Tearsheet

Super League Enterprise (SLE)


Market Price (4/16/2026): $4.18 | Market Cap: $4.8 Mil
Sector: Communication Services | Industry: Interactive Media & Services

Super League Enterprise (SLE)


Market Price (4/16/2026): $4.18
Market Cap: $4.8 Mil
Sector: Communication Services
Industry: Interactive Media & Services

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 -302%

Megatrend and thematic drivers
Megatrends include Digital Content & Streaming, and Social Media & Creator Economy. Themes include Gaming Content & Platforms, and Creator Economy Monetization.

Weak multi-year price returns
2Y Excs Rtn is -136%, 3Y Excs Rtn is -169%

Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -13 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -115%

Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -30%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -13%, Rev Chg QQuarterly Revenue Change % is -6.6%

Significant share based compensation
SBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 20%

Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -94%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -96%

Valuation getting more expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 631%

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 -439%

High stock price volatility
Vol 12M is 218%

Key risks
SLE key risks include [1] a going concern warning from auditors due to severe financial instability and cash shortages, 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 -302%
1 Megatrend and thematic drivers
Megatrends include Digital Content & Streaming, and Social Media & Creator Economy. Themes include Gaming Content & Platforms, and Creator Economy Monetization.
2 Weak multi-year price returns
2Y Excs Rtn is -136%, 3Y Excs Rtn is -169%
3 Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -13 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -115%
4 Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -30%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -13%, Rev Chg QQuarterly Revenue Change % is -6.6%
5 Significant share based compensation
SBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 20%
6 Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -94%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -96%
7 Valuation getting more expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 631%
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 -439%
9 High stock price volatility
Vol 12M is 218%
10 Key risks
SLE key risks include [1] a going concern warning from auditors due to severe financial instability and cash shortages, Show more.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Super League Enterprise (SLE) stock has lost about 45% since 12/31/2025 because of the following key factors:

1. Reverse Stock Split Impact: Super League Enterprise enacted a 1-for-12 reverse stock split on January 23, 2026. This corporate action, often perceived negatively by investors as an attempt to artificially inflate share price or maintain listing requirements, can contribute to a decline in market capitalization and investor confidence immediately following its implementation.

2. Significant Q4 2025 Earnings Miss: The company reported a Q4 2025 diluted earnings per share (EPS) of -$9.44, substantially missing the analyst estimate of -$0.30, representing a negative earnings surprise of 202.56%. Additionally, Q4 2025 revenue of $3.2 million fell short of the $3.7 million estimate, a decrease of 13.51% year-over-year, further disappointing market expectations. This poor financial performance led to an 8.56% drop in the stock price after the earnings release.

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Stock Movement Drivers

Fundamental Drivers

The -43.9% change in SLE stock from 12/31/2025 to 4/15/2026 was primarily driven by a -92.2% change in the company's Shares Outstanding (Mil).
(LTM values as of)123120254152026Change
Stock Price ($)7.334.11-43.9%
Change Contribution By: 
Total Revenues ($ Mil)1211-2.0%
P/S Multiple0.10.4630.6%
Shares Outstanding (Mil)01-92.2%
Cumulative Contribution-43.9%

LTM = Last Twelve Months as of date shown

Market Drivers

12/31/2025 to 4/15/2026
ReturnCorrelation
SLE-43.9% 
Market (SPY)-5.4%4.0%
Sector (XLC)-0.3%6.4%

Fundamental Drivers

The -92.4% change in SLE stock from 9/30/2025 to 4/15/2026 was primarily driven by a -95.4% change in the company's Shares Outstanding (Mil).
(LTM values as of)93020254152026Change
Stock Price ($)53.884.11-92.4%
Change Contribution By: 
Total Revenues ($ Mil)1411-16.5%
P/S Multiple0.20.499.3%
Shares Outstanding (Mil)01-95.4%
Cumulative Contribution-92.4%

