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Provides official sports data, streaming and integrity monitoring services to sports leagues and sportsbooks worldwide.
Provides official sports data, streaming and integrity monitoring services to sports leagues and sportsbooks worldwide.
Pays leagues for exclusive rights to distribute official game data, then resells that feed to sportsbooks, which use it to set live odds and settle bets. Betting-operator contracts carry the business, with media and advertising services sold to the same operators growing alongside. League deals run several years, so renewals matter.
Moat: narrow (regulatory licence, installed base, IP / patents). Exclusive official data rights contracts with leagues create switching costs and barriers to entry.
Headquarters: London, United Kingdom · Founded: 2001 · Employees: 2,700
Size Genius Sports (GENI) is a United States Consumer Discretionary company (Internet Software/Services) with a market value of $1.66B, the 1919th largest of 3,117 United States companies the cockpit tracks. Shares closed at $5.97 on 6 Nov 2026.
Performance Over six months the shares gained 35.7%, against +9.6% for the median peer and -1.1% for the United States market (cap-weighted) — 6th highest of 21 in its peer set.
Growth Revenue grew 33.3% over the last twelve months (peer median +5.4%); the operating margin is -16.5% (peer median 8.4%).
Valuation It trades at 2.1× enterprise value to sales against a peer median of 1.2× (7th most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 38% a year for seven years (Req g). Recent delivered growth is +35%, so the hurdle is +3 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 32.1 points below its cost of capital (14.5% WACC).
Backlog Backlog (remaining performance obligations) was $516M at 31 Dec 2025, down 23% on a year earlier — 0.8 years of trailing revenue. Backlog detail →
Short interest Short interest is 15.7% of the free float (15 Oct 2026).
Next results Next results expected around 5 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $713M | $669M | $511M | $413M | $341M |
| Revenue growth | — | +31% | +24% | +21% | — |
| Gross profit | $161M | $152M | $127M | $68.0M | $2.00M |
| EBITDA | -$41.4M | -$32.6M | $25.1M | $8.94M | -$81.2M |
| Net income | -$159M | -$112M | -$63.0M | -$85.5M | -$182M |
| Free cash flow | $28.7M | $64.5M | $69.6M | $11.3M | -$9.42M |
| Capital expenditure | $81.1M | $80.9M | $64.3M | $49.1M | $47.5M |
| Total debt | $30.6M | $30.5M | $7.51M | $14.7M | $21.2M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g |
|---|---|---|---|---|---|---|
| Genius Sports GENI | $1.66B | +36% | +33% | -17% | 2.1× | 37.9% |
| Sportradar SRAD | $4.22B | +4% | +25% | 13% | 2.4× | 11.3% |
Peer set: Sector in the same market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | GENI | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -9.9% | +7.1% | 4th lowest of 21 |
| 6-month return | +35.7% | +9.6% | 6th highest of 21 |
| Distance from 52-week high | -48.4% | -21.2% | 2nd lowest of 21 |
| Revenue growth (TTM) | +33.3% | +5.4% | highest of 21 |
| Operating margin | -16.5% | 8.4% | 2nd lowest of 21 |
| EV / Sales | 2.1× | 1.2× | 7th most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 37.9% | 4.5% | most demanding of 17 |
| Growth delivered (Del g) | +34.9% | +5.8% | highest of 17 |
| Hurdle (Req g minus delivered) | +3.0 pp | -3.2 pp | 5th most demanding of 17 |
| ROIC minus cost of capital | -32.1 pp | +1.6 pp | lowest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Genius Sports GENI | United States | $1.66B | +36% | +33% | -17% | 2.1× | 37.9% | +34.9% |
| Perdoceo Education PRDO | United States | $1.68B | -25% | +12% | 25% | 1.2× | -16.0% | +4.2% |
| RealReal REAL | United States | $1.61B | +25% | +18% | 0% | 2.5× | n/a | n/a |
| Sally Beauty SBH | United States | $1.71B | +31% | +1% | 9% | 0.8× | -2.6% | +1.0% |
| Wolverine World Wide WWW | United States | $1.75B | +28% | +7% | 9% | 1.2× | 9.1% | +0.9% |
| Century Communities CCS | United States | $1.56B | 0% | -7% | 2% | 0.9× | n/a | n/a |
| Wendy's WEN | United States | $1.55B | +12% | -1% | 13% | 2.3× | 2.4% | +4.7% |
| Global Industrial GIC | United States | $1.77B | +59% | +10% | 8% | 1.2× | 1.3% | +6.0% |
| Gentherm THRM | United States | $1.55B | -7% | +9% | 5% | 1.0× | 21.7% | +10.4% |
| Melco Resorts & Entertainment Ltd. Sponsored ADR MLCO | United States | $1.79B | -16% | +6% | 12% | 1.6× | -6.2% | +24.5% |
| Savers Value Village SVV | United States | $1.52B | +22% | +10% | 8% | 1.6× | 12.9% | +15.0% |
| Brightstar Lottery BRSL | United States | $1.82B | -24% | +1% | 25% | 2.8× | n/a | n/a |
| Blue Bird BLBD | United States | $1.82B | -18% | +13% | 12% | 1.1× | 3.7% | +11.0% |
| Cricut CRCT | United States | $1.84B | +104% | -1% | 17% | 2.2× | -10.4% | -5.9% |
| Visteon VC | United States | $1.87B | -34% | +2% | 5% | 0.5× | 5.3% | +8.1% |
| Vestis VSTS | United States | $1.88B | +54% | 0% | 4% | 1.2× | 15.8% | +1.3% |
| Arcos Dorados ARCO | United States | $1.45B | -23% | +11% | 6% | 0.7× | -3.5% | +18.7% |
| Cracker Barrel Old Country Store CBRL | United States | $1.45B | +106% | -5% | 0% | 0.7× | 14.0% | +3.3% |
| Albany International AIN | United States | $1.91B | +8% | +14% | 13% | 1.7× | 8.5% | +5.6% |
| Monarch Casino & Resort MCRI | United States | $1.92B | -8% | +5% | 27% | 3.2× | 6.7% | +24.2% |
| Sweetgreen SG | United States | $1.43B | +72% | -1% | -18% | 2.4× | n/a | n/a |
Genius Sports reported $516M of remaining performance obligations at 31 Dec 2025, down 23% from a year earlier. That is 0.8 years of trailing revenue already under contract.