LiveRamp (RAMP) & Its Competitors Critical Analysis

LiveRamp (NYSE:RAMP) is one of 953 publicly-traded companies in the “Software” industry, but how does it weigh in compared to its rivals? We will compare LiveRamp to related businesses based on the strength of its dividends, earnings, profitability, valuation, analyst recommendations, risk and institutional ownership.

Valuation & Earnings

This table compares LiveRamp and its rivals top-line revenue, earnings per share and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
LiveRamp	$832.10 million	$145.95 million	15.78
LiveRamp Competitors	$1.92 billion	$387.74 million	108.82

LiveRamp’s rivals have higher revenue and earnings than LiveRamp. LiveRamp is trading at a lower price-to-earnings ratio than its rivals, indicating that it is currently more affordable than other companies in its industry.

Profitability

This table compares LiveRamp and its rivals’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
LiveRamp	18.71%	9.77%	7.41%
LiveRamp Competitors	-607.02%	22.93%	-8.85%

Institutional and Insider Ownership

93.8% of LiveRamp shares are held by institutional investors. Comparatively, 41.9% of shares of all “Software” companies are held by institutional investors. 3.3% of LiveRamp shares are held by insiders. Comparatively, 20.0% of shares of all “Software” companies are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Analyst Ratings

This is a summary of recent recommendations and price targets for LiveRamp and its rivals, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
LiveRamp	0	6	2	0	2.25
LiveRamp Competitors	5748	21527	44880	1497	2.57

LiveRamp presently has a consensus price target of $38.08, indicating a potential downside of 1.08%. As a group, “Software” companies have a potential upside of 29.43%. Given LiveRamp’s rivals stronger consensus rating and higher possible upside, analysts plainly believe LiveRamp has less favorable growth aspects than its rivals.

Volatility and Risk

LiveRamp has a beta of 1.27, indicating that its stock price is 27% more volatile than the S&P 500. Comparatively, LiveRamp’s rivals have a beta of 1.34, indicating that their average stock price is 34% more volatile than the S&P 500.

Summary

LiveRamp rivals beat LiveRamp on 10 of the 13 factors compared.

LiveRamp Company Profile

LiveRamp Holdings, Inc., a technology company, operates a data collaboration platform in the United States, Europe, the Asia-Pacific, and internationally. The company operates LiveRamp Data Collaboration platform enables an organization to unify customer and prospect data to build a single view of the customer in a way that protects consumer privacy. Its platform supports various people-based marketing solutions, including data collaboration, activation, measurement and analytics, identity, and data marketplace. The company sells its solutions to enterprise marketers, agencies, marketing technology providers, publishers, and data providers in various industry verticals, such as financial, insurance and investment services, retail, automotive, telecommunications, high tech, consumer packaged goods, healthcare, travel, entertainment, and non-profit. The company was formerly known as Acxiom Holdings, Inc. and changed its name to LiveRamp Holdings, Inc. in October 2018. The company was incorporated in 2018 and is headquartered in San Francisco, California.