Tearsheet

Allied Gaming & Entertainment (AGAE)


Market Price (5/11/2026): $0.43 | Market Cap: $16.4 Mil
Sector: Communication Services | Industry: Movies & Entertainment

Allied Gaming & Entertainment (AGAE)


Market Price (5/11/2026): $0.43
Market Cap: $16.4 Mil
Sector: Communication Services
Industry: Movies & Entertainment

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -93%

Valuation becoming less expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -49%

Megatrend and thematic drivers
Megatrends include Esports & Gaming Entertainment. Themes include Esports Event Production, Esports Venues & Arenas, and Esports Content Creation.

Weak multi-year price returns
2Y Excs Rtn is -87%, 3Y Excs Rtn is -136%

Penny stock
Mkt Price is 0.5

Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -23 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -289%

Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -14%, Rev Chg QQuarterly Revenue Change % is -15%

Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -2.7%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -56%

Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -131%

High stock price volatility
Vol 12M is 149%

Key risks
AGAE key risks include [1] costly litigation from an ongoing shareholder dispute, Show more.

0 Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -93%
1 Valuation becoming less expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -49%
2 Megatrend and thematic drivers
Megatrends include Esports & Gaming Entertainment. Themes include Esports Event Production, Esports Venues & Arenas, and Esports Content Creation.
3 Weak multi-year price returns
2Y Excs Rtn is -87%, 3Y Excs Rtn is -136%
4 Penny stock
Mkt Price is 0.5
5 Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -23 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -289%
6 Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -14%, Rev Chg QQuarterly Revenue Change % is -15%
7 Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -2.7%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -56%
8 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -131%
9 High stock price volatility
Vol 12M is 149%
10 Key risks
AGAE key risks include [1] costly litigation from an ongoing shareholder dispute, Show more.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Allied Gaming & Entertainment (AGAE) stock has gained about 60% since 1/31/2026 because of the following key factors:

1. Strategic pivot towards Artificial Intelligence (AI) and digital asset platforms, including a proposed rebranding.

Allied Gaming & Entertainment announced a significant strategic transformation on April 15, 2026, focusing on AI and tokenized digital asset platforms, including plans to issue a "Allied Coin" during 2026 and pursue mergers and acquisitions (M&A) in AI infrastructure and cryptocurrency. This news led to a 43.9% stock increase on April 15, 2026. Further solidifying this shift, on May 4, 2026, the company proposed rebranding to "AI & FutureTech Alliance Limited (AIFA)" and outlined plans for a Hainan Silicon Photonics AI Supercomputing Center.

2. Resolution of a significant legal dispute with Knighted Pastures LLC.

The company announced on April 15, 2026, a comprehensive settlement of all outstanding legal matters with Knighted Pastures LLC. This resolution removed a major source of external uncertainty, with the stock surging 134.79% in after-hours trading on April 14, 2026, and experiencing a 43.9% gain on April 15, 2026.

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Stock Movement Drivers

Fundamental Drivers

The 48.3% change in AGAE stock from 1/31/2026 to 5/11/2026 was primarily driven by a 48.3% change in the company's P/S Multiple.
(LTM values as of)13120265112026Change
Stock Price ($)0.290.4348.3%
Change Contribution By: 
Total Revenues ($ Mil)880.0%
P/S Multiple1.42.148.3%
Shares Outstanding (Mil)38380.0%
Cumulative Contribution48.3%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2026 to 5/11/2026
ReturnCorrelation
AGAE58.6% 
Market (SPY)3.6%25.9%
Sector (XLC)-3.4%22.2%

Fundamental Drivers

The -32.7% change in AGAE stock from 10/31/2025 to 5/11/2026 was primarily driven by a -32.1% change in the company's P/S Multiple.
(LTM values as of)103120255112026Change
Stock Price ($)0.640.43-32.7%
Change Contribution By: 
Total Revenues ($ Mil)88-3.8%
P/S Multiple3.02.1-32.1%
Shares Outstanding (Mil)39383.0%
Cumulative Contribution-32.7%

