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Playboy, Inc. (PLBY) stock

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NASDAQ: PLBY Nasdaq Specialized Consumer Services Next results ~November 5, 2026

C Fundamentals grade

Playboy, Inc. is a US-listed company in the specialized consumer services industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Model estimate per share

~$0.6

Valuation models combined (4)

Base case. Range ~$0.3–$1.0. Weighted average of 4 models (growth cash-flow model, forward price-to-earnings vs peers, forward price-to-sales vs peers, revenue-to-maturity model), the growth cash-flow model counting double.

Price vs value

No Buy/Hold/Sell rating is issued: valued with our growth model, which doesn't carry a Buy/Hold/Sell rating yet.

Playboy, Inc. valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders0 buying, 7 selling0 purchases and 63 sales by directors and officers, last 12 monthsInsider trades
  • Funds47 adding, 45 cuttingOf 20 active managers that changed their stake, 8 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Playboy files

Where Playboy stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $125m, up 4.5% on a year earlier, about the same pace as a quarter earlier. Free-cash-flow margin rose to 1.3% from -16.1% a year earlier. Operating margin widened to 4.3% from -37.4%. The diluted share count is up 28.2% on a year earlier, which dilutes existing holders. Against its peers on growth, profitability, cash generation and balance sheet, it grades D. It passes 0 of our 7 financial-health checks. Our price-to-sales vs peers value is $0.75 a share, against a share price of $1.16.

Source: 10-Q filed August 10, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 5, 2026 (estimated)

Playboy, Inc.'s trailing-twelve-month revenue grew 4.5% year on year, with a free-cash-flow margin of 1.3%. Where it stands out: gross margin of 72.7% ranks 3 of 14 specialized consumer services companies we cover. Where it lags: long-term debt as % of assets of 54.0% ranks 14 of 15 specialized consumer services companies we cover.

Current signal Results well ahead of expectations: Reported earnings per share beat the analysts' consensus estimate by 100% in the quarter to 2026-06-30, the 3rd beat in the last four quarters.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Margins widening. Operating margin is up 41.7 points on a year ago.

Things to watch

  • Results due soon. Results are expected around 9 November; the share price can move sharply on the day.
  • Share dilution. Diluted shares rose 28.2% in a year.
  • High earnings multiple. The shares trade at 485 times the last 12 months' earnings, so expectations are demanding.
  • Volatile shares. Over the past year the shares showed annualised volatility of 79% and a beta of 1.3 against the S&P 500.
  • Insiders selling. 7 insiders sold $13M of stock over the past 365 days and none bought (0% under pre-set trading plans).
  • Below peers: long-term debt as % of assets. Long-term debt as % of assets of 54.0% ranks 14 of 15 specialized consumer services companies we cover (median 26.1%).

Latest results: FY2026 Q2

Filed August 10, 2026
Earnings per share
$0.00 against an average estimate of -$0.00: beat by 100.0%
Revenue
$31m, up 10.9% on a year earlier
Share reaction
+11.5% in the first session after the results on August 10, 2026, against -0.3% for the S&P 500
Next report
November 5, 2026; average EPS estimate $0.00

Playboy's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+5.1%
  • 1 week+13.8%
  • 1 month+19.2%
  • This year-34.0%
  • 1 year-6.8%
  • 5 years-96.1%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$125M
Operating margin
4.3%
Net margin
0.2%
EPS (TTM, diluted)
$0.00

Growth

Revenue growth
+4.5%
Change in growth rate
−0.3 pts
Share count change
+28.2%

Cash

Free cash flow (TTM)
$1.7M
FCF margin
1.3%
Stock pay % of revenue
4.8%

Earnings

Last results
August 10, 2026
Next results (est.)
November 9, 2026

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Agreement
  2. Insider trade
  3. Insider trade
  4. Results

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Playboy, Inc. valuation models and calculator

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: valued with our growth model, which doesn't carry a Buy/Hold/Sell rating yet.

