Skip to content
Company Analysis

Unity Software Inc. U

A comprehensive view of key metrics, scores, and financial health for Unity Software Inc.

Overview of Unity Software Inc.

U NYQ
Technology Software - Application Mid Cap
Unity Software Inc. (U), is a Mid Cap company, in the Software - Application industry, last closed at $19.43, about 19.8% overvalued vs fair value, -9.5% 1Y return, ranked 278/762 in sector.
$19.43
0.00%
As of March 13, 2026
Previous close • Vol 90d: 99.1%
52-Week Range
Market Cap
$8.59B
Enterprise Value
$8.92B
Overall Score
Scores locked

Create a free account to see overall and pillar scores for Unity Software Inc..

Top Beats

Quick Facts

Website https://unity.com
HQ San Francisco, CA
Employees 4,412
Fiscal year Dec 31

Next Events

No upcoming events available.

Fair Value Snapshot

Bear Base Bull
$14
$16
$17
Current: $19.43 -20% vs base

Engine Room Money Flow™

Mid Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$1.8B
2%%
Gross Profit
$1.4B
3%%
Operating Income
$-422.6M
44%%
Net Income
$-402.8M
39.4%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Operating Cash Flow Margin
22.9%
Good

OCF / Revenue - cash profitability from operations

Locked Metric
-
Premium

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
Analysis based on partial data. Some metrics unavailable for complete assessment.
1
Active Leaks
1/1
Improving
0
High Impact
1
Critical
Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Unity Software Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
49
/100
Developing
Scores based on quantitative metrics and qualitative factors

Upgrade to unlock interactive defense details

Premium access

Unlock full defense analysis

Get key signals, strengths, and risks for every moat dimension.

Upgrade to Premium Unlock all moat defenses and evidence.

Pricing Power

Developing
50
Premium
Unlock full defense details

See key signals plus strengths and risks for this moat dimension.

Upgrade for full defense analysis Premium-only evidence and insights.
For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Software SaaS vs Industry Peers 70% Coverage
Trade-Off Triangle Visualization A ternary plot showing U's balance between Growth (24.5%), Profitability (34.3%), and Safety (41.2%). Growth 25% Safety 41% Profitability 34%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
Upgrade to unlock the full 3-year trend analysis and deltas.

Growth

37th percentile vs peers
38
Key Signals
Rev Growth YoY 2.0% 35p Revenue CAGR 3Y 10.0% 40p
Strengths
  • Strong liquidity position vs peers
  • Conservative leverage compared to industry peers
Risks
  • Growth below peer median (percentile: 37)

Profitability

52th percentile vs peers
53
Key Signals
Strengths
Risks
Premium
Unlock full Profitability drilldowns

See the signal-level drivers and insights behind this axis. Upgrade to reveal the full Trade-Off Ledger.

Upgrade Now

Safety

63th percentile vs peers
64
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Unity Software Inc..

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
X.X%
X%XX%
X.X%
-XX%XX%
XX.X%
-XX%XX%
Adjust the sliders above to explore different valuation scenarios.
Unlock Premium
Reveal the full Scenario Theatre
See live sliders, narratives, and full Bear/Base/Bull outcomes.
Upgrade Now
Bear
-
- - -
- upside
-
Base
$15.59
- - -
-19.8% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
Actions & Info