LTM = Last Twelve Months as of date shown

Market Drivers

9/30/2025 to 4/15/2026
ReturnCorrelation
SLE-92.4% 
Market (SPY)-2.9%-7.8%
Sector (XLC)-0.5%3.4%

Fundamental Drivers

The -96.4% change in SLE stock from 3/31/2025 to 4/15/2026 was primarily driven by a -97.1% change in the company's Shares Outstanding (Mil).
(LTM values as of)33120254152026Change
Stock Price ($)112.804.11-96.4%
Change Contribution By: 
Total Revenues ($ Mil)1611-29.9%
P/S Multiple0.20.478.4%
Shares Outstanding (Mil)01-97.1%
Cumulative Contribution-96.4%

LTM = Last Twelve Months as of date shown

Market Drivers

3/31/2025 to 4/15/2026
ReturnCorrelation
SLE-96.4% 
Market (SPY)16.3%5.4%
Sector (XLC)22.8%11.5%

Fundamental Drivers

The -98.5% change in SLE stock from 3/31/2023 to 4/15/2026 was primarily driven by a -99.7% change in the company's Shares Outstanding (Mil).
(LTM values as of)33120234152026Change
Stock Price ($)266.304.11-98.5%
Change Contribution By: 
Total Revenues ($ Mil)2011-42.4%
P/S Multiple0.10.4693.9%
Shares Outstanding (Mil)01-99.7%
Cumulative Contribution-98.5%

LTM = Last Twelve Months as of date shown

Market Drivers

3/31/2023 to 4/15/2026
ReturnCorrelation
SLE-98.5% 
Market (SPY)63.3%2.9%
Sector (XLC)108.5%5.6%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
SLE Return-17%-86%352%-59%-98%-45%-100%
Peers Return158%-57%33%-5%33%-17%53%
S&P 500 Return27%-19%24%23%16%2%85%

Monthly Win Rates [3]
SLE Win Rate58%17%33%42%17%25% 
Peers Win Rate53%27%55%50%53%40% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
SLE Max Drawdown-20%-87%-75%-66%-98%-54% 
Peers Max Drawdown-12%-65%-20%-34%-26%-34% 
S&P 500 Max Drawdown-1%-25%-1%-2%-15%-7% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: RBLX, U, GAME, MSFT, GOOGL.
[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 4/15/2026 (YTD)

How Low Can It Go

Unique KeyEventSLES&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-99.2%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven11745.8%34.1%
2022 Inflation ShockTime to BreakevenTime to BreakevenNot Fully Recovered days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-63.5%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven174.1%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven101 days148 days

Compare to RBLX, U, GAME, MSFT, GOOGL

In The Past

Super League Enterprise's stock fell -99.2% during the 2022 Inflation Shock from a high on 3/19/2021. A -99.2% loss requires a 11745.8% gain to breakeven.

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About Super League Enterprise (SLE)

Super League Gaming, Inc. builds and operates networks of games, monetization tools, and content channels across metaverse gaming platforms that empower developers, energize players, and entertain fans. The company's solutions provide access to an audience consisting of players in the metaverse environments, fans of various gaming influencers, and viewers of gameplay content across social media and digital video platforms. The company's platform includes access to in-game communities, a metaverse advertising platform, and a network of highly viewed channels and original shows on Instagram, TikTok, Snap, YouTube, and Twitch, as well as cloud-based livestream production tools and an esports invitational tournament series. Its properties also deliver opportunities for brands and advertisers to achieve insights and marketing outcomes with gamers of various ages. The company was formerly known as Nth Games, Inc. and changed its name to Super League Gaming, Inc. in June 2015. Super League Gaming, Inc. was incorporated in 2014 and is headquartered in Santa Monica, California.

AI Analysis | Feedback

Here are 1-3 brief analogies for Super League Gaming, Inc. (SLE):
  • It's like Google AdSense for the metaverse gaming world.
  • It's like a Twitch or YouTube for content and communities around metaverse games.
  • It's like a Shopify for metaverse game developers and content creators.

