TKO Group Holdings, Inc.

Report azionario NYSE:TKO

Capitalizzazione di mercato: US$38.2b

TKO Group Holdings Crescita futura

Criteri Future verificati 4/6

TKO Group Holdings prevede che gli utili e i ricavi cresceranno rispettivamente di 31.4% e 9% all'anno. Si prevede che l'EPS crescerà di 17.4% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 49.3% in 3 anni.

Informazioni chiave

31.4%

Tasso di crescita degli utili

17.42%

Tasso di crescita dell'EPS

Entertainment crescita degli utili23.8%
Tasso di crescita dei ricavi9.0%
Rendimento futuro del capitale proprio49.26%
Copertura analitica

Good

Ultimo aggiornamento18 Aug 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Seeking Alpha • Aug 18

TKO Group Holdings: WWE And UFC Are The Jewels

Summary I rate TKO Group Holdings (TKO) a buy, driven by bullish outlooks on both UFC and WWE franchises. UFC's $7.7B Paramount deal expands reach, lowers consumer barriers, and enhances future negotiating leverage despite short-term margin compression. WWE's $1.6B ESPN agreement provides recurring content, wider distribution, and potential for higher renewal pricing if subscriber growth materializes. With contracted revenue and EBITDA visibility, TKO offers ~27% upside to current market cap, though shifting consumer preferences remain a risk. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jun 26

TKO: Expanded Buybacks And Dividends Will Support Future Share Upside

Analysts have revised their fair value estimate for TKO Group Holdings to $234.39 from $223.42, citing updated assumptions for discount rates, revenue growth, profit margins, and future P/E levels. What’s in the News for TKO Group Holdings TKO Group Holdings announced a quarterly cash dividend for Class A common stockholders of $0.79 per share, part of an aggregate distribution of approximately $150 million, payable on June 30, 2026 to stockholders of record on June 15, 2026.
Articolo di analisi • Jun 16

TKO Group Holdings (TKO) Stock Looks Rich After Its $0.79 Dividend Declaration

Dividend announcement and what it means for TKO Group Holdings stock TKO Group Holdings (TKO) announced that its board has declared a quarterly cash dividend of $0.79 per Class A share, tied to an aggregate distribution of about $150 million. The dividend is scheduled to be paid on June 30, 2026 to Class A stockholders of record as of the close of business on June 15, 2026, with an ex dividend date also set for June 15. See our latest analysis for TKO Group Holdings. At a share price of...
Articolo di analisi • May 14

Solid Earnings Reflect TKO Group Holdings' (NYSE:TKO) Strength As A Business

The subdued stock price reaction suggests that TKO Group Holdings, Inc.'s ( NYSE:TKO ) strong earnings didn't offer any...
Articolo di analisi • Nov 12

TKO Group Holdings' (NYSE:TKO) Earnings Might Not Be As Promising As They Seem

The healthy profit announcement from TKO Group Holdings, Inc. ( NYSE:TKO ) didn't seem to impress investors. We did...
Seeking Alpha • Apr 17

TKO Group: WWE Set For New Type Of WrestleMania Battle With Pricing

Summary Ahead of this year's "WrestleMania", some fans are feeling less overall excitement as there is a sense of feeling "priced out" by the company. Despite previous successes, rising costs may be alienating fans, impacting WWE and parent company TKO's long-term growth potential. WWE's new leadership and strategic pivots have shown promise, but the larger financial burden on fans could hinder sustained engagement and profitability. Investors should keep an eye on WWE's current trajectory, as this type of pricing could lead to changing fan dynamics that pose a risk to future performance and revenue. Read the full article on Seeking Alpha
Seeking Alpha • Apr 11

TKO Group Holdings: Remain Bullish Despite Share Price Weakness

Summary I remain bullish on TKO Group Holdings due to strong fundamentals, solid demand for live events, and promising UFC/ESPN renewal prospects. TKO's recent earnings highlight robust demand for UFC and WWE live events and sponsorships, with record-breaking ticket sales and attendance. The UFC's partnership with Meta enhances fan engagement, bolstering TKO's negotiating leverage with ESPN for a potentially lucrative rights renewal. The upcoming Saudi-backed boxing venture offers a low-risk growth catalyst, potentially driving significant recurring revenue with minimal financial risk to TKO. Read the full article on Seeking Alpha
Seeking Alpha • Mar 11

TKO Group: S&P 500 Inclusion, Q4, Dividend, Boxing, And Other Ongoing Catalysts

Summary TKO Group Holdings (TKO) is a promising investment with catalysts like S&P 500 inclusion, a new dividend, and expansion into boxing and WWE talent pipeline. Despite recent stock volatility and a market-wide downturn, TKO's record 2024 financial performance and strategic growth initiatives suggest long-term potential. The stock remains a buy, but investors should be cautious due to its high valuation and inherent risks, recommending a 1-3% portfolio allocation. Position sizing is crucial; TKO's growth prospects are strong, but it's more volatile and risky compared to safer, lower-valued stocks. This article also covers the expansion of WWE's talent monopoly and new ventures into TV. Read the full article on Seeking Alpha
Seeking Alpha • Jan 11

