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Leaf Mobile Inc (EAGR) AI Stock Analysis
Leaf Mobile Inc
(TSX:EAGR)
The score is primarily constrained by sharply declining revenue, substantial losses, and negative recent cash flow. Weak technical momentum and an unfavorable earnings-based valuation add risk. Positive adjusted EBITDA, improving engagement, monetization experiments, and management's capital-efficiency initiatives provide some recovery potential but do not offset the current financial weakness.
Leaf Mobile Inc (EAGR) vs. iShares MSCI Canada ETF (EWC)
- Market Cap
- CAD 3.55M
- Dividend Yield
- ―
- Average Volume (3M)
- 79.20K
- Price to Earnings (P/E)
- -0.2
- Beta (1Y)
- -0.06
- Revenue Growth
- -21.31%
- EPS Growth
- -374.52%
- Country
- Canada
- Employees
- 100
- Sector
- Communication Services
- Sector Strength
- 60
- Industry
- Electronic Gaming & Multimedia
Leaf Mobile Inc Business Overview & Revenue Model
Company Description
East Side Games Group Inc., through its subsidiaries, develops, operates, and publishes free-to-play casual mobile games in Canada, the United States, and Europe. It also engages in the sale of in-game virtual items which enhances the game-playing ex...
Leaf Mobile Inc Earnings Call Summary
The call emphasized a strategic pivot toward profitability and capital efficiency with concrete operational and product wins (positive adjusted EBITDA, improved stickiness, successful A/B tests, D2C gains, and potential platform fee reductions). At the same time, the company faces near-term top-line pressure from reduced UA spend, a $3.0M legal payment schedule, and ongoing bank debt/covenant considerations. Management has taken balancing actions (capital raise, new banking relationship) and plans to reaccelerate UA with disciplined payback targets, suggesting recovery potential.
Q2-2026 Updates
Positive Updates
Negative Updates
Company Guidance
Guidance focuses on improving adjusted EBITDA and disciplined cash management while materially expanding user-acquisition spend beginning mid‑August to target a 60‑day payback window (up from a prior 30‑day ROAS focus); the company reported Q2 revenue of $10.3M, adjusted EBITDA of $1.36M (13.2% margin), DAU of 118,872, ARPDAU of $0.95 and a stickiness (DAU/MAU) of 29.6% (+22% YoY), with D2C share rising to 13% from 11% in Q1. Management raised $2.95M in Q2, settled litigation for $3M ( $1M paid, remainder in four $500k semi‑annual payments), aims to eliminate bank debt aided by a new banking relationship starting mid‑August, and expects upside from Google Play’s Level Up (platform fees potentially cut from 30% to as low as 20% for IAP and 10% on the first $1M per game effective Oct 1, 2026); product A/B wins included an 8% revenue lift from a Bud Farm secondary season pass and a 26% ARPDAU increase in the U.S. for Cheech & Chong Bud Farm.
Leaf Mobile Inc Financial Statement Overview
Summary
Revenue has declined substantially, profitability has deteriorated into large losses, and recent operating and free cash flow are negative. Positive equity and moderate debt provide some support, but the shrinking capital base and weak cash generation justify a very low score.
Income Statement
30NegativeBalance Sheet
50NeutralCash Flow
28Negative| Breakdown | TTM | Dec 2025 | Dec 2024 | Mar 2024 | Mar 2023 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 62.58M | 77.58M | 83.12M | 86.98M | 116.28M | 93.19M |
| Gross Profit | 24.25M | 37.42M | 50.77M | 54.33M | 59.71M | 59.91M |
| EBITDA | -202.07K | -171.94K | 9.25M | 12.11M | 22.76M | 6.42M |
| Net Income | -25.14M | -18.94M | -925.21K | 86.67K | 10.76M | -1.88M |
Balance Sheet | ||||||
| Total Assets | 42.18M | 46.65M | 62.57M | 69.46M | 80.25M | 82.35M |
| Cash, Cash Equivalents and Short-Term Investments | 1.33M | 347.95K | 7.55M | 5.24M | 5.71M | 9.24M |
| Total Debt | 8.58M | 5.26M | 0 | 0 | 870.00K | 131.20K |
| Total Liabilities | 19.43M | 18.88M | 15.71M | 20.57M | 31.73M | 58.31M |
| Stockholders Equity | 22.75M | 27.76M | 46.86M | 48.88M | 48.52M | 24.03M |
Cash Flow | ||||||
| Free Cash Flow | -10.26M | -3.73M | 4.18M | 912.05K | 5.91M | -86.22K |
| Operating Cash Flow | -7.61M | -3.63M | 8.38M | 1.57M | 10.02M | 1.02M |
| Investing Cash Flow | -6.64M | -8.47M | -4.21M | -660.94K | -4.12M | 8.02M |
| Financing Cash Flow | 11.45M | 4.89M | -1.86M | -1.33M | -9.49M | -4.21M |
Leaf Mobile Inc Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For TSE:EAGR, the sentiment is Negative. The current price of 0.07 is below the 20-day moving average (MA) of 0.07, below the 50-day MA of 0.07, and below the 200-day MA of 0.13, indicating a bearish trend. The MACD of -0.00 indicates Negative momentum. The RSI at 43.82 is Neutral, neither overbought nor oversold. The STOCH value of 77.78 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for TSE:EAGR.
Leaf Mobile Inc Peers Comparison
Overall Rating
TSE:KDOZ47Neutral- TSE:EAGR43Neutral
TSE:EGLX40Underperform
TSE:VRTS37Underperform
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| Sector * | 60Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% |
| TSE:KDOZ | 47Neutral | CAD 18.38M | -20.00 | -9.81% | ― | 30.09% | -307.50% |
| TSE:EAGR | 43Neutral | CAD 5.00M | -0.20 | -89.00% | ― | -21.31% | -374.52% |
| TSE:EGLX | 40Underperform | CAD 4.90M | -23.08 | -5.94% | ― | -44.00% | 99.85% |
| TSE:VRTS | 37Underperform | CAD 4.33M | -0.39 | 158.13% | ― | 35.39% | -184.44% |
* Communication Services Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| TSE:EAGR | Leaf Mobile Inc | 0.07 | -0.30 | -82.43% | |
| TSE:CNS | Contagious Gaming | 0.01 | 0.00 | 0.00% | |
| TSE:KDOZ | Kidoz | 0.14 | -0.20 | -58.82% | |
| TSE:EGLX | Enthusiast Gaming Holdings Inc | 0.03 | -0.03 | -50.00% | |
| TSE:VRTS | Wondr Gaming Corp | 0.01 | -0.01 | -50.00% |
Leaf Mobile Inc Corporate Events
East Side Games Group Restores Growth Capacity With New Credit Facilities
PositiveEast Side Games Group has secured new credit facilities with National Bank of Canada and Export Development Canada, totaling a mix of revolving credit, tax credit-backed term loans and a US$4 million term loan, while fully repaying its prior facility...
East Side Games Group Slashes Costs and Refocuses Portfolio to Boost Profitability
NeutralEast Side Games Group has launched a broad cost-cutting and restructuring program aimed at shoring up its balance sheet and returning the mobile games publisher to sustainable profitability. The initiatives follow earlier savings measures and reflect...
East Side Games Group Sets Date to Unveil Q2 2026 Results
PositiveEast Side Games Group plans to release its financial results for the quarter ended June 30, 2026 after markets close on August 13, followed by a same-day conference call with investors to discuss its performance. The disclosure signals continued enga...
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.
Date of analysis: Oct 24, 2026