AI Analysis | Feedback

  • Metaverse Gaming Platform & Content Network: Builds and operates a comprehensive platform that includes networks of games, content channels, and in-game communities across various metaverse environments.
  • Monetization Tools: Provides tools designed to help developers and creators effectively monetize their content and presence within metaverse gaming platforms.
  • Metaverse Advertising Platform: Offers a specialized platform for brands and advertisers to reach a broad audience of gamers and achieve marketing outcomes within the metaverse.
  • Social Media & Digital Video Content Network: Operates a network of highly viewed channels and produces original shows across major platforms such as Instagram, TikTok, YouTube, and Twitch.
  • Cloud-Based Livestream Production Tools: Develops and provides tools for creators to produce high-quality livestream content efficiently.
  • Esports Invitational Tournament Series: Organizes and hosts competitive gaming tournaments, engaging both players and fans within the esports community.

AI Analysis | Feedback

Super League Gaming, Inc. (symbol: SLE) primarily sells to other companies. Its major customers are:

  • Brands
  • Advertisers

The company provides these customers with opportunities to achieve insights and marketing outcomes with gamers of various ages, utilizing its metaverse advertising platform and access to audiences across metaverse environments, social media, and digital video platforms.

AI Analysis | Feedback

  • Roblox Corporation (RBLX)
  • Microsoft (MSFT)
  • Alphabet Inc. (GOOGL) (for YouTube)
  • Amazon.com, Inc. (AMZN) (for Twitch)
  • Meta Platforms, Inc. (META) (for Instagram)
  • ByteDance (for TikTok)
  • Snap Inc. (SNAP)

AI Analysis | Feedback

Matt Edelman, Chairman, Chief Executive Officer, and President

Mr. Edelman was appointed CEO in April 2025, after having served as President and Chief Commercial Officer. In this role, he "architected a comprehensive corporate restructuring, strengthening the company's balance balance sheet and raising more than $26 million in six months, culminating in a $20 million private placement in October 2025". Prior to his CEO appointment, he led multiple M&A transactions, drove over 20x revenue growth, oversaw hundreds of brand partnerships, and supported the company's NASDAQ IPO. Mr. Edelman has founded and operated ventures across digital marketing, the consumer internet, content production, social commerce, and generative AI. Before joining Super League, he built and scaled Endeavor's digital operations and marketing solutions division and played a role in the launch of Marvel Studios and Marvel.com.

Clayton Haynes, Chief Financial Officer and Secretary

Mr. Haynes was appointed Chief Financial Officer in August 2018. From 2001 to August 2018, he served as Chief Financial Officer, Senior Vice President of Finance and Treasurer of Acacia Research Corporation (NASDAQ: ACTG), a company specializing in intellectual property licensing and enforcement and technology investment. Earlier in his career, from 1992 to March 2001, Mr. Haynes was employed by PricewaterhouseCoopers LLP, where he advanced to the position of Manager in the Audit and Business Advisory Services practice.

Hunter Williams, Director

Mr. Williams is an accomplished entrepreneur and digital-asset strategist with significant expertise in technology, decentralized finance, and project economics, complemented by a foundation in legal and compliance operations. Over the past decade, he has advised high-growth companies in the digital asset sector and has architected and advised multiple project strategies that have achieved billion-dollar fully diluted valuations.

Mark Jung, Independent Director

Mr. Jung has nearly three decades of experience as a C-suite executive within various prominent digital entertainment companies and possesses extensive public and private board member experience. He is the founder of IGN Entertainment, which he successfully took public and subsequently sold to News Corp. During his tenure at News Corp, Mr. Jung served as COO of the Fox Interactive Media Group, where he was responsible for overseeing all of its internet properties and related operations worldwide.

