Unity Software Inc logo

Unity Software Inc

NEW
NYSE:U (USA)   Ordinary Shares
$ 42.41 -0.34 (-0.8%) 11:10 AM EST
At Loss
P/B:
6.15
Market Cap:
$ 18.66B
Enterprise V:
$ 18.82B
Volume:
1.57M
Avg Vol (2M):
10.40M
Trade In:
Volume:
1.57M
At Loss
Avg Vol (2M):
10.40M

Business Description

Unity Software Inc logo
Unity Software Inc
NAICS : 513210 SIC : 5045
ISIN : US91332U1016

Share Class Description:

U: Ordinary Shares

Total Employee Number:

4,412
Description
Unity Software Inc provides a software platform for creating and operating interactive, real-time 3D content. The platform can be used to create, run, and monetize interactive, real-time 2D and 3D content for mobile phones, tablets, PCs, consoles, and augmented and virtual reality devices. The business is spread across the United States, Greater China, EMEA, APAC, and other Americas, and key revenue is derived from the EMEA region. Its products are used in the gaming industry, retail, automotive, architecture, engineering, and construction.
Name Current Vs Industry Vs History
Cash-To-Debt
1.05
Equity-to-Asset
0.46
Debt-to-Equity
0.74
Debt-to-EBITDA
-26.59
Piotroski F-Score
4/9
0
1
2
3
4
5
6
7
8
9
Altman Z-Score
2.73
Distress
Grey
Safe
Beneish M-Score
-3.14
Manipulator
Not Manipulator
WACC vs ROIC
WACC
ROIC
Name Current Vs Industry Vs History
3-Year Revenue Growth Rate
-0.6
3-Year Book Growth Rate
-7.4
Future 3-5Y Total Revenue Growth Rate Estimate
19.38
Name Current Vs Industry Vs History
5-Day RSI
52.99
9-Day RSI
52
14-Day RSI
56.42
3-1 Month Momentum %
49.31
6-1 Month Momentum %
116.62
12-1 Month Momentum %
-5.49

Liquidity Ratio

Name Current Vs Industry Vs History
Current Ratio
2.03
Quick Ratio
2.03
Cash Ratio
1.5
Days Sales Outstanding
114.55
Days Payable
6.69

Dividend & Buy Back

Name Current Vs Industry Vs History
3-Year Average Share Buyback Ratio
-5
Name Current Vs Industry Vs History
Gross Margin %
64.85
Operating Margin %
-30.37
Net Margin %
-28.97
EBITDA Margin %
-4.15
FCF Margin %
26.39
OCF Margin %
27.3
ROE %
-18.79
ROA %
-8.76
ROIC %
-13.63
3-Year ROIIC %
-43.48
ROC (Joel Greenblatt) %
-851.78
ROCE %
-10.42
Moat Score
6
Tariff Resilience Score
8

Unity Software Inc Filings

Filing Date Document Date Form
No Filing Data

Unity Software Inc Stock Events

Financials Calendars
Event Date Price ($)
Fourth quarter earnings conference call for 2026 2027-02-11 08:30 In 156 days
Annual report for 2026 2027-02-11 In 155 days
Fourth quarter earnings results for 2026 2027-02-11 In 155 days
Third quarter earnings conference call for 2026 2026-11-05 08:30 In 58 days
Third quarter earnings results for 2026 2026-11-05 In 57 days
Second quarter earnings conference call for 2026 2026-08-06 08:30 35.47 (-1.88%)
Second quarter earnings results for 2026 2026-08-06 35.47 (-1.88%)
General meeting for 2026 2026-05-13 09:00 26.84 (+0.34%)
First quarter earnings conference call for 2026 2026-05-07 08:30 27.28 (+0.55%)
First quarter earnings results for 2026 2026-05-07 27.28 (+0.55%)
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Entries

Guru Commentaries on NYSE:U

2026 Q1
What the manager wrote

Unity is one of the two dominant 3D content-creation engines in the world – its engine powers roughly ~70% of mobile games globally, and a meaningful share of console and PC titles as well. When a developer chooses Unity to build a game, they typically stay on that engine for the life of the title, and for any subsequent sequels. Despite this, Unity today trades at one of its lowest valuations since IPO. The company has been poorly run, but new leadership under CEO Matt Bromberg, who has a successful track record in mobile gaming, is expected to turn things around. This combination of a strong business model and potential for operational improvement makes Unity an attractive investment opportunity.

2026 Q1
2e6ec1 bdb2da7ab36e4424988d91d510335527
What the manager wrote

Unity Software runs two tightly linked businesses: Create Solutions, its real-time 3D engine used to build games and interactive experiences, and Grow Solutions, its advertising and monetization network. The recent sell-off due to Google's Project Genie is viewed positively as AI accelerates game creation, increasing the demand for Unity's engine. Unity's Grow division is also incorporating AI to enhance targeting and monetization. Despite past challenges, the current management is improving metrics, and the business has the potential to achieve close to $1 billion in adjusted EBITDA in two years, translating to an attractive valuation.

2025 Q3
What the manager wrote

Unity Software was mentioned as one of the strong contributors to Montaka’s performance during the quarter, but no specific argument or directional stance was provided regarding its future prospects or valuation.

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