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Our mission is to create meaningful connections between companies and their ideal customers. We provide end-to-end artificial intelligence-powered ("AI") advertising solutions for businesses to reach, monetize and grow their global audience.
$605.63
$8.07 (-1.31%)
Last close via Marketstack
Margins and capital returns are both well above average: 75.75% operating margin, ROIC at 68.50%. Consistent with durable pricing power, though that alone doesn't make it a buy.
Revenue up 70.0% YoY with margins expanding 16.5pp.
At 52x earnings, the current multiple leaves limited room for execution misses or growth deceleration.
52.0x earnings, 46.3x FCF. The market is pricing in years of above-average growth. If that thesis breaks, downside from multiple compression alone could be 30%+. This is a stock where you're paying for the future, not the present.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$6.16B
▲ +70.0% YoY
Net Income (TTM)
$3.96B
▲ +111.0% YoY
Op. Margin
77.09%
▲ +16.5pp YoY
ROIC
76.42%
▲ +29.2pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$4.43B
▲ +89.6% YoY
Op. Cash Flow (TTM)
$4.43B
▲ +89.2% YoY
Net Debt
$755M
Cash & Equiv.
$2.76B
5Y CAGR: +30.4%
5Y CAGR: +78.4%
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