PLAYSTUDIOS, Inc.

NasdaqCM:MYPS Stok Raporu

Piyasa değeri: US$57.8m

PLAYSTUDIOS Yönetim

Yönetim kriter kontrolleri 2/4

PLAYSTUDIOS CEO'su Andrew Pascal, Jan2011 tarihinde atandı, in görev süresi 15.33 yıldır. in toplam yıllık tazminatı $ 3.80M olup, şirket hissesi ve opsiyonları dahil olmak üzere 19.8% maaş ve 80.2% ikramiyelerden oluşmaktadır. şirketin hisselerinin 13.89% ine doğrudan sahiptir ve bu hisseler $ 8.03M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 4.5 yıl ve 4.9 yıldır.

Anahtar bilgiler

Andrew Pascal

İcra Kurulu Başkanı

US$3.8m

Toplam tazminat

CEO maaş yüzdesi19.76%
CEO görev süresi15.3yrs
CEO sahipliği13.9%
Yönetim ortalama görev süresi4.5yrs
Yönetim Kurulu ortalama görev süresi4.9yrs

Son yönetim güncellemeleri

Recent updates

Analiz Makalesi • Aug 02

There's No Escaping PLAYSTUDIOS, Inc.'s (NASDAQ:MYPS) Muted Revenues

With a price-to-sales (or "P/S") ratio of 0.5x PLAYSTUDIOS, Inc. ( NASDAQ:MYPS ) may be sending bullish signals at the...
Seeking Alpha • Apr 14

Playstudios: Few Positives Aside From Its Cheap Valuation

Summary Playstudios management's FY25 guidance points to year-over-year declines in both revenue and adjusted EBITDA. Key platform metrics point to underlying issues with the company's rewards platform. The sweepstakes initiative, which is set to launch later this year, is a key catalyst that could drive meaningful upside to current estimates. Despite its cheap valuation, I am maintaining my Hold rating on MYPS stock. Read the full article on Seeking Alpha
Analiz Makalesi • Mar 13

Lacklustre Performance Is Driving PLAYSTUDIOS, Inc.'s (NASDAQ:MYPS) 32% Price Drop

To the annoyance of some shareholders, PLAYSTUDIOS, Inc. ( NASDAQ:MYPS ) shares are down a considerable 32% in the last...
Seeking Alpha • Jan 25

Playstudios: A Gamble In Diversification Amid Prevailing Industry Challenges

Summary Playstudios focuses on social casino games but has expanded into non-social mobile games, raising questions about its diversification strategy. Concerns about the diversification strategy are amplified by the insights that SciPlay, a comparable business, succeeded by concentrating on its core social casino business, contrasting with Playstudios' diversification efforts. MYPS streamlined operations to cut costs by 10% and has a strong history of share buybacks, benefiting shareholders. MYPS's EBITDA growth relies on ARPDAU, but this strategy may not be sustainable in a fragmented industry with the company's limited pricing power. The stock is undervalued and cash-rich, but industry challenges and diversification concerns make it a hold. Read the full article on Seeking Alpha
Analiz Makalesi • Nov 22

PLAYSTUDIOS, Inc. (NASDAQ:MYPS) Held Back By Insufficient Growth Even After Shares Climb 27%

PLAYSTUDIOS, Inc. ( NASDAQ:MYPS ) shareholders would be excited to see that the share price has had a great month...
Seeking Alpha • Nov 12

Playstudios Q3 Earnings: Profitability Set To Rise Even As Revenue Continues To Decline

Summary Shares are up more than 10% following the Q3 earnings release. Given the challenges to returning to organic growth, management has undertaken a strategic restructuring to reduce expenses and improve profitability. The current valuation appears undemanding, with the company’s net cash representing more than half the current market cap. Given the risks involved, I retain my Hold rating on the stock. Read the full article on Seeking Alpha
Analiz Makalesi • Aug 31

PLAYSTUDIOS, Inc. (NASDAQ:MYPS) Looks Inexpensive After Falling 30% But Perhaps Not Attractive Enough

