Unity Software Inc.Opportunity Rank #197(U) Intrinsic Value & DCF Analysis (2026)
Current Price
$27.14
Last updated: Jun 23, 2026
Price vs Intrinsic Value
Fundamental Score
Weighted across 6 signals
Narrative Score
No change vs previous
Trend Score
As of 2026-06-22
The intrinsic value of Unity Software Inc. (U) is estimated at $25.07 per share based on a 10-year discounted cash flow (DCF) analysis. At the current price of $27.14, the stock appears overvalued relative to its projected cash flow fundamentals. This estimate assumes an 11.27% long-term growth rate and a 10.40% discount rate, reflecting expected future free cash flow and cost of capital.
The intrinsic value of Unity Software Inc. (U) is estimated at $25.07 per share based on a 10-year discounted cash flow (DCF) analysis. At the current price of $27.14, the stock appears overvalued relative to its projected cash flow fundamentals. This estimate assumes an 11.27% long-term growth rate and a 10.40% discount rate, reflecting expected future free cash flow and cost of capital.Valuation Details
Capital Efficiency
The company is earning below its required return. This may indicate inefficient use of capital or excess cash that isn't being reinvested.
Fundamental Details
Narrative Details
Trend Details
Investment Coach
- Price moving to at least a mid-teens discount to fair value.
- Sustained improvement in ROIC versus WACC spread.
- Meaningful shifts in the narrative trend and score direction.
Free Cash Flow (in millions)
How Intrinziq Estimates Fair Value
Intrinziq estimates Unity Software Inc.'s intrinsic value using a discounted cash flow (DCF) model based on free cash flow trends and a market-based discount rate. The model projects future cash flows over ten years and discounts them using a market return assumption to estimate fair value.
Unity Software Inc.Technology
Unity Software Inc. provides a foundational platform for developing and operating interactive, real-time 3D content. This comprehensive platform offers robust software solutions that empower users to create, deploy, and monetize dynamic 2D and 3D content across a wide array of devices, including mobile phones, tablets, personal computers, gaming consoles, and augmented and virtual reality hardware. The company serves a diverse professional base, assisting content creators, software developers, artists, designers, engineers, and architects in bringing their interactive 2D and 3D visions to life. Unity's offerings are distributed globally through various channels, including its direct online store, dedicated field sales teams, and a network of independent distributors and resellers. This extensive international presence spans numerous countries such as the United States, Canada, China, Japan, Germany, France, the United Kingdom, and many others across Europe, Asia, and South America. Founded in 2004, Unity Software maintains its corporate headquarters in San Francisco, California.