LiveRamp Holdings 過去の業績
過去 基準チェック /36
LiveRamp Holdingsは、平均年間58.1%の収益成長を遂げていますが、 Software業界の収益は、年間 成長しています。収益は、平均年間22.4% 11.5%収益成長率で 成長しています。 LiveRamp Holdingsの自己資本利益率は14.9%であり、純利益率は17.8%です。
主要情報
58.13%
収益成長率
58.37%
EPS成長率
| Software 業界の成長 | 17.33% |
| 収益成長率 | 11.51% |
| 株主資本利益率 | 14.90% |
| ネット・マージン | 17.81% |
| 前回の決算情報 | 31 Mar 2026 |
最近の業績更新
Recent updates
Seeking Alpha • May 18
LiveRamp: Acquisition Is A Blessing For The Long-Term Holders
Summary LiveRamp is being acquired by Publicis in an all-cash deal at a $2.5B valuation, representing a 30% premium. Publicis aims to deepen its data and AI capabilities, leveraging RAMP’s identity infrastructure and clean room solutions for cross-selling and higher-margin offerings. RAMP’s Q4 showed 9% revenue growth to $206M and a GAAP EPS beat due to a one-time tax benefit, but underlying performance was unremarkable. With the deal set to close by end-2026, investors must weigh waiting for the $38.50 per share payout versus selling now at a slight discount. Read the full article on Seeking Alpha
ナラティブの更新 • May 07
RAMP: AI Data Collaborations And Identity Reach Will Drive Future Repricing
Analysts have adjusted their price targets on LiveRamp in a narrow range, with one raising the target by $2 and another lowering it by $10. This reflects differing views on the stock's risk profile and expected valuation multiple rather than any major shift in the underlying fair value estimate of $37.88.ナラティブの更新 • Apr 20
RAMP: AI Data Partnerships And Identity Reach Will Support Future Repricing
Analysts have adjusted their price targets on LiveRamp, with a mixed set of recent Street revisions, including a $2 increase and cuts of $10 and $15. These changes feed into a slightly higher assumed future P/E and a modestly higher discount rate in the latest update.ナラティブの更新 • Apr 06
RAMP: AI Data Partnerships And Identity Reach Will Support Future Multiple Repricing
The updated analyst price target for LiveRamp Holdings edges higher to about $37.88 from $37.00, with analysts pointing to modest tweaks in fair value assumptions, discount rate, revenue growth, profit margins, and future P/E expectations after a mix of recent target increases and cuts. Analyst Commentary Recent Street research on LiveRamp Holdings reflects mixed sentiment, with some analysts raising targets and others cutting them, all feeding into the modestly higher blended price target.
ナラティブの更新 • Mar 22
RAMP: AI Data Expansion And Buybacks Will Support Future Upside Potential
Narrative Update on LiveRamp Holdings The analyst price target for LiveRamp Holdings has moved from $28 to $33, with analysts pointing to updated assumptions around growth, margins, and valuation multiples following recent mixed target revisions in Street research. Analyst Commentary Recent Street research around LiveRamp Holdings reflects a mixed backdrop, with some analysts adjusting targets higher and others resetting expectations lower on growth, margin, and valuation assumptions.ナラティブの更新 • Mar 08
RAMP: AI Data Marketplace Expansion Will Support Future Multiple Repricing
Analysts have adjusted their price targets on LiveRamp in a mixed way, with changes ranging from a $2 increase to cuts of $10 and $15. These moves reflect updated views on discount rates, revenue growth assumptions, profit margins and the appropriate forward P/E multiple.ナラティブの更新 • Feb 21
RAMP: AI Data Marketplace And Margin Expansion Will Support Future Repricing
The updated analyst price target for LiveRamp Holdings increases by $0.50 to $37.00, as analysts factor in higher projected profit margins and a slightly lower expected P/E multiple, despite mixed recent target moves from different firms. Analyst Commentary Recent Street research around LiveRamp Holdings points to a mixed but useful set of signals for you as an investor, with some analysts lifting price targets and others cutting them over a short time frame.ナラティブの更新 • Feb 07
RAMP: AI Data Marketplace Expansion Will Support Future Earnings Re-Rating
Analysts have lowered their implied fair value for LiveRamp Holdings to about $36.50 from roughly $39.63. This reflects updated assumptions for slightly lower long term profit margins and a more conservative future P/E multiple, partially offset by expectations for higher revenue growth.分析記事 • Dec 12
Is Now The Time To Look At Buying LiveRamp Holdings, Inc. (NYSE:RAMP)?