Valuation models

We value Playboy, Inc. as an operating company, with every model that fits that kind of business. Cost of equity 8.4%: the 10-year Treasury yield (4.9%) plus a beta of 0.76 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Growth cash-flow model Revenue for this year and next from analysts' consensus, then growth fading to 2.5%; the operating margin moving to profitable peers'; investment needed per dollar of growth from peers; reduced by a failure probability. For young or fast-growing companies. The starting margin is normalized to between -100% and 60%; net margin is a proxy when operating income is not tagged. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$0.7 ~$0.1–$1.1 Primary model, counts double
Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$0.7 ~$0.6–$1.0 Included
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. — Does not apply: the model gives no positive value
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. — Does not apply: return on equity is not positive
Forward price-to-sales vs peers Next year's consensus sales per share times peers' typical forward price-to-sales; only when earnings are negative. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$1.0 ~$1.1–$2.6 Included, half weight
Revenue-to-maturity model Revenue grown to maturity with the cash margin moving to the industry's; for companies not yet profitable. ~$0.3 Included
Combined value Weighted average of the models that apply: the primary model (growth cash-flow model) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$0.6 ~$0.3–$1.0 4 models

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Playboy, Inc. with Specialized Consumer Services in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Valuation multiples over time Market data may be delayed

At fiscal year end 202020212022202320242025Now
Share price$10.51$26.64$2.75$1.00$1.46$1.88$1.24
Market value$233m$1.0bn$130m$71m$111m$188m$137m
+ Net debt (− = net cash)$152m$168m$170m$184m$146m$136m$124m
Enterprise value$385m$1.2bn$300m$255m$257m$325m$261m
Multiples
Price / sales 1.6x4.1x0.7x0.5x1.0x1.6x1.1x
Price / earnings ——————n/m
Price / free cash flow ——————82.2x
EV / EBITDA 24.3x—————33.5x

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

23 /100

Weak moat

How hard Playboy's competitive advantage looks for rivals to wear away, judged from 6 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 0 / 20

    Net income has been a median -11.0% of total assets over 6 years.

  • Durability 10 / 20

    Operating margin has been a median -29.7%; its worst year was -296.7%.

  • Discipline 7 / 20

    The diluted share count rose 298.4% over five years; stock-based pay has been a median 4.8% of revenue.

AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (28 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 5, 2026, after the close. Analysts expect revenue of $30m and EPS of $0.00 (range $0.00 to $0.00) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current −$0.01 +92% $129m +7%
Next $0.06 +700% $136m +5%

Next year's EPS estimate has moved 0.0% in 90 days, across 3 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is +200.3% on 90 days ago. In the last 30 days, 1 analyst raised Playboy, Inc.'s forecast and 0 cut it.

Consensus EPS forecast Playboy, Inc., last 90 days
−$0.02 $0.00 $0.02 $0.04 $0.06 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: −$0.00 Current fiscal year, 60 days ago: −$0.00 Current fiscal year, 30 days ago: −$0.00 Current fiscal year, 7 days ago: −$0.00 Current fiscal year, Now: −$0.01 −$0.01 Next fiscal year, 90 days ago: $0.06 Next fiscal year, 60 days ago: $0.06 Next fiscal year, 30 days ago: $0.06 Next fiscal year, 7 days ago: $0.06 Next fiscal year, Now: $0.06 $0.06

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago −$0.00$0.06
60 days ago −$0.00$0.06
30 days ago −$0.00$0.06
7 days ago −$0.00$0.06
Now −$0.01$0.06

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 −$0.00 $0.00 +100.0%
Mar 2026 $0.01 −$0.03 −549.8%
Dec 2025 $0.01 $0.03 +125.1%
Sept 2025 −$0.02 $0.00 +100.0%

Adjusted EPS as companies report it, against the average analyst estimate.

Analyst recommendations

3 analysts, Oct 2026
Buy267%
Hold133%
Sell00%

Monthly trend

  1. Oct 2026213

Counts of recommendations published by analysts covering Playboy, Inc., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
4.4%
of tradable shares
Days to cover
4.92
at average volume
Short interest, 1 month
−4%
to October 15, 2026
Held by institutions
40%
of shares
Held by insiders
17.1%
of shares
Employees
199
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months −6.8%

$1.33 on October 31, 2025 to $1.24

ThenNowEffect
Revenue (last 12 months) $120m $125m +4.5%
P/S multiple 1.0x 1.1x +14.4%
Share count 86m 111m −22.0%

Biggest factor: share count. Loss-making at one end, so the split uses price/sales.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 202120222023202420252026 to date
Return
PLBY+154%−90%−64%+46%+29%−34%
Industry peers (median)+7%−53%−23%+8%−8%−33%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
PLBY50%25%33%58%42%46%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
PLBY−65%−91%−88%−62%−56%−64%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since August 31, 2020: 99% from May 4, 2021 to November 14, 2023. Getting back needed a 13476% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$0.98 – $2.71
From 52-week high
−54.2%
vs 50-day average
+12.2%
vs 200-day average
−13.5%
Volatility (1 year)
79%
Beta vs S&P 500
1.27

