RAMP - LiveRamp Holdings, Inc.
Price:
--
--
|
CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$38.50
DETAILS
HIGH:
$38.50
LOW:
$38.50
MEDIAN:
$38.50
CONSENSUS:
$38.50
UPSIDE:
2.07%
AlphaVal
Deterministic, archetype-aware fair value
Platform & Compounding FCF
80% confidence
Primary model: Two-stage FCF DCF
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
18.4x
Market is pricing in (growth)
7.8%
vs our 10.4% base
Plain-Language Summary
Using a two-stage FCF DCF with 10% growth decelerating over 15 years, discounted at 11%, the base-case intrinsic value is $44.38 per share.
Analyst Consensus (External Reference)
Never blended into the bear/base/bull estimates above -- shown only as an outside comparison.
Average Target (12 analysts)
$38.50
Analyst Range
$38.50 – $38.50
Divergence from AlphaVal
15%
Warnings
Stock-based employee pay equals 57% of profits. This dilutes existing shareholders, so cash flow alone overstates what owners really earn.
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