Integral Ad Science Holding Corp.

NasdaqGS:IAS Rapport sur les actions

Capitalisation boursière : US$1.7b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Integral Ad Science Holding Gestion

Gestion contrôle des critères 3/4

Le PDG Integral Ad Science Holding est Lisa Utzschneider, nommé en Jan2019, a un mandat de 6.92 ans. La rémunération annuelle totale est $ 9.56M, composée du salaire de 5.5% et des bonus 94.5%, y compris les actions et options de la société. détient directement 0.25% des actions de la société, d'une valeur de $ 4.29M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 3.1 ans et 7.2 ans.

Informations clés

Lisa Utzschneider

Directeur général

US$9.6m

Rémunération totale

Pourcentage du salaire du PDG5.49%
Durée du mandat du directeur général6.9yrs
Propriété du PDG0.2%
Durée moyenne d'occupation des postes de direction3.1yrs
Durée moyenne du mandat des membres du conseil d'administration7.2yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit Dec 20

IAS: Novacap Takeout Will Anchor Shares Near Cash Offer Price

Analysts have nudged their price target for Integral Ad Science Holding higher to about $10.30 per share from roughly $9 to $10 previously, reflecting the agreed all cash acquisition by Novacap at $10.30 per share and the view that upside is now largely capped near the deal value. Analyst Commentary Bearish analysts have largely repositioned their views on Integral Ad Science around the $10.30 per share takeout value, trimming prior upside expectations and signaling limited scope for further share appreciation absent a competing offer.
Mise à jour du récit Dec 06

IAS: Shares Will Gravitate Toward $10.30 As Take-Private Deal Progresses

Analysts have converged their price targets for Integral Ad Science toward the $10.30 per share acquisition price, trimming upside expectations as they view the agreed all cash Novacap deal as effectively capping near term valuation and limiting the likelihood of competing bids. Analyst Commentary Bullish analysts view the Novacap acquisition as a validation of Integral Ad Science's strategic position in the ad-tech ecosystem, noting that the agreed takeout price reflects a premium to where the stock had been trading amid limited public market enthusiasm.
Mise à jour du récit Nov 22

IAS: Shares Will Trade Steadily After $10.30 Buyout Agreement Finalizes

Integral Ad Science Holding's analyst price target has been updated to $10.30 per share, reduced from prices as high as $17 previously. Analysts note that the company's agreement to be acquired by Novacap sets a clear valuation and limits the potential for further upside in the near term.
Mise à jour du récit Nov 06

IAS: Shares Will Remain Rangebound Following $10.30 Private Equity Takeout

Analysts have updated their price targets for Integral Ad Science, converging around $10.30 per share. This update follows the announced acquisition by private equity firm Novacap and the consensus that a higher bid is unlikely.
Mise à jour du récit Oct 23

Analysts React to Novacap Acquisition of Integral Ad Science with Revised Targets and Mixed Outlooks

The consensus analyst price target for Integral Ad Science has shifted upward to $10.30 per share. This increase is driven primarily by the company's agreement to be acquired by Novacap in an all-cash transaction, which sets a new valuation benchmark according to analysts.
Mise à jour du récit Oct 09

Digital Ad Trends Will Redefine Global Market Opportunities

Integral Ad Science Holding's fair value estimate has been revised downward from $12.14 to $10.59 after analysts lowered price targets to align with the $10.30 per share buyout offer from Novacap. This reflects consensus that the acquisition caps immediate upside potential.
Mise à jour du récit Sep 25

Digital Ad Trends Will Redefine Global Market Opportunities

Integral Ad Science's consensus price target has been sharply reduced and ratings downgraded following its agreed $10.30 per share acquisition by Novacap, which caps further upside and reflects limited deal competition, with the fair value now set close to the offer price. Analyst Commentary Downgrades across the board to Hold/Market Perform reflect the agreed cash acquisition of Integral Ad Science by Novacap at $10.30 per share, capping upside to the takeout price.
Seeking Alpha Sep 17

Integrated Ad Science: A Consistent Grower

Summary Integrated Ad Science (IAS) is a consistent grower, delivering strong financial results. The company trades at a reasonable valuation. IAS posted 16% YoY revenue growth, impressive cash flow gains, and paid off all long-term debt, but growth in large ad customers is slowing. Stock-based compensation remains high, diluting shareholder value, and key growth metrics are decelerating despite healthy margins and retention rates. IAS trades at low valuation multiples with a solid balance sheet, but I rate it a hold, awaiting clearer price action before recommending entry. Read the full article on Seeking Alpha
Article d’analyse Jul 13

These 4 Measures Indicate That Integral Ad Science Holding (NASDAQ:IAS) Is Using Debt Safely

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Article d’analyse May 17

At US$8.09, Is It Time To Put Integral Ad Science Holding Corp. (NASDAQ:IAS) On Your Watch List?