AI Analysis | Feedback

The public company Super League Enterprise (symbol: SLE) faces several key risks to its business:

  1. Financial Instability and Lack of Consistent Profitability: Super League Enterprise has demonstrated significant financial challenges, with reported negative revenue growth, substantial operating losses, and a lack of consistent profitability. The company recorded a three-year revenue growth rate of -38.8% and considerable negative operating and net margins. Its balance sheet shows financial strain, including a low current ratio and negative debt-to-equity ratio, leading to an Altman Z-Score indicating a high risk of bankruptcy within two years. Furthermore, the company has historically reported net losses and relies on capital raises, with proceeds often used for debt repayment, suggesting ongoing liquidity issues.
  2. Nasdaq Delisting Risk: Super League Enterprise has received notifications from Nasdaq regarding non-compliance with listing requirements, specifically failing to maintain the minimum bid price of $1.00 per share and not holding an annual meeting of stockholders within the stipulated timeframe. The company's ability to regain and maintain compliance with these standards, including the minimum stock price, is an ongoing risk that could impact its public market standing and access to capital.
  3. Dependence on Third-Party Platforms and Intense Competition: Super League Gaming's business model heavily relies on partnerships with third-party platforms such as Twitch and YouTube for content distribution and revenue generation. Approximately 70% of the company's content was streamed through external platforms as of 2023, exposing it to risks from changes in platform policies, monetization strategies, or shifts in user base. The interactive media industry is highly competitive, with the rise of larger, well-capitalized players in esports and gaming posing a significant threat, potentially leading to pricing pressure, higher customer acquisition costs, and increased investment requirements that could impact profitability. The company must continuously adapt to evolving user preferences and technology standards within dynamic gaming platforms and virtual ecosystems.

AI Analysis | Feedback

The increasing tendency of dominant metaverse gaming platforms (e.g., Roblox, Epic Games with Fortnite) to develop and expand their own native developer tools, in-platform advertising solutions, and content creator support systems. This trend could directly disintermediate Super League Enterprise by offering competing services with deeper integration and potentially greater scale, thereby marginalizing SLE's role as an intermediary for monetization, community building, and content distribution within these metaverse environments.

AI Analysis | Feedback

Super League Enterprise (SLE) operates within several addressable markets related to gaming, esports, content creation, and advertising in virtual environments. Here are the estimated sizes for its main product and service markets globally:

  • Metaverse Gaming: The global metaverse in gaming market was valued at approximately USD 23.89 billion in 2024 and is projected to expand significantly to around USD 766.58 billion by 2034, demonstrating a compound annual growth rate (CAGR) of roughly 37.2% from 2025 to 2034.
  • Esports: The global esports market was valued at USD 1.75 billion in 2024 and is anticipated to grow to USD 9.85 billion by 2033, at a CAGR of 21.2% during the forecast period of 2026–2033.
  • Gaming Content Streaming: The global game streaming market size was estimated at USD 10.85 billion in 2024 and is projected to reach USD 31.63 billion by 2033, with a CAGR of 12.9% from 2025 to 2033.
  • In-Game Advertising: The global in-game advertising market size was valued at USD 9.01 billion in 2024 and is poised for growth to USD 23.42 billion by 2033, exhibiting a CAGR of 11.2% during the forecast period of 2026–2033.
  • Metaverse Advertising: The global metaverse advertising industry is projected to reach a value of USD 7.5 billion by 2030.

AI Analysis | Feedback

Expected Drivers of Future Revenue Growth for Super League Enterprise (SLE)

