SPOTSpotify Technology S.A.

$550.12

Is the business good?

How good a business is SPOT?

Spotify Technology S.A. earns 38% on the capital it employs against a 9.0% cost of capital, so the business is worth more the bigger it gets.

38%

Return on invested capital · cost of capital 9.0% · 29 points above what the capital costs: growth creates value

Operating margin
13%

Operating margin · Internet Content & Information median 6.3% · fiscal year to FY2025

Cash conversion
1.30×

Cash conversion · 2.01× a year ago · every dollar of reported profit arrived as cash, and more

Share count, year on year
+1.7%

Share count, year on year · shareholders own a smaller slice than a year ago

Operating margin by fiscal year
YearOperating margin
FY2020−3.7%
FY20210.97%
FY2022−5.6%
FY2023−3.4%
FY20248.7%
FY202513%
Details
Gross marginfiscal year to FY2025
32%
Operating marginfiscal year to FY2025
13%
Net marginfiscal year to FY2025
13%
Free cash flow margin
17%
R&D as % of revenue
8.1%
Revenue, trailing twelve months
$17.2B
Free cash flow, trailing twelve months
$2.87B
Net income, trailing twelve months
$2.21B
Return on invested capitaloperating profit after tax ÷ debt + equity − cash
38%

Margins, capital and share counts from the statements as filed with the SEC; cash conversion from the cash flow statement.