Sirius XM’s third-quarter revenue was essentially flat year over year, but adjusted EBITDA was up 3%. Cost discipline lifted the margin by more than 1 percentage point to 32% for the third straight quarter. However, guidance implies weaker fourth-quarter sales and profitability.
SiriusXM’s new offerings and capabilities—including an app-only subscription, better compatibility with vehicles, and more ad-supported plans—should make its service more competitive with the subscription plans of streaming music providers.
SiriusXM’s standard subscription price is far higher than that of the streaming music services that are now its primary competitors, which will lead to a continuing decline of traditional subscribers.
Metric | SIRI | UMG | SPOT |
|---|---|---|---|
Price/Earnings (Normalized) | 10.13 | 26.06 | 38.50 |
Price/Book Value | 0.92 | 8.82 | 12.74 |
Price/Sales | 1.39 | 2.55 | 5.88 |
Price/Cash Flow | 5.62 | 19.62 | 35.31 |
Metric | SIRI | UMG | SPOT |
|---|---|---|---|
Quick Ratio | 0.25 | 0.41 | 2.10 |
Current Ratio | 0.32 | 0.61 | 2.13 |
Interest Coverage | 3.68 | 3.83 | 118.22 |
Metric | SIRI | UMG | SPOT |
|---|---|---|---|
Return on Assets (Normalized) | 4.66% | 10.46% | 20.30% |
Return on Equity (Normalized) | 10.77% | 43.42% | 34.88% |
Return on Invested Capital (Normalized) | 7.49% | 23.03% | 28.66% |
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