Unity Technologies U

Unity Technologies trades at 7.5x EV/NTM revenue on a $16.71B enterprise value. Revenue grew 23.9% year over year to $546.5M in the quarter ending June 2026, an annual run rate of $2.19B. Unity Technologies reports a 79.6% gross margin and 26.8-month CAC payback.

ARR ($M)
2185
Net Dollar Retention
--
ARR Growth
23.9%
EV / NTM Revenue
7.5x
Payback Period
26.8
EV / Run Rate
7.6x
Price & Key Metrics
Price Performance
Company Details
Share Price: 43.31
Last Filing Date: 2026-06-30
Fiscal Year End: 12-31
Last Filing: Form
Founding Year: 2004
IPO Year: 2020
% of 52 wk High: 88%
Description
Unity Technologies provides affordable multiplatform tools and services to developers of interactive content.
Reporting Notes
Categories
DevOps/Dev Tools Gaming Software B2B SaaS PLG Vertical SaaS
Valuation
Market Cap: 19,060.252
Enterprise Value: 16,708.265
EV / Revenue Run Rate: 7.6x
EV / NTM Revenue: 7.5x
EV / 2026 Revenue Estimates: 7.9x
EV / 2027 Revenue Estimates: 6.9x
EV / 2028 Revenue Estimates: 5.8x
Key Business Metrics
Net Dollar Retention: --
Customers: --
ARR: 2,185
ARR Growth %: 24%
ARR/Customer ($K): --
ARR/Employee ($K): 495
Revenue
Revenue Run Rate: 2,185
ARR: 2,185
2026 Revenue Estimates: 2,118
2027 Revenue Estimates: 2,418
2028 Revenue Estimates: 2,867
LTM Revenue: 2,028
Last Year Run Rate: 1,763
Growth
Revenue Growth: 24%
ARR Growth: 24%
Growth Persistence: --
2026 Revenue Growth Estimates: 15%
2027 Revenue Growth Estimates: 14%
2028 Revenue Growth Estimates: 19%
Financials
Quarterly
Calendar Year
Frequently Asked Questions

How fast is Unity Technologies growing?

Unity Technologies grew revenue 23.9% year over year, reaching $546.5M in the quarter ending June 2026.

What multiple does Unity Technologies trade at?

Unity Technologies trades at 7.5x EV/NTM revenue and 7.6x EV/run-rate, on an enterprise value of $16.71B.

Is Unity Technologies profitable?

For Unity Technologies, operating income was -$32.2M last quarter and LTM free cash flow margin is 26.5%.

How long does it take Unity Technologies to pay back CAC?

Unity Technologies recovers customer acquisition cost in about 26.8 months.

What sector is Unity Technologies in?

Public Comps classifies Unity Technologies under DevOps/Dev Tools, Gaming, Software, B2B SaaS, PLG, and Vertical SaaS.

Where does Public Comps get Unity Technologies's data?

Figures come from Unity Technologies's own SEC filings, normalised into a consistent quarterly format and refreshed after each earnings release.