PLTK - Playtika's Data-Driven Marketing Skills Imply More Than 31% Upside Potential
- Playtika Holding is a developer of mobile games.
- I would expect significant inorganic growth. Take into account that PLTK acquired significant experience in the generation of meaningful synergies from the acquisition of Seriously and Supertreat.
- If the company successfully establishes games in the company’s core genres, the management will easily sell new related games.
- Among the new developments, in my view, if the company successfully applies artificial intelligence to assess the interaction with players, gamers will play much more.
- I assumed sales growth of 7%, which I consider moderate. The company’s EBITDA margin would also stand at 39%, and the FCF would grow from $530 million in 2021 to $1.115 billion in 2030.
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Playtika's Data-Driven Marketing Skills Imply More Than 31% Upside Potential