While LiveRamp Holdings, Inc. ( NYSE:RAMP ) might not have the largest market cap around , it saw a decent share price...分析記事 • Nov 26
Should You Be Adding LiveRamp Holdings (NYSE:RAMP) To Your Watchlist Today?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...分析記事 • Nov 13
Solid Earnings Reflect LiveRamp Holdings' (NYSE:RAMP) Strength As A Business
LiveRamp Holdings, Inc.'s ( NYSE:RAMP ) strong earnings report was rewarded with a positive stock price move. Our...分析記事 • Aug 02
Investors Will Want LiveRamp Holdings' (NYSE:RAMP) Growth In ROCE To Persist
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...分析記事 • Jul 06
LiveRamp Holdings, Inc.'s (NYSE:RAMP) Share Price Is Matching Sentiment Around Its Revenues
With a price-to-sales (or "P/S") ratio of 3x LiveRamp Holdings, Inc. ( NYSE:RAMP ) may be sending bullish signals at...分析記事 • Jun 18
LiveRamp Holdings, Inc. (NYSE:RAMP) Shares Could Be 30% Below Their Intrinsic Value Estimate
Key Insights Using the 2 Stage Free Cash Flow to Equity, LiveRamp Holdings fair value estimate is US$45.09 LiveRamp...分析記事 • Apr 14
LiveRamp Holdings (NYSE:RAMP) Is Looking To Continue Growing Its Returns On Capital
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...分析記事 • Mar 21
What Does LiveRamp Holdings, Inc.'s (NYSE:RAMP) Share Price Indicate?
LiveRamp Holdings, Inc. ( NYSE:RAMP ), is not the largest company out there, but it saw significant share price...Seeking Alpha • Mar 07
LiveRamp Q3: Decent Performance, But The Work Isn't Done Yet
Summary LiveRamp reported Q3 sales of $195M, up 12.1% y/y, with non-GAAP EPS of $0.55, beating estimates; however, GAAP margins contracted slightly. The company’s balance sheet remains strong with $384M in cash and no debt, but macroeconomic uncertainty may impact future performance. Management aims for Rule of 40 by FY28, focusing on clean room capabilities, offshoring to India, and capitalizing on CTV and AI growth drivers. Despite positive trends, I maintain a hold rating due to mixed Q3 results and economic uncertainties impacting future outlook. Read the full article on Seeking Alpha分析記事 • Mar 03
Investors Don't See Light At End Of LiveRamp Holdings, Inc.'s (NYSE:RAMP) Tunnel
You may think that with a price-to-sales (or "P/S") ratio of 2.7x LiveRamp Holdings, Inc. ( NYSE:RAMP ) is a stock...分析記事 • Feb 07
LiveRamp Holdings, Inc. (NYSE:RAMP) Shares Could Be 25% Below Their Intrinsic Value Estimate
Key Insights The projected fair value for LiveRamp Holdings is US$47.32 based on 2 Stage Free Cash Flow to Equity...分析記事 • Nov 22
LiveRamp Holdings, Inc. (NYSE:RAMP) Held Back By Insufficient Growth Even After Shares Climb 26%
The LiveRamp Holdings, Inc. ( NYSE:RAMP ) share price has done very well over the last month, posting an excellent gain...
新しいナラティブ • Nov 10
Critical Collaborations And Innovative Models Propel Advertising Growth Potential
Strategic partnerships and network expansion with major players aim to enhance personalized advertising, driving future revenue growth and value for advertisers and publishers.分析記事 • Oct 15
The Return Trends At LiveRamp Holdings (NYSE:RAMP) Look Promising
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...Seeking Alpha • Oct 08
LiveRamp: Still A Far Cry From Achieving Rule 40
Summary LiveRamp has seen a 40% drop since my last coverage, with steady revenue growth but low margins due to excessive stock-based compensation. The company holds a strong financial position with $310m in cash and no debt, allowing it to weather economic downturns. Analysts expect $176m in revenues and adjusted earnings of $0.36 per share, with GAAP EPS at a loss of 6 cents. Despite potential, I remain cautious due to slow top-line growth and high SBC; more information is needed before upgrading to a buy. Read the full article on Seeking Alpha分析記事 • Aug 12
Benign Growth For LiveRamp Holdings, Inc. (NYSE:RAMP) Underpins Stock's 32% Plummet
LiveRamp Holdings, Inc. ( NYSE:RAMP ) shareholders that were waiting for something to happen have been dealt a blow...Seeking Alpha • Jul 09
LiveRamp's Strategic Growth Amidst Industry Challenges And Opportunities
Summary LiveRamp is positioned well for first-party data collaboration and addressable digital advertising. Strong financial performance with revenue and profit growth, despite operational challenges. Opportunities for growth through data collaboration platform development and strategic partnerships, despite industry challenges. Read the full article on Seeking Alpha分析記事 • Jul 04
Should You Think About Buying LiveRamp Holdings, Inc. (NYSE:RAMP) Now?
LiveRamp Holdings, Inc. ( NYSE:RAMP ), might not be a large cap stock, but it saw significant share price movement...分析記事 • Jun 16
Is There An Opportunity With LiveRamp Holdings, Inc.'s (NYSE:RAMP) 35% Undervaluation?
