SIRI
Sirius XM Holdings Inc.

Sirius XM Holdings Inc.SIRI

Communication Services · Entertainment
26.63USD
+1.33%
Sep 25, 2026
SIRI overview ready
SiriusXM operates subscription satellite and streaming audio services, including in-car SiriusXM distribution, alongside Pandora's ad-supported and subscription streaming business and off-platform audio advertising.
Narrative not measured
No clear narrativeNo clear investable themeSiriusXM operates subscription satellite and streaming audio services, including in-car SiriusXM distribution, alongside Pandora's…
Price action is under distribution
Longer-term context reads damaged structure, with a near-term setup of constructive pullback.
Fair valuation
The price broadly reflects the cash the business actually produces, with upside and risk reasonably balanced.
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Subscriber churn.
Market Sep 24Filing Jun 30Price action Sep 24Research Sep 3

Conviction Level

Theme Heat has no canonical measurement for this company — a research-profile dimension, not an input to this score.

NarrativeHeat—ThemeHeat—PriceAction3.4Valuation5.8CompanyPosition9.3
Price
Loading price history…

Price Action

Price action is under distribution
Longer-term context reads damaged structure, with a near-term setup of constructive pullback.
EntryWeak / unconfirmed recovery

The daily chart may be improving, but the weekly fast averages have not been reclaimed — the recovery is not yet confirmed on the higher timeframe.

Key Financials

Market Cap
$9.0B
Avg Volume (60D)
4.2M
60 sessions
Revenue Growth YoY
-1.6%
FY2025 vs FY2024
Gross Margin
+52.8%
Trailing twelve months
Operating Margin
+19.1%
Trailing twelve months
Free Cash Flow Yield
+17.3%
Distance from 200DMA
+6.1%
Next Earnings
2026-11-05
P/E
10.2x
EV / EBITDA
8.6x
EV / Sales
2.1x
Market metrics as of Sep 24, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Fundamentals & Valuation

The available comparisons disagreed; the intrinsic comparison is the more reliable method for this business and the others are published as dissent.
Sirius XM Holdings Inc. has a Fair valuation stance because the price broadly reflects the cash the business actually produces, with upside and risk reasonably balanced.

Company Research

Thesis
SiriusXM operates subscription satellite and streaming audio services, including in-car SiriusXM distribution, alongside Pandora's ad-supported and subscription streaming business and off-platform audio advertising.
Key risk
Subscriber churn.

Narrative & Theme

No clear narrative
Part of No clear investable theme.
SIRI does not genuinely fit any promoted narrative, and its consumer-audio exposure does not by itself form a sufficiently specific, currently investable cross-company narrative for this engine.
Narrative HeatUnavailable
Theme HeatUnavailable

Business & Markets

Communication Services · Entertainment
What they do

Sirius XM Holdings Inc. operates as an audio entertainment company in North America, providing satellite radio and streaming audio content through its Sirius XM and Pandora segments.

How it earns

The company generates revenue primarily through subscription fees for its audio entertainment services.

Products & services
Satellite radio programming
Streaming audio services including Pandora
Podcasts and infotainment content
Customers & end markets
Individual consumers
Automakers as distribution partners
Market position

Leader in satellite radio and a significant player in streaming audio services.

Demand drivers
Low cyclicality

Subscription-based revenue provides steady cash flow less sensitive to economic cycles.