Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ADEA
Strong BuyAPPROVEAdeia Inc. · Technology · United States · $2.9B · Avg Vol: $27M/d
Adeia licenses a large media and semiconductor patent portfolio, an asset-light royalty model with very high margins and strong free cash flow used to pay down debt and repurchase shares, giving it a good quality score (Q77). The trivial insider selling is routine. Nothing adverse is known on accounting, solvency or governance.
COMPANY DESCRIPTION
Adeia Inc. is a global intellectual property (IP) licensing company primarily focused on media and entertainment technology, particularly video and display solutions. The company's competitive moat is built upon its extensive portfolio of foundational patents, which it licenses to leading consumer electronics, entertainment, and semiconductor companies worldwide.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 438.9M | 388.8M | 376.0M | 443.4M | 0.3% | 470.9M | 416.0M | 450.8M | 0.8% |
| EPS | -2.84 | 0.63 | 0.59 | 1.02 | 27.2% | 1.09 | 0.88 | 1.00 | -1.2% |
| Shares | 105.2M | 107.4M | 108.1M | 109.0M | +3.6% | 110.3M | — | — | — |
| Debt | 736.3M | 595.9M | 485.4M | 427.7M | -16.6% | 395.3M | — | — | — |
| Equity | 301.4M | 356.6M | 396.6M | 480.5M | 16.8% | — | — | — | — |
| Op CF | 183.0M | 152.8M | 212.5M | 158.1M | -4.8% | 191.0M | — | — | — |
| Inv CF | -2.9M | -34.5M | -24.0M | -40.3M | — | — | — | — | — |
| Fin CF | -263.3M | -178.3M | -164.2M | -123.5M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of ADEA are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ADEA | Adeia Inc.(you) | $2.9B | 91 | Strong Buy |
| SPSC | SPS Commerce, Inc. | $2.9B | 89 | Strong Buy |
| ALRM | Alarm.com Holdings, Inc. | $2.8B | 87 | Strong Buy |
| FRSH | Freshworks Inc. | $3.4B | 89 | Strong Buy |
| PLUS | ePlus inc. | $2.3B | 86 | Strong Buy |
| NATL | NCR Atleos Corporation | $3.4B | 83 | Strong Buy |
| DAVE | Dave Inc. | $4.5B | 88 | Strong Buy |
| DBD | Diebold Nixdorf, Incorporated | $2.3B | 83 | Strong Buy |
| GRND | Grindr Inc. | $2.7B | 80 | Buy |
| QTWO | Q2 Holdings, Inc. | $4.0B | 82 | Strong Buy |
Peer medians: ROE 7.6% · P/E 36.9x · Gross margin 54.2%