The PLAYSTUDIOS, Inc. ( NASDAQ:MYPS ) share price has fared very poorly over the last month, falling by a substantial...
Analiz Makalesi • Jul 17

Revenues Not Telling The Story For PLAYSTUDIOS, Inc. (NASDAQ:MYPS)

With a median price-to-sales (or "P/S") ratio of close to 1.3x in the Entertainment industry in the United States, you...
Seeking Alpha • Jun 11

Playstudios: Cheaply Valued With Organic Growth Expected This Year

Summary Playstudios shares are down nearly 20% this year, despite solid business performance. The company continues to exhibit strong profitability, even as revenue has stagnated in recent quarters. The company’s net cash position comprises of more than 40% of its current market cap, and management is executing a $50 million share repurchase program. Read the full article on Seeking Alpha
Analiz Makalesi • Mar 15

Analyst Estimates: Here's What Brokers Think Of PLAYSTUDIOS, Inc. (NASDAQ:MYPS) After Its Full-Year Report

PLAYSTUDIOS, Inc. ( NASDAQ:MYPS ) shareholders are probably feeling a little disappointed, since its shares fell 6.1...
Analiz Makalesi • Jan 06

Subdued Growth No Barrier To PLAYSTUDIOS, Inc.'s (NASDAQ:MYPS) Price

It's not a stretch to say that PLAYSTUDIOS, Inc.'s ( NASDAQ:MYPS ) price-to-sales (or "P/S") ratio of 1x right now...
Analiz Makalesi • May 11

Earnings Update: PLAYSTUDIOS, Inc. (NASDAQ:MYPS) Just Reported Its First-Quarter Results And Analysts Are Updating Their Forecasts

As you might know, PLAYSTUDIOS, Inc. ( NASDAQ:MYPS ) just kicked off its latest first-quarter results with some very...
Analiz Makalesi • Feb 25

PLAYSTUDIOS, Inc.'s (NASDAQ:MYPS) Intrinsic Value Is Potentially 78% Above Its Share Price

Key Insights PLAYSTUDIOS' estimated fair value is US$6.89 based on 2 Stage Free Cash Flow to Equity Current share price...
Analiz Makalesi • Jan 15

Companies Like PLAYSTUDIOS (NASDAQ:MYPS) Can Afford To Invest In Growth

Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...
Seeking Alpha • Oct 13

PLAYSTUDIOS acquires casual games publisher Brainium

Gaming company PLAYSTUDIOS (NASDAQ:MYPS) has acquired casual games publisher Brainium. The total consideration is $70M in upfront cash and a contingent consideration tied to the latter's performance during the period from the closing of the acquisition through Dec. 31. The acquisition of Brainium is accretive to PLAYSTUDIOS' earnings, more than doubles the company's average daily active users, expands the portfolio of games in new genres, diversifies revenue streams and advances the playAWARDS platform position. Source: Press Release
Seeking Alpha • Aug 14

