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MSGS

NEUTRAL
$329.93 Live
Madison Square Garden Sports Corp. · NYSE
Target $378.17 (+14.6%)
$184.63 52W Range $345.48

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 30, 2026
Market cap
$7.94B
P/E
N/A
ROE
N/A
Profit margin
-1.5%
Debt/Equity
N/A
Dividend yield
N/A

AI Analysis

AI-powered fundamental assessment

Confidence
85%
MSGS presents a stark contrast between strong market momentum and deteriorating fundamental health, anchored by a stable Piotroski F-Score of 5/9. While the stock has seen a 70.6% increase over the last year and maintains a 'Buy' analyst consensus, the valuation is extreme with a Forward P/E of 1765.28 and a negative Price/Book ratio of -28.15. Severe liquidity concerns are evident in the Current Ratio of 0.47, suggesting potential short-term funding pressures. The investment thesis relies entirely on growth expectations and asset value not captured in book equity, rather than current financial stability.

Key Strengths

Strong 1-year price appreciation of 70.6%
Consistent double-digit revenue growth (12.80% YoY)
Explosive YoY earnings growth of 644.90%
Positive analyst sentiment with a target price of $378.17
Stable Piotroski F-Score (5/9) indicating moderate operational health

Key Risks

Extreme valuation premium (Forward P/E 1765.28)
Critical liquidity risk with a Current Ratio of 0.47 and Quick Ratio of 0.31
Negative shareholder equity as indicated by Price/Book of -28.15
Bearish insider sentiment with net selling activity
High earnings volatility with significant quarterly misses

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
40
Moderate
Value
10
Future
70
Past
85
Health
35
Dividend
0
AI Verdict
Speculative Momentum
Key drivers: Extreme valuation, Liquidity crunch, Strong price trend, High growth volatility
Confidence
90%
Value
10/100

Stock trades at a massive premium; Graham Number is not applicable due to negative equity.

Positives
No standout positives identified.
Watchpoints
  • Forward P/E 1765.28
  • P/B -28.15
  • P/S 7.41
Future
70/100

Growth metrics are strong but volatile, supporting the analyst 'Buy' rating.

Positives
  • 12.8% Revenue Growth
  • 644.9% Earnings Growth
Watchpoints
  • Earnings inconsistency
Past
85/100

Exceptional historical price performance over 1, 3, and 5-year horizons.

Positives
  • 1Y Change +70.6%
  • 6M Change +46.9%
Watchpoints
No urgent risks highlighted.
Health
35/100

Piotroski score is stable, but liquidity ratios indicate high short-term risk.

Positives
  • Piotroski F-Score 5/9
Watchpoints
  • Current Ratio 0.47
  • Quick Ratio 0.31
  • Negative Book Value
Dividend
0/100

Non-dividend paying growth/asset stock.

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

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$329.93
Analyst Target
$378.17
Upside/Downside
+14.6%

Multi-Horizon Performance vs Peers

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

Updated 2026-04-29
MSG
Madison Square Garden Sports Corp.
Primary
5Y
+86.9%
3Y
+61.0%
1Y
+70.6%
6M
+46.9%
1M
+5.5%
1W
-1.6%
MTC
Match Group, Inc.
Peer
5Y
-76.2%
3Y
-1.6%
1Y
+20.0%
6M
+4.8%
1M
+11.6%
1W
+5.2%
LUM
Lumen Technologies, Inc.
Peer
5Y
-23.3%
3Y
+265.1%
1Y
+143.4%
6M
-21.0%
1M
+36.0%
1W
-6.2%
SIR
Sirius XM Holdings Inc.
Peer
5Y
-47.7%
3Y
-20.9%
1Y
+29.5%
6M
+30.3%
1M
+17.6%
1W
-4.6%
QMM
QMMM Holdings Limited
Peer
5Y
+2833.7%
3Y
+2833.7%
1Y
+17458.8%
6M
0.0%
1M
0.0%
1W
0.0%

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
N/A
Forward P/E
1765.28
PEG Ratio
N/A
P/B Ratio
-28.15
P/S Ratio
7.41
EV/Revenue
8.45
EV/EBITDA
1216.92
Market Cap
$7.94B

