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TKO

TKO Group Holdings, Inc.

TKO

NYSE·Communication Services·Entertainment·Mkt cap $13.9B

$186.01

-1.80%

P/E

63.06

Mkt Cap

$13.9B

52-Wk Range

$176.00–$226.94

52-Week Range

$176.00 - $226.94

P/E

63.06

Fwd P/E

40.09

Beta

0.64

Div Yield

1.67%

Avg Vol

1.3M

Shares Out

78.0M

Mkt Cap

$13.9B

Price action

Price chart

Down 7.2% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • Dominant market position in combat sports with unparalleled content library and global fan base
  • Diversified revenue streams across media, live events, sponsorships, and consumer products reducing dependency on single revenue source
  • Extensive global distribution network reaching 170+ countries across multiple platforms including broadcast, streaming, and digital channels
  • Strong brand recognition and intellectual property portfolio with valuable merchandising and licensing opportunities
  • Backing by Endeavor Group Holdings providing strategic resources, distribution capabilities, and operational expertise

Bear Case

2 risks

  • Low volatility (beta 0.6).
  • Growth premium of 2.6x vs Gaming & Esports peers. Elevated but may be justified by growth trajectory.

Growth

Stable outlook

Expansion of streaming and digital content distribution capturing growing cord-cutting and international audiences

Value

Growth premium of 2.6x vs Gaming & Esports peers. Elevated but may be justified by growth trajectory.

Momentum

Weak

-8.2% over 3m

Quality

Strong

High-growth business (36% revenue growth, 54% gross margin). Profitable with strong growth momentum.

Dividend

Modest

1.67% yield

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 4, 2026

Q3 26 RECAP

AUG 3, 2026

Reported EPS of $1.34 vs $1.41 consensus (-5.0% surprise). Revenue of $1.5B vs $1.5B expected (+0.3%).

EPS miss
Rev beat +0.3%

EPS surprise · last 4Q

0 of 1 beats

Estimate

Actual

Q3 26

-5.0%

Revenue trend · last 8Q

+5%

+4%

+10%

+64%

+62%

+26%

+18%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$681.3M

$642.2M

$1.3B

$1.3B

$1.1B

$1.0B

$1.6B

$1.5B

Margins · last 8Q

Gross

-55.8%

Operating

27.8%

Profit

19.9%

Wall Street consensus

5 analysts · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

5

100%

Hold

0%

Sell

0%

Median Price Target

Latest: Morgan Stanley · Aug 4, 2026

vs Industry

How TKO stacks vs Entertainment

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.