LTM = Last Twelve Months as of date shown

Market Drivers

10/31/2025 to 5/11/2026
ReturnCorrelation
AGAE-28.0% 
Market (SPY)5.5%26.9%
Sector (XLC)1.3%17.0%

Fundamental Drivers

The -65.3% change in AGAE stock from 4/30/2025 to 5/11/2026 was primarily driven by a -58.5% change in the company's P/S Multiple.
(LTM values as of)43020255112026Change
Stock Price ($)1.240.43-65.3%
Change Contribution By: 
Total Revenues ($ Mil)98-14.2%
P/S Multiple5.02.1-58.5%
Shares Outstanding (Mil)3738-2.5%
Cumulative Contribution-65.3%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2025 to 5/11/2026
ReturnCorrelation
AGAE-62.9% 
Market (SPY)30.4%21.7%
Sector (XLC)22.6%15.7%

Fundamental Drivers

The -57.0% change in AGAE stock from 4/30/2023 to 5/11/2026 was primarily driven by a -66.3% change in the company's P/S Multiple.
(LTM values as of)43020235112026Change
Stock Price ($)1.000.43-57.0%
Change Contribution By: 
Total Revenues ($ Mil)6825.0%
P/S Multiple6.12.1-66.3%
Shares Outstanding (Mil)39382.2%
Cumulative Contribution-57.0%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2023 to 5/11/2026
ReturnCorrelation
AGAE-54.0% 
Market (SPY)78.7%15.1%
Sector (XLC)99.4%11.2%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
AGAE Return8%-39%1%-25%-51%15%-72%
Peers Return80%-70%16%-30%7%24%-42%
S&P 500 Return27%-19%24%23%16%8%97%

Monthly Win Rates [3]
AGAE Win Rate42%25%58%42%25%40% 
Peers Win Rate25%28%45%42%50%40% 
S&P 500 Win Rate75%42%67%75%67%60% 

Max Drawdowns [4]
AGAE Max Drawdown-8%-47%-23%-37%-57%-35% 
Peers Max Drawdown-49%-76%-43%-44%-35%-30% 
S&P 500 Max Drawdown-1%-25%-1%-2%-15%-7% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: GAME, SKLZ, MSGM, DKNG, PENN.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 5/11/2026 (YTD)

How Low Can It Go

EventAGAES&P 500
2024 Yen Carry Trade Unwind
  % Loss-20.4%-7.8%
  % Gain to Breakeven25.6%8.5%
  Time to Breakeven276 days18 days
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-13.8%-9.5%
  % Gain to Breakeven16.0%10.5%
  Time to Breakeven16 days24 days
2023 SVB Regional Banking Crisis
  % Loss-30.9%-6.7%
  % Gain to Breakeven44.8%7.1%
  Time to Breakeven224 days31 days
2022 Inflation Shock & Fed Tightening
  % Loss-38.1%-24.5%
  % Gain to Breakeven61.6%32.4%
  Time to Breakeven948 days427 days
2020 COVID-19 Crash
  % Loss-59.6%-33.7%
  % Gain to Breakeven147.4%50.9%
  Time to Breakeven75 days140 days

Compare to GAME, SKLZ, MSGM, DKNG, PENN

In The Past

Allied Gaming & Entertainment's stock fell -7.2% during the 2025 US Tariff Shock. Such a loss loss requires a 7.8% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventAGAES&P 500
2024 Yen Carry Trade Unwind
  % Loss-20.4%-7.8%
  % Gain to Breakeven25.6%8.5%
  Time to Breakeven276 days18 days
2023 SVB Regional Banking Crisis
  % Loss-30.9%-6.7%
  % Gain to Breakeven44.8%7.1%
  Time to Breakeven224 days31 days
2022 Inflation Shock & Fed Tightening
  % Loss-38.1%-24.5%
  % Gain to Breakeven61.6%32.4%
  Time to Breakeven948 days427 days
2020 COVID-19 Crash
  % Loss-59.6%-33.7%
  % Gain to Breakeven147.4%50.9%
  Time to Breakeven75 days140 days