Profitability

Profit margins and return metrics

Profit Margin -1.55%
Operating Margin 5.5%
Gross Margin 32.78%
ROE N/A
ROA 0.18%

Growth

Revenue and earnings growth rates

Revenue Growth +12.8%
Earnings Growth +644.9%
Q/Q Revenue Growth +12.76%
Q/Q Earnings Growth +641.9%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
N/A
Current Ratio
0.47
Weak
Quick Ratio
0.31
Poor
Cash/Share
$3.38

Financial Statement Flow

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

Revenue
$0.4B
Gross Margin
22.8%
Op. Margin
5.5%
Net Margin
2.0%
Total Assets
$1.5B
Liabilities
$1.8B
Equity
$-0.3B
Debt/Equity
-6.48x
Operating CF
$0.0B
CapEx
$-0.0B
Free Cash Flow
$0.0B
FCF Yield
97%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-01
$N/A
2026-02-05
$0.34
-20.6% surprise
2025-10-31
$-0.37
+59.7% surprise
2025-08-12
$-0.07
+79.4% surprise

Communication Services Sector Comparison

Comparing MSGS against 200 companies in the Communication Services sector (12 bullish, 59 neutral, 129 bearish)
Profit Margin
-1.55%
This Stock
vs
-8.32%
Sector Avg
-81.4% (Weaker)
Revenue Growth
12.8%
This Stock
vs
519.76%
Sector Avg
-97.5% (Slower)
Current Ratio
0.47
This Stock
vs
2.14
Sector Avg
-78.2% (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
5,659 shares · $1,840,621
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K
8-K
2026-02-18

MSGS filed an 8-K on February 18, 2026, likely to announce its fourth-quarter and full-year financial results.

10-Q
10-Q
2026-02-06

MSGS recently amended media rights agreements, resulting in annual rights fee reductions of 28% for the New York Knicks and 18% for the New York Rangers. Financial performance is heavily dependent on team competitiveness and the economic health of the New York City metropolitan area, which impacts ticket, sponsorship, and concession revenues. Key risks include high player compensation costs, potential NBA luxury taxes, and volatility in demand for suite licenses and tickets.

8-K
8-K
2026-02-05

MSGS filed an 8-K on February 5, 2026, likely to announce its financial results for the fiscal year ended December 31, 2025.

8-K
8-K
2025-12-09
8-K
8-K
2025-11-21
8-K
8-K
2025-11-07

MSGS filed an 8-K on November 7, 2025, likely to report its third quarter financial results.

8-K
8-K
2025-10-31
10-Q
10-Q
2025-10-31

MSGS has reduced its annual media rights fees for the New York Knicks by 28% and the New York Rangers by 18%, impacting current and future revenues while extending contract terms through the 2028-29 season. In connection with these amendments, the company received penny warrants for 19.9% of the equity interests in MSG Networks. Primary risks include potential material adverse effects resulting from changes in governmental regulations.

DEF 14A
DEF 14A
2025-10-23

MSGS filed a definitive proxy statement on October 23, 2025, providing shareholders with necessary information to vote at an upcoming meeting.

10-K
10-K
2025-08-12

MSGS filed its annual 10-K report on August 12, 2025, providing comprehensive disclosures on its business operations and financial condition. The filing includes detailed management discussion and analysis alongside a dedicated section outlining the company's primary risk factors.

8-K
8-K
2025-08-12
8-K
8-K
2025-06-27
8-K
8-K
2025-06-11
10-Q
10-Q
2025-05-02
8-K
8-K
2025-05-02
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
6 analysts
Citigroup
2026-04-23
down
Buy Neutral
Guggenheim
2026-04-21
Maintains
Buy Buy
Seaport Global
2026-04-10
up
Neutral Buy
Susquehanna
2026-04-09
Maintains
Positive Positive
Citigroup
2026-02-13
Maintains
Buy Buy
JP Morgan
2026-02-06
Maintains
Overweight Overweight
Citigroup
2025-12-16
Maintains
Buy Buy
Wolfe Research
2025-12-15
down
Outperform Peer Perform
JP Morgan
2025-11-03
Maintains
Overweight Overweight

Past News Coverage

Recent headlines mentioning MSGS from our newsroom.

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