Spotify Technology (SPOT) Stock Analysis
This is a peer-relative look at Spotify Technology (SPOT): its performance, risk, profitability, growth, financial strength, dividend, and valuation are each measured against its Media & Entertainment peers, so every number reads in context rather than in isolation.
Company Profile
| Profile Item | SPOT |
|---|---|
| Name | Spotify Technology S.A. |
| Country/Region | Sweden |
| GICS Sector | Communication Services |
| GICS Industry Group | Media & Entertainment |
| GICS Industry | Entertainment |
| GICS Sub-Industry | Movies & Entertainment |
| Market Capitalization | 101.42 billion USD |
| Currency | USD |
| Exchange | NYSE |
| Listing Date | April 3, 2018 |
| Security Type | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | Current stock: SPOT | Industry group median |
|---|---|---|
| Total Return (1Y) | -30.22% | 0.58% |
| Total Return (3Y, Annualized) | 42.15% | 5.69% |
| Total Return (5Y, Annualized) | 14.75% | -8.38% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | Current stock: SPOT | Industry group median |
|---|---|---|
| Volatility (1Y, Annualized) | 44.96% | 46.53% |
| Beta (5Y) | 1.58 | 0.96 |
| Max Drawdown (5Y) | -76.39% | -75.28% |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | Current stock: SPOT | Industry group median |
|---|---|---|
| Sharpe Ratio (1Y) | -0.76 | -0.07 |
| Sortino Ratio (1Y) | -1.06 | -0.09 |
Profitability
ROE (TTM)
Spotify Technology (SPOT) posts ROE of 37.99%, in the upper peer quartile. That suggests the company earns more from each dollar of shareholders’ equity than most industry peers, a useful capital-efficiency signal.
SPOT
Media & Entertainment industry group
37.99%
Group distribution
- Max
- 38.89%
- SPOT
- 37.99%
- Q3
- 16.35%
- Median
- 6.52%
- Q1
- -3.39%
- Min
- -29.59%
Largest peers
- NFLX
- 49.54%
- GOOGL
- 38.89%
- GOOG
- 38.89%
- SPOT
- 37.99%
- META
- 32.93%
- CMCSA
- 20.92%
- DIS
- 11.01%
Net Margin (TTM)
Spotify Technology (SPOT) keeps 15.45% of revenue as net profit, putting net margin in the upper peer quartile. After operating costs, interest, and taxes, more of each sales dollar reaches shareholders than it does at most industry peers.
SPOT
Media & Entertainment industry group
15.45%
Group distribution
- Max
- 30.77%
- SPOT
- 15.45%
- Q3
- 11.05%
- Median
- 3.73%
- Q1
- -3.12%
- Min
- -24.17%
Largest peers
- GOOGL
- 37.92%
- GOOG
- 37.92%
- META
- 32.84%
- NFLX
- 28.22%
- SPOT
- 15.45%
- CMCSA
- 15.00%
- DIS
- 11.54%
Operating Margin (TTM)
Spotify Technology (SPOT) turns 15.77% of revenue into operating profit, roughly in line with the peer group’s normal operating margin range. Its core cost structure looks typical for the industry.
SPOT
Media & Entertainment industry group
15.77%
Group distribution
- Max
- 41.37%
- Q3
- 15.96%
- SPOT
- 15.77%
- Median
- 7.22%
- Q1
- -3.48%
- Min
- -27.39%
Largest peers
- META
- 40.62%
- GOOGL
- 36.12%
- GOOG
- 36.12%
- NFLX
- 33.38%
- SPOT
- 15.77%
- DIS
- 15.51%
- CMCSA
- 13.15%
Profitability Metrics
| Metric | Current stock: SPOT | Industry group median |
|---|---|---|
| ROE (TTM) | 37.99% | 6.52% |
| ROA (TTM) | 11.64% | 2.70% |
| Net Margin (TTM) | 15.45% | 3.73% |
| Operating Margin (TTM) | 15.77% | 7.22% |
| Gross Margin (TTM) | 32.32% | 50.70% |
Growth
Revenue Growth
Spotify Technology (SPOT) grew revenue 9.65%, roughly around the peer group's normal range. Top-line momentum looks broadly typical for the industry.
EPS Growth
Spotify Technology (SPOT) grew earnings per share 91.09%, in the upper peer quartile. Per-share profits are compounding faster than at most industry peers.
Growth Metrics
| Metric | Current stock: SPOT | Industry group median |
|---|---|---|
| Revenue Growth (YoY) | 9.65% | 3.45% |
| Revenue Growth (3Y CAGR) | 13.59% | 5.10% |
| EPS Growth (YoY) | 91.09% | 1.00% |
| EPS Growth (3Y CAGR) | -- | 25.39% |
Financial Strength
Current Ratio (MRQ)
Spotify Technology (SPOT) has current ratio of 2.06, in the healthier middle range for its industry. The short-term asset cushion looks balanced relative to peers rather than stretched thin.
