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Sirius XM Holdings Community
NasdaqGS:SIRI Community
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Sirius XM Holdings
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Community Investing Ideas
Sirius XM Holdings
VA
ValueMan
Community Contributor
Negative equity is not always a negative
This is a negative equity company.....it's debt load is not a burden but it's investment vehicle. You CAN argue if a catastrophic event happens Siri is underwater (like covid).
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US$50.00
FV
57.2% undervalued
intrinsic discount
6.83%
Revenue growth p.a.
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about 1 month ago
author updated this narrative
Sirius XM Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Tesla And Rivian Partnerships And Cost Savings Will Drive Future Subscriber Engagement
Key Takeaways Expansion into new vehicle partnerships and streaming services aims to enhance subscriber acquisition, engagement, and reduce churn, supporting long-term revenue growth. Strategic content partnerships and advertising initiatives position SiriusXM to improve margins and capture growing ad revenue, boosting overall financial performance.
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US$24.10
FV
11.1% undervalued
intrinsic discount
-0.62%
Revenue growth p.a.
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1
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narrative
Your Valuation for
SIRI
SIRI
Sirius XM Holdings
Your Fair Value
US$
Current Price
US$21.42
23.0% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-2b
9b
2015
2018
2021
2024
2025
2027
2030
Revenue US$8.6b
Earnings US$743.2m
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