Jul. 17 at 5:58 PM
$GENI Sportradar (
$SRAD) is approximately 3 years ahead of Genius with revenue, margins and FCF. We all know exactly where Genius is headed….growing revenue a min of 20% annually, expanding EBITDA margins and rapidly increasing FCF.
$SRAD will trade
$40-
$50 before the end of 2025 when its IMG Arena acquisition closes given 2026 consensus estimates are materially too low for rev, EBITDA, margins and FCF.
Genius (
$GENI) will trade
$15-
$20 before the end of 2025 as the company continues to see margin expansion and the continued growth from BetVision and FanHub.
Genius and Sportradar are the 2 best companies in online sports betting globally. Extremely diversified with multiple growth drivers and both are key beneficiaries from their AI product tech.