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Technology - Software - Application - NYSE - US
$ 17.25
1.95 %
$ 7.07 B
Market Cap
-10.27
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one U stock under the worst case scenario is HIDDEN Compared to the current market price of 17.2 USD, Unity Software Inc. is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one U stock under the base case scenario is HIDDEN Compared to the current market price of 17.2 USD, Unity Software Inc. is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one U stock under the best case scenario is HIDDEN Compared to the current market price of 17.2 USD, Unity Software Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart U

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$30.0$30.0$28.0$28.0$26.0$26.0$24.0$24.0$22.0$22.0$20.0$20.0$18.0$18.0$16.0$16.015 Oct15 OctNov '24Nov '2415 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '25
FINANCIALS
1.81 B REVENUE
-17.10%
-755 M OPERATING INCOME
0.95%
-664 M NET INCOME
19.19%
316 M OPERATING CASH FLOW
34.45%
-42.4 M INVESTING CASH FLOW
-96.30%
-338 M FINANCING CASH FLOW
-94.41%
457 M REVENUE
2.37%
-124 M OPERATING INCOME
2.75%
-123 M NET INCOME
100.00%
112 M OPERATING CASH FLOW
-8.31%
-6.44 M INVESTING CASH FLOW
67.22%
19.4 M FINANCING CASH FLOW
-3.05%
Balance Sheet Unity Software Inc.
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Current Assets 2.23 B
Cash & Short-Term Investments 1.52 B
Receivables 574 M
Other Current Assets 134 M
Non-Current Assets 4.51 B
Long-Term Investments 0
PP&E 98.8 M
Other Non-Current Assets 4.41 B
22.53 %8.52 %65.50 %Total Assets$6.7b
Current Liabilities 889 M
Accounts Payable 13.9 M
Short-Term Debt 0
Other Current Liabilities 876 M
Non-Current Liabilities 2.42 B
Long-Term Debt 2.24 B
Other Non-Current Liabilities 182 M
26.45 %67.64 %5.49 %Total Liabilities$3.3b
EFFICIENCY
Earnings Waterfall Unity Software Inc.
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Revenue 1.81 B
Cost Of Revenue 481 M
Gross Profit 1.33 B
Operating Expenses 2.09 B
Operating Income -755 M
Other Expenses -90.9 M
Net Income -664 M
2b2b2b2b1b1b500m500m00(500m)(500m)(1b)(1b)2b(481m)1b(2b)(755m)91m(664m)RevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
73.48% GROSS MARGIN
73.48%
-41.65% OPERATING MARGIN
-41.65%
-36.63% NET MARGIN
-36.63%
-20.81% ROE
-20.81%
-9.86% ROA
-9.86%
-12.86% ROIC
-12.86%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Unity Software Inc.
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300m300m250m250m200m200m150m150m100m100m50m50m00(50m)(50m)(100m)(100m)(150m)(150m)(200m)(200m)20192019202020202021202120222022202320232024202420252025
Net Income -664 M
Depreciation & Amortization 409 M
Capital Expenditures -29.5 M
Stock-Based Compensation 596 M
Change in Working Capital -10.1 M
Others -63.5 M
Free Cash Flow 286 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Unity Software Inc.
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Wall Street analysts predict an average 1-year price target for U of $23.1 , with forecasts ranging from a low of $14 to a high of $33.5 .
U Lowest Price Target Wall Street Target
14 USD -18.84%
U Average Price Target Wall Street Target
23.1 USD 34.06%
U Highest Price Target Wall Street Target
33.5 USD 94.20%
Price
Max Price Target
Min Price Target
Average Price Target
343432323030282826262424222220201818161614141212May '24May '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26
4. DIVIDEND ANALYSIS
5. COMPETITION
slide 2 of 10
6. Ownership
Insider Ownership Unity Software Inc.
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Sold
0-3 MONTHS
24.9 M USD 7
3-6 MONTHS
37 M USD 6
6-9 MONTHS
6.39 M USD 5
9-12 MONTHS
5.58 M USD 8
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Why the Market Dipped But Unity Software Inc. (U) Gained Today The latest trading day saw Unity Software Inc. (U) settling at $17.25, representing a +1.95% change from its previous close. zacks.com - 1 week ago
All You Need to Know About Unity Software (U) Rating Upgrade to Strong Buy Unity Software (U) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy). zacks.com - 2 weeks ago
Unity to Support Developers Targeting Nintendo Switch 2 for Launch SAN FRANCISCO--(BUSINESS WIRE)--Unity (NYSE: U), the leading platform to create and grow games and interactive experiences, today announced that it will provide game developers with official support for Nintendo Switch™ 2. Support for this platform will be made available soon in Unity 6, as an add-on, for approved Nintendo developers - further expanding Unity's commitment to enabling creators to bring their visions to life on the widest range of platforms. “We're excited to offer official suppo. businesswire.com - 2 weeks ago
Bears are Losing Control Over Unity Software (U), Here's Why It's a 'Buy' Now Unity Software (U) appears to have found support after losing some value lately, as indicated by the formation of a hammer chart. In addition to this technical chart pattern, strong agreement among Wall Street analysts in revising earnings estimates higher enhances the stock's potential for a turnaround in the near term. zacks.com - 2 weeks ago
Better Comeback Stock: BlackBerry vs. Unity Software BlackBerry (BB -0.88%) and Unity Software (U -4.96%) were both once high-growth tech stocks that lost their momentum and disappointed their investors. BlackBerry was once the world's top smartphone maker, but it lost that booming market to Apple's (AAPL -2.67%) iPhones and Android-powered devices. fool.com - 2 weeks ago
Unity Software Inc. (U) Beats Stock Market Upswing: What Investors Need to Know Unity Software Inc. (U) concluded the recent trading session at $22.89, signifying a +0.7% move from its prior day's close. zacks.com - 3 weeks ago
Unity: Will Vector Point The Company In A New Direction Unity is undervalued and poised for growth due to its AI-driven Vector model for advertising targeting and a user-friendly Create business model. Despite recent market turmoil, Unity's technology refresh and AI advancements present significant growth opportunities, making it a strong buy in the high-growth tech space. Unity's Create business, bolstered by the new Unity 6.0 release, shows promising growth, especially in non-gaming sectors like automotive and retail. seekingalpha.com - 4 weeks ago
Here is What to Know Beyond Why Unity Software Inc. (U) is a Trending Stock Zacks.com users have recently been watching Unity Software (U) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects. zacks.com - 4 weeks ago
Unity Announces Enhanced Engine Performance and Stability, New Platforms, and AI-Powered Workflows at GDC 2025 SAN FRANCISCO--(BUSINESS WIRE)--GDC – Unity (NYSE: U), the leading platform to create and grow games and interactive experiences, today announced that developers can expect enhanced performance and stability, expanded platform support, and new AI-powered workflows in the three Unity 6 Updates planned for 2025, with the first, Unity 6.1, landing in April. “We don't want developers to have to choose between stability and new features, or between fidelity and ubiquity. We are committed to deliveri. businesswire.com - 1 month ago
Unity Software: Credible Turnaround Unity Software's new management, led by CEO Matthew Bromberg, is focused on cost discipline, developer alignment, and a "fidelity for ubiquity" strategy to drive turnaround. Despite a 17% revenue decline in 2024, positive free cash flow and strategic decisions have restored investor confidence, leading to a 23% stock price surge. Bromberg's elimination of the controversial runtime fee and strategic hires like Jim Payne aim to revitalize Unity's Ad Tech business and enhance monetization. seekingalpha.com - 1 month ago
2 Top Bargain Stocks Ready for a Bull Run Spotting a bargain in the stock market isn't as easy as it looks. There's a difference between "cheap looking" and cheap. fool.com - 1 month ago
Unity Software Inc. (U) Rises Yet Lags Behind Market: Some Facts Worth Knowing The latest trading day saw Unity Software Inc. (U) settling at $20.77, representing a +1.42% change from its previous close. zacks.com - 1 month ago
8. Profile Summary

