Unity Software Inc provides a software platform for creating and operating interactive, real-time 3D content. The platform can be used to create, run, and monetize interactive, real-time 2D and 3D content for mobile phones, tablets, PCs, consoles, and augmented and virtual reality devices.
It is a $20.7B technology company. Revenue grew 14.0% over the last year, and it currently loses money.
- Website
- unity.com
- Location
- San Francisco, CA
- Employees
- 4 412
- Sector
- Technology
- Founded
- 2004
Skills
Six independent scores, 0–100, built from reported numbers and valuation history. Click a row to see how it was scored.
Valuation, Growth, Profitability, Health, Quality and Moat lag behind.
Valuation30
- P/E vs own historyn/a · 10/25
- FCF yield2.6% · 5/25
- P/S10.2x · 5/25
- EV/EBITDAn/a · 10/25
Growth20
- Revenue CAGR13.6% · 20/25
- Net income CAGRn/a · 0/25
- EPS CAGR ~5Yn/a · 0/25
- Fwd implied growthn/a · 0/25
Profitability0
- ROIC-34.1% · 0/25
- ROE-18.9% · 0/25
- Net margin-29.0% · 0/25
- Operating margin-28.0% · 0/25
Health25
- Altman Zn/a · 0/25
- Current ratio2.03 · 25/25
- Interest coverage-15.5x · 0/25
- Net cash / debtn/a · 0/25
Quality46
- Piotroski F6/9 · 15/25
- Beneish M-2.83 · 25/25
- FCF conversionn/a · 0/25
- Margin stabilityσ 16.8% · 6/25
Moat30
- ROIC >12% years0/6 yrs · 0/25
- Median gross margin73.8% · 25/25
- FCF-positive years3/6 yrs · 5/25
- Worst-year net marginworst -66.2% · 0/25
Experience
The company's career so far — founding, the IPO, landmark products and acquisitions, plus revenue milestones and insider buying.
- 2026AcquisitionUnity also announced in March 2026 that they would shut down ironSource which they previously acquired in 2022 for…
- 2023AcquisitionUnity announced that they would dismiss 265 employees as part of a termination of its agreement…
- FY2021FinancialRevenue crossed $1B$1.11B for the year
- 2021AcquisitionIn a cash and shares deal Unity acquired Weta Digital for $1.63 billion in November 2021
- 2020IPOUnity announced its plans to offer an initial public offering (IPO) in August 2020
- 2014AcquisitionUnity acquired Applifier, a Helsinki-based mobile service provider, in March 2014
- 2014MilestoneTwo more acquisitions followed later in 2014: Playnomics, a data analysis platform for developers (now Unity Analytics)
- 2010ProductThe Unity Asset Store launched in November 2010 as an online marketplace for Unity users to sell project assets…
- 2007MilestoneOver the Edge changed its name to Unity Technologies
- 2005ProductOver the Edge released its first game, GooBall, in 2005
- 2004FoundedIt was founded in Denmark in August 2004 as Over the Edge I/S and changed its name in 2007
Achievements
Verifiable track record, straight from the reported numbers.
Strengths & watch-outs
What a bull and a bear would each point to. Both lists come from the reported numbers, not opinions.
Strengths
- High gross margin (76.3%)
- Revenue growing 14.0% year over year
- Strong cash conversion — FCF is 26.5% of revenue
Watch-outs
- Not profitable — 29.0% net margin
- Thin interest coverage (-15.5×)
- Loss-making in 6 of the recent years
Qualifications
The basics a company should meet before you research it further. Each check uses the reported numbers.
- Revenue growing — the company sells more than a year ago+14.0% YoY
- Profitable — makes more than it spends-$588M TTM
- Profit growing — earnings are higher than last year+39.4% YoY
- Generates cash — cash left after running and investing$538M TTM
- Debt under control — could handle its obligationscurrent ratio 2.03
- Established company — not a micro-cap — lower blow-up risk$20.7B market cap
- Not printing shares — share count not ballooning — you keep your slice+49.2% shares over ~5y
- Proven track record — years of profitability behind it0/6 profitable years
- Financially stable — balance sheet not near distresshealth score 25/100
- Pays a dividend — returns cash to shareholdersno data
- Valuation not extreme — price not wildly above earningsno data
Peer comparisonUnity Software Inc. vs 6 largest technology peers — cap, P/E, growth and margin side by sideOpen ▾Close ▴
| Company | Market cap | P/E | Revenue growth | Net margin | Profile |
|---|---|---|---|---|---|
| U this company | $20.7B | — | +14.0% | -29.0% | Strained |
| NVDA Nvidia Corp | $5.5T | 28.6 | +83.4% | 63.7% | Mixed |
| AAPL Apple Inc. | $4.9T | 38.1 | +14.2% | 27.6% | Strong |
| GOOGL Alphabet Inc. | $4.3T | 17.6 | +20.1% | 54.8% | Mixed |
| MSFT Microsoft Corp | $4.0T | 29.7 | +17.8% | 40.3% | Strong |
| SPCX Space Exploration Technologies Corp. | $2.1T | — | +33.2% | -34.0% | Strained |
| META Meta Platforms, Inc. | $1.8T | 26.9 | +27.7% | 29.8% | Mixed |
Head-to-head: U vs NVDA · U vs AAPL · U vs GOOGL
References
What covering analysts publish about the company — information only, not a recommendation.
Appendix · Financial records
The full statements behind this CV, FY2020–FY2025. For readers who want to check the numbers.
Live data and quarterly detail: stockcv.com/U
Want the live picture — intraday moves, valuation history and full analysis?
Deeper analysis of U on PreMarketPriceFigures are derived from company filings (quarterly values normalised from as-filed year-to-date data where applicable) and may be delayed, restated or incomplete. This page is information, not investment advice. Latest price $46.95 · market cap $20.7B.