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
8 up, 4 down
typical move ±13.2%
After a week
6 up, 6 down
typical move ±14.5%
After a month
6 up, 6 down
typical move ±22.9%
Results releasedNext dayS&P 500 next day5 days21 days
August 10, 2026 +11.5% −0.3% −3.3% −5.7%
May 11, 2026 −16.7% +0.1% −30.6% −23.9%
March 16, 2026 +4.2% +1.3% +6.5% +3.6%
February 24, 2026 +2.9% +1.6% −10.7% −18.0%
November 12, 2025 +23.0% −1.6% +18.5% +45.2%
August 12, 2025 +11.7% +1.4% +1.8% +7.4%
May 15, 2025 +29.2% +1.1% +25.8% +22.5%
March 13, 2025 −5.4% +0.7% −10.1% −21.7%
November 12, 2024 +5.3% −0.3% +25.6% +74.4%
August 8, 2024 −21.6% +2.8% −15.3% −26.5%
May 9, 2024 −12.5% +0.7% −11.3% −15.3%
March 27, 2024 +14.1% +0.8% +14.1% +10.9%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Playboy, Inc. in five measures

Fundamentals grade C
Growth Profitability Cash Balance sheet

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Playboy, Inc.
$100M $120M $140M $160M $180M FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue (TTM), FY23 Q3: $131.5M Revenue (TTM), FY23 Q4: $178.5M Revenue (TTM), FY24 Q1: $171.6M Revenue (TTM), FY24 Q2: $161.4M Revenue (TTM), FY24 Q3: $174.6M Revenue (TTM), FY24 Q4: $116.1M Revenue (TTM), FY25 Q1: $116.7M Revenue (TTM), FY25 Q2: $120M Revenue (TTM), FY25 Q3: $119.5M Revenue (TTM), FY25 Q4: $120.9M Revenue (TTM), FY26 Q1: $122.3M Revenue (TTM), FY26 Q2: $125.4M $125.4M