Key Insights LiveRamp Holdings' estimated fair value is US$44.84 based on 2 Stage Free Cash Flow to Equity LiveRamp...分析記事 • May 29
LiveRamp Holdings' (NYSE:RAMP) Earnings May Just Be The Starting Point
Even though LiveRamp Holdings, Inc.'s ( NYSE:RAMP ) recent earnings release was robust, the market didn't seem to...分析記事 • May 21
Returns On Capital Are Showing Encouraging Signs At LiveRamp Holdings (NYSE:RAMP)
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...分析記事 • Apr 19
Unpleasant Surprises Could Be In Store For LiveRamp Holdings, Inc.'s (NYSE:RAMP) Shares
It's not a stretch to say that LiveRamp Holdings, Inc.'s ( NYSE:RAMP ) price-to-sales (or "P/S") ratio of 3.3x right...収支内訳
収支内訳
LiveRamp Holdings の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Mar 26 | 813 | 145 | 338 | 148 |
| 31 Dec 25 | 796 | 69 | 338 | 156 |
| 30 Sep 25 | 779 | 38 | 343 | 165 |
| 30 Jun 25 | 764 | 13 | 344 | 172 |
| 31 Mar 25 | 746 | -3 | 340 | 177 |
| 31 Dec 24 | 729 | -2 | 339 | 176 |
| 30 Sep 24 | 707 | 1 | 330 | 171 |
| 30 Jun 24 | 682 | 4 | 318 | 161 |
| 31 Mar 24 | 660 | 10 | 304 | 151 |
| 31 Dec 23 | 636 | -20 | 296 | 158 |
| 30 Sep 23 | 621 | -64 | 307 | 164 |
| 30 Jun 23 | 608 | -98 | 312 | 176 |
| 31 Mar 23 | 597 | -124 | 328 | 189 |
| 31 Dec 22 | 590 | -118 | 322 | 182 |
| 30 Sep 22 | 572 | -102 | 312 | 181 |
| 30 Jun 22 | 552 | -78 | 300 | 171 |
| 31 Mar 22 | 529 | -34 | 287 | 158 |
| 31 Dec 21 | 506 | -37 | 289 | 159 |
| 30 Sep 21 | 485 | -34 | 282 | 148 |
| 30 Jun 21 | 463 | -51 | 286 | 143 |
| 31 Mar 21 | 443 | -90 | 282 | 135 |
| 31 Dec 20 | 430 | -62 | 271 | 117 |
| 30 Sep 20 | 412 | -89 | 282 | 114 |
| 30 Jun 20 | 397 | -105 | 288 | 109 |
| 31 Mar 20 | 381 | -125 | 298 | 106 |
| 31 Dec 19 | 353 | -170 | 297 | 109 |
| 30 Sep 19 | 331 | -147 | 285 | 102 |
| 30 Jun 19 | 306 | -148 | 272 | 92 |
| 31 Mar 19 | 286 | -134 | 257 | 86 |
| 31 Dec 18 | 268 | -101 | 225 | 70 |
| 30 Sep 18 | 247 | -83 | 202 | 64 |
| 30 Jun 18 | 236 | -68 | 187 | 63 |
| 31 Mar 18 | 220 | -67 | 176 | 61 |
| 31 Dec 17 | 385 | -59 | 211 | 68 |
| 30 Sep 17 | 549 | -60 | 238 | 75 |
| 30 Jun 17 | 712 | -27 | 264 | 78 |
| 31 Mar 17 | 175 | -86 | 152 | 49 |
| 31 Dec 16 | 880 | 11 | 281 | 75 |
| 30 Sep 16 | 878 | 9 | 277 | 73 |
| 30 Jun 16 | 868 | 1 | 268 | 73 |
| 31 Mar 16 | 850 | -9 | 282 | 74 |
| 31 Dec 15 | 831 | -16 | 212 | 77 |
| 30 Sep 15 | 818 | -15 | 221 | 77 |
| 30 Jun 15 | 815 | -21 | 221 | 78 |
質の高い収益: RAMPは 高品質の収益 を持っています。
利益率の向上: RAMP過去に利益を上げました。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: RAMP過去 5 年間で収益を上げており、収益は年間58.1%増加しています。
成長の加速: RAMPは昨年収益を上げたため、収益成長率を 5 年間の平均と比較することは困難です。
収益対業界: RAMP昨年収益を上げたため、昨年の収益成長をSoftware業界 ( 11.7% ) と比較することは困難です。
株主資本利益率
高いROE: RAMPの 自己資本利益率 ( 14.9% ) は 低い とみなされます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/21 02:39 |
| 終値 | 2026/05/21 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2026/03/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
LiveRamp Holdings, Inc. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。21
| アナリスト | 機関 |
|---|---|
| Richard Kramer | Arete Research Services LLP |
| Daniel Leben | Baird |
| Megan Talbott McGrath | Barclays |