TKO Group: Strong Growth Prospects, But Caution Warranted After Big Run-Up

Summary TKO Group's stock is currently overvalued after a stellar 2024, with near-term range-bound activity expected but potential for a rally before WrestleMania 41. The company boasts strong financials, driven by WWE and UFC, with impressive earnings and cash flow growth, despite UFC's recent underperformance. TKO's valuation is challenging due to its recent listing, but DCF analysis indicates significant long-term upside potential, especially with lower WACC and higher growth rates. Investors should consider waiting for a better entry point despite the stock's long-term potential, given its current overheated state. Read the full article on Seeking Alpha
Seeking Alpha • Jan 03

TKO Group: WWE Evolution Continues With Netflix Shift

Summary WWE's "Monday Night RAW" will move to Netflix this month, marking a significant milestone moment for the company. After years of behind-the-scenes seismic shifts, many TKO investors are hoping this marks a clean start and a period of stability. This partnership offers mutual benefits, with WWE gaining a global platform and Netflix re-inventing its content strategy. Netflix's acquisition of WWE rights showcases its continued commitment to live events, aiming to leverage the company's passionate fan base for growth. Read the full article on Seeking Alpha
Seeking Alpha • Nov 18

TKO Group Can Take Advantage Of The Netflix Boxing Event

Summary TKO, formed by the merger of WWE and UFC in 2023, presents a unique investment opportunity in the sports-entertainment sector. The merger is now completed, and we have disappointing QoQ results, with great YoY results. The WWE-Netflix deal opens the door for a UFC-Netflix deal, especially after the issues with the Paul-Tyson fight. I am still long TKO, but I am hesitant about its valuation. Read the full article on Seeking Alpha
Seeking Alpha • Sep 25

TKO Group Holdings: Visible Growth Outlook Ahead

Summary I am positive about TKO Group Holdings due to the strong demand for live events, positioning TKO to capture this through WWE and UFC ownership. The growth outlook is robust, driven by younger generations' preference for live experiences, with TKO's financials reflecting this demand surge. Concerns about UFC's renewal with ESPN are minimal, as ESPN is likely to renew, and other platforms are interested in UFC content. Read the full article on Seeking Alpha
Seeking Alpha • Jul 15

TKO Group: WWE Is Creating A Talent Monopoly

Summary TKO Group Holdings, Inc. is a sports entertainment conglomerate under Endeavor, consisting of WWE and UFC. This article discusses TKO's valuation and fundamental metrics, as well as its unique talent acquisition strategy. The talent acquisition strategy is key to WWE's growth and for its ability to fulfill future revenue projections and justify its high PE ratio and valuation. WWE has set themselves up to outcompete rival brands for talent both from within and outside the existing wrestling scene, which sets them apart from all other rival promotions. Read the full article on Seeking Alpha

Previsioni di crescita degli utili e dei ricavi

NYSE:TKO - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20287,3971,0081,8712,05913
12/31/20275,8757031,7731,91120
12/31/20265,8194951,4871,61221
6/30/20265,3022301,6721,795N/A
3/31/20265,0632261,6981,817N/A
12/31/20254,7351951,1591,286N/A
9/30/20254,6252299381,032N/A
6/30/20255,046211690793N/A
3/31/20254,931172595704N/A
12/31/20244,8849467586N/A
9/30/20244,570-35623751N/A
6/30/20243,479-80536640N/A
3/31/20242,591-227362444N/A
12/31/20233,225-35172266N/A
9/30/20231,333-22357373N/A
6/30/20231,224N/A430444N/A
3/31/20231,187-8448462N/A
12/31/20221,140387489502N/A
12/31/20211,032N/A430441N/A
12/31/2020891177330351N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di TKO ( 31.4% all'anno) è superiore al tasso di risparmio ( 3.7% ).

Guadagni vs Mercato: Si prevede che gli utili di TKO ( 31.4% all'anno) cresceranno più rapidamente del mercato US ( 16.9% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di TKO cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di TKO ( 9% all'anno) crescerà più lentamente rispetto al mercato US ( 12.9% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di TKO ( 9% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di TKO sarà molto alto tra 3 anni ( 49.3 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/20 20:41
Prezzo dell'azione a fine giornata2026/08/20 00:00
Utili2026/06/30
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

TKO Group Holdings, Inc. è coperta da 25 analisti. 21 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Alex PoundArete Research Services LLP
Vikram KesavabhotlaBaird
Michael HickeyBenchmark Company