Playstudios: Massively Undervalued

Playstudios has been hit in the short term by changing behavioral trends. Playstudios retains its loyal customer base. Playstudios' valuation is due for a massive upside. Introduction In the last 6 months, PLAYSTUDIOS, Inc. (MYPS) has declined 11.3% as a result of the economy worsening and changing behavioral trends. However, the company still has very solid fundamentals and its valuation remains due for a massive upside. Company Overview Playstudios is a free-to-play casual online video game company, which before focused mainly on casino mobile games. More recently, however, they are known for having obtained exclusive rights to Tetris last November. The company makes nearly all its revenue from in-game store purchases along with advertisements. According to Straits Research, the Video Game market was worth $119 billion in 2021, with an attractive 12.3% 8-year CAGR. Rough Earnings Playstudios' Q2 earnings were not pretty. Revenue was $68.4 million, a decline of 3.4% YoY and missing expectations by $3.25 million. The company expects its 2022 revenue to be in the range of $270 to $285 million, which would mean between a 7% to a 1.3% decline compared to 2021. However, this is to be expected. Gaming activity as a whole has slowed down, and it's hard to beat the records that were set in atypical market conditions. However, they did report EPS of $0.04, which beat expectations by $0.05 Sound Fundamentals With Playstudios' revenue stemming from in-game purchases, seeing high daily and monthly active users is vital to understanding the health of the company. Although gaming at large has seen a decline, management reported that in Q2 2022, DAU saw an increase of 17.2% YoY and MAU saw an increase of 54.4% YoY. Playstudios can likely base its success in such a tumultuous time on its loyal player base. Its enduring franchises will secure the confidence of investors even in a depressive economy. With user activity numbers, it becomes clear that Playstudios saw its revenue decline because of reduced amounts of consumer discretionary spending (vs players disliking their games). This means that Playstudios revenue could quickly pick up again as the economy recovers. In addition, investors might be overly bearish on the growth prospects of Playstudios by comparing it to other triple-A publishers. Playstudios' catalog largely contains casual games, which a lot of the time are played in the outside world (on subways, waiting in lines, etc.) Therefore, any headwinds to its business will be less felt compared to the rest of the gaming industry. Valuation As a gaming company with plenty of growth ahead, a 1.76 P/S ratio by itself is incredibly low. However, I'll still be using it in my valuation model just to be conservative. Assuming Playstudios grows its revenue at an 8-year CAGR of 12.3% (along with the rest of the market) that puts its revenue at $717.8 million in 8 years. Applying its current 1.76x P/S ratio, which gives us a market cap of $1.263 billion. Discounting this figure back to today (with a discount rate of 10.5%) gives us a price target of $5.04, still a 21.1% upside despite using such a conservative P/S ratio. Not to mention, its valuation remains a perfect take-over candidate. Yahoo Finance My price target is closely supported by other analysts tracked by Yahoo Finance. With a range between $4 and $7, and an average of $5.84 (a 40.3% upside). Insider Buying The CEO of Playstudios, Andrew Pascal, bought the stock three times in June of 2022 totaling over 30,000 shares. Even when the stock fell from $6.3 to $4.56, the CEO continued buying, showing his conviction.
Analiz Makalesi • Apr 08

PLAYSTUDIOS, Inc.'s (NASDAQ:MYPS) Shares Climb 28% But Its Business Is Yet to Catch Up

The PLAYSTUDIOS, Inc. ( NASDAQ:MYPS ) share price has done very well over the last month, posting an excellent gain of...
Analiz Makalesi • Mar 10

PLAYSTUDIOS' (NASDAQ:MYPS) Shareholders Have More To Worry About Than Only Soft Earnings

A lackluster earnings announcement from PLAYSTUDIOS, Inc. ( NASDAQ:MYPS ) last week didn't sink the stock price. We...
Seeking Alpha • Mar 01

Getting Played By Playstudios

Up until a few days ago, MYPS was one of my highest conviction investments. The conference call dashed my hopes. Drastically lowered guidance has naturally lowered intrinsic value, the inputs for which I first based off of their initial projections not even a year ago. I feel lied to. Or they were disastrously wrong about the prospects for their own company. Either way, it's not good. All that notwithstanding, I am holding my position. Huge insider purchases and the optionality for several new revenue streams keep me interested.
Seeking Alpha • Dec 23

Playstudios: Big Reset

Playstudios has dipped below $4 following a major cut to 2021 guidance. The company has failed to officially launch Kingdom Boss, which was a major forecasted contributor to revenues. The stock is cheap with an EV/S multiple of 1x and the catalyst from a new game launch.
Seeking Alpha • Aug 27

Playstudios: Years Of Double-Digit Growth At A Great Price

I have written much about and have invested heavily in what I consider to be the most under-appreciated megatrend of our time: all things videogaming. Playstudios stands out among peers due to their unique loyalty program that offers real-world rewards for in-game play. Playstudios checks all the boxes: macro tailwinds, founder-led, strong product, compelling valuation.
Seeking Alpha • Jul 24

Playstudios, Inc.: Beaten Down SPAC Deal

Playstudios is one of the few SPAC deals to see substantial share redemptions. The stock has fallen to $6.60 despite strong growth and analyst price targets reaching up to $15.00. Playstudios trades at an attractive ~2x '22 EV/S targets.

