What are the investment strengths of FuboTV Inc (FUBO)?

ROIC of 17.7% TTM vs industry median -0.9% demonstrates capital efficiency rare in streaming; FCF of 126M funds growth without dilution P/S of 0.53x vs industry median 0.58x with 19% 3Y revenue CAGR (vs industry -1%) offers growth at value price

What are the investment risks for FuboTV Inc (FUBO)?

Goodwill 157% of equity with negative tangible book (-343M) - single impairment could wipe equity and trigger debt covenants Debt/equity 0.93x with 374M total debt vs 274M cash; 153M current debt due near-term creates refinancing risk

FuboTV Inc

FUBO

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FuboTV Inc AI Insights

Informational only. Not investment advice.

As of 2026-01-06

Snapshot

Goodwill of 631M is 157% of equity (402M) - tangible book value is NEGATIVE (-343M), creating material impairment risk[Goodwill]
Gross profit TTM grew 45% while revenue grew 19% 3Y CAGR - margin expansion inflection underway[Gross Profit 1Y Growth]
FCF of 126M TTM vs negative working capital (-177M) - cash generation despite subscriber prepayment model[Free Cash Flow TTM]

Watch Triggers

Gross Margin TTM: Falls below 15% or fails to reach 22% within 4 quarters — Margin expansion is core thesis - reversal signals content cost inflation winning
Goodwill: Any impairment charge announced — Would eliminate equity cushion and potentially trigger debt acceleration
Free Cash Flow TTM: Turns negative for 2 consecutive quarters — Would force dilutive financing given 0.93x debt/equity already

Bull Case

ROIC of 17.7% TTM vs industry median -0.9% demonstrates capital efficiency rare in streaming; FCF of 126M funds growth without dilution

ROIC TTMFree Cash Flow TTM

P/S of 0.53x vs industry median 0.58x with 19% 3Y revenue CAGR (vs industry -1%) offers growth at value price

P/S RatioTotal Revenue 3Y Growth

Bear Case

Goodwill 157% of equity with negative tangible book (-343M) - single impairment could wipe equity and trigger debt covenants

GoodwillTangible Book Value

Debt/equity 0.93x with 374M total debt vs 274M cash; 153M current debt due near-term creates refinancing risk

Debt to EquityCurrent Debt

Bull vs Bear Balance

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Forward Thesis

Path to sustained profitability as gross margin expansion continues from 18% toward 25%+

1-3ymed

Gross margin improved to 18.4% TTM with 45% gross profit growth
Operating losses narrowing (-86M) with positive net income (123M)
Asset turnover of 1.4x indicates efficient revenue generation

Net income TTM 123M vs industry median -5.5MROIC 17.7% vs industry median -0.9%FCF positive 126M TTM

Valuation Context

Caveats

FUBO Fundamentals

Information → Broadcasting and Content Providers

Metric	Value	Industry Percentile
Market Cap	$1.14B	—
Enterprise Value	$1.31B	—
P/E Ratio	0.00	—
Total Revenue - TTM	$0	—
Earnings Per Share (diluted) - TTM	$0.00	—
Operating Margin - TTM	0%	—
Net Margin - TTM	0%	—
Free Cash Flow - TTM	$0	—
Return on Common Equity - TTM	0%	—
Beta 5Y (Monthly)	unknown	—

