Acacia Research vs Digital Turbine
ACTG and APPS side by side, both in miscellaneous investing. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How ACTG and APPS compare
Digital Turbine is the larger company, worth 2.3 times as much as Acacia Research ($939M against $404M).
Digital Turbine grew revenue faster over the last twelve months (21.6% versus −3.7% for Acacia Research).
Digital Turbine keeps more of each dollar of sales as profit, with a net margin of −0.82% compared with −6.5% at Acacia Research.
Digital Turbine scores higher on the StockData Score (7 against 5 for Acacia Research), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | ACTG | APPS |
|---|---|---|
| Size and price | ||
| Market cap | $404M | $939M |
| Share price | $4.14 | $7.76 |
| Change, 1 year | 13.4% | 31.1% |
| Change, 5 years | −22.5% | −87.2% |
| Beta (5Y) | 0.80 | 2.53 |
| Employees | 986 | 620 |
| StockData Score | ||
| Total score | 5 | 7 (better) |
| Valuation score | 1 | 2 (better) |
| Growth score | 1 | 3 (better) |
| Performance score | 0 | 1 (better) |
| Health score | 3 (better) | 1 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/S | 1.5× | 1.5× (better) |
| P/B | 0.8× (better) | 4.8× |
| EV/EBITDA | 7.3× (better) | 8.8× |
| Fair value | $3.98 | $9.06 |
| Margin of safety | −4.0% | 14.3% (better) |
| Growth | ||
| Revenue growth (TTM) | −3.7% | 21.6% (better) |
| Revenue growth, 5Y average | 57.1% (better) | 12.5% |
| Net income growth (TTM) | −469% | – |
| EPS growth (TTM) | −460% | – |
| EPS growth, 5Y average | −31.7% | – |
| Profitability | ||
| Gross margin | 23.2% | 56.0% (better) |
| Operating margin | −6.0% | 11.5% (better) |
| Net margin | −6.5% | −0.82% (better) |
| Return on equity | −3.4% | −3.0% (better) |
| Return on invested capital | −6.0% | 7.3% (better) |
| Financial health | ||
| Debt / equity | 0.03 (better) | 1.80 |
| Net debt / EBITDA | −20.61 | 2.15 (better) |
| Interest coverage | −2.2× | 1.1× (better) |
| Current ratio | 5.64 (better) | 1.25 |
| Altman Z-score | 1.58 (better) | 0.81 |
| Piotroski F-score | 9 (better) | 7 |
| Dividends and buybacks | ||
| Shareholder yield | 0.00% | 0.00% |
| Ownership | ||
| Held by institutions | 88.2% | 64.5% |
| Held by insiders | 63.9% | 5.9% |
| Insider net buying, 12 months | −$458K | −$2.3K (better) |
| Superinvestors holding | 1 | – |
| Short interest, % of float | 4.5% | 10.2% |
Go deeper
- ACTG stock overview
- ACTG income statement
- ACTG valuation and score
- APPS stock overview
- APPS income statement
- APPS valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.