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Sirius XM Holdings Inc. (SIRI) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Sirius XM Holdings Inc.

SIRIMarket cap $8.75BPrice $25.9

Country🇺🇸United States

SectorTechnology

IndustryMedia

Broadcasts satellite radio to over 30 million subscribers across cars and devices nationwide, plus streams Pandora to millions more. Warren Buffett's Berkshire Hathaway owns a massive stake, betting that captive commuters still won't cancel their subscriptions.

In Bastion Portfolios?

52W Return+26%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)-2%2

Revenue Forecast

Rev CAGR (1y)+0%3

Rev CAGR (3y)+1%2

Rev CAGR (5y)+3%2

Earnings Forecast

EPS Growth Y+1+37%9

EPS Growth Y+2+8%6

EPS Growth Y+3+5%5

Quality

Margins

EBIT Margin22%8

Net Income Margin10%6

Free Cash Flow Margin18%8

Debt

Net Debt/EBITDA3.72

Efficiency

ROE8%4

ROA3%5

Earnings Stability33

GEAR+WEAK33

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)89

P/E Ratio (Forward 3y)89

P/BV0.710

EV Multiples

EV/EBITDA Fwd69

EV/EBIT Fwd99

Yield

Free Cash Flow Yield17.7%10

Dividend Yield4.2%9

Momentum

Short term

1 month return-10%3

3 month return-13%3

YTD return+34%9

Mid term

Price vs 52wHigh80%5

1 year return+20%7

Long term

3 year return-32%1

5 year return-48%1

Risk Shield

Price Risk

Beta1.13

Volatility34%6

Free Cash Flow

Free Cash Flow Margin18%8

Free Cash Flow Yield17.7%10

Quality

ROCE8%5

Earnings Stability33

Net Debt/EBITDA3.72

02Growth

Is it actually growing, and how fast?

SIRISirius XM Holdings

Revenue FY25$8.6B

GROWTH RATING↗

VERY WEAK14 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-2%2

Revenue, next 1Y+0%3

Revenue, next 3Y, CAGR+1%2

Revenue, next 5Y, CAGR+3%2

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+37%9

EPS growth, FY27E+8%6

EPS growth, FY28E+5%5

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow faster than sales (EPS about 8%/yr vs revenue 1%/yr), so margins should widen.

WATCH

Revenue fell 2%/yr over the last 3 years and is set to grow around 1%/yr from here.

WEAKNESSES

Growth is the weak spot here, trailing 86% of companies worldwide.

Revenue fell 2%/yr over the last 3 years, behind 80% of companies worldwide.2/10

Revenue is set to grow 1%/yr over the next 3 years, behind most of the market.2/10

Over five years revenue is set to grow 3%/yr, behind 80% of companies worldwide.2/10

BOTTOM LINE

Stalled Business

Growth is a weak point here. The one thing to watch: revenue has shrunk over the past 3 years.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK16 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-10%3

3-month return-13%3

YTD return+34%9

MID & LONG-TERM▾SCORE

% of 52-week high80%5

1-year return+20%7

3-year return-32%1

5-year return-48%1

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming so far this year (+34%).

WATCH

It's up 20% over the past year, but 20% below its 52-week high. That is a touch ahead of the market.

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-32% over three years and -48% over five), behind 90% of the market.

The stock is underperforming over the past month (-10%) and over three months (-13%).

BOTTOM LINE

Falling Knife

Returns rank poorly over both the short and long run, and the price is still falling. Momentum is firmly negative — catching this is a bet against the tape, not with it. Wait for a base to form. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Sirius XM Holdings Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

SIRISirius XM Holdings

Revenue FY25$8.6B

GROWTH RATING↗

VERY WEAK14 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-2%2

Revenue, next 1Y+0%3

Revenue, next 3Y, CAGR+1%2

Revenue, next 5Y, CAGR+3%2

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+37%9

EPS growth, FY27E+8%6

EPS growth, FY28E+5%5

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow faster than sales (EPS about 8%/yr vs revenue 1%/yr), so margins should widen.

WATCH

Revenue fell 2%/yr over the last 3 years and is set to grow around 1%/yr from here.

WEAKNESSES

Growth is the weak spot here, trailing 86% of companies worldwide.

Revenue fell 2%/yr over the last 3 years, behind 80% of companies worldwide.2/10

Revenue is set to grow 1%/yr over the next 3 years, behind most of the market.2/10

Over five years revenue is set to grow 3%/yr, behind 80% of companies worldwide.2/10

BOTTOM LINE

Stalled Business

Growth is a weak point here. The one thing to watch: revenue has shrunk over the past 3 years.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK16 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-10%3

3-month return-13%3

YTD return+34%9

MID & LONG-TERM▾SCORE

% of 52-week high80%5

1-year return+20%7

3-year return-32%1

5-year return-48%1

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming so far this year (+34%).

WATCH

It's up 20% over the past year, but 20% below its 52-week high. That is a touch ahead of the market.

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-32% over three years and -48% over five), behind 90% of the market.

The stock is underperforming over the past month (-10%) and over three months (-13%).

BOTTOM LINE

Falling Knife

04Value

Are you paying a fair price for it?

Stop guessing on Sirius XM Holdings Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community