MNTN is on a mission to transform CTV into a next-generation performance marketing channel. Our revolutionary PTV software platform allows marketers to combine the powerful storytelling format of TV advertising with the targeting, measurement and attribution capabilities of paid search and social advertising.
$9.68
$0.74 (-7.10%)
Price from 2 days ago
Operating margin is thin at 8.34%. Limited cushion if revenue slows or costs rise, not the profile of a wide-moat business.
Revenue up 29.0% YoY with margins expanding 9.1pp.
At 29x earnings, the current multiple leaves limited room for execution misses or growth deceleration.
29.1x earnings. Not cheap, the quality is already reflected in the price. Upside from here requires either margin expansion or growth re-acceleration, not just continuation.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$298M
▲ +29.0% YoY
Net Income (TTM)
$23M
▲ +80.5% YoY
Op. Margin
13.90%
▲ +9.1pp YoY
ROIC
11.56%
▲ +237.0pp YoY
Cash Flow & Balance Sheet
FCF
N/A
Op. Cash Flow (TTM)
$62M
▲ +32.7% YoY
Net Debt
-$214M
Net Cash Position
Cash & Equiv.
$214M
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