LiveRamp Holdings, Inc. (RAMP) on Decifer

Decifer ranks RAMP number 58 of 274 tracked names on durable business quality.

Why it ranks here

• It earns solid returns on the money it puts to work, around 9% and those returns have been improving and it turns most of its profit into real cash.
• Revenue is expected to grow about 11% a year, profits grew 18,799% over the past year, and growth is speeding up, not slowing down.
• It keeps a high share of every sale as profit, and that has stayed steady over the years, a sign of real pricing power, with profitability widening as it grows.
• It is riding an active market tailwind and has the balance sheet to fund its growth.
• It is not watering down its owners with new shares and it returns cash to shareholders.
• Our durability check found pressure on this name, which costs it a few points.
• Profits up 18,799% and momentum at 20 out of 35 are headline numbers, but returns around 9%, durability pressure, and no stated reason to grow cap a top rank.

The current read

The evidence on RAMP lines up on the supportive side: a live market force supports this name through its theme connection. One signal disagrees: the longer-term story is intact, but price is not rewarding it: semiconductor stocks are down 1.9% this week, worth watching but not the weight of the evidence.

Themes

• Streaming & Attention Platforms: Consumer media consumption and ad budgets are migrating from linear TV and traditional channels to on-demand streaming and social platforms.

Read the full RAMP research brief · See all quality rankings

Intelligence data powered by Decifer. Not financial advice. For informational purposes only.