Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
TEAD
Strong SellTeads Holding Co. · Communication Services · United States · $60M · Avg Vol: $88K/d
COMPANY DESCRIPTION
Teads Holding Co. is a global media platform that operates a leading cloud-based programmatic advertising ecosystem for premium publishers and advertisers. The company pioneered outstream video advertising, allowing brands to insert video ads within the editorial content of high-quality websites. Teads' competitive advantage lies in its direct integrations with top-tier global publishers, offering advertisers a brand-safe, high-reach alternative to walled-garden social media platforms.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 992.1M | 935.8M | 889.9M | 1.3B | 9.4% | 1.2B | 1.2B | 1.2B | -5.2% |
| EPS | -0.44 | 0.20 | -0.01 | -5.69 | — | -5.73 | — | — | — |
| Shares | 52.2M | 49.7M | 50.1M | 96.0M | +83.8% | 98.1M | — | — | — |
| Debt | 247.7M | 130.9M | 15.8M | 653.5M | 38.2% | 645.0M | — | — | — |
| Equity | 217.8M | 223.1M | 231.3M | 95.4M | -24.0% | — | — | — | — |
| Op CF | 3.8M | 13.7M | 68.6M | 7.6M | 25.9% | -42.2M | — | — | — |
| Inv CF | -317.9M | 69.6M | 67.2M | -554.2M | — | — | — | — | — |
| Fin CF | -31.7M | -117.1M | -117.7M | 585.3M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Communication Services, ranked by industry match, size, and score similarity. Cross-listings of TEAD are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| TEAD | Teads Holding Co.(you) | $60M | 3 | Strong Sell |
| LVO | LiveOne, Inc. | $53M | 10 | Strong Sell |
| SEAT | Vivid Seats Inc. | $68M | 21 | Sell |
| PODC | PodcastOne, Inc. | $81M | 19 | Strong Sell |
| GETY | Getty Images Holdings, Inc. | $107M | 18 | Strong Sell |
| UPXI | Upexi, Inc. | $79M | 25 | Sell |
| SLE | Super League Enterprise, Inc. | $180M | 15 | Strong Sell |
| BZFD | BuzzFeed, Inc. | $103M | 28 | Sell |
| DIBS | 1stdibs.Com, Inc. | $150M | 22 | Sell |
| ANGI | Angi Inc. | $204M | 33 | Sell |
Peer medians: ROE 6.4% · P/E 19.2x · Gross margin 57.0%