Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
U
HoldHot AirUnity Software Inc. · Technology · United States · $19.1B · Avg Vol: $485M/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% | 2.0B | 2.2B | 2.7B | 20.4% |
| EPS | -2.96 | -2.16 | -1.68 | -0.96 | — | -1.36 | — | — | — |
| Shares | 374.2M | 384.9M | 409.4M | 432.9M | +15.7% | 440.1M | — | — | — |
| 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% | 553.7M | — | — | — |
| 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) | $19.1B | 46 | Hold |
| TYL | Tyler Technologies, Inc. | $15.5B | 45 | Hold |
| HUBS | HubSpot, Inc. | $13.3B | 46 | Hold |
| GWRE | Guidewire Software, Inc. | $17.1B | 39 | Hold |
| BSY | Bentley Systems, Incorporated | $11.3B | 47 | Hold |
| FICO | Fair Isaac Corporation | $24.9B | 56 | Hold |
| FROG | JFrog Ltd. | $12.2B | 55 | Hold |
| SNOW | Snowflake Inc. | $49.3B | 41 | Hold |
| NAVN | Navan, Inc. | $7.2B | 40 | Hold |
| PCOR | Procore Technologies, Inc. | $9.7B | 34 | Sell |
Peer medians: ROE 4.6% · P/E 35.2x · Gross margin 51.1%