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MSGE

BEARISH
$64.73 Live
Madison Square Garden Entertainment Corp. · NYSE
Target $69.5 (+7.4%)
$32.31 52W Range $65.42

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 30, 2026
Market cap
$3.06B
P/E
59.39
ROE
224.1%
Profit margin
5.1%
Debt/Equity
33.2
Dividend yield
N/A

AI Analysis

AI-powered fundamental assessment

Confidence
85%
MSGE presents a stark contrast between strong growth and precarious financial fundamentals. While the Piotroski F-Score of 6/9 indicates stable operational health, the company is severely overvalued, trading at $64.73—nearly double its intrinsic value ($32.16) and vastly exceeding its Graham Number ($4.32). Extreme leverage (Debt/Equity of 33.20) and poor liquidity (Current Ratio of 0.68) create significant solvency risks. Despite positive analyst sentiment, the combination of a massive Price-to-Book ratio (84.95) and bearish insider activity suggests the current price is speculative and unsustainable.

Key Strengths

Strong YoY earnings growth of 24.40%
Robust operating margins at 35.72%
Stable Piotroski F-Score (6/9) indicating operational consistency
Consistent double-digit revenue growth (12.90% YoY)
Strong 1-year price appreciation (+97.5%)

Key Risks

Extreme financial leverage with a Debt/Equity ratio of 33.20
Liquidity risk evidenced by a Current Ratio of 0.68
Severe valuation disconnect (P/B ratio of 84.95)
Bearish insider sentiment and recent selling activity
Technical trend is heavily bearish (10/100)
AI Fair Value Estimate
Based on comprehensive analysis
$32.16
-50.3% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
43
Moderate
Value
15
Future
75
Past
85
Health
40
Dividend
0
AI Verdict
Speculative Bubble
Key drivers: Extreme P/B ratio, High Debt/Equity, Strong growth metrics, Price/Intrinsic Value gap
Confidence
90%
Value
15/100

Ref P/E 59.39, Graham Number $4.32

Positives
  • Forward P/E (25.14) is lower than current P/E
Watchpoints
  • P/B of 84.95 is extreme
  • Price is 15x the Graham Number
  • Current price is 2x Intrinsic Value
Future
75/100

Ref Revenue Growth 12.9%, Earnings Growth 24.4%

Positives
  • Consistent YoY revenue and earnings growth
  • Positive analyst target price ($69.50)
Watchpoints
  • Earnings surprises have been negative in 3 of the last 4 quarters
Past
85/100

Ref 1Y Change +97.5%

Positives
  • Exceptional 1Y, 3Y, and 5Y price returns
Watchpoints
  • Recent technical trend has turned bearish
Health
40/100

Ref Piotroski 6/9, Debt/Equity 33.20

Positives
  • Piotroski F-Score of 6/9 is stable
Watchpoints
  • Debt/Equity of 33.20 is critical
  • Current Ratio 0.68 indicates inability to cover short-term liabilities
Dividend
0/100

Ref Dividend Yield N/A

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

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$64.73
Analyst Target
$69.5
Upside/Downside
+7.4%

Multi-Horizon Performance vs Peers

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

Updated 2026-04-29
MSG
Madison Square Garden Entertainment Corp.
Primary
5Y
+102.3%
3Y
+99.5%
1Y
+97.5%
6M
+46.1%
1M
+14.3%
1W
+5.0%
GRB
Green Brick Partners, Inc.
Peer
5Y
+175.3%
3Y
+90.2%
1Y
+22.2%
6M
+4.7%
1M
+14.5%
1W
+0.5%
PAT
Patrick Industries, Inc.
Peer
5Y
+72.1%
3Y
+113.8%
1Y
+20.7%
6M
-4.9%
1M
-11.7%
1W
-8.0%
GBT
Global Business Travel Group, Inc.
Peer
5Y
-21.0%
3Y
-4.5%
1Y
-15.9%
6M
-28.5%
1M
+5.9%
1W
-5.8%
LCI
Lucid Group, Inc.
Peer
5Y
-96.0%
3Y
-88.2%
1Y
-60.6%
6M
-59.9%
1M
-5.0%
1W
-8.0%