Compare to GAME, SKLZ, MSGM, DKNG, PENN

In The Past

Allied Gaming & Entertainment's stock fell -7.2% during the 2025 US Tariff Shock. Such a loss loss requires a 7.8% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Allied Gaming & Entertainment (AGAE)

Allied Esports Entertainment Inc., a premier public esports and entertainment company, engages in the Allied Esports and World Poker Tour (WPT) businesses worldwide. It operates esports properties to connect players and fans through a network of connected arenas; a flagship gaming arena located at the Luxor Hotel in Las Vegas, Nevada; a mobile esports truck that serves as a battleground and content generation hub; and a studio for recording and streaming gaming events. The company also operates ClubWPT, an online poker club; PlayWPT, a web and mobile social poker product; and Alpha8, a social poker product. In addition, it engages in the brand and music licensing business. Allied Esports Entertainment Inc. was founded in 2018 and is headquartered in Irvine, California.

AI Analysis | Feedback

Here are 1-2 brief analogies for Allied Gaming & Entertainment (AGAE):

  • It's like a blend of the UFC for competitive esports events and a major online poker platform like PokerStars.
  • Imagine a 'Live Nation' for competitive gaming, handling venues, events, and content for both esports and the World Poker Tour.

AI Analysis | Feedback

  • Esports Venues and Events: Operates physical esports arenas, including a flagship venue in Las Vegas, and hosts competitive gaming events.
  • Mobile Esports Truck: Provides a mobile platform for esports competitions and content generation.
  • Esports Production Studio: Offers facilities for recording and streaming gaming events.
  • ClubWPT: An online subscription-based poker club.
  • PlayWPT: A free-to-play social poker product available on web and mobile platforms.
  • Alpha8: A social poker product.
  • Brand and Music Licensing: Engages in licensing its intellectual property related to brands and music.

AI Analysis | Feedback

Allied Gaming & Entertainment (AGAE) primarily sells its services and products directly to individual consumers.

The company serves the following categories of customers:

  1. Esports Enthusiasts (Players & Spectators): Individuals who participate in or attend live esports events at the company's venues, such as the flagship arena at the Luxor Hotel in Las Vegas or through its mobile esports truck. This category also includes fans who consume streamed content from their gaming events and studio.
  2. Online Poker Players: Individuals who engage with the company's World Poker Tour (WPT) branded online platforms, including subscribers to ClubWPT (an online poker club) and users of their web and mobile social poker products like PlayWPT and Alpha8.

AI Analysis | Feedback

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AI Analysis | Feedback

Yangyang Li, Chief Executive Officer, President, Chairman of the Board

Yangyang Li was appointed Chief Executive Officer of Allied Gaming & Entertainment (AGAE) on June 26, 2025, also serving as President and Chairman of the Board. He has been a director of the company since 2021. Mr. Li previously served as Chairman and Executive Director of Ourgame International Holdings Limited from June 2020 to March 2022, and as a non-executive Director from April 2022 to September 2022, where he was also CEO from June 2020 to May 2021. He is the largest stockholder of Ourgame. In 2003, Mr. Li founded the Business Media China Group (Frankfurt Stock Exchange: BMC) and served as its CEO in 2005, leading it to a market value exceeding 5 billion RMB. He also served as Assistant President to China Great Wall Industry Corporation in 2001, and as Chairman of the Board of Directors of Elephant Media Group in 2008. Since 2014, he has been Chairman of the Board of Directors of World Business Services Union and Choi Shun Investment.

