- Entry
- $8.59
- Now
- $10.29 +19.8%
- Target
- —
- Score
- —
The stock is trading at $8.33-8.65. Including Disney’s 70% stake, the look-through enterprise value is roughly $1 billion, while the company generates about $6.2 billion in annual revenue. That values the business at just 0.16 times revenue. At the current valuation, each subscriber is valued at roughly $140. Pay-TV transactions have often valued subscribers at between $250 and $400, even in deals involving declining satellite businesses. Fubo operates Hulu + Live TV. Disney currently reimburses 95% of the programming costs …
— ORIGINAL POST ·
FUBO — Pre-Earnings Analysis
· r/ValueInvesting
· Jul 27, 2026