STUBHUB HOLDINGS INC (STUB)
NYSECommunication ServicesInternet Content & InformationSnapshot 2026-11-05
$6.28-4.70%
Close 2026-11-05 · 1-day change
NYSECommunication ServicesInternet Content & InformationSnapshot 2026-11-05
QuarterlyIQ Insights · STUB
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within communication services on a research-validated quality screen. As of 2026-11-05.
The screen ranks STUB against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Communication Services names rated neutral grew net income 52% of the time over the next year (vs 52% for the rest of the cohort, n=2532).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
“We remain focused on our vision for long-term growth, enhancing the fan experience, democratizing access to live events, and expanding our addressable market.”
Stated in 2 of 2 supplied quarters. Management reported: “Financial Highlights • Gross Merchandise Sales (“GMS”) 1 of $3.1 billion, a $789.5 million, or 34% increase compared to $2.3 billion in the prior-year period.” “1 Full Year 2026 Financial Outlook StubHub is increasing its GMS outlook and reiterating its adjusted EBITDA outlook for full year 2026: • GMS of $10.1 billion to $10.3 billion • Adjusted EBITDA 2 of $400 million to $420 million These guidance ranges constitute forward-looking statements and reflect information available to the company as of the date hereof.”
““We remain focused on our vision for long-term growth — enhancing the fan experience, democratizing access to live events, and expanding our addressable market.””
“Our focus remains on building the global destination for consumers to access live events, making it easier for fans to discover and access tickets anywhere in the world.””
1 Full Year 2026 Financial Outlook StubHub is increasing its GMS outlook and reiterating its adjusted EBITDA outlook for full year 2026: • GMS of $10.1 billion to $10.3 billion • Adjusted EBITDA 2 of…
Stated in 2 of 2 supplied quarters. Management reported: “• Adjusted EBITDA 1 of $105.7 million, representing an 18% adjusted EBITDA margin, a 94% increase compared to $54.3 million in the prior-year period.” “1 Full Year 2026 Financial Outlook StubHub is increasing its GMS outlook and reiterating its adjusted EBITDA outlook for full year 2026: • GMS of $10.1 billion to $10.3 billion • Adjusted EBITDA 2 of $400 million to $420 million These guidance ranges constitute forward-looking statements and reflect information available to the company as of the date hereof.”
• Further strengthened balance sheet with year-to-date debt reduction of $200.0 million, including a $100.0 million payment in May and a $100.0 million payment in July, with total debt reduction of $…
Stated in 2 of 2 supplied quarters. Management reported: “• Further strengthened balance sheet with year-to-date debt reduction of $200.0 million, including a $100.0 million payment in May and a $100.0 million payment in July, with total debt reduction of $1.1 billion in the last 12 months.” “• Net leverage 1 improved to 3.0x trailing 12-month adjusted EBITDA as of June 30, 2026, a 1.5x reduction compared to 4.5x as of December 31, 2025.”
Mr. Baker continued, “We are progressing with new initiatives, including open distribution (previously called direct issuance) and advertising, that are expected to drive better outcomes for fans and…
Stated in 1 of 2 supplied quarters. Management reported: “Mr. Baker continued, “We are progressing with new initiatives, including open distribution (previously called direct issuance) and advertising, that are expected to drive better outcomes for fans and content rights holders and unlock future revenue for StubHub.”
StubHub is maintaining its guidance for 2026 GMS and adjusted EBITDA.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
4 material management or governance events in the past 24 months, led by executive changes. Historically, Communication Services names rated stable grew net income 53% of the time over the next year (vs 52% for the rest of the cohort, n=1763).
Not investment advice. As of 2026-11-05.
“1 Full Year 2026 Financial Outlook StubHub is increasing its GMS outlook and reiterating its adjusted EBITDA outlook for full year 2026: • GMS of $10.1 billion to $10.3 billion • Adjusted EBITDA 2 of…”
“1 Full Year 2026 Financial Outlook StubHub is reiterating its full year 2026 GMS and adjusted EBITDA outlook: • GMS of $9.9 billion to $10.1 billion • Adjusted EBITDA 2 of $400 million to $420 millio…”
“• Further strengthened balance sheet with year-to-date debt reduction of $200.0 million, including a $100.0 million payment in May and a $100.0 million payment in July, with total debt reduction of $…”
“• Further strengthened balance sheet with $100.0 million debt reduction in May.”
“Mr. Baker continued, “We are progressing with new initiatives, including open distribution (previously called direct issuance) and advertising, that are expected to drive better outcomes for fans and…”