Roy Anderson, Chief Financial Officer, Secretary

Roy Anderson was appointed Chief Financial Officer of Allied Esports Entertainment (now Allied Gaming & Entertainment) in October 2021. Prior to joining AGAE, Mr. Anderson was a partner with Mazars USA, an international accounting firm, where he specialized in the Technology, Media, and Telecommunications (TMT) markets. In this role, he advised top executives and investors of companies ranging from start-ups to those with revenues over $500 million. His client portfolio at Mazars included companies involved in online media, entertainment, gaming, events, digital marketing/advertising, SaaS platforms, eCommerce, AI, lead generation, Tech-enabled services, cybersecurity, and software development. He was also a key member of Mazars' SEC Practice Group. Mr. Anderson is a Certified Public Accountant (CPA).

Yinghua Chen, Chief Executive Officer, Allied Esports International

Yinghua Chen transitioned from CEO of Allied Gaming & Entertainment to Chief Executive Officer of Allied Esports International, a wholly-owned subsidiary of AGAE, on June 26, 2025, to focus on content strategy and the development of global animation IPs and gaming assets. Ms. Chen was a key member of the founding team at The Balloch Group, a consulting and investment banking firm that was later acquired by Canaccord Genuity as its Asia Headquarter. Her work at The Balloch Group focused on transactions in the financial, media, resources, and pharmaceutical industries.

Guanzhou (Jerry) Qin, Director

Guanzhou (Jerry) Qin has served as a director of Allied Gaming & Entertainment since 2021. He has been the CFO of Novlead Inc. since November 2021. Previously, he was the Finance Director of Content Business at Tencent Holdings from February 2020 to November 2021 and the Head of Finance at Aibee Inc., an artificial-intelligence startup, from September 2018 to February 2020. Mr. Qin's experience also includes serving as Senior Finance Director of APAC for TripAdvisor and Glu Mobile from June 2012 to August 2018, and as Finance Controller at J&J China and Motorola China from 2003 to 2009. He began his career as a consultant for Andersen/PWC.

Yushi Guo, Director

Yushi Guo has been a director of Allied Gaming & Entertainment since 2022. He is the founder and CEO of PanoSoar Management Technology Co., Ltd., a company dedicated to building technological platforms for small and medium-sized businesses. In 2011, Mr. Guo founded Beijing Panorfinity Consulting Co., Ltd., which provides management consulting, board advisory, and executive search services. He also served as an independent non-executive director of Ourgame International Holdings Limited from November 2021 to July 2024. Prior to founding his own companies, Mr. Guo was a client partner at Korn Ferry International from 2009 to 2011 and at Gallup Consulting from 2003 to 2009.

AI Analysis | Feedback

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Key Risks to Allied Gaming & Entertainment (AGAE)

  1. Operational and Financial Challenges, including Litigation and Execution Risk: Allied Gaming & Entertainment faces significant operational and financial challenges, including risks related to its ability to execute strategic and business plans, retain key personnel, and manage ongoing litigation and associated legal expenses. The company's financial health has been assessed as indicating "poor business operations," with a Piotroski F-Score of 2, and an Altman Z-Score of -2.13 placing it in a "distress zone," implying a potential risk of bankruptcy within two years. The company has reported net losses, and operating expenses have been impacted by increased legal and professional fees due to dissident stockholder complaints and a proxy contest.
  2. Intense Competition and Evolving Market Dynamics in Esports and Online Gaming: The media industry, in which Allied Gaming & Entertainment operates, is dynamic and highly competitive, presenting challenges related to technological advancements and changing consumer preferences. Both the esports and online poker sectors are characterized by fierce competition from established platforms and new entrants. The company must continuously differentiate its offerings, build a strong community, and react to fast-moving trends as new esports brands emerge daily and audience behaviors, such as shifts in game popularity or platform preferences, can change rapidly.
  3. Regulatory and Legal Risks in Online Gaming: Allied Gaming & Entertainment's involvement in online poker through products like ClubWPT, PlayWPT, and Alpha8 subjects it to complex and constantly evolving gambling laws and regulations across various jurisdictions. The legal landscape for online gambling can shift, requiring adjustments to business models or licensing. Non-compliance with these diverse regulations can lead to severe legal consequences, fines, business closure, and reputational damage. Obtaining and maintaining the necessary licenses can also be a lengthy and costly process.
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AI Analysis | Feedback