CEO Tazminat Analizi

Andrew Pascal'un ücretlendirmesi PLAYSTUDIOS'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Mar 31 2026n/an/a

-US$36m

Dec 31 2025US$4mUS$750k

-US$29m

Sep 30 2025n/an/a

-US$37m

Jun 30 2025n/an/a

-US$31m

Mar 31 2025n/an/a

-US$31m

Dec 31 2024US$3mUS$750k

-US$29m

Sep 30 2024n/an/a

-US$26m

Jun 30 2024n/an/a

-US$19m

Mar 31 2024n/an/a

-US$17m

Dec 31 2023US$6mUS$740k

-US$19m

Sep 30 2023n/an/a

-US$1m

Jun 30 2023n/an/a

-US$1m

Mar 31 2023n/an/a

US$5m

Dec 31 2022US$1mUS$500k

-US$18m

Sep 30 2022n/an/a

-US$15m

Jun 30 2022n/an/a

-US$8m

Mar 31 2022n/an/a

-US$20m

Dec 31 2021US$2mUS$500k

US$11m

Sep 30 2021n/an/a

-US$645k

Jun 30 2021n/an/a

-US$7m

Mar 31 2021n/an/a

US$13m

Dec 31 2020US$730kUS$500k

US$13m

Tazminat ve Piyasa: Andrew 'nin toplam tazminatı ($USD 3.80M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 625.54K ).

Tazminat ve Kazançlar: Andrew şirketinin tazminatı, şirket kârsız olduğu sürece artırıldı.

CEO

Andrew Pascal (59 yo)

15.3yrs
Görev süresi
US$3,795,552
Tazminat

Mr. Andrew S. Pascal serves as Advisor at Acies Acquisition Corp. since October 22, 2020. He co-founded Acies Acquisition Corp. in August 2020. He is a Co-Founder, Chairman and Chief Executive Officer of P...

Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Andrew Pascal
Co-Founder15.3yrsUS$3.80m13.89%
$ 8.0m
Scott Peterson
Chief Financial Officer8.9yrsUS$1.45m0.35%
$ 201.9k
Robert Oseland
Chief Operating Officer1.3yrsUS$1.38m0.51%
$ 293.0k
Paul Mathews
Co-Founder & Executive VP15.3yrsVeri yokVeri yok
Joel Agena
General Counsel4.3yrsUS$1.29m0.035%
$ 20.5k
Mickey Sonnino
Chief Marketing Officer1.3yrsVeri yokVeri yok
Stephanie Rosol
Chief People Performance Officer4.8yrsVeri yokVeri yok
Katie Bolich
Head of Player Experience3.7yrsVeri yokVeri yok
4.5yrs
Ortalama Görev Süresi
59yo
Ortalama Yaş

Deneyimli Yönetim: MYPS 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 4.5 yıldır).

Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Andrew Pascal
Co-Founder15.3yrsUS$3.80m13.89%
$ 8.0m
Judy Mencher
Independent Director4.9yrsUS$347.35k0.61%
$ 352.5k
H. Horowitz
Independent Director4.9yrsUS$150.00k0.17%
$ 96.9k
Jason Krikorian
Independent Director4.9yrsUS$357.50k0.17%
$ 96.9k
Steven Zanella
Director4.4yrsUS$190.00k0.17%
$ 96.9k
4.9yrs
Ortalama Görev Süresi
59yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: MYPS 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 4.9 yıldır).

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/13 14:17
Gün Sonu Hisse Fiyatı2026/05/13 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

PLAYSTUDIOS, Inc. 8 Bu analistlerden 2, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Michael HickeyBenchmark Company
Ryan SigdahlCraig-Hallum Capital Group LLC
Cory CarpenterJ.P. Morgan