PLTKPlaytika Holding Corp.
Services-Computer Processing & Data Preparation
- Revenue
- $2.8B
- 8.1% YoY
- Operating margin
- -0.2%
- 101% YoY
- EBITDA
- $42M
- 90% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 47.5×
- $2.0B net debt
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCClear3% of revenueOver 10% of revenue
- Payouts exceed cash flowClear26% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyFired51% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $2.6B | $2.6B | $2.6B | $2.5B | $2.8B | 8.1% |
| Operating income | $562M | $471M | $502M | $392M | −$5M | 101% |
| Net income | $309M | $275M | $235M | $162M | −$206M | 227% |
| Operating cash flow | $552M | $494M | $516M | $490M | $568M | 16% |
| Capex | $47M | $68M | $33M | $41M | $36M | 11% |
| Stock-based comp | $100M | $124M | $110M | $99M | $83M | 17% |
| Dividends | $0 | $0 | $0 | $112M | $150M | 35% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $6M | −$11M | 17 | 158 |
| FY2024 | $84M | $77M | 27 | 142 |
| FY2023 | $49M | $49M | 32 | 117 |
| FY2022 | $57M | $13M | 32 | 81 |
| FY2021 | $63M | $12M | 64 | 120 |