LiveRamp Holdings, Inc. — Software - Infrastructure. Scored on the same transparent model behind the daily rankings.
★
RAMP
LiveRamp Holdings, Inc. · Software - Infrastructure
FCF$148mC
Rev+8.9%B
D/E0.03A-
P/E15.7xA-
PEG0.59A-
72.5Score
$37.63$2.3B
1Y Target$38.70Analyst consensus · 5 analysts
5Y Target$48.86Compound horizon
10Y Target$62.66Long-dated conviction
FCF$148mTTMC
FCF $148m — modest; watch for margin expansion
Rev+8.9%TTM YoYB
Revenue +8.9% — at or above S&P median
D/E0.03A-
D/E 0.03 — less debt than most Technology peers (≈25th pctile)
P/E15.7xA-
P/E 15.7 — cheaper than most Technology peers (≈25th pctile)
PEG0.59A-
PEG 0.59 — strong; Lynch's preferred zone
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 · 72.5
Quality73.0
Growth79.0
Value66.1
Why this score
Buying back stock
Entry · Margin of safety
52-week rangeNear 52-week high
2% off the 12-month high
vs DCF fair value11% aboveest. fair value ~$34
What the price assumes: free cash flow compounding at ~9% a year for the next decade — vs the ~9% a year our model projects from current growth and analyst estimates.
Quality signals · context only
Gross profitability46% · A-gross profit ÷ total assets (Novy-Marx)
ROIC6.6% · C+return on invested capital — not score-weighted
Model-generatedGenerated by the Bull Rankings model from this company's reported fundamentals, and checked against the figures shown above.
Why now
LiveRamp’s Data Collaboration platform is the connective tissue for privacy-first marketing, and the numbers prove it: 18.7% profit margins on $2.3b market cap with 8.9% revenue growth is the hallmark of a compounder riding the tailwind of post-cookie identity resolution. The platform’s people-based marketing solutions—data collaboration, activation, measurement, and analytics—are sticky because marketers can’t replicate