VCP ScannerFree US Stock Screener & Financial AnalysisFree US Stock Screener
ScreenerThemes
DCF ValuationCalculate intrinsic value of US stocks
Market ValuationBuffett indicator, CAPE & macro gauges
Total ReturnSee dividends + price return history
DCA CalculatorSimulate recurring buys & compounding
Earnings
FAANG & Tech
AAPL vs MSFTNVDA vs AMDGOOGL vs META
Cloud & Cyber
CRM vs NOWCRWD vs PANWSNOW vs DDOG
Consumer & Auto
TSLA vs FAMZN vs WMTNFLX vs DIS
Finance & Crypto
JPM vs BACV vs MACOIN vs MSTR
Pharma & Energy
LLY vs NVOJNJ vs PFEXOM vs CVX
Compare Any Stocks...
WatchlistInsider
ScreenerThemes
Earnings
WatchlistInsider
U
← Back to Screener
VCP ScannerFree US Stock Screener & Financial Analysis

Find stocks. Verify deeply. Act with conviction.

Data updated daily

Product

  • Screener
  • Themes
  • Valuation
  • Total Return
  • DCA Calculator
  • News
  • Earnings

Resources

  • Market Valuation
  • Compare
  • Insider Activity
  • Methodology
  • How It Works
  • Glossary
  • Learn

Get Ideas

Get weekly stock ideas — free

© 2026 VCP Scanner
AboutPrivacyTerms
Not financial advice. Do your own research.
ScreenerNewsCompareWatchlist
UUnity Software Inc.
$29.65$12.9B
Overview & Verdict
Overview
Valuation & Forecasts
Valuation ModelsEstimatesDCF Model
Price & Analyst Data
Analyst TargetsPrice HistoryTechnical Analysis
Financial Statements
Income StatementBalance SheetCash FlowRatios & Margins
Performance
P/E HistoryRevenue HistoryEarnings HistoryDividend HistoryTotal Return
Ownership
Holders

U logoUnity Software Inc.(U)Earnings, Financials & Key Ratios

U•NYSE
$29.65
Price updated Jul 6, 2026
SectorTechnologyIndustryApplication SoftwareSub-IndustryDeveloper tools and DevOps platforms
AboutUnity Software Inc. creates and operates an interactive real-time 3D content platform. Its platform provides software solutions to create, run, and monetize interactive, real-time 2D and 3D content for mobile phones, tablets, PCs, consoles, and augmented and virtual reality devices. The company serves content creators and developers, artists, designers, engineers, and architects to create interactive and real-time 2D and 3D content. It offers its solutions directly through its online store, field sales operations, independent distributors, and resellers in the United States, Denmark, Belgium, Canada, China, Colombia, Finland, France, Germany, Ireland, Israel, Japan, Lithuania, Portugal, Singapore, South Korea, Spain, Sweden, Switzerland, and the United Kingdom. The company was founded in 2004 and is headquartered in San Francisco, California.Show more
  • Revenue$1.85B+2.0%
  • EBITDA$38M+111.1%
  • Net Income-$403M+39.4%
  • EPS (Diluted)-0.96+42.9%
  • Gross Margin74.17%+0.9%
  • EBITDA Margin2.07%+110.9%
  • Operating Margin-22.85%+45.1%
  • Net Margin-21.78%+40.5%
  • ROE-11.65%+40.0%

U Price & Volume

Unity Software Inc. (U) stock price & volume — 10-year historical chart

Loading chart...

Persistent Operating Losses Cloud Revenue Growth Trajectory

Investment Thesis • Updated 2026Q1

VerdictNegative
Growth:Mixed
Profitability:Negative
Financial:Strained
Cash Flow:Mixed
Primary Risk:Persistent operating margin deficits

Key Thesis Takeaways

  • Unity Software faces a challenging path to profitability as it struggles to convert its 16.8% revenue growth into sustainable operating income, evidenced by a significant $351.4 million operating loss in 2026Q1.
  • The company's reliance on a $3.2 billion goodwill base and persistent negative retained earnings of -$4.5 billion suggests structural risks to long-term shareholder value.
  • Investors should monitor whether the company can stabilize its volatile gross margins, which compressed to 30.8% in the most recent quarter, while managing the dilution risks associated with its historical reliance on stock-based compensation.

Verdict Logic

the company's inability to achieve consistent operating profitability, highlighted by a -$351.4 million operating loss in 2026Q1, suggests that the current business model lacks the necessary scale to justify its current valuation.

