B Ratio
1.52
P/S Ratio
1.72
EV/Revenue
1.27
EV/EBITDA
-7.06
Market Cap
$1.15B

Profitability

Profit margins and return metrics

Profit Margin -16.67%
Operating Margin -18.14%
Gross Margin 22.99%
ROE -17.21%
ROA -9.19%

Growth

Revenue and earnings growth rates

Revenue Growth +37.0%
Earnings Growth N/A
Q/Q Revenue Growth +37.01%
Q/Q Earnings Growth N/A

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.04
Low debt
Current Ratio
1.56
Good
Quick Ratio
1.37
Good
Cash/Share
$1.14

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$0.2B
Gross Margin
28.5%
Op. Margin
-8.4%
Net Margin
-8.6%
Total Assets
$1.1B
Liabilities
$0.4B
Equity
$0.7B
Debt/Equity
0.56x
Operating CF
$0.1B
CapEx
$-0.0B
Free Cash Flow
$0.1B
FCF Yield
78%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-07
$N/A
2026-03-04
$-0.08
-434.4% surprise
2025-11-04
$-0.04
-158.6% surprise
2025-08-06
$-0.27
-494.2% surprise

Communication Services Sector Comparison

Comparing GENI against 185 companies in the Communication Services sector (13 bullish, 52 neutral, 120 bearish)
Return on Equity (ROE)
-17.21%
This Stock
vs
-48.77%
Sector Avg
-64.7% (Below Avg)
Profit Margin
-16.67%
This Stock
vs
-8.06%
Sector Avg
+106.7% (Superior)
Debt to Equity
0.04
This Stock
vs
1.45
Sector Avg
-97.1% (Less Debt)
Revenue Growth
37.0%
This Stock
vs
563.13%
Sector Avg
-93.4% (Slower)
Current Ratio
1.56
This Stock
vs
2.19
Sector Avg
-28.8% (Weaker)

Similar Companies

Peer comparison within the same industry

SEC Filings

Recent regulatory filings from the SEC EDGAR database

20-F
20-F
2026-03-17

GENI filed its Form 20-F annual report on March 17, 2026. Due to the absence of provided excerpts, specific financial highlights and risk factors are unavailable for analysis.

20-F
20-F
2025-03-14

GENI filed its annual report on Form 20-F on March 14, 2025. Specific financial highlights and risk factors were not provided in the available filing metadata.

Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
STRONG_BUY
17 analysts
Truist Securities
2026-04-21
Maintains
Buy Buy
Stifel
2026-04-09
Maintains
Hold Hold
Citigroup
2026-04-02
Maintains
Buy Buy
Citigroup
2026-03-05
Maintains
Buy Buy
Oppenheimer
2026-03-05
Maintains
Outperform Outperform
Wells Fargo
2026-03-05
Maintains
Overweight Overweight
Truist Securities
2026-03-05
Maintains
Buy Buy
Needham
2026-03-05
Maintains
Buy Buy
BTIG
2026-03-05
Maintains
Buy Buy
Stifel
2026-02-19
Maintains
Hold Hold

Past News Coverage

Recent headlines mentioning GENI from our newsroom.

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