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U
Unity Software Inc.
NYSE· Technology· Software - Application· CUSIP 91332U101
$40.27-2.28%Price as of Oct 23, 00:43 UTC · updated once a day, after the close
At a glance
Unity Software Inc. (U) is listed on NYSE and classified in Software - Application, part of the Technology sector. It is headquartered in San Francisco, United States and has 4,412 employees. The company is worth $17.72B. Revenue was $1.85B in fiscal 2025, up 2.0% from the year before. It reported a net loss of $402.77M. The share price is 22.8% below its 52-week high of $52.15. 8 of the 38 superinvestors we track held it at the end of Q2 2026. The largest position belongs to Cliff Asness (AQR Capital Management), at $207.15M. In that quarter, 4 of them opened or added to the position and 3 reduced it. No open-market insider trades in it were filed over the last 30 days.
Written from the data on this page: SEC filings (13F, Form 4, annual reports) and market prices.
Key metrics
- Market cap
- $17.72B
- P/E
- —
- Forward P/E
- 23.1x
- P/B
- 5.8x
- Dividend yield
- 0.00%
- Payout
- —
- EPS
- -$1.36
- ROE
- -17.38%
- Profit margin
- -28.97%
- Revenue growth
- +23.90%
- Beta
- 2.11
- 52-week high
- $52.15
- 52-week low
- $16.78
History
Year by year, from the annual reports; dividends from the payments themselves.
Bars are year-end balances; lines are what happened during the year.
Investors holding this
Major managers that reported this stock in their latest 13F.
- Cliff AsnessAddedAQR Capital Management · Q2 2026$207.15M7.25M shares · 0.1% of portfolio
- Steve CohenAddedPoint72 Asset Management · Q2 2026$194.51M6.81M shares · 0.3% of portfolio
- Two SigmaReducedTwo Sigma Investments · Q2 2026$192.94M6.75M shares · 0.1% of portfolio
- Israel EnglanderAddedMillennium Management · Q2 2026$130.08M4.55M shares · 0.1% of portfolio
- Daniel SundheimAddedD1 Capital Partners · Q2 2026$102.1M3.57M shares · 0.3% of portfolio
- Renaissance TechnologiesReducedRenaissance Technologies · Q2 2026$43.65M1.53M shares · 0.1% of portfolio
- Stanley DruckenmillerHeldDuquesne Family Office · Q2 2026$21.11M738.79K shares · 0.5% of portfolio
Ken GriffinReducedCitadel Advisors · Q2 2026$17.6M615.9K shares · 0.0% of portfolio
Price over time
▼ -76.6% over 5Y.
today you would have $267.00▼ -73.3%
Dividends reinvested, splits accounted for. Past prices say what happened, not what will.
Indicators, year by year
The last 6 closed years, each at that year’s closing price and reported numbers.
| Indicator | Median | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Year-end price | $44.17 | $22.47 | $40.89 | $28.59 | $142.99 | $153.47 | |
| P/S | 9.0x | 10.3x | 5.1x | 7.2x | 7.7x | 37.9x | 55.2x |
| P/B | 5.4x | 5.9x | 2.9x | 5.0x | 3.0x | 17.6x | 20.9x |
| EPS | -$0.96 | -$1.68 | -$2.16 | -$2.96 | -$1.89 | -$1.66 | |
| Profit margin | -37.10% | -21.78% | -36.63% | -37.58% | -66.21% | -47.96% | -36.55% |
| ROE | -21.53% | -12.44% | -20.81% | -25.83% | -26.11% | -22.24% | -13.86% |
Median of the years shown; P/E years above 200x are left out.
Fair price, seven ways
Seven formulas applied to the reported numbers, each with its assumption next to the result. None of them predicts a price.
Earnings
—
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
Earnings
—
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
Earnings
—
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
Earnings
—
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
Cash flow
$14.88
Cash flow growing 5.0% a year for 10 years, discounted at 10%, then 2.5% forever.
Operating
—
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
Dividends
—
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
How the average is calculated
The average of the method families that answered, not of the seven numbers: four of the seven start from the same earnings per share.
Cash flow $14.88÷ 1 =$14.88
$14.88
1 methods answered, across 1 families.
$11.16
Room for errors in the reported numbers.
$40.27
-63.0% from the average.
Models, not forecasts, and not investment advice. How each formula works →
Others in the same sector
Companies of similar size in Technology, for comparison. The columns are the same ones above, in the same order.
| Stock | Price | P/E | P/B | Dividend yield | ROE | Market cap |
|---|---|---|---|---|---|---|
| FICOFair Isaac Corp | $823.27 | 23.8x | — | 0.00% | — | $17.78B |
| MTSIMACOM Technology Solutions Holdings, Inc. | $229.73 | 87.0x | 11.4x | 0.00% | 17.18% | $17.54B |
| FTVFortive Corp | $60.05 | 30.8x | 3.0x | 0.47% | 7.32% | $18.14B |
| ZBRAZebra Technologies Corp | $384.16 | 35.8x | 5.3x | 0.00% | 15.29% | $18.17B |
| KSPIJoint Stock Co Kaspi.kz | $90.53 | 8.3x | 0.0x | 6.34% | 44.78% | $17.2B |
| DTDynatrace, Inc. | $63.37 | 129.3x | 7.5x | 0.00% | 5.88% | $18.39B |
About the company
- 4,412
- San Francisco, United States