LiveRamp Holdings, Inc. logo RAMP - LiveRamp Holdings, Inc.

Price: -- -- | CONSENSUS: Buy DETAILS
STRONG
BUY 1
BUY 8
HOLD 3
SELL 0
STRONG
SELL 0
| PRICE TARGET: $38.50 DETAILS
HIGH: $38.50
LOW: $38.50
MEDIAN: $38.50
CONSENSUS: $38.50
UPSIDE: 2.12%
AlphaVal

AlphaVal

Deterministic, archetype-aware fair value

Platform & Compounding FCF 80% confidence

Primary model: Two-stage FCF DCF

Valuation Signal Undervalued Moderate
Trading 39.2% below fair value
Current Price $37.70
Bear Case $46.98 24.6% upside ($46.98 - $37.70) / $37.70 = 24.6% 6% stage 1 growth, 11% discount
Fair Value $62.03 64.5% upside ($62.03 - $37.70) / $37.70 = 64.5% 10% stage 1 growth, 11% discount
Bull Case $76.95 104.1% upside ($76.95 - $37.70) / $37.70 = 104.1% 14% stage 1 growth, 11% discount

Adjust Assumptions

10.4%
11.0%
3.0%

Key Value Driver

FCF growth rate (10% base case)

Terminal Value % of EV 39%
Implied Market Multiple 11.4x

Plain-Language Summary

Our base-case estimate uses a two-stage discounted cash flow model based on free cash flow. We then blend that result with the average analyst price target of $38.50 from 12 analysts, using a 20% weight on analyst consensus. That produces an estimated intrinsic value of $62.03 per share.

Warnings

ℹ Wall Street's average price target is $38.50 (from 12 analysts). Our estimate is 76% above the consensus -- consider that gap carefully.

Key Risks

  • P/E alone misleads — earnings depressed by growth investment
  • Cyclical or commodity businesses may be misclassified as platforms
  • Terminal value dominance suggests sensitivity to long-run assumptions