  • Expansion into Digital Asset Strategy: Super League is accelerating its efforts to integrate digital assets, including brand-owned digital collectibles, gamified loyalty experiences, creator-driven digital goods, and tokenized incentives, with a targeted launch in the first quarter of 2026. This initiative is expected to unlock high-margin, next-generation revenue streams.
  • Growth in Playable Media and Metaverse Advertising: The company is a recognized leader in playable media, providing brands with solutions to reach gaming audiences across metaverse platforms such as Roblox, Minecraft, and Fortnite. Strategic partnerships and the continued activation of playable ad campaigns are central to leveraging the fast-growing categories of playable ads, immersive experiences, and gamified commerce.
  • Diversification and Expansion into Mobile Gaming and New Platforms: Super League is strategically expanding its presence in the mobile gaming arena, anticipating significant growth in mobile gaming revenue to at least 25% of its total revenue by the end of 2025. The company is also adapting to evolving ecosystems across immersive platforms to identify new growth opportunities. Recent acquisitions, such as Let's Bounce, Inc. in January 2026, are aimed at enhancing automation, measurement, and loyalty solutions within gaming environments.
  • Acquisition of Strategic, Revenue-Generating Properties: Super League is focused on building an owned and operated portfolio of cash-generating assets within the gaming creator economy. The investment in the popular Roblox game "Hide or Die!" in January 2026 is an initial step in this strategy, which is designed to contribute cash flow, provide unique data insights, and create proprietary opportunities for brand partnerships.
  • Strategic Partnerships and New Revenue Channels: The company is actively pursuing new partnerships to expand its monetization channels and diversify revenue streams. An example includes the partnership with ES3 for INGAGE interactive CTV ad experiences, which opens access to growing CTV advertising budgets. This strategy focuses on larger, higher-margin programs and inorganic growth opportunities.

AI Analysis | Feedback

Share Issuance

  • Shares outstanding significantly increased from 0.07 million in 2023 to 1.09 million in 2025, representing a 216.11% increase in 2025 and a 366.46% increase in 2024.
  • The company conducted a 1-for-12 reverse stock split on January 23, 2026.
  • Super League received $4,000,000 in gross proceeds from a private placement of notes and warrants.

Inbound Investments

  • Super League received an investment from Evo Fund, expanding its presence into the crypto environment through a private placement.
  • The company secured $4,000,000 in gross proceeds from a private placement that generated notes and warrants.

Outbound Investments

  • Super League acquired Let's Bounce.
  • Super League acquired a stake in the Roblox game: Hide or Die!

Capital Expenditures

  • Capital expenditures were reported as $0 in Q4 2024.
  • Capital expenditures were noted as $23,000 in a period where they consumed most of the operating cash flow.

Better Bets vs. Super League Enterprise (SLE)

Trade Ideas

Select ideas related to SLE.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
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
8.8%8.8%0.0%
MSFT_3272026_Dip_Buyer_ValueBuy03272026MSFTMicrosoftDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
3.8%3.8%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
1.2%1.2%-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
17.9%17.9%-5.7%
TRIP_2132026_Dip_Buyer_High_FCF_Yield_ExInd_DE_RevG02132026TRIPTripadvisorDip BuyDB | FCF Yield | Low D/EDip Buy with High Free Cash Flow Yield
Buying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap
10.9%10.9%-3.9%

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

SLERBLXUGAMEMSFTGOOGLMedian
NameSuper Le.Roblox Unity So.GameSqua.MicrosoftAlphabet  
Mkt Price4.1159.7925.260.40411.22337.1242.52
Mkt Cap0.042.110.90.03,055.84,070.426.5
Rev LTM114,8911,85067305,453402,8373,370
Op Inc LTM-13-1,232-479-15142,559129,039-14
FCF LTM-111,353401-7677,41273,266877
FCF 3Y Avg-13706284-4171,62971,842495
CFO LTM-111,796423-18160,506164,7131,110
CFO 3Y Avg-131,026324-22129,579130,586675