Integral Ad Science Holding Corp. ( NASDAQ:IAS ), is not the largest company out there, but it led the NASDAQGS gainers...
Article d’analyse May 17

Integral Ad Science Holding Corp.'s (NASDAQ:IAS) 26% Jump Shows Its Popularity With Investors

Integral Ad Science Holding Corp. ( NASDAQ:IAS ) shareholders are no doubt pleased to see that the share price has...
Article d’analyse Apr 28

Returns Are Gaining Momentum At Integral Ad Science Holding (NASDAQ:IAS)

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
Article d’analyse Mar 28

Why We're Not Concerned About Integral Ad Science Holding Corp.'s (NASDAQ:IAS) Share Price

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
Article d’analyse Feb 26

We Think Integral Ad Science Holding (NASDAQ:IAS) Can Manage Its Debt With Ease

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Article d’analyse Jan 29

What Does Integral Ad Science Holding Corp.'s (NASDAQ:IAS) Share Price Indicate?

Integral Ad Science Holding Corp. ( NASDAQ:IAS ), might not be a large cap stock, but it received a lot of attention...
Seeking Alpha Jan 03

Integral Ad Science: Growth Reacceleration Deserves A Higher Multiple (Rating Upgrade)

Summary Shares have been under pressure due to weaker growth during 2024, caused by some factors which I consider to be temporary. Growth this year will be driven by cross selling its new products to existing customers, including the significant number which were added recently. Profitability remains solid, with Adjusted EBITDA margins for FY25 expected to reach 38%, with strong FCF conversion. Valuation is attractive at 11.4 times FCF, leading me to upgrade shares from Hold to Buy. Read the full article on Seeking Alpha
Article d’analyse Dec 03

Integral Ad Science Holding Corp.'s (NASDAQ:IAS) P/E Still Appears To Be Reasonable

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...
Article d’analyse Nov 11

Integral Ad Science Holding (NASDAQ:IAS) Is Doing The Right Things To Multiply Its Share Price

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Seeking Alpha Oct 05

Integral Ad Science: New Product Offerings Drive Continued Profitable Growth

Summary Shares have struggled this year, despite solid momentum in the underlying business. Guidance for the year suggests a 14% year-over-year growth, with an adjusted EBITDA margin of 34%. The primary risks I identify are related to competition and the rising adoption of AI. At a Price/FCF multiple of 14, I find the shares to befairly valued and recommend a Hold rating. Read the full article on Seeking Alpha
Article d’analyse Sep 27

Is Integral Ad Science Holding (NASDAQ:IAS) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
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Nouveau récit Sep 12

Leveraging Oracle's Exit And AI Innovation Fuels Global Expansion And Revenue Surge

Anticipated benefits from new products and AI investments suggest future revenue growth through innovation, driving customer adoption and retention.
Article d’analyse Jul 16

Why We're Not Concerned About Integral Ad Science Holding Corp.'s (NASDAQ:IAS) Share Price

When close to half the companies in the Media industry in the United States have price-to-sales ratios (or "P/S") below...
Article d’analyse Jun 01

Integral Ad Science Holding (NASDAQ:IAS) Is Doing The Right Things To Multiply Its Share Price

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Seeking Alpha May 21

Integral Ad Science: Excessive Valuation Gap, Poised To Outperform DoubleVerify

Summary Integral Ad Science and DoubleVerify are both leading players in the digital ad verification market. Wall Street analysts are bullish on both companies, with median target prices significantly above current levels. Despite having similar business models and financial profiles, IAS currently trades at a 45% discount to DV, making it the better buy at this time. Read the full article on Seeking Alpha
Article d’analyse Mar 30

Is Integral Ad Science Holding (NASDAQ:IAS) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Article d’analyse Mar 07

Integral Ad Science Holding Corp.'s (NASDAQ:IAS) 42% Cheaper Price Remains In Tune With Revenues

Integral Ad Science Holding Corp. ( NASDAQ:IAS ) shareholders won't be pleased to see that the share price has had a...