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue (TTM)
FY23 Q3 $131.5M
FY23 Q4 $178.5M
FY24 Q1 $171.6M
FY24 Q2 $161.4M
FY24 Q3 $174.6M
FY24 Q4 $116.1M
FY25 Q1 $116.7M
FY25 Q2 $120M
FY25 Q3 $119.5M
FY25 Q4 $120.9M
FY26 Q1 $122.3M
FY26 Q2 $125.4M
Revenue growth, TTM YoY Playboy, Inc.
-50% 0% 50% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue growth, TTM YoY, FY23 Q3: -49.2% Revenue growth, TTM YoY, FY23 Q4: -14.1% Revenue growth, TTM YoY, FY24 Q1: -1.2% Revenue growth, TTM YoY, FY24 Q2: 0.3% Revenue growth, TTM YoY, FY24 Q3: 32.8% Revenue growth, TTM YoY, FY24 Q4: -34.9% Revenue growth, TTM YoY, FY25 Q1: -32.0% Revenue growth, TTM YoY, FY25 Q2: -25.7% Revenue growth, TTM YoY, FY25 Q3: -31.5% Revenue growth, TTM YoY, FY25 Q4: 4.1% Revenue growth, TTM YoY, FY26 Q1: 4.8% Revenue growth, TTM YoY, FY26 Q2: 4.5% 4.5%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q3 -49.2%
FY23 Q4 -14.1%
FY24 Q1 -1.2%
FY24 Q2 0.3%
FY24 Q3 32.8%
FY24 Q4 -34.9%
FY25 Q1 -32.0%
FY25 Q2 -25.7%
FY25 Q3 -31.5%
FY25 Q4 4.1%
FY26 Q1 4.8%
FY26 Q2 4.5%
Operating margin (TTM) Playboy, Inc.
-200% -150% -100% -50% 0% 50% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Operating margin (TTM), FY23 Q3: -147.9% Operating margin (TTM), FY23 Q4: -152.0% Operating margin (TTM), FY24 Q1: -146.9% Operating margin (TTM), FY24 Q2: -67.1% Operating margin (TTM), FY24 Q3: -77.3% Operating margin (TTM), FY24 Q4: -43.8% Operating margin (TTM), FY25 Q1: -41.3% Operating margin (TTM), FY25 Q2: -37.4% Operating margin (TTM), FY25 Q3: -12.7% Operating margin (TTM), FY25 Q4: -6.6% Operating margin (TTM), FY26 Q1: -2.8% Operating margin (TTM), FY26 Q2: 4.3% 4.3%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Operating margin (TTM)
FY23 Q3 -147.9%
FY23 Q4 -152.0%
FY24 Q1 -146.9%
FY24 Q2 -67.1%
FY24 Q3 -77.3%
FY24 Q4 -43.8%
FY25 Q1 -41.3%
FY25 Q2 -37.4%
FY25 Q3 -12.7%
FY25 Q4 -6.6%
FY26 Q1 -2.8%
FY26 Q2 4.3%
FCF margin (TTM) Playboy, Inc.
-40% -30% -20% -10% 0% 10% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 FCF margin (TTM), FY23 Q3: -35.8% FCF margin (TTM), FY23 Q4: -26.2% FCF margin (TTM), FY24 Q1: -19.8% FCF margin (TTM), FY24 Q2: -20.7% FCF margin (TTM), FY24 Q3: -14.3% FCF margin (TTM), FY24 Q4: -18.4% FCF margin (TTM), FY25 Q1: -16.0% FCF margin (TTM), FY25 Q2: -16.1% FCF margin (TTM), FY25 Q3: -2.1% FCF margin (TTM), FY25 Q4: -0.8% FCF margin (TTM), FY26 Q1: -1.7% FCF margin (TTM), FY26 Q2: 1.3% 1.3%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q3 -35.8%
FY23 Q4 -26.2%
FY24 Q1 -19.8%
FY24 Q2 -20.7%
FY24 Q3 -14.3%
FY24 Q4 -18.4%
FY25 Q1 -16.0%
FY25 Q2 -16.1%
FY25 Q3 -2.1%
FY25 Q4 -0.8%
FY26 Q1 -1.7%
FY26 Q2 1.3%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-K/A, 10-Q, 10-Q/A. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Jun 2026
Income
Revenue 148 247 186 143 116 121 125
Gross profit 73 130 103 88 74 86 91
EBITDA 16 −62 −283 −183 −44 −5 8
Operating income 14 −69 −296 −190 −51 −8 5
Net income −5 −78 −278 −180 −79 −13 0
Diluted EPS −$0.24 −$2.04 −$5.86 −$2.53 −$1.04 −$0.13 $0.00
Growth (year on year)
Revenue — +67.0% −24.8% −23.0% −18.8% +4.1% +4.5%
EBITDA — −487.9% — — — — —
Operating income — −605.8% — — — — —
Margins
Gross margin 49.6% 52.7% 55.3% 61.7% 64.0% 71.0% 72.7%
EBITDA margin 10.7% −25.0% −152.7% −128.1% −37.7% −4.1% 6.2%
Operating margin 9.2% −27.9% −159.6% −133.2% −43.8% −6.6% 4.3%
Net margin −3.6% −31.5% −149.7% −126.2% −68.4% −10.5% 0.2%
Free-cash-flow margin −0.0% −22.0% −36.0% −32.8% −18.4% −0.8% 1.3%
Cash flow
Cash from operations 1 −37 −59 −43 −19 0 3
Capital spending 1 18 7 4 2 1 1
Free cash flow −0 −54 −67 −47 −21 −1 2
Stock-based pay 3 58 21 10 7 5 6
Free cash flow after stock pay −3 −113 −87 −56 −29 −6 −4
Balance sheet
Cash 13 69 32 28 31 38 32
Total debt 165 237 202 212 177 174 156
Net debt (negative = net cash) 152 168 170 184 146 136 124
Diluted shares 22m 38m 47m 71m 76m 100m 111m
Returned to shareholders
Buybacks — — 0 1 0 — —
Total returned — — 0 1 0 — —

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

0 of 7 checks passed · June 30, 2026
What it owns · $289m
Short-term assets $59mLonger-term assets $230m
What it owes, and who funded it · $288m
Short-term liabilities $75mLonger-term liabilities $191mShareholders' equity $22m
  • Short-term assets cover short-term liabilities $59m of assets due within a year against $75m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $59m short-term assets against $191m of longer-dated liabilities.
  • More cash than debt $32m of cash against $156m of debt.
  • Debt below 40% of shareholders' equity Debt is 707% of equity.
  • Debt burden no higher than five years ago Debt to equity moved from 54% to 707% over five years.
  • A year's operating cash flow covers at least 20% of debt $3m of operating cash flow against $156m of debt.
  • Operating profit covers interest at least five times over Operating income of $5m against $9m of interest.

