Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
RAMP
Strong BuyFull HouseFLAGLiveRamp Holdings, Inc. · Technology · United States · $2.3B · Avg Vol: $35M/d
LiveRamp provides identity resolution and data collaboration infrastructure for advertising, holds net cash and buys back stock, but its core value proposition depends on the shifting privacy and identifier landscape that platforms control. Growth has decelerated and the value score is unexciting. Nothing adverse is known on accounting or governance, so this is a flag.
COMPANY DESCRIPTION
LiveRamp Holdings, Inc. operates a leading data connectivity platform that enables brands and their partners to unify, connect, and activate customer data in a privacy-safe manner across the digital ecosystem. The company's core strength lies in its durable identity resolution capabilities and extensive network of integrations, allowing for effective personalized marketing and measurement without third-party cookies. Its foundational role in secure data collaboration positions it as a key infrastructure provider in the evolving adtech landscape.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | 2026 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 528.7M | 596.6M | 659.7M | 745.6M | 812.9M | 11.4% | 832.1M | 891.2M | 973.9M | 9.5% |
| EPS | -0.50 | -1.79 | 0.18 | -0.01 | 2.28 | 255.9% | 2.39 | 2.96 | 3.47 | 23.3% |
| Shares | 149.8M | 66.6M | 66.3M | 65.4M | 60.6M | -59.6% | 60.8M | — | — | — |
| Debt | 61.2M | 47.2M | 42.2M | 36.3M | 29.6M | -16.6% | 33.1M | — | — | — |
| Equity | 1.1B | 926.1M | 949.1M | 948.9M | 972.0M | -2.2% | — | — | — | — |
| Op CF | 78.1M | 39.8M | 107.4M | 155.7M | 168.9M | 21.3% | 201.8M | — | — | — |
| Inv CF | 7.6M | -29.0M | -173.7M | 21.4M | -4.9M | — | — | — | — | — |
| Fin CF | -67.0M | -146.0M | -59.1M | -102.7M | -199.3M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of RAMP are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| RAMP | LiveRamp Holdings, Inc.(you) | $2.3B | 99 | Strong Buy |
| PGY | Pagaya Technologies Ltd. | $1.8B | 99 | Strong Buy |
| FIVN | Five9, Inc. | $2.5B | 91 | Strong Buy |
| TDC | Teradata Corporation | $2.7B | 91 | Strong Buy |
| GCT | GigaCloud Technology Inc. | $1.9B | 90 | Strong Buy |
| PRGS | Progress Software Corporation | $1.8B | 90 | Strong Buy |
| NTCT | NetScout Systems, Inc. | $2.8B | 89 | Strong Buy |
| PAYO | Payoneer Global Inc. | $2.4B | 84 | Strong Buy |
| EEFT | Euronet Worldwide, Inc. | $2.6B | 83 | Strong Buy |
| FLYW | Flywire Corporation | $1.7B | 84 | Strong Buy |
Peer medians: ROE 4.6% · P/E 35.3x · Gross margin 51.1%