Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
U.MX
SELLUnity Software Inc. · Technology · United States · $12.2B · Avg Vol: $127K/d
COMPANY DESCRIPTION
Unity Software Inc. provides a leading platform for creating and operating interactive, real-time 3D (RT3D) content, widely used in mobile gaming, film, and industrial design. The company's competitive moat is established by its dominant market share in mobile game development, where over half of all mobile games are built using the Unity engine. Unity operates as a critical industry standard, monetizing through both creation software subscriptions and its robust in-game advertising network.
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 | — | -1.57 | — | — | — |
| 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.MX are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| U.MX | Unity Software Inc.(you) | $12.2B | 23 | SELL |
| FIG | Figma, Inc. | $11.2B | 19 | STRONG SELL |
| GWRE | Guidewire Software, Inc. | $11.5B | 28 | SELL |
| 096.DE | HubSpot, Inc. | $9.2B | 26 | SELL |
| PCOR | Procore Technologies, Inc. | $6.5B | 21 | SELL |
| NAVN | Navan, Inc. | $5.9B | 27 | SELL |
| QNT | Quantinuum Inc. | $13.6B | 2 | STRONG SELL |
| LIF | Life360, Inc. | $4.0B | 24 | SELL |
| TTAN | ServiceTitan, Inc. | $6.7B | 36 | HOLD |
| BULL | Webull Corporation | $4.0B | 20 | SELL |
Peer medians: ROE 7.6% · P/E 37.2x · Gross margin 53.1%