Stock AnalizUnity Software Inc. U
Computer Software: Prepackaged Software · IPO 2020 · data as of November 13, 2026
Unity Software Inc. (U) is a technology company listed in the US with a market value of about $23.4B. In the twelve months to September 30, 2026 it had revenue of $2.2B and net income of -$340M, a net margin of -15.6%.
Its overall Stock Analiz score is 1.4 out of 5 (weak). The strongest part is financial health (4/5); the weakest is value (0/5).
Key numbers: a price to free cash flow of 38.6, 5-year revenue growth of 19% a year, a 5-year average ROIC of -11%. A discounted cash flow model with moderate assumptions puts its intrinsic value about 83% below the current price.
Score: 1.4 / 5
Checks passed
- Profit margin improving
- Strong R&D investment or growth above 20%
- 5-year revenue growth above 8% a year
- More cash than debt, or low debt to equity
- Positive free cash flow
- Debt below 3 years of free cash flow
- Liabilities below 60% of assets
Checks not passed
- P/E below 25
- P/E below the industry median
- P/FCF below 20
- Price below intrinsic value (DCF, moderate assumptions)
- PEG below 1.5
- Revenue growth above 10% last year
- 3-year revenue growth above 10% a year
- 3-year free cash flow growth above 10% a year
Valuation
Growth and quality
Financials, last 8 years
| Fiscal year | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.2B | $1.8B | $1.8B | $2.2B | $1.4B | $1.1B | $772M | $542M | $381M |
| Net income | -$340M | -$403M | -$664M | -$822M | -$921M | -$533M | -$282M | -$163M | -$132M |
| Free cash flow | $607M | $404M | $286M | $179M | -$117M | -$153M | -$20M | -$95M | -$119M |
| EPS (diluted) | $-0.81 | $-0.96 | $-1.68 | $-2.16 | $-2.96 | $-1.89 | $-1.66 | $-2.39 | $-1.24 |
| Net margin | -15.6% | -21.8% | -36.6% | -37.6% | -66.2% | -48.0% | -36.5% | -30.1% | -34.6% |
| ROIC | — | -7.6% | -13.6% | -10.9% | -10.9% | -10.0% | -10.1% | -23.1% | -40.9% |
From the company’s 10-K and 10-Q filings with the SEC. TTM = trailing twelve months.
What analysts expect
The average 12-month price target from 24 analysts is $61.54, 17% above the current price; targets range from $49.00 to $72.00; the consensus rating is “Strong buy”; expected EPS is $1.46 for the fiscal year ending December 31, 2026.
Frequently asked questions
Is Unity Software stock undervalued?
Our DCF model with moderate assumptions puts its intrinsic value about 83% below the current market value. A model is a range, not a promise; try your own assumptions in the DCF calculator.
Does Unity Software pay a dividend?
Not currently.
Is Unity Software a good stock to buy?
We do not give buy or sell advice. Unity Software scores 1.4 out of 5 on our five checks (value, growth, track record, financial health and shareholder returns); the checks above show why.
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Generated from SEC filings, analyst consensus estimates and market prices, rebuilt every day. Educational information, not investment advice.