CuriosityStream Inc vs Sinclair Inc

CuriosityStream Inc (CURI) is overvalued and Sinclair Inc (SBGI) is overvalued.

Both trade above our estimate of their intrinsic value. CURI is the closer of the two: -51%, against -512% for SBGI.

Values as of the 22 Sept 2026 close.

CuriosityStream Inc (CURI)

A 1.4x revenue multiple, discounted for its losses, values the shares at $1.90; the price of $2.86 is 51% above that value.

Leak Score 27/100 on 3 of 12 signals

Sinclair Inc (SBGI)

Discounting its cash flows at 6.2% (average of 2 methods) values the shares at $2.15; the price of $13.17 is 512% above that value, and 85% of that value comes from beyond year five.

Leak Score 0/100 on 4 of 12 signals

MetricCURISBGI
VerdictOvervaluedOvervalued
Price$2.86$13.17
Intrinsic value$1.90$2.15
Margin of safety-51%-512%
Leak Score27/100 (3/12)0/100 (4/12)
Market cap$170M$952M
Revenue growth, 5 years12.6%-11.8%
Operating margin-0.3%5.9%
Net margin0.0%1.6%
Return on equity0.1%14.0%
Debt to equity0.0911.03
P/E17.1x
Forward P/E11.6x
P/B4.1x2.5x
Dividend yield11.5%7.6%

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