U Growth Metrics

Unity Software Inc. (U) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years-
5 Years19.08%
3 Years9.96%
TTM7.55%

Profit CAGR

10 Years-
5 Years-
3 Years-
TTM-49.12%

EPS CAGR

10 Years-
5 Years-
3 Years-
TTM-40.18%

Return on Capital

10 Years-20.6%
5 Years-13.05%
3 Years-10.87%
Last Year-7.57%

U Recent Earnings

Unity Software Inc. (U) EPS & revenue vs analyst estimates — last 4 quarters

Full history →
●Beat EPS 8/12 qtrs (67%)●Beat Revenue 10/12 qtrs (83%)
Q2 2026Latest
May 7, 2026
Metric
Actual
Est
EPS
$0.80-278.9%
$0.21
Rev
$508M+1.3%
$502M
Q1 2026
Feb 11, 2026
Metric
Actual
Est
EPS
$0.21-205.0%
$0.20
Rev
$503M+2.1%
$493M
Q4 2025
Nov 5, 2025
Metric
Actual
Est
EPS
$0.20+8.4%
$0.18
Rev
$471M+3.9%
$453M
Q3 2025
Aug 6, 2025
Metric
Actual
Est
EPS
$0.26-287.9%
$0.14
Rev
$441M+3.1%
$428M
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q2 2026LatestMay 7, 2026
$0.80vs $0.21-278.9%
$508Mvs $502M+1.3%
Q1 2026Feb 11, 2026
$0.21vs $0.20-205.0%
$503Mvs $493M+2.1%
Q4 2025Nov 5, 2025
$0.20vs $0.18+8.4%
$471Mvs $453M+3.9%
Q3 2025Aug 6, 2025
$0.26vs $0.14-287.9%
$441Mvs $428M+3.1%
Based on last 12 quarters of dataView full earnings history →

Latest U News

Recent stock market news and headlines for Unity Software Inc. (U)

Zacks Investment Research·6 days ago
Wall Street Analysts See Unity Software (U) as a Buy: Should You Invest?

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Zacks Investment Research·Jun 22, 2026
Here's Why Unity Software Inc. (U) Fell More Than Broader Market

In the latest trading session, Unity Software Inc. (U) closed at $27.14, marking a -1.24% move from the previous day.

Zacks Investment Research·Jun 17, 2026
Buy 5 Technology Laggards Despite the Sector's Dream Run in 2026

Despite XLK's 33.2% YTD surge, five tech laggards including PLTR, TEAM, TOST, U, and ROP show growth potential on AI and business momentum.

Zacks Investment Research·Jun 16, 2026
Here's Why Unity Software Inc. (U) is a Strong Momentum Stock

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

Peers Comparison

Key metrics vs top competitors for Unity Software Inc. (U)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
U logoUUnity Software Inc.Current
$29.65$12.94B-30.892.01%-21.78%-11.65%—
EPAM logoEPAMEPAM Systems, Inc.
$86.85$4.54B12.9215.42%6.96%10.66%—
ADSK logoADSKAutodesk, Inc.
$207.54$43.82B39.6817.53%19.49%49.42%—
TTWO logoTTWOTake-Two Interactive Software, Inc.
$258.41$47.98B-159.5118.16%-4.48%-8.57%—
EA logoEAElectronic Arts Inc.
$205.21$51.35B58.460.91%11.78%14.19%—
RBLX logoRBLXRoblox Corporation
$57.02$40.81B-37.0335.77%-20.69%-289.59%—

Compare U vs Peers

Unity Software Inc. (U) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs EPAM

Most directly comparable listed peer for U.

Scale Benchmark

vs NVDA

Larger-name benchmark to compare U against a more recognizable public peer.

Peer Set

Compare Top 5

vs EPAM, ADSK, TTWO, EA

U SEC Filings & Documents

Unity Software Inc. (U) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

May 14, 2026·SEC

Material company update

May 7, 2026·SEC

Material company update

Mar 26, 2026·SEC

10-K Annual Reports

2
FY 2026

Feb 11, 2026·SEC

FY 2025

Feb 21, 2025·SEC

10-Q Quarterly Reports

6
FY 2026

May 7, 2026·SEC

FY 2025

Nov 5, 2025·SEC

FY 2025

Aug 6, 2025·SEC

Get notified when U posts new earnings or crosses analyst targets

Free. No account needed. Unsubscribe any time.

Free. Unsubscribe any time.

U Frequently Asked Questions

Unity Software Inc. (U) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is Unity Software Inc.'s revenue?

Unity Software Inc. (U) reported $1.92B in revenue for fiscal year 2025. This represents a 405% increase from $380.8M in 2018.

How fast is Unity Software Inc. growing?

Unity Software Inc. (U) grew revenue by 2.0% over the past year. Growth has been modest.

Is U profitable?

Unity Software Inc. (U) reported a net loss of $672.0M for fiscal year 2025.

Dividend & Returns
What is U's return on equity?

Unity Software Inc. (U) has a return on equity (ROE) of -11.6%. Negative ROE indicates the company is unprofitable.

What is Unity Software Inc.'s free cash flow?

Unity Software Inc. (U) generated $463.1M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.

What if you invested $1,000 in U back in 2018?

Total return calculator · dividends reinvested · 8+ years of data

See returns →