Growth & Margins

SLERBLXUGAMEMSFTGOOGLMedian
NameSuper Le.Roblox Unity So.GameSqua.MicrosoftAlphabet  
Rev Chg LTM-29.9%35.8%2.0%27.2%16.7%15.1%15.9%
Rev Chg 3Y Avg-12.6%30.1%14.1%19.3%14.4%12.5%14.2%
Rev Chg Q-6.6%43.2%10.1%142.4%16.7%18.0%17.4%
QoQ Delta Rev Chg LTM-2.0%9.6%2.5%19.4%4.0%4.5%4.2%
Op Inc Chg LTM22.7%-15.9%36.6%33.3%21.1%14.8%21.9%
Op Inc Chg 3Y Avg25.4%-12.2%17.2%-7.6%19.9%20.3%18.5%
Op Mgn LTM-115.2%-25.2%-25.9%-22.8%46.7%32.0%-24.0%
Op Mgn 3Y Avg-103.0%-33.2%-35.2%-36.4%45.3%30.5%-34.2%
QoQ Delta Op Mgn LTM10.8%-0.2%1.6%17.5%0.4%-0.2%1.0%
CFO/Rev LTM-94.1%36.7%22.9%-27.6%52.5%40.9%29.8%
CFO/Rev 3Y Avg-75.6%25.3%17.0%-41.6%48.5%36.6%21.2%
FCF/Rev LTM-96.2%27.7%21.7%-114.3%25.3%18.2%19.9%
FCF/Rev 3Y Avg-78.1%16.6%15.0%-70.5%27.2%20.5%15.8%

Valuation

SLERBLXUGAMEMSFTGOOGLMedian
NameSuper Le.Roblox Unity So.GameSqua.MicrosoftAlphabet  
Mkt Cap0.042.110.90.03,055.84,070.426.5
P/S0.48.65.90.610.010.17.2
P/Op Inc-0.4-34.2-22.7-2.621.431.5-1.5
P/EBIT-0.4-41.0-29.3-2.520.525.5-1.4
P/E-0.2-39.5-27.0-1.025.630.8-0.6
P/CFO-0.423.425.7-2.119.024.721.2
Total Yield-434.5%-2.5%-3.7%-103.3%4.7%3.5%-3.1%
Dividend Yield0.0%0.0%0.0%0.0%0.8%0.2%0.0%
FCF Yield 3Y Avg-241.6%1.5%2.1%-179.9%2.3%3.0%1.8%
D/E0.00.00.20.10.00.00.0
Net D/E-3.0-0.00.0-0.0-0.0-0.0-0.0

Returns

SLERBLXUGAMEMSFTGOOGLMedian
NameSuper Le.Roblox Unity So.GameSqua.MicrosoftAlphabet  
1M Rtn-7.6%1.0%27.8%36.2%2.8%10.3%6.6%
3M Rtn-52.8%-27.9%-39.9%-12.6%-10.3%0.5%-20.2%
6M Rtn-91.2%-56.8%-32.5%-43.2%-19.6%34.5%-37.8%
12M Rtn-96.4%1.5%34.2%-40.1%7.4%116.4%4.5%
3Y Rtn-98.0%30.8%-14.2%-93.4%47.1%212.2%8.3%
1M Excs Rtn-12.5%-3.8%23.0%31.3%-2.0%5.5%1.7%
3M Excs Rtn-51.7%-30.3%-45.5%-13.1%-13.3%-0.4%-21.8%
6M Excs Rtn-96.7%-58.9%-37.5%-49.7%-25.2%32.7%-43.6%
12M Excs Rtn-127.4%-26.5%0.4%-61.0%-24.3%84.3%-25.4%
3Y Excs Rtn-169.0%-42.1%-88.6%-165.1%-25.4%148.4%-65.3%

Comparison Analyses

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Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Single Segment25    
Direct to consumer 2100
Media and advertising 12811
Publishing and content studio 6210
Total25201221


Price Behavior

Price Behavior
Market Price$4.11 
Market Cap ($ Bil)0.0 
First Trading Date02/26/2019 
Distance from 52W High-97.7% 
   50 Days200 Days
DMA Price$4.12$25.08
DMA Trenddowndown
Distance from DMA-0.2%-83.6%
 3M1YR
Volatility123.3%218.7%
Downside Capture1.411.25
Upside Capture-136.98-228.55
Correlation (SPY)2.9%-1.2%
SLE Betas & Captures as of 3/31/2026

