Arena Group: Why A Premium EV/Sales Still Looks Too Cheap
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AMO Research385 FollowersFollow5ShareSaveCommentsSummaryThe Arena Group Holdings, Inc. (AREN) earns a strong buy rating, due to its shift to profitability and resilient cost structure.AREN's EBITDA margin improved to 39.9% in Q3 2025, despite an 11.3% YoY revenue decline, highlighting robust margin discipline.Deleveraging continues as AREN generated $12.2M in operating cash flow, fully repaid its revolver, and maintains a net leverage of 2x.Strategic M&A, e-commerce expansion, and AI-driven data monetization underpin significant upside potential relative to current valuation. Richard Drury/DigitalVision via Getty Images Thanks to the entrepreneurial publisher model and the recent shift to profitability of The Arena Group Holdings, Inc. (AREN) while the company still trades at a comfortable valuation level, I will give a strongThis article was written byAMO Research385 FollowersFollowI am a dynamic finance professional with a Master’s in Banking & Finance from Université Paris 1 Panthéon-Sorbonne. My investing background mix corporate finance, M&A, and investment analysis, with a focus on real estate, renewable energy, and equity markets. I specialize in financial modelling, valuation, and qualitative analysis, demonstrated with hands-on roles in private equity, asset management and Real Estate.
On Seeking Alpha, I aim to write about companies I find interesting sharing my insights and analysis with a global audience, and to debate my ideas in a will of continuous improvement. Motivated by empowering informed decisions, I’m excited to connect with readers and grow as a thought leader in finance.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Recommended For You