The increasing adoption and sophistication of metaverse and virtual reality platforms for immersive digital experiences could emerge as a significant threat to Allied Gaming & Entertainment's reliance on physical esports arenas and events. If fans and players increasingly prefer to engage with esports through virtual environments that offer high levels of interactivity and accessibility from anywhere, the demand for traditional brick-and-mortar venues and mobile esports trucks may diminish.

AI Analysis | Feedback

Allied Gaming & Entertainment (AGAE) operates in two primary markets: esports and online poker. The addressable market sizes for these segments are as follows:

Esports

The global esports market was estimated to be between approximately USD 1.75 billion and USD 2.13 billion in 2024. Projections indicate significant growth, with the market expected to reach around USD 7.46 billion by 2030 and potentially USD 9.85 billion by 2033. Another estimate projects the global esports market to reach USD 10.3 billion by 2034.

Online Poker

There is a notable variance in the reported market sizes for online poker. Some estimations place the global online poker market size at approximately USD 3.86 billion in 2024, with a projection to reach USD 6.90 billion by 2030. Other sources suggest a larger market, with estimates around USD 7.98 billion in 2024, growing to USD 37.19 billion by 2030. Another comprehensive report valued the global online poker market at approximately USD 112.05 billion in 2024, forecasting an increase to around USD 415.74 billion by 2034. This broader definition likely includes social poker products, which align with Allied Gaming & Entertainment's offerings like ClubWPT, PlayWPT, and Alpha8.

AI Analysis | Feedback

Allied Gaming & Entertainment (AGAE) is expected to drive future revenue growth over the next 2-3 years through several strategic initiatives: * Growth in Casual Mobile Gaming: The company anticipates continued revenue expansion from its casual mobile gaming division, primarily driven by the full integration and strong performance of Z-Tech. This includes sustained growth in in-game advertising revenue and the planned introduction of new casual mobile game titles, as well as leveraging Z-Tech for game distribution within Allied Mobile Entertainment's catalog. * Expansion of Experiential and Live Entertainment: Allied Gaming & Entertainment is focused on expanding its higher-margin experiential and live entertainment businesses. This includes strong demand and increased in-person revenues from venues like the HyperX Arena, hosting various events, and the strategic launch of new initiatives such as the World Mahjong Tour, which is expected to accelerate growth. The company also provides live concert promotion and event organizing services through its Skyline subsidiary. * Blockchain and Web3 Integration: A significant driver involves the company's strategic pivot towards blockchain and Web3 innovation. This encompasses initial investments in cryptocurrencies like Bitcoin and Ethereum as part of its corporate treasury management, and future initiatives to expand blockchain-based payment options across its esports events, gaming platforms, and experiential entertainment venues. The company is also actively pursuing the tokenization of real-world assets (RWA). * Strategic Investments in Globally Recognized Intellectual Property: Allied Gaming & Entertainment is committed to investing in iconic intellectual properties with broad, cross-generational appeal and multi-platform potential. An example of this strategy is the company's investment in the production of The Angry Birds Movie 3 through Flywheel Media, which aims to support growth and expand global audience reach.

AI Analysis | Feedback

Share Repurchases

  • Allied Esports Entertainment Inc. authorized a stock repurchase program of up to $10 million of its outstanding common stock in November 2022, expected to be completed over the subsequent 24 months.
  • In Q4 2022, the company spent $600,000 on share repurchases at an average price of $1.02 per share.
  • During Q1 of 2023, an additional 1.1 million shares were repurchased for $1.5 million at an average price of $1.28 per share.