From Playboy, Inc.'s latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

Diluted share count
+28.2%
year over year
Sales & admin spending
68.8%
of revenue
Days sales outstanding
19 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in specialized consumer services
Last 12 months unless stated PLBY ABLV NXXT WINA BODI RGS Median
Revenue, last 12 months $125m $105m $95m $92m $219m $224m $222m
Revenue growth, last 12 months 4.5% −17.0% 90.3% 8.6% −32.5% 6.8% 5.8%
Revenue growth, 3-year average −8.0% — 67.0% 2.9% −28.3% −1.3% 3.7%
Revenue growth, latest quarter 10.9% — 40.9% 23.2% −22.4% −7.3% 2.8%
Gross margin 72.7% 11.3% 9.0% — 73.3% 47.0% 35.1%
Operating margin 4.3% −0.5% −50.9% 59.7% 8.2% 10.9% 2.2%
Operating margin, 3-year average −33.4% — −57.3% 62.8% −10.4% 10.2% −3.8%
Net margin 0.2% 0.8% −61.3% 45.1% 5.7% 3.1% 1.9%
Cash from operations / revenue 2.4% 1.1% −13.4% 48.0% 5.0% 5.8% 8.7%
Free-cash-flow margin 1.3% 1.1% −16.0% 47.7% 3.4% 5.0% 6.6%
Free-cash-flow margin, 3-year average −11.8% — −25.1% 50.7% 0.5% 3.2% 5.7%
Stock pay / revenue 4.8% — 3.5% 2.8% 2.0% 0.4% 1.9%
Change in share count 28.2% 16.0% — 0.5% 7.2% 7.4% 4.4%

Median of all 18 companies we cover in specialized consumer services. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

18 specialized consumer services companies
Measure Company Peer median Rank
Revenue growth Growth 4.5% 6.7% 11 of 18
Change in growth rate Growth -0.3pp -1.2pp 7 of 18
Gross margin Profitability 72.7% 35.1% 3 of 14
Operating margin Profitability 4.3% 4.3% 8 of 16
Net margin Profitability 0.2% 3.1% 11 of 18
Free-cash-flow margin Cash generation 1.3% 8.3% 12 of 18
Stock pay as % of revenue Cash generation 4.8% 2.0% 12 of 16
Long-term debt as % of assets Balance sheet 54.0% 26.1% 14 of 15
Change in share count Balance sheet 28.2% 7.2% 13 of 15
Days sales outstanding Balance sheet 19 days 19 days 6 of 11

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to December 31, 2025
Segments
Line of business Revenue YoY
Direct To Consumer $70.9M ▲ 1.6%
Licensing $46.4M ▲ 87.1%

These categories overlap or exclude eliminations, so shares aren't shown.

Products and services
Line of business Revenue Share YoY
Consumer Products $71M 58.7% ▲ 1.8%
Trademark Licensing $46.4M 38.4% ▲ 87.1%
Digital Subscriptions and Products $3.3M 2.7% ▼ 77.0%
Events and Sponsorships $236,000 0.2% ▼ 40.7%
Geography
Region Revenue Share YoY
United States $40.2M 33.2% ▼ 28.2%
Australia $29.2M 24.1% ▼ 6.8%
LU $20M 16.5% —
China $12.6M 10.4% ▲ 14.4%
United Kingdom $12.2M 10.1% ▲ 22.1%
Other Countries $6.8M 5.6% ▼ 14.3%

From Playboy, Inc.'s 10-K filed March 16, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$51.2M
Institutions reporting
86
Shares held vs prior quarter
▲ 17.0%
Positions opened / closed
24 / 22

