TKO Holdings: Well-Known Brands, But Not For Me
Mar 10, 2025
Took at look at recent Green Screen addition TKO Holdings, the parent company of the UFC and WWE fighting and wrestling promotions. The company also just recently closed on a large $3.3B acquisition of three sporting-related properties: IMG, a leading sports marketing agency; On Location, which handles hospitality for the world's largest sporting events; and PBR, a pro bull riding promotion. This acquisition explains much of the firm's forward growth rate - organically, UFC and WWE are posting more like 6-7% annual growth. The growth-by-big-acquisition strategy here has also led to a lot of balance sheet debt (close to $3 billion), and poor cash ROIs (~4%). Certainly it owns some well-known brands but there are too many things I don't like to consider a Watch List add. It just isn't for me as an investment.
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