Unity Software Inc. U

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COUNTRY US
INDUSTRY Software - Application
MARKET CAP $ 7.07 B
Dividend Yield 0.00%
Description Unity Software Inc. creates and operates an interactive real-time 3D content platform. Its platform provides software solutions to create, run, and monetize interactive, real-time 2D and 3D content for mobile phones, tablets, PCs, consoles, and augmented and virtual reality devices. The company serves content creators and developers, artists, designers, engineers, and architects to create interactive and real-time 2D and 3D content. It offers its solutions directly through its online store, field sales operations, independent distributors, and resellers in the United States, Denmark, Belgium, Canada, China, Colombia, Finland, France, Germany, Ireland, Israel, Japan, Lithuania, Portugal, Singapore, South Korea, Spain, Sweden, Switzerland, and the United Kingdom. The company was founded in 2004 and is headquartered in San Francisco, California.
Contact 30 3rd Street, San Francisco, CA, 94103-3104 https://unity.com
IPO Date Sept. 18, 2020
Employees 4987
Officers Mr. Matthew Samuel Bromberg J.D. Chief Executive Officer, President & Director Mr. Jarrod Yahes Chief Financial Officer & Senior Vice President Melissa Zeloof Senior Vice President & Chief Marketing Officer Mr. James Moon Whitehurst Executive Chair of the Board & Senior Advisor Mr. Joachim Christoph Ante Co-Founder Dr. Steven Collins Ph.D. Senior Vice President & Chief Technology Officer Mr. David Helgason Co-Founder & Independent Director Mr. Alexander Blum Chief Operating Officer Mr. Mark Barrysmith Chief Accounting Officer Ms. Anirma Gupta Senior Vice President, Chief Legal Officer & Company Secretary