Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
MSGS
HOLDREMOVEMadison Square Garden Sports Corp. · Communication Services · United States · $8.9B · Avg Vol: $103M/d
Madison Square Garden Sports owns premium, irreplaceable sports assets, but it is an asset-heavy business with low capital reinvestment runways and no alignment with our active macro themes.
COMPANY DESCRIPTION
Madison Square Garden Sports Corp. owns and operates professional sports franchises, notably the NBA's New York Knicks and the NHL's New York Rangers. The company leverages its iconic brands and presence in the lucrative New York market for robust media rights, ticketing, and sponsorship revenues. MSGS holds a unique niche as an owner of premier sports assets, benefiting from the global appeal and stable demand for professional sports entertainment.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 821M | 887M | 1.0B | 1.0B | 8.2% |
| EPS | 2.11 | 1.90 | 2.45 | -0.93 | 7.8% |
| Shares | 25M | 25M | 25M | 25M | -0.0% |
| Debt | 993M | 1.1B | 1.1B | 1.2B | 6.0% |
| Equity | -147M | -337M | -266M | -281M | — |
| Op CF | 178M | 152M | 92M | 92M | -19.9% |
| Inv CF | -3M | -18M | -9M | -7M | — |
| Fin CF | -156M | -185M | -29M | -26M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Communication Services, ranked by industry match, size, and score similarity. Cross-listings of MSGS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| MSGS | Madison Square Garden Sports Corp.(you) | $8.9B | 57 | HOLD |
| LLYVA | Liberty Live Holdings, Inc. | $8.8B | 44 | HOLD |
| SPHR | Sphere Entertainment Co. | $4.8B | 55 | HOLD |
| WMG | Warner Music Group Corp. | $16.9B | 61 | HOLD |
| VSNT | Versant Media Group, Inc. | $6.1B | 67 | BUY |
| NWS | News Corporation | $16.6B | 65 | BUY |
| ROKU | Roku, Inc. | $18.3B | 64 | HOLD |
| PSKY | Paramount Skydance Corporation | $12.1B | 42 | HOLD |
| FOXA | Fox Corporation | $27.7B | 57 | HOLD |
| TKO | TKO Group Holdings, Inc. | $15.0B | 41 | HOLD |
Peer medians: ROE 6.5% · P/E 21.9x · Gross margin 56.8%