Technology
Unity Software Inc.(U)
Live Price
Offline$27.48
+3.82% today
1Y Change
+22.06%
Window
Jun 23, 2025 โ Jun 9, 2026
- Market Cap
- $11.84B
- Revenue Growth
- +2.0%
- EPS Growth
- +42.9%
- Dividend Yield
- 0.0%
Coverage: 242 bars ยท Jun 23, 2025 โ Jun 9, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Unity Software Inc. (U) is a Technology stock with a market cap of $11.84B and listed on NYSE. The stock last traded around $27.48 and up 22.1% across the available one-year price window (Jun 23, 2025 โ Jun 9, 2026). Baseline metrics include revenue growth of +2.0%, EPS growth of +42.9%, a dividend yield of 0.0%. What stands out right now is revenue +2.0%, EPS +42.9%, free cash flow +47.9% with operating margin -25.4% and ROIC -8.0%. Valuation sits in the middle of the pack at price/sales 6.4. Stock Foundry combines U price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Technology peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Below sector median
+2.0% vs +11.9% peer median
Operating Margin
Below sector median
-25.4% vs +22.0% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 6, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +2.0% and EPS at +42.9%, with operating margin around -25.4%.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -6.8% over the next 5 trading days and finished higher after 0 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 6, 2026 | โ | -2.0% | -1.4% | +10.1% |
2026 Feb 11, 2026 | +5.0% | -8.2% | -13.6% | -9.2% |
2025 Nov 5, 2025 | +8.4% | -5.7% | -5.5% | +4.2% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
U
โ
Normalized return
SPY
โ
S&P 500
Excess Return
โ
Relative to SPY
U Max Drawdown
-65.37%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for U and SPY.
Company Overview
Unity Software Inc.
New York Stock Exchange
Unity Software Inc. creates and operates an interactive real-time 3D content platform. Its platform provides software solutions to create, run, and monetize interactive, real-time 2D and 3D content for mobile phones, tablets, PCs, consoles, and augmented and virtual reality devices. The company serves content creators and developers, artists, designers, engineers, and architects to create interactive and real-time 2D and 3D content. It offers its solutions directly through its online store, field sales operations, independent distributors, and resellers in the United States, Denmark, Belgium, Canada, China, Colombia, Finland, France, Germany, Ireland, Israel, Japan, Lithuania, Portugal, Singapore, South Korea, Spain, Sweden, Switzerland, and the United Kingdom. The company was founded in 2004 and is headquartered in San Francisco, California.
- Leadership
- Matthew Samuel Bromberg
- IPO Date
- Sep 18, 2020
- Employees
- 5.0k
- Street Address
- 30 3rd Street
- Mailing
- San Francisco, CA, 94103-3104
- Region
- San Francisco, CA, US
- Reporting Currency
- USD
- Investor Line
- 415 539 3162
- Last Updated
- May 5, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- โ
- EV/EBITDA
- 146.7
- Price/Sales
- 6.4
- Price/Book
- 3.6
Growth
- Revenue
- +2.0%
- EPS
- +42.9%
- Free Cash Flow
- +47.9%
Profitability
- Gross Margin
- 70.6%
- Operating Margin
- -25.4%
- Net Margin
- -21.8%
- ROE
- -12.6%
- ROIC
- -8.0%
Balance Sheet
- Debt/Equity
- 0.74
- Current Ratio
- 1.84
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.