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
59.39
Forward P/E
25.14
PEG Ratio
N/A
P/B Ratio
84.95
P/S Ratio
3.02
EV/Revenue
4.04
EV/EBITDA
18.64
Market Cap
$3.06B

Profitability

Profit margins and return metrics

Profit Margin 5.12%
Operating Margin 35.72%
Gross Margin 47.5%
ROE 224.08%
ROA 5.93%

Growth

Revenue and earnings growth rates

Revenue Growth +12.9%
Earnings Growth +24.4%
Q/Q Revenue Growth +12.89%
Q/Q Earnings Growth +22.2%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
33.2
High debt
Current Ratio
0.68
Weak
Quick Ratio
0.53
Poor
Cash/Share
$3.32

Financial Statement Flow

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

Revenue
$0.5B
Gross Margin
53.8%
Op. Margin
35.9%
Net Margin
20.2%
Total Assets
$1.8B
Liabilities
$1.8B
Equity
$0.0B
Debt/Equity
49.63x
Operating CF
$0.2B
CapEx
$-0.0B
Free Cash Flow
$0.2B
FCF Yield
95%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-06
$N/A
2026-02-03
$1.97
-21.4% surprise
2025-11-06
$-0.29
+51.3% surprise
2025-08-13
$-0.57
-45.5% surprise

Consumer Cyclical Sector Comparison

Comparing MSGE against 432 companies in the Consumer Cyclical sector (26 bullish, 157 neutral, 249 bearish)
P/E Ratio
59.39
This Stock
vs
32.3
Sector Avg
+83.9% (Expensive)
Return on Equity (ROE)
224.08%
This Stock
vs
-49.64%
Sector Avg
-551.4% (Below Avg)
Profit Margin
5.12%
This Stock
vs
-5.61%
Sector Avg
-191.1% (Weaker)
Debt to Equity
33.2
This Stock
vs
1.61
Sector Avg
+1962.0% (Higher)
Revenue Growth
12.9%
This Stock
vs
26.41%
Sector Avg
-51.2% (Slower)
Current Ratio
0.68
This Stock
vs
2.5
Sector Avg
-72.9% (Weaker)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

DOLAN CHARLES P
Director
Sell
2026-02-20
19,311 shares · $1,231,269
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K
8-K
2026-03-27
10-Q
10-Q
2026-02-06

MSGE filed its quarterly 10-Q report on February 6, 2026. Due to the absence of provided excerpts, specific financial highlights and risk factors are unavailable for summary.

8-K
8-K
2026-02-03

MSGE filed an 8-K on February 3, 2026, likely to announce its fourth-quarter and full-year financial results.

8-K
8-K
2025-12-11
8-K
8-K
2025-11-21
8-K
8-K
2025-11-13
10-Q
10-Q
2025-11-06

MSGE filed its quarterly 10-Q report on November 6, 2025. Due to the absence of provided excerpts, specific financial highlights and risk factors are unavailable for summary.

8-K
8-K
2025-11-06

MSGE filed an 8-K on November 6, 2025, likely to announce its third-quarter financial results.

DEF 14A
DEF 14A
2025-10-24

MSGE filed a Definitive Proxy Statement on October 24, 2025, providing shareholders with necessary information and voting materials for an upcoming meeting.

8-K
8-K
2025-10-24

MSGE filed an 8-K on October 24, 2025, likely to announce its third-quarter financial results.

10-K
10-K
2025-08-13
8-K
8-K
2025-08-13
8-K
8-K
2025-06-30
8-K
8-K
2025-06-10
10-Q
10-Q
2025-05-06
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
8 analysts
Guggenheim
2026-04-16
Maintains
Buy Buy
BTIG
2026-04-07
init
Buy
JP Morgan
2026-02-04
Maintains
Neutral Neutral
Guggenheim
2026-02-04
Maintains
Buy Buy
Guggenheim
2026-01-22
Maintains
Buy Buy
JP Morgan
2026-01-15
Maintains
Neutral Neutral
Wolfe Research
2025-12-15
down
Outperform Peer Perform
Susquehanna
2025-12-11
Maintains
Positive Positive
JP Morgan
2025-11-07
Maintains
Neutral Neutral

Past News Coverage

Recent headlines mentioning MSGE from our newsroom.

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