SPOT
Media & Entertainment industry group
2.06
Group distribution
- Max
- 4.37
- Q3
- 2.40
- SPOT
- 2.06
- Median
- 1.44
- Q1
- 1.02
- Min
- 0.31
Largest peers
- META
- 2.35
- SPOT
- 2.06
- GOOGL
- 1.92
- GOOG
- 1.92
- NFLX
- 1.14
- CMCSA
- 0.87
- DIS
- 0.68
Debt / Equity (MRQ)
Spotify Technology (SPOT) has debt-to-equity ratio of 0.06, in the lower-leverage quartile for its industry. Borrowing is modest relative to equity compared with most peers, which can leave more flexibility through a cycle.
SPOT
Media & Entertainment industry group
0.06
Group distribution
- Max
- 2.46
- Q3
- 1.10
- Median
- 0.47
- Q1
- 0.13
- SPOT
- 0.06
- Min
- 0.00
Largest peers
- CMCSA
- 1.07
- NFLX
- 0.55
- DIS
- 0.41
- META
- 0.36
- GOOGL
- 0.20
- GOOG
- 0.20
- SPOT
- 0.06
Financial Strength Metrics
| Metric | Current stock: SPOT | Industry group median |
|---|---|---|
| Current Ratio (MRQ) | 2.06 | 1.44 |
| Debt / Equity (MRQ) | 0.06 | 0.47 |
| Net Debt / EBITDA | -2.38 | 1.23 |
Dividends
Dividend Yield (TTM)
Spotify Technology (SPOT) pays no dividend, leaving dividend yield at 0.00% this period. Shareholders may still receive value through reinvestment or buybacks, but there is no dividend income to compare here.
SPOT
Media & Entertainment industry group
0.00%
Group distribution
- Max
- 1.97%
- Q3
- 0.88%
- SPOT
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Largest peers
- CMCSA
- 5.55%
- DIS
- 1.56%
- META
- 0.33%
- GOOG
- 0.24%
- GOOGL
- 0.24%
- SPOT
- 0.00%
- NFLX
- 0.00%
Dividend Payout Ratio (TTM)
Spotify Technology (SPOT) paid no earnings out as dividends this period, leaving payout ratio at 0.00%. There is no dividend payout to size against earnings.
SPOT
Media & Entertainment industry group
0.00%
Group distribution
- Max
- 41.30%
- Q3
- 17.37%
- SPOT
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Largest peers
- CMCSA
- 25.88%
- DIS
- 20.00%
- META
- 7.64%
- GOOGL
- 6.41%
- GOOG
- 6.41%
- SPOT
- 0.00%
- NFLX
- 0.00%
Dividend Metrics
| Metric | Current stock: SPOT | Industry group median |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.00% |
| Dividend Payout Ratio (TTM) | 0.00% | 0.00% |
Valuation
P/E Ratio (TTM)
Spotify Technology (SPOT) trades at P/E ratio of 33.55, near the industry’s usual earnings multiple. The stock is not showing a clear peer discount or premium on trailing earnings.
SPOT
Media & Entertainment industry group
33.55
Group distribution
- Max
- 78.62
- Q3
- 41.37
- SPOT
- 33.55
- Median
- 23.47
- Q1
- 12.58
- Min
- 1.74
Largest peers
- SPOT
- 33.55
- GOOGL
- 26.89
- GOOG
- 26.41
- META
- 23.47
- NFLX
- 21.26
- DIS
- 15.43
- CMCSA
- 4.66
P/S Ratio (TTM)
Spotify Technology (SPOT) trades at 5.79 on P/S ratio, in the higher sales-valuation quartile. Investors are paying up for each dollar of revenue, so stronger margins, growth, or revenue quality need to carry that price.
SPOT
Media & Entertainment industry group
5.79
Group distribution
- Max
- 7.60
- SPOT
- 5.79
- Q3
- 3.84
- Median
- 1.52
- Q1
- 0.68
- Min
- 0.00
Largest peers
- GOOGL
- 10.03
- GOOG
- 10.00
- META
- 7.60
- NFLX
- 5.91
- SPOT
- 5.79
- DIS
- 1.72
- CMCSA
- 0.68
P/B Ratio (MRQ)
Spotify Technology (SPOT) trades at 11.12 on P/B ratio, in the higher book-value quartile. The market is paying a premium to book, so stronger ROE, cleaner assets, or a better growth profile need to justify it.
SPOT
Media & Entertainment industry group
11.12
Group distribution
- Max
- 13.29
- SPOT
- 11.12
- Q3
- 5.93
- Median
- 2.00
- Q1
- 0.76
- Min
- -3.80
Largest peers
- SPOT
- 11.12
- NFLX
- 9.48
- GOOGL
- 8.79
- GOOG
- 8.76
- META
- 6.71
- DIS
- 1.54
- CMCSA
- 0.96
Valuation Metrics
| Metric | Current stock: SPOT | Industry group median |
|---|---|---|
| P/E Ratio (TTM) | 33.55 | 23.47 |
| P/S Ratio (TTM) | 5.79 | 1.52 |
| P/B Ratio (MRQ) | 11.12 | 2.00 |
| Free Cash Flow Yield (TTM) | 0.70% | 6.79% |