COMPARE · Reviewed August 3, 2026
LFTO vs STGW
Verdict: Side-by-side breakdown using the Bull Rankings model. LFTO scored 48.2, STGW scored 58.2 — STGW leads.
Compare another set
Different reporting periods. STGW's fundamentals are as of June 2026, but LFTO's are as of March 2026 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
LFTO
Liftoff Mobile, Inc.
48.2
$25.74 · $4.4B
fundamentals as of
Score gap
10.0
STGW leads
STGW
Stagwell Inc.
58.2
$8.71 · $2.1B
fundamentals as of
The model, pillar by pillar (0–100 each)
LFTO
stronger →← stronger
STGW
76
Qualityreturns · margins · balance sheet
51
100
Growthrevenue & earnings expansion
70
15
Valuevaluation vs sector peers
56
LFTO is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
LFTO
STGW
$149mC
FCF
$253mC
+32.1%A
Rev
+6.4%C+
—
D/E
2.41C
198.0xD
P/E
145.2xD
5.38D
PEG
0.41A
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
LFTO
STGW
25% above
Price vs fair valuelower is cheaper
45% below
~20%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-7%/yr
-39%
1-yr DCF upside
+62%
-20%
5-yr DCF upside
+83%
+20%
10-yr DCF upside
+117%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
LFTO
Why this score
- Short track record
STGW
Why this score
- Buying back stock
The companies
LFTOLiftoff Mobile, Inc.
Why now
Advertising Agencies · market cap $4.4b. 14% off the 52-week high of $30.10. Revenue growing +32% — in hypergrowth territory. 13 sell-side analysts rate this a Buy with a mean 1-yr target of $35.46 (implying +38% upside).
Moat
Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Trailing P/E 198.0x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Net margin 3.0% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first. Ad-spending cyclicality — marketing budgets are among the first cut in any recession and the last restored; the business levers higher in the bull but lower in the bear than the headline economy.
STGWStagwell Inc.
Why now
Advertising Agencies · market cap $2.1b. Trading near 52-week high of $8.77 — momentum setup, limited technical margin of safety. PEG 0.41 — paying under fair value for the growth rate. 7 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $9.71 (implying +12% upside).
Moat
Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
D/E 2.41 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Trailing P/E 145.2x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Trading within 1% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.