Liftoff Mobile, Inc.
Liftoff Mobile, Inc. is a mobile advertising and performance marketing company that provides growth and monetization solutions for the app economy. Its platform helps app developers, marketers, agencies, and demand-side platforms acquire users, improve engagement, and increase ad revenue through tools for user acquisition, re-engagement, analytics, fraud prevention, and creative optimization. The company’s core offerings include Cortex, an AI-enabled platform that combines performance marketing, monetization, and creative solutions, along with products such as Accelerate, Monetize, Vungle Exchange, Creative, and Intelligence. Liftoff Mobile serves a broad range of mobile app verticals, including gaming and other consumer app categories, and operates across major global markets. Headquartered in Redwood City, California, Liftoff Mobile focuses on connecting advertisers and publishers through data-driven mobile marketing technology.
$16.49
-$0.10 (-0.60%)
EOD Oct 21, 2026
24.39% operating margin is above average. ROIC at 7.26%. Note that capital returns lag the margin, the business may be capital-intensive despite high margins.
At 54x earnings, the current multiple leaves limited room for execution misses or growth deceleration. Net debt of $1.69B represents 14.9x FCF, leverage limits flexibility.
54.0x earnings, 12.3x 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.
Price History
Valuation & Multiples
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$799M
Net Income (TTM)
$42M
Op. Margin
35.74%
ROIC
7.26%
Cash Flow & Balance Sheet
FCF (TTM)
$184M
Op. Cash Flow (TTM)
$237M
Net Debt
$1.69B
Cash & Equiv.
$133M
Continue Research
Is Liftoff Mobile (LFTO) overvalued?
At a P/E of 54.0 and a price-to-free-cash-flow of 12.3, Liftoff Mobile (LFTO) trades below a two-stage DCF intrinsic value of about $55.62 per share, so at $16.49 the stock looks undervalued (237.3% below estimated intrinsic value). A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.
On quality, Liftoff Mobile scores 18/100 on Intrinsiqq's quality scorecard (a lower-quality business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. It currently yields about 15.1%; see dividend safety for coverage and history. All figures are computed from company filings; read the full methodology, or see how the market compares in our US profitability statistics. This is analysis, not investment advice.
Frequently asked
What is Liftoff Mobile's fair value?+
Intrinsiqq's two-stage DCF estimates an intrinsic value of about $55.62 per share for LFTO, projecting its recent free cash flow forward with a growth rate that fades toward a long-run rate and discounting it back to today. Applying a 25% margin of safety gives a more conservative fair-value entry around $41.72. At today's $16.49, that puts the stock about 237.3% below estimated intrinsic value. The result is sensitive to the growth and discount-rate inputs, so it is best to run conservative, base and optimistic cases. You can adjust all of them yourself with the sliders on the DCF tab.
Is Liftoff Mobile a high-quality business?+
Liftoff Mobile scores 18 out of 100 on Intrinsiqq's quality score, a weighted blend of 4 metrics each scored 0 to 100, which makes it a lower-quality business on these measures. Recent fundamentals include a 35.7% operating margin and a 7.3% return on invested capital. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from company filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.
Does Liftoff Mobile (LFTO) pay a dividend, and how much?+
Yes, Liftoff Mobile pays a regular dividend of about $2.48 per share per year (typically in quarterly installments), a yield of roughly 15.1% at the current price. That is a payout ratio of about 813.1% of earnings, so the dividend is stretched at this level. A low headline yield is not the same as a weak dividend: what matters is how well earnings and free cash flow cover the payout and whether it is growing, not the percentage alone. For LFTO's full payout history, growth streak and dividend-safety score, see the dividends tab.
Is Liftoff Mobile a good stock to buy right now?+
That depends on valuation and quality together, not either alone. LFTO currently trades below its estimated intrinsic value and scores 18/100 on quality (lower-quality). It also yields about 15.1%. A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from company filings, not investment advice.
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Data sourced from company filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
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