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