Update shared on 10 Nov 2025
Fair value Decreased 15%Analysts have revised their fair value estimate for Better Collective downward from €172.96 to €146.66, citing slightly lower revenue growth expectations as well as a modestly higher discount rate in their updated outlook.
What's in the News
- Announced a strategic partnership with X to launch Playbook, an AI-driven sports betting solution. This partnership marks a major milestone in Better Collective's shift toward retention-focused products as Playbook becomes the premier betting-bot across the US (Key Developments)
- Launched Playbook, which is designed to deliver AI-generated betslips directly on X ahead of the NFL season. This launch expands Better Collective’s engagement with sportsbook partners and active bettors (Key Developments)
- Plans are underway to broaden Better Collective’s suite of AI-powered tools and betting assistants, reinforcing its leadership in innovative betting solutions (Key Developments)
- Reaffirmed 2025 earnings guidance with expected revenue between EUR 320 million and EUR 350 million (Key Developments)
- The company reported completion of a buyback tranche, with no shares repurchased during the stated period (Key Developments)
Valuation Changes
- Fair Value: Decreased from €172.96 to €146.66, reflecting a notable downward revision.
- Discount Rate: Increased slightly from 7.09% to 7.59%, indicating a modest increase in perceived risk.
- Revenue Growth: Marginally reduced from 7.45% to 7.34%.
- Net Profit Margin: Increased slightly from 19.08% to 19.16%.
- Future P/E: Declined significantly from 128.77x to 10.04x, indicating a lower growth premium is now being priced in for the future.
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