Stock analysis · Bull Rankings model

LFTO analysis

Liftoff Mobile, Inc. — Advertising Agencies. Scored on the same transparent model behind the daily rankings.

★
LFTO
Liftoff Mobile, Inc. · Advertising Agencies
FCF$149mC
Rev+32.1%A
D/E——
P/E154.3xD
PEG0.35A
72.0Score
$20.06$3.4B
1Y Target$35.46Analyst consensus · 13 analysts
5Y Target$51.92Compound horizon
10Y Target$77.02Long-dated conviction
FCF$149mTTM · 03/26
C
FCF $149m — modest; watch for margin expansion · TTM computed from 4 most-recent quarters (TTM · 03/26).
Rev+32.1%FY YoY
A
Revenue +32.1% — hypergrowth, top decile · Computed from last two annual revenue figures (FY YoY).
D/E—
—
D/E data unavailable — neutral default
P/E154.3x
D
P/E 154.3 — most expensive decile in Communication Services (≈95th pctile)
PEG0.35est.
A
PEG 0.35 — exceptional; paying well under fair value for growth · PEG derived: P/E ÷ forward 1-year analyst EPS growth, because this name has no vendor-supplied PEG. Same earnings-growth basis as the reported figure on other rows.

Forward price target — the 1-year figure is the analyst consensus where the stock is covered; the 5- and 10-year figures compound our earnings estimate from there. The DCF below is a separate cross-check on intrinsic value (what it's worth today), not another target.

Quality-growth score · 72
Quality76.3
Growth94.2
Value75.7
Why this score
  • Short track record
Entry · Margin of safety
52-week rangeNear 52-week low
33% off the 12-month high
vs DCF fair value3% belowest. fair value ~$21
What the price assumes: free cash flow compounding at ~14% a year for the next decade — vs the ~25% a year our model projects from current growth and analyst estimates.

Model-generatedGenerated by the Bull Rankings model from this company's reported fundamentals, and checked against the figures shown above.

Why now
LFTO’s Cortex neural‑network platform is supercharging mobile advertiser performance, driving a 32.1% YoY revenue growth and fueling a free cash flow of $149m on a modest 3% profit margin. The Bull Rankings model gives the stock a Quality‑Growth score of 72, with Growth as its strongest pillar (94), underscoring the durability of this compounding engine. The thesis rests on the platform’s ability to keep scaling across all six continents, delivering ever‑higher margins as advertisers shift spend to AI‑driven acquisition.
Moat
Cortex’s proprietary neural‑network algorithms create a high switching cost for mobile advertisers who rely on its predictive DSP and SSP to acquire users profitably. Direct integration into apps gives LFTO a unique supply‑side foothold that competitors can’t replicate quickly, locking in a broad, global ad‑auction footprint and preserving margin expansion.
Risk
The stock trades at an eye‑watering PE of 154.3, far above sector averages, implying the market already prices in aggressive growth. If revenue growth stalls below the current 32.1% pace or margins compress, the lofty multiple will implode. A bear‑case trigger would be a significant slowdown from this pace in the next year, which would validate the over‑valuation and force the price back toward its 52‑week low of $19.81.
Horizon
1-3 yr $35.46 (13-analyst consensus) — fundamentals + valuation re-rating. 5 yr $51.92 at ~21% CAGR — compounding case rests on the competitive position widening. 10 yr $77.02 if current growth sustains into durable earnings power.
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.

LFTO vs the Top Picks average

PillarLFTOBook avgDiff
Quality0.760.84-0.08
Growth0.940.86+0.08
Value0.760.78in line

Averaged across the 30 names in today's Top Picks (mean score 82.2). A name can beat these averages and still be absent from the book — it also applies concentration limits.

Score history · LFTO
Trend
+9.5 over 41 daily scores
From 62.5 (Jun 22) → 72.0 (now)

One point per daily model run. The range autoscales, so a flat-looking line can still hide 1–2 point moves — read the From → To values for the actual range.

Position sizing · LFTO
Shares to buy
99
Position size
$1,986
4.0% of portfolio
Stop price
$15.04
25% below $20.06
$ at risk if stopped
$496.48
budget $500.00 · 1% of portfolio

Math only — share count is floor(portfolio × risk% ÷ (price × stop%)). Doesn't account for commissions, slippage, gap risk, or position-correlation across your book. Inputs persist locally; never sent to the server. Not investment advice.

Latest LFTO developments

Recent headlines from across the financial press · updated daily. Links open the source.

Liftoff Mobile, Inc. (LFTO): score, valuation & FAQ

Liftoff Mobile, Inc. (LFTO) is a Advertising Agencies company that scores 72 out of 100 on the Bull Rankings quality-growth model — a solid, above-average reading. The score blends three pillars — quality (durable returns, healthy margins, low leverage), growth (revenue and earnings), and value (valuation versus sector peers) — into one number, refreshed daily; it is a screen, not a buy recommendation.

Its strongest graded signals are Rev (A) and PEG (A), while P/E (D) rate weaker. On valuation, LFTO sits about 3% below our discounted-cash-flow fair value (a margin of safety) — the current price implies roughly 14% annual free-cash-flow growth over the next decade.

Is LFTO a good stock to buy?

Bull Rankings scores LFTO 72 out of 100 on its quality-growth model, which is a solid, above-average reading. That is driven by Rev (A) and PEG (A). A score is a quantitative screen of Liftoff Mobile, Inc.'s fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.

Why does LFTO score 72 on Bull Rankings?

The quality-growth score blends three pillars — quality (returns on capital, margins, leverage, earnings quality), growth (revenue and earnings expansion), and value (valuation versus sector peers). LFTO earns its highest marks on Rev (A) and PEG (A), and is held back by P/E (D). Each pillar is graded against sector-aware thresholds, then combined into the single 0–100 score.

Is LFTO overvalued or undervalued?

Based on $20.06, LFTO sits about 3% below our discounted-cash-flow fair value (a margin of safety) — the current price implies roughly 14% annual free-cash-flow growth over the next decade. It trades at a 154.3x× P/E (graded D). Discounted-cash-flow estimates are sensitive to growth and discount-rate assumptions, so treat this as a cross-check, not a price target.

What are the main risks of investing in LFTO?

The stock trades at an eye‑watering PE of 154.3, far above sector averages, implying the market already prices in aggressive growth. If revenue growth stalls below the current 32.1% pace or margins compress, the lofty multiple will implode. A bear‑case trigger would be a significant slowdown from this pace in the next year, which would validate the over‑valuation and force the price back toward its 52‑week low of $19.81.

New to these metrics? The guides explain free cash flow, how the score works, and more in the learn hub — or run another name through the screener.

Bull Rankings is an automated fundamentals screen for research and education. It is not investment advice, and nothing here is a recommendation to buy or sell any security. Do your own research and consider consulting a licensed financial adviser.

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