Unity Software Inc. creates and operates an interactive real-time 3D content platform.
$51.49+5.51%
报价 2026-11-06
市值
$22.66B
EV
$22.33B
PE (TTM)
–
预期 PE (FY2026)
–
52 周区间距高点 0.0%
$17.13$51.49
筛选结果
pipeline · 2026-11-06Filter✗ 高增长✗ Cheap✗ GARP
does not hit growth, cheap, or GARP pool
爆发潜力
2026-11-07仅 EPS 线✗ 收入线✓ EPS 线
| 财年 | 收入倍数 | EPS | PE |
|---|---|---|---|
| FY+22027-12 | 1.2x | -0.01 → 1.12（扭亏） | 46.1 |
| FY+32028-12 | 1.5x | -0.01 → 1.77（扭亏） | 29.1 |
毛利率 68% · TTM 收入 $2180M · 基数 EPS -0.01（调整后）
分歧大利润率高位一次性亏损已剔除
电话会信号
辅助标签Q3 20262026-11-05
需求加速AI 词频高上调指引盈利拐点
指引 上调
信心 5
分析师 4
“Q4 strategic revenue growth of 65-67% and adjusted EBITDA margin of 42%, with Vector growth of 105-107%.”
原文引用（3）
- 需求加速：Vector grew the number of advertiser accounts 27% quarter-on-quarter in the third quarter.
- 上调指引：We enhanced that guide and pushed it up to 23%.
- 盈利拐点：we achieved GAAP profitability for the first time since our IPO
蓝色标签在暴涨研究中略有区分度；悬停查看口径。
研究结论
还没有研究记录。先生成 L2 基本面报告（约 1–3 分钟），结论会显示在这里。
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事件
0 条 · 随区间与图例筛选该区间内无事件。
同行对比
FMP 同行列表 · 2026-05-16| 公司 | 市值 | 今日 | 预期营收增速 | 毛利率 | PE | EV/EBITDA | P/FCF | 池 |
|---|---|---|---|---|---|---|---|---|
| UUnity Software Inc. | $22.66B | +5.5% | +20.9% | 81.9% | – | 220.6x | 37.3x | |
| OKTAOkta, Inc. | $28.19B | -1.4% | +10.9% | 79.6% | 133.8x | 90.0x | 38.9x | |
| RBRKRubrik, Inc. | $21.77B | +0.0% | +32.0% | 78.4% | – | – | 85.6x | 高增长 |
| GENGen Digital Inc. | $17.67B | -2.6% | +5.5% | 75.9% | 15.4x | 10.6x | 10.4x | |
| KSPIJoint Stock Company Kaspi.kz | $17.42B | +0.1% | – | 69.3% | 6.4x | 4.4x | – | |
| DOCUDocuSign, Inc. | $14.51B | -1.7% | +9.2% | 79.7% | 49.1x | 26.5x | 12.8x | |
| IONQIonQ, Inc. | $14.01B | +23.4% | +320.5% | 21.9% | 45.9x | 4.1x | – | 高增长 |
| BSYBentley Systems, Incorporated | $12.97B | -0.6% | +13.6% | 82.9% | 43.3x | 27.2x | 26.5x | GARP |
| DTDynatrace, Inc. | $12.55B | -0.6% | +16.3% | 81.3% | 125.3x | 57.6x | 32.6x | GARP |
| 同行中位数 | – | – | +13.6% | 79% | 45.9x | 26.5x | 29.5x |
研究全文
L2 基本面 memo
尚无基本面 memo
点击「生成基本面报告」——基于最新 filings、电话会纪要与分析师共识生成 L2 memo。
财务报表
| Metric | 2026-09-30 Q3 2026 | 2026-06-30 Q2 2026 | 2026-03-31 Q1 2026 | 2025-12-31 Q4 2025 | 2025-09-30 Q3 2025 | 2025-06-30 Q2 2025 | 2025-03-31 Q1 2025 | 2024-12-31 Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $622.1M | $546.5M | $508.2M | $503.1M | $470.6M | $440.9M | $435M | $457.1M |
| Gross Margin | 81.9% | 79.6% | 30.8% | 74.3% | 74.4% | 74.1% | 73.8% | 74.7% |
| Operating Margin | 16.2% | -5.9% | -69.1% | -21.2% | -26.7% | -26.9% | -29.4% | -27.1% |
| Net Income | $121.2M | $-23.6M | $-346.9M | $-90M | $-126.4M | $-108.8M | $-77.6M | $-122.7M |
| Diluted EPS | 0.25 | -0.05 | -0.8 | -0.21 | -0.3 | -0.26 | -0.19 | -0.3 |
| Operating Cash Flow | $224M | $205.6M | $71.3M | $121.4M | $155.4M | $133.1M | $13M | $112.2M |