FUBO Dividend History

No dividends

FUBO Stock Splits

3 stock splits

03/24/2612:1 split

02/28/1930:1 split

02/23/1710000:1 split

FUBO SEC Filings

Filing Date	Report Date	Report Type	Filing Link
05/06/26	03/31/26	10-Q	0001628280-26-031265
02/05/26	12/31/25	10-Q	0001628280-26-005782
11/03/25	09/30/25	10-Q	0001628280-25-048241
08/11/25	06/30/25	10-Q	0001628280-25-039615
05/05/25	03/31/25	10-Q	0001628280-25-022186
03/03/25	12/31/24	10-K	0001628280-25-009420
11/01/24	09/30/24	10-Q	0001628280-24-044756
08/06/24	06/30/24	10-Q	0001628280-24-034986
05/03/24	03/31/24	10-Q	0001628280-24-020310
03/05/24	12/31/23	10-K	0001628280-24-008632
11/03/23	09/30/23	10-Q	0001628280-23-036731
08/07/23	06/30/23	10-Q	0001628280-23-027781
05/08/23	03/31/23	10-Q	0001628280-23-016406
02/27/23	12/31/22	10-K	0001628280-23-005135
11/07/22	09/30/22	10-Q	0001628280-22-028657
08/08/22	06/30/22	10-Q	0001628280-22-021564
05/10/22	03/31/22	10-Q	0001493152-22-012591
03/01/22	12/31/21	10-K	0001493152-22-005658
11/10/21	09/30/21	10-Q	0001493152-21-027852
08/11/21	06/30/21	10-Q	0001493152-21-019368
05/13/21	03/31/21	10-Q	0001493152-21-011281
03/25/21	12/31/20	10-K	0001493152-21-006813
11/16/20	09/30/20	10-Q	0001493152-20-021419
08/13/20	06/30/20	10-Q	0001493152-20-015517
07/06/20	03/31/20	10-Q	0001493152-20-012682
05/29/20	12/31/19	10-K	0001493152-20-010180
11/19/19	09/30/19	10-Q	0001493152-19-018054
09/15/20	06/30/19	10-Q/A	0001493152-20-017816
08/14/19	06/30/19	10-Q	0001493152-19-012597
08/11/20	03/31/19	10-Q/A	0001493152-20-015144
06/27/19	03/31/19	10-Q	0001493152-19-009764
08/11/20	12/31/18	10-K/A	0001493152-20-015142
06/10/19	12/31/18	10-K	0001493152-19-008897
11/19/18	09/30/18	10-Q	0001493152-18-016441
08/15/18	06/30/18	10-Q	0001493152-18-012033
05/21/18	03/31/18	10-Q	0001493152-18-007532
04/17/18	12/31/17	10-K	0001493152-18-005302
11/21/17	09/30/17	10-Q	0001493152-17-013661
09/11/19	09/30/17	10-Q/A	0001493152-19-013996
08/21/17	06/30/17	10-Q	0001493152-17-009699
05/22/17	03/31/17	10-Q	0001493152-17-005743
04/10/17	12/31/16	10-K	0001493152-17-003687
12/07/16	09/30/16	10-Q	0001493152-16-015724
11/23/16	06/30/16	10-Q	0001493152-16-015421
11/23/16	03/31/16	10-Q	0001493152-16-015415
11/22/16	12/31/15	10-K	0001493152-16-015404
11/16/15	09/30/15	10-Q	0001398432-15-000402
08/14/15	06/30/15	10-Q	0001398432-15-000309
05/15/15	03/31/15	10-Q	0001398432-15-000249
03/31/15	12/31/14	10-K	0001398432-15-000136
11/14/14	09/30/14	10-Q	0001398432-14-000402
08/19/14	06/30/14	10-Q	0001398432-14-000329
05/20/14	03/31/14	10-Q	0001398432-14-000216
04/03/15	12/31/13	10-K/A	0001398432-15-000152
04/16/14	12/31/13	10-K	0001511164-14-000203
11/19/13	09/30/13	10-Q	0001398432-13-000755
08/19/13	06/30/13	10-Q	0001398432-13-000603
05/15/13	03/31/13	10-Q	0001398432-13-000388
04/15/13	12/31/12	10-K	0001398432-13-000255
11/16/12	09/30/12	10-Q	0001398432-12-000849
09/26/12	06/30/12	10-Q	0001398432-12-000698
05/15/13	03/31/12	10-Q	0001398432-13-000388
04/15/13	12/31/11	10-K	0001398432-13-000255
11/16/12	09/30/11	10-Q	0001398432-12-000849
09/26/12	06/30/11	10-Q	0001398432-12-000698