SIRI

Sirius XM Holdings Inc.

Communication Services · $8.7B market cap

Verdict

Share price

$25.72

close of Oct 3, 2026

Fair value

$20.03

Sticker Price

Payback Price

$8.01

buy price

Overpriced

SIRI is Overpriced: at $25.72 it trades 28% above its fair value of $20.03. Its buy price (Payback Price) is $8.01, 69% below today's price. Business quality is solid: 3 of 5 key numbers clear the 10% bar.

How we valued it

Free Cash Flow. Sales grew -2% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.

Business quality

3 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth11.5% a year✓
Equity per share growth12.6% a year✓
Sales growth10.3% a year✓
Free cash flow growth8.4% a year✗
Return on invested capital1.5%✗

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Superinvestors

5 of the investors we track hold SIRI. In Q2 2026, 1 added and 1 sold out. Who we track

Moves in Q2 2026

Added: Tweedy Browne

Sold out: Lee Ainslie

About Sirius XM Holdings Inc.

Sirius XM Holdings Inc. operates as an audio entertainment company in North America. It operates through two segments, Sirius XM, and Pandora and Off-platform. The Sirius XM segment provides music, sports, entertainment, comedy, and talk and news channels, as well as podcast and infotainment services on subscription fee basis; and live, curated, and exclusive and on demand programming services through satellite…

Broadcasting

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works