Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ACTG
HOLDAcacia Research Corporation · Industrials · United States · $450M · Avg Vol: $1M/d
COMPANY DESCRIPTION
Acacia Research Corporation operates as a holding company, specializing in acquiring and managing companies, patents, and intellectual property across various sectors. Its unique business model involves acquiring undervalued assets and optimizing their value through strategic management or monetization, with expertise in intellectual property litigation. Acacia is a specialized holding company known for its IP monetization strategies and opportunistic acquisitions.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|
| Revenue | 59.2M | 125.1M | 122.3M | 285.2M | 68.9% | 215.0M | 194.2M | -31.9% |
| EPS | -1.41 | 0.73 | -0.36 | 0.23 | -43.9% | -0.19 | — | — |
| Shares | 96.6M | 99.9M | 96.0M | 96.5M | -0.1% | 96.6M | — | — |
| Debt | 63.9M | 13.5M | 124.3M | 104.7M | 17.9% | 103.3M | — | — |
| Equity | 258.3M | 568.3M | 514.8M | 543.5M | 28.1% | — | — | — |
| Op CF | -37.3M | -22.5M | 50.1M | 75.2M | 50.1% | 76.2M | — | — |
| Inv CF | 184.5M | 16.2M | -213.0M | -21.0M | — | — | — | — |
| Fin CF | -166.1M | 58.6M | 97.6M | -22.7M | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of ACTG are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ACTG | Acacia Research Corporation(you) | $450M | 47 | HOLD |
| XRX | Xerox Holdings Corporation | $337M | 56 | HOLD |
| ACCO | ACCO Brands Corporation | $369M | 95 | STRONG BUY |
| EBF | Ennis, Inc. | $546M | 99 | STRONG BUY |
| BWMN | Bowman Consulting Group Ltd. | $454M | 47 | HOLD |
| BXC | BlueLinx Holdings Inc. | $455M | 48 | HOLD |
| RGR | Sturm, Ruger & Company, Inc. | $610M | 47 | HOLD |
| ERII | Energy Recovery, Inc. | $434M | 41 | HOLD |
| NVRI | Enviri Corporation | $621M | 45 | HOLD |
| ASLE | AerSale Corporation | $292M | 47 | HOLD |
Peer medians: ROE 10.7% · P/E 30.6x · Gross margin 28.6%