Share Issuance

  • In October 2024, Yellow River Global Capital invested $6,600,000 by subscribing to 6,000,000 shares of the Company's common stock.
  • Elite Fun Entertainment Co. Ltd. agreed to a strategic investment in December 2023, acquiring 7,330,000 shares of common stock for a total of $6,597,000.

Inbound Investments

  • Allied Gaming & Entertainment announced a strategic investment of $6,600,000 from Yellow River Global Capital in October 2024.
  • In December 2023, Elite Fun Entertainment Co., Ltd. made a strategic investment totaling $6,597,000 in Allied Gaming & Entertainment.

Outbound Investments

  • In November 2025, the company acquired Saiju School, a Japanese vocational high school, marking its entry into Japan's accredited secondary education system.
  • Allied Gaming & Entertainment participated in the production investment of "The Angry Birds Movie 3" through Flywheel Media as part of its strategy to invest in globally iconic intellectual property and original content.
  • The company made an initial strategic investment in Bitcoin and Ethereum by September 2025, as part of its corporate treasury management and broader blockchain strategy.

Capital Expenditures

  • Capital expenditures for the company were reported as approximately -$0.1 million.
  • Allied Gaming & Entertainment's business plan indicates a requirement for significant capital expenditures to expand marketing efforts and operations in existing and new geographies and vertical markets.

Better Bets vs. Allied Gaming & Entertainment (AGAE)

Latest Trefis Analyses

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0ARTICLES

Trade Ideas

Select ideas related to AGAE.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
CMCSA_4242026_Dip_Buyer_FCFYield04242026CMCSAComcastDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
-1.9%-1.9%-2.9%
TTD_4022026_Dip_Buyer_High_CFO_Margins_ExInd_DE04022026TTDTrade DeskDip BuyDB | CFO/Rev | Low D/EDip Buy with High Cash Flow Margins
Buying dips for companies with significant cash flows from operations and reasonable debt / market cap
7.0%7.0%-8.9%
META_3272026_Dip_Buyer_ValueBuy03272026METAMeta PlatformsDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
16.4%16.4%0.0%
CARG_3062026_Insider_Buying_GTE_1Mil_EBITp+DE_V203062026CARGCarGurusInsiderInsider Buys | Low D/EStrong Insider Buying
Companies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap
8.3%8.3%-8.3%
YELP_2132026_Dip_Buyer_High_CFO_Margins_ExInd_DE02132026YELPYelpDip BuyDB | CFO/Rev | Low D/EDip Buy with High Cash Flow Margins
Buying dips for companies with significant cash flows from operations and reasonable debt / market cap
31.6%31.6%-5.7%

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

AGAEGAMESKLZMSGMDKNGPENNMedian
NameAllied G.GameSqua.Skillz Motorspo.DraftKin.PENN Ent. 
Mkt Price0.430.456.275.3224.5015.935.79
Mkt Cap0.00.00.10.012.12.10.1
Rev LTM867104116,2927,06886
Op Inc LTM-23-15-71336326-6
FCF LTM-4-76-753569-66-35
FCF 3Y Avg-10-41-57-5275-114-25
CFO LTM-0-18-6947335892
CFO 3Y Avg-8-22-49-4411433-6

