COMP <GO>
ACTG vs APPS // GROSS PROFIT MARGIN
Acacia Research Corporation (Acacia Tech) (NASDAQ) VS. Digital Turbine Inc. (NASDAQ) • 15-METRIC TALLY: ACTG 6
— APPS 5
▲ GROSS PROFIT MARGIN LEADER: APPS
LAST: $4.44 (+0.91%) • MKT CAP: $433.3M
gross-margins
29.60%
LAST: $10.57 (+6.66%) • MKT CAP: $1.29B
gross-margins
56.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ACTG VS. APPS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ACTG | APPS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin ACTIVE | 29.60% | 56.90% | -27.30 | APPS | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 2.10% | 5.30% | -3.20 | APPS | /roic <GO> |
| EV/EBITDA & P/E Valuation | 33.8x | 26.6x | +7.20 | APPS | /valuation <GO> |
| Free Cash Flow Yield | 17.37% | 0.87% | +16.50 | ACTG | /fcf-yield <GO> |
| Operating Margin | 2.20% | 6.00% | -3.80 | APPS | /operating-margins <GO> |
| Net Profit Margin | 8.60% | -6.70% | +15.30 | ACTG | /net-margins <GO> |
| Revenue Growth (YoY) | 133.20% | 15.20% | +118.00 | ACTG | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.95 | 0.82 | +1.13 | ACTG | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | ACTG | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 50.7 | 39.4 | +11.34 | ACTG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 14.9x | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $433.3M | $1.29B | -$853.3M | APPS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ACTG REV | APPS REV | ACTG GROSS % | APPS GROSS % | ACTG FCF | APPS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $285.2M | $565.3M | 29.6% | 56.9% | $75.2M | $11.2M |
| FY 2024 | $122.3M | $490.5M | 24.2% | 52.0% | -$98.5M | -$15.6M |
| FY 2023 | $125.1M | $544.5M | — | — | -$22.5M | $28.7M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ACTG // BETA —
APPS // BETA —