Analyse de la rémunération des PDG

Comment la rémunération de Lisa Utzschneider a-t-elle évolué par rapport aux bénéfices de Integral Ad Science Holding?
DateRémunération totaleSalaireBénéfices de l'entreprise
Sep 30 2025n/an/a

US$47m

Jun 30 2025n/an/a

US$56m

Mar 31 2025n/an/a

US$47m

Dec 31 2024US$10mUS$525k

US$38m

Sep 30 2024n/an/a

US$33m

Jun 30 2024n/an/a

US$3m

Mar 31 2024n/an/a

US$3m

Dec 31 2023US$10mUS$525k

US$7m

Sep 30 2023n/an/a

US$9m

Jun 30 2023n/an/a

US$23m

Mar 31 2023n/an/a

US$17m

Dec 31 2022US$8mUS$519k

US$15m

Sep 30 2022n/an/a

-US$935k

Jun 30 2022n/an/a

-US$11m

Mar 31 2022n/an/a

-US$49m

Dec 31 2021US$36mUS$500k

-US$52m

Sep 30 2021n/an/a

-US$45m

Jun 30 2021n/an/a

-US$39m

Mar 31 2021n/an/a

-US$21m

Dec 31 2020US$758kUS$492k

-US$32m

Rémunération vs marché: La rémunération totale de Lisa ($USD 9.56M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 5.30M ).

Rémunération et revenus: La rémunération de Lisa a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.


PDG

Lisa Utzschneider (56 yo)

6.9yrs
Titularisation
US$9,564,149
Compensation

Ms. Lisa Utzschneider is Chief Executive Officer of Integral Ad Science, Inc. since January 2019 and serves as its Director. Ms. Utzschneider is the Chief Executive Officer and Director at Integral Ad Scie...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Lisa Utzschneider
CEO & Director6.9yrsUS$9.56m0.25%
$ 4.3m
Alpana Wegner
Chief Financial Officerless than a yearpas de données0.31%
$ 5.4m
Marc Grabowski
Chief Operating Officer1.3yrspas de donnéespas de données
Alexis Gil
Chief Accounting Officer2.1yrspas de données0.082%
$ 1.4m
Thomas Joseph
Chief Technology Officer3.3yrspas de donnéespas de données
Robert Janecek
Chief Information Officer3.9yrspas de donnéespas de données
Jonathan Schaffer
Senior Vice President of Investor Relationsno datapas de donnéespas de données
Kevin Alvero
Head of Global Compliance2.9yrspas de donnéespas de données
Yossi Almani
Chief Legal Officer & Corporate Secretary2.3yrspas de donnéespas de données
Lisa Nadler
Chief Human Resources Officer5.8yrspas de donnéespas de données
Jim Egan
Senior Vice President of Business Developmentno datapas de donnéespas de données
Brandon Coleman
Head of Commercial for ANZ4.8yrspas de donnéespas de données
3.1yrs
Durée moyenne de l'emploi
54yo
Âge moyen

Gestion expérimentée: L'équipe de direction de IAS est considérée comme expérimentée (ancienneté moyenne 3.1 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Lisa Utzschneider
CEO & Director6.9yrsUS$9.56m0.25%
$ 4.3m
James Friedlich
Member of Advisory Boardno datapas de donnéespas de données
Geraldine Laybourne
Member of Advisory Boardno datapas de donnéespas de données
Robert Lord
Independent Director1.3yrsUS$182.55k0.0069%
$ 118.5k
Julie Roehm
Member of Advisory Boardno datapas de donnéespas de données
Michael Fosnaugh
Independent Chair of the Board7.5yrspas de donnéespas de données
Joseph Plummer
Member of Advisory Boardno datapas de donnéespas de données
Foster Provost
Member of Advisory Boardno datapas de donnéespas de données
Vivek Shah
Member of Advisory Board15.8yrspas de donnéespas de données
Nishant Mani
Member of Advisory Boardno datapas de donnéespas de données
Rod Aliabadi
Independent Director7.5yrspas de donnéespas de données
Otto Berkes
Independent Director5.3yrsUS$250.90k0.038%
$ 646.0k
7.2yrs
Durée moyenne de l'emploi
62yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de IAS sont considérés comme expérimentés (ancienneté moyenne 7.2 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2025/12/22 03:08
Cours de l'action en fin de journée2025/12/22 00:00
Les revenus2025/09/30
Revenus annuels2024/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Integral Ad Science Holding Corp. est couverte par 6 analystes. 14 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Jason KreyerCraig-Hallum Capital Group LLC
James HeaneyJefferies LLC
Matthew FarrellPiper Sandler Companies