 1M2M3M6M1Y3Y
Beta0.411.690.22-0.880.614.19
Up Beta-4.252.65-2.09-2.081.561.55
Down Beta-0.76-0.85-0.10-1.490.581.13
Up Capture281%177%-49%-182%-53%34%
Bmk +ve Days7162765139424
Stock +ve Days12182949103323
Down Capture69%268%166%211%147%113%
Bmk -ve Days12233358110323
Stock -ve Days10233273144409

[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 SLE
SLE-96.5%217.8%-0.69-
Sector ETF (XLC)29.9%13.9%1.648.2%
Equity (SPY)22.0%12.9%1.36-1.1%
Gold (GLD)49.0%27.5%1.446.2%
Commodities (DBC)25.0%16.1%1.381.4%
Real Estate (VNQ)17.3%13.7%0.925.0%
Bitcoin (BTCUSD)-10.4%42.6%-0.147.5%

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Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with SLE
SLE-73.7%1,659.1%0.37-
Sector ETF (XLC)9.9%20.7%0.394.5%
Equity (SPY)10.9%17.0%0.502.9%
Gold (GLD)21.9%17.8%1.010.7%
Commodities (DBC)11.5%18.8%0.501.7%
Real Estate (VNQ)4.0%18.8%0.121.0%
Bitcoin (BTCUSD)5.1%56.5%0.31-1.3%

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Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with SLE
SLE-49.9%1,392.5%0.32-
Sector ETF (XLC)9.7%22.3%0.523.7%
Equity (SPY)13.8%17.9%0.672.3%
Gold (GLD)14.3%15.9%0.750.5%
Commodities (DBC)8.7%17.6%0.411.8%
Real Estate (VNQ)5.4%20.7%0.220.8%
Bitcoin (BTCUSD)67.8%66.9%1.07-0.8%

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Short Interest

Short Interest: As Of Date3312026
Short Interest: Shares Quantity0.0 Mil
Short Interest: % Change Since 3152026-23.2%
Average Daily Volume0.0 Mil
Days-to-Cover Short Interest1.5 days
Basic Shares Quantity1.2 Mil
Short % of Basic Shares3.6%

Earnings Returns History

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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
11/19/2025-5.6%-12.6%-39.4%
4/3/2025-12.5%-5.9%46.4%
11/14/2024-23.3%-38.5%-37.4%
8/21/2024-2.0%-8.0%-52.4%
3/27/2024-14.0%-16.8%-40.4%
11/15/202310.0%20.0%33.6%
8/15/2023-18.0%-66.3%465.0%
3/30/2023-10.5%-22.4%-20.9%
...
SUMMARY STATS   
# Positive536
# Negative121411
Median Positive6.1%20.0%24.6%
Median Negative-9.7%-16.1%-36.8%
Max Positive17.7%54.8%465.0%
Max Negative-24.3%-66.3%-52.4%

SEC Filings

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Report DateFiling DateFiling
12/31/202503/31/202610-K
09/30/202511/14/202510-Q
06/30/202508/14/202510-Q
03/31/202505/15/202510-Q
12/31/202403/31/202510-K
09/30/202411/14/202410-Q
06/30/202408/14/202410-Q
03/31/202405/15/202410-Q
12/31/202304/15/202410-K
09/30/202311/14/202310-Q
06/30/202308/14/202310-Q
03/31/202305/15/202310-Q
12/31/202203/31/202310-K
09/30/202211/16/202210-Q
06/30/202208/15/202210-Q
03/31/202205/16/202210-Q

Recent Forward Guidance [BETA]

Latest: Q3 2025 Earnings Reported 11/19/2025

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
Q4 2025 Adjusted EBITDA      
2025 Pipeline Opportunities 20.00 Mil    

Prior: Q1 2025 Earnings Reported 5/19/2025

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
Q4 2025 EBITDA     AffirmedGuidance: 0 for Q4 2025
2025 Pipeline Opportunities 20.00 Mil    

Insider Activity

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#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Jung, MarkDirectSell120220250.8513711710,395Form