Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
U
STRONG SELLUnity Software Inc. · Technology · United States · $12.5B · Avg Vol: $196M/d
COMPANY DESCRIPTION
Unity Software Inc. provides a leading platform for creating and operating interactive, real-time 3D content, widely used in mobile gaming, film, and industrial design. The company's competitive moat is its dominant market share in mobile game engines and its comprehensive ecosystem that supports developers from creation to monetization. Unity operates as a critical technology leader at the intersection of gaming, virtual reality, and digital twin applications.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.4B | 2.2B | 1.8B | 1.8B | 10.0% | 1.9B | 2.1B | 2.4B | 14.8% |
| EPS | -2.96 | -2.16 | -1.68 | -0.96 | — | -1.62 | — | — | — |
| Shares | 374.2M | 384.9M | 409.4M | 432.9M | +15.7% | 436.5M | — | — | — |
| Debt | 2.7B | 2.7B | 2.2B | 2.2B | -6.2% | 2.3B | — | — | — |
| Equity | 3.5B | 3.2B | 3.2B | 3.2B | -2.8% | — | — | — | — |
| Op CF | -59.4M | 234.7M | 315.6M | 423.0M | 34.2% | 481.2M | — | — | — |
| Inv CF | 723.2M | 44.0M | -42.4M | -24.0M | — | — | — | — | — |
| Fin CF | -226.6M | -174.0M | -338.3M | 110.1M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of U are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| U | Unity Software Inc.(you) | $12.5B | 16 | STRONG SELL |
| FIG | Figma, Inc. | $11.2B | 19 | STRONG SELL |
| GWRE | Guidewire Software, Inc. | $11.5B | 28 | SELL |
| QNT | Quantinuum Inc. | $13.6B | 2 | STRONG SELL |
| 096.DE | HubSpot, Inc. | $9.2B | 26 | SELL |
| PCOR | Procore Technologies, Inc. | $6.5B | 21 | SELL |
| NAVN | Navan, Inc. | $5.9B | 27 | SELL |
| BULL | Webull Corporation | $4.0B | 20 | SELL |
| 360.AX | Life360, Inc. | $3.9B | 21 | SELL |
| MSTR.MX | Strategy Inc | $29.6B | 2 | STRONG SELL |
Peer medians: ROE 7.6% · P/E 37.2x · Gross margin 53.1%