Top buyers and sellers, Q2 2026: 47 institutions bought and 45 sold ; the biggest buyer was Crcm LP (+7.2M shares) and the biggest seller Fortress Investment Group LLC (−1.9M). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Fortress Investment Group LLC $17.9M 14.7M 35.0% ▼ 11.5%
Crcm LP $14M 11.5M 27.5% ▲ 165.0%
Blackrock, Inc. $3.8M 3.1M 7.5% ▲ 425.0%
Vanguard Capital Management LLC $3.7M 3.1M 7.3% ▲ 2.8%
Geode Capital Management, LLC $1.9M 1.6M 3.7% ▲ 99.5%
Bbfit Investments Pte Ltd $1.5M 1.2M 2.9% 0.0%
Marshall Wace, LLP $1.1M 941K 2.2% ▼ 48.1%
Sfmg, LLC $915,000 750K 1.8% ▲ 8.7%
State Street Corp $824,416 676K 1.6% ▲ 115.9%
Vanguard Fiduciary Trust Co $589,707 483K 1.2% ▲ 25.2%
Northern Trust Corp $584,962 479K 1.1% ▲ 239.1%
Two Sigma Investments, LP $563,191 462K 1.1% ▲ 2.9%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Playboy, Inc.'s complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Insider purchases History → $0 0 trades by 0 insiders, last 12 months Insider sales History → $12.7M 63 trades by 7 insiders · 0% under pre-set plans
Net ▼ $12.7M net selling
Insider Date Trade Shares Price Value
Edmonds Tracey E Director September 4, 2026 Sell 25,900 $1.16 $30,044
Edmonds Tracey E Director September 3, 2026 Sell 4,275 $1.18 $5,044
Edmonds Tracey E Director September 1, 2026 Sell 4,283 $1.18 $5,054
Edmonds Tracey E Director August 26, 2026 Sell 16,558 $1.21 $20,035
Finco I Intermediate Holdco Llc 10% owner August 24, 2026 Sell 1,385,252 $1.05 $1.5M
Finco I Intermediate Holdco Llc 10% owner August 24, 2026 Sell 34,504 $1.05 $36,229
Finco I Intermediate Holdco Llc 10% owner August 24, 2026 Sell 557,456 $1.05 $585,329
Finco I Intermediate Holdco Llc 10% owner August 24, 2026 Sell 443,309 $1.05 $465,474
Finco I Intermediate Holdco Llc 10% owner August 24, 2026 Sell 162,438 $1.05 $170,560
Finco I Intermediate Holdco Llc 10% owner August 24, 2026 Sell 143,179 $1.05 $150,338
Finco I Intermediate Holdco Llc 10% owner August 24, 2026 Sell 66,707 $1.05 $70,042
Finco I Intermediate Holdco Llc 10% owner August 24, 2026 Sell 64,298 $1.05 $67,513

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Next expected around November 9, 2026 estimated from the company's past filing pattern, not announced

  • August 10, 2026
  • May 11, 2026
  • March 16, 2026
  • February 24, 2026
  • November 12, 2025
  • August 12, 2025

Recent SEC filings

Data status

When each part of this page on Playboy, Inc. was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Playboy, Inc. in brief

What does Playboy, Inc. do?
Playboy, Inc. is a US-listed company in the specialized consumer services industry. Its financial year ends in December.
What is Playboy, Inc.'s stock ticker?
Playboy, Inc. trades under the ticker PLBY on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Playboy, Inc.'s revenue, and how fast is it growing?
Over its most recent trailing twelve months, Playboy, Inc. reported revenue of $125M, 4.5% higher than a year earlier, according to its SEC filings.
What is Playboy, Inc.'s free cash flow?
Playboy, Inc.'s free-cash-flow margin is 1.3% of revenue over the trailing twelve months, ranking 12 of the 18 specialized consumer services companies we cover.
Who are Playboy, Inc.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Fortress Investment Group LLC, Crcm LP and Blackrock, Inc. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
What is Playboy, Inc.'s market cap?
On November 2, 2026, Playboy, Inc.'s market capitalisation was about $137M, with a price-to-earnings ratio of 485.1 and net debt of $124M. Market figures come from third-party market data and may be delayed.
How much debt does Playboy, Inc. have?
Playboy, Inc.'s debt-to-equity ratio is 707.3%, from its latest balance sheet (53.5% five years earlier). The financial health section below sets out its other solvency checks.
Who are Playboy, Inc.'s competitors?
In our Specialized Consumer Services peer group, the companies closest to Playboy, Inc. are Able View Global Inc., Nextnrg, Inc., Winmark Corp, Beachbody Company, Inc. and Regis Corp. The side-by-side comparison below sets their revenue, margins and growth against Playboy, Inc.'s.
Are insiders buying or selling Playboy, Inc. stock?
Over the last 12 months, Playboy, Inc.'s directors and officers reported 0 open-market purchases and 63 sales on Form 4. The insider trading page charts every trade.
When is Playboy, Inc.'s next earnings date?
Around November 5, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Playboy, Inc. announces its own schedule.