Growth & Margins

AGAEGAMESKLZMSGMDKNGPENNMedian
NameAllied G.GameSqua.Skillz Motorspo.DraftKin.PENN Ent. 
Rev Chg LTM-14.2%27.2%12.5%30.0%25.8%6.4%19.2%
Rev Chg 3Y Avg6.0%19.3%-23.3%7.6%35.2%2.9%6.8%
Rev Chg Q-14.6%142.4%68.9%94.9%16.8%6.4%42.9%
QoQ Delta Rev Chg LTM-3.8%19.4%13.3%19.9%3.9%1.5%8.6%
Op Inc Chg LTM-107.3%33.3%22.8%165.0%107.0%44.4%38.8%
Op Inc Chg 3Y Avg-38.7%-7.6%31.9%92.0%57.4%5.5%18.7%
Op Mgn LTM-288.6%-22.8%-68.3%28.8%0.6%4.6%-11.1%
Op Mgn 3Y Avg-171.9%-36.4%-80.4%-69.2%-7.7%3.4%-52.8%
QoQ Delta Op Mgn LTM-85.6%17.5%17.8%7.4%0.8%0.7%4.1%
CFO/Rev LTM-2.7%-27.6%-66.0%36.1%11.7%8.3%2.8%
CFO/Rev 3Y Avg-95.6%-41.6%-40.3%-64.7%7.4%6.4%-40.9%
FCF/Rev LTM-56.1%-114.3%-71.8%29.4%9.0%-0.9%-28.5%
FCF/Rev 3Y Avg-118.9%-70.5%-46.0%-70.8%4.7%-1.7%-58.3%

Valuation

AGAEGAMESKLZMSGMDKNGPENNMedian
NameAllied G.GameSqua.Skillz Motorspo.DraftKin.PENN Ent. 
Mkt Cap0.00.00.10.012.12.10.1
P/S2.10.70.92.61.90.31.4
P/Op Inc-0.7-2.9-1.39.0333.16.52.9
P/EBIT-0.7-2.8-1.74.4180.0-3.7-1.2
P/E-0.7-1.1-1.44.2206.5-2.2-0.9
P/CFO-77.9-2.4-1.47.216.53.61.1
Total Yield-126.6%-91.8%-71.9%23.6%0.5%-45.0%-58.5%
Dividend Yield0.0%0.0%0.0%0.0%0.0%0.0%0.0%
FCF Yield 3Y Avg-36.0%-179.9%-88.8%-73.4%2.3%-4.6%-54.7%
D/E2.40.11.30.00.25.30.7
Net D/E-1.0-0.0-0.7-0.20.14.9-0.1

Returns

AGAEGAMESKLZMSGMDKNGPENNMedian
NameAllied G.GameSqua.Skillz Motorspo.DraftKin.PENN Ent. 
1M Rtn50.3%22.1%154.9%46.2%10.2%4.5%34.1%
3M Rtn58.3%47.2%66.8%47.8%-10.0%17.1%47.5%
6M Rtn-18.4%-17.5%1.0%55.1%-19.8%2.1%-8.2%
12M Rtn-69.1%-29.9%12.4%113.7%-32.4%1.9%-14.0%
3Y Rtn-55.2%-89.2%-39.6%7.0%4.1%-35.3%-37.5%
1M Excs Rtn42.2%13.2%146.3%37.4%1.5%-4.3%25.3%
3M Excs Rtn52.2%40.8%60.4%41.3%-16.4%10.7%41.1%
6M Excs Rtn-29.9%-25.5%-12.3%132.6%-22.7%-1.6%-17.5%
12M Excs Rtn-96.5%-59.4%-11.6%98.4%-61.6%-26.7%-43.1%
3Y Excs Rtn-133.3%-172.3%-126.6%-75.5%-67.5%-121.2%-123.9%

Comparison Analyses

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Financials

Segment Financials

Revenue by Segment
$ Mil20242023202220212020
E-sports7    
Casual Mobile Gaming10   
Concerts0    
Corporate0    
Distribution revenue 010 
Event revenue 3214
Food and beverage revenue 1001
Merchandising revenue 0000
Non-fungible token (NFT) revenue 0   
Sponsorship revenue 2122
Ticket and gaming revenue 1001
Other revenue  000
Content revenue    0
Total86538


Operating Income by Segment
$ Mil20242023202220212020
Concerts0    
Casual Mobile Gaming-0    
E-sports-2    
Corporate-4    
Total-7    


Assets by Segment
$ Mil20242023202220212020
Corporate76    
Casual Mobile Gaming19    
E-sports11    
Concerts6    
Total112    


Price Behavior

Price Behavior
Market Price$0.46 
Market Cap ($ Bil)0.0 
First Trading Date10/25/2017 
Distance from 52W High-87.0% 
   50 Days200 Days
DMA Price$0.39$0.64
DMA Trenddownup
Distance from DMA18.1%-27.8%
 3M1YR
Volatility156.3%147.3%
Downside Capture1.201.78
Upside Capture453.15114.19
Correlation (SPY)22.6%19.8%
AGAE Betas & Captures as of 4/30/2026

 1M2M3M6M1Y3Y
Beta4.252.722.562.492.561.04
Up Beta1.072.021.722.333.541.17
Down Beta18.53-3.38-0.050.832.170.55
Up Capture972%686%605%349%166%82%
Bmk +ve Days15223166141428
Stock +ve Days1220305195314
Down Capture2320%314%225%236%194%109%
Bmk -ve Days4183056108321
Stock -ve Days10233474152397

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with AGAE
AGAE-64.6%149.2%-0.07-
Sector ETF (XLC)19.9%13.3%1.1114.4%
Equity (SPY)28.1%12.5%1.7820.1%
Gold (GLD)42.9%26.9%1.30-1.9%
Commodities (DBC)48.6%18.0%2.14-6.4%
Real Estate (VNQ)13.6%13.5%0.7012.1%
Bitcoin (BTCUSD)-22.4%41.7%-0.5012.2%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with AGAE
AGAE-23.4%87.9%0.06-
Sector ETF (XLC)9.6%20.7%0.3713.7%
Equity (SPY)12.9%17.1%0.5916.6%
Gold (GLD)21.2%17.9%0.962.1%
Commodities (DBC)13.5%19.1%0.582.5%
Real Estate (VNQ)3.6%18.8%0.0911.8%
Bitcoin (BTCUSD)8.5%56.0%0.366.2%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with AGAE
AGAE-23.7%98.4%0.06-
Sector ETF (XLC)9.6%22.3%0.5015.1%
Equity (SPY)15.0%17.9%0.7216.1%
Gold (GLD)13.4%15.9%0.703.5%
Commodities (DBC)9.5%17.7%0.456.9%
Real Estate (VNQ)5.6%20.7%0.2413.7%
Bitcoin (BTCUSD)68.1%66.9%1.078.1%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date4302026
Short Interest: Shares Quantity2.4 Mil
Short Interest: % Change Since 4152026-69.0%
Average Daily Volume14.4 Mil
Days-to-Cover Short Interest1
Basic Shares Quantity38.2 Mil
Short % of Basic Shares6.2%

Earnings Returns History

Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
11/20/2025-2.9%3.2%10.1%
8/14/2025-4.7%-20.1%-12.8%
11/14/20240.9%-7.6%-31.4%
8/19/2024-12.9%-5.8%1.4%
3/27/2024-5.6%-8.4%-24.8%
8/10/20235.1%-6.3%-9.5%
3/23/2023-0.9%1.7%-3.4%
5/25/2022-2.7%3.4%-4.0%
...
SUMMARY STATS   
# Positive332
# Negative667
Median Positive2.8%3.2%5.7%
Median Negative-3.8%-6.9%-9.5%
Max Positive5.1%3.4%10.1%
Max Negative-12.9%-20.1%-31.4%

SEC Filings

Expand for More
Report DateFiling DateFiling
09/30/202511/19/202510-Q
06/30/202508/14/202510-Q
03/31/202507/07/202510-Q
12/31/202406/09/202510-K
09/30/202411/14/202410-Q
06/30/202408/19/202410-Q
03/31/202405/20/202410-Q
12/31/202303/28/202410-K
09/30/202311/09/202310-Q
06/30/202308/10/202310-Q
03/31/202305/11/202310-Q
12/31/202203/24/202310-K
09/30/202211/16/202210-Q
06/30/202208/15/202210-Q
03/31/202206/24/202210-Q
12/31/202105/26/202210-K