Added to YB: 2026-10-06
Pitch date: 2026-09-28
EVC [bullish]
Entravision Communications Corporation
-3%
current return
Author Info
No bio for this author
Company Info
Entravision Communications Corporation, a media and advertising technology company, owns and operates television and radio stations in the United States and internationally.
Market Cap
$681.1M
Pitch Price
$7.34
Price Target
15.00 (+111%)
Dividend
2.71%
EV/EBITDA
9.98
P/E
158.73
EV/Sales
1.18
Sector
Media
Category
value
Entravision Communications (EVC) Part IV - Yes, But Is Smadex Any Good?
EVC (hold): Entravision’s value is now dominated by Smadex: ATS revenue grew 230% year over year in Q2, while the business excluding its concentrated HK customer grew about 81%. At roughly 3.3x estimated FY26 EBIT after backing out media, spectrum and estimated year-end net debt, the valuation implies substantial skepticism; a sum-of-the-parts estimate reaches nearly $15 per share, or 96% upside, though customer pullback could sharply pressure revenue and margins.
Read full article (16 min)