Sportradar ($SRAD) released their Q2 2026 earnings today, and the stock is down over 15%. Here's a bit about the company and why I think Peter Lynch would own it: Sportradar is a purely software company that provides sports data services for sports betting and media industries worldwide. They have strong partnerships with major leagues and platforms such as such as Kalshi, FOX Sports, FIFA, NBA, DraftKings, and hundreds more. Sportradar is the tollbooth operator of sports wagering, and regardless of who wins in marketshare, they all must pay Sportradar for their data. I think Lynch would view this company as a classic Fast Grower. I currently have a position in Sportradar @ $13.21/share, but it only makes up ~2.5% of the Peter Lynch portfolio. Let's see how Lynch would react to their earnings. Revenue: €319MM(+19%) Adjusted EBITDA: €76MM (+19%) Free Cash Flow (YTD): €103MM (+23%) Net Retention Rate: 103% (top 200 customers) The street is freaking out over a GAAP earnings loss of €4MM, but diving into the SEC filings, the miss was almost entirely caused by an unrealized non-cash foreign exchange swing and discounts on sports rights liabilities. Revenue and FCF are growing at high double-digit rates, they have no outstanding debt, they've bought back over $140MM of shares in Q2 alone, and insiders have bought millions of dollars in shares around these price points a few months ago. I think Lynch would view this drop as a great opportunity to buy the stock, and I certainly would if I have any cash remaining in this account! Let me know your thoughts, would you buy Sportradar today?
88 views
0 Comments
Join the conversation with 500,000+ other investors 💸
Create an account to get access to everything Blossom has to offer!
📊 Personalized algorithm based on your investing style, experience level and interests
📈 Powerful portfolio and dividend tracking tools
👀 See what top creators and others in the community are investing in
