Unity Software Inc (U)

NYSE · Technology · Software - Application · USA

Unity Software Inc is a large cap company (market value between $10 billion and $200 billion) in the Software - Application industry.

Unity Software provides a platform for creating, deploying, and monetizing games and interactive 3D experiences across mobile, PC, console, and extended reality. Its Create Solutions offer development tools and cloud services for building real-time content, while Grow Solutions comprise advertising and publishing services. The company serves developers and creators across gaming and non-gaming industries.

From its FY2025 annual report (Form 10-K)

Intrinsic value, DCF valuation, financial health and value investing analysis for the Unity Software Inc stock.

Our verdict on U

Overvalued: intrinsic value $16.23 per share, market price $40.16, margin of safety -147.5% (as of 2026-10-20).

A 3.6x revenue multiple, discounted for its losses, values the shares at $16.23; the price of $40.16 is 147% above that value.

Leak Score: 26/100 on 8 of 12 signals (On Watch).

ETFs with the most weight in U

17 more funds hold it; the full list is part of the paid plan.

More on U

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Peers in Software - Application

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Cheaper than U in Software - Application

86 more in this industry show a wider margin of safety.

Is U undervalued or overvalued?

U is overvalued (as of the 2026-10-20 close). A 3.6x revenue multiple, discounted for its losses, values the shares at $16.23; the price of $40.16 is 147% above that value.

What is the intrinsic value of U?

$16.23 per share (as of the 2026-10-20 close), against a market price of $40.16. That is a margin of safety of -147.5%. The value is the average of the valuation methods that apply to this company, recomputed every night after the US close.

What is Unity Software Inc's Leak Score?

26 out of 100, which we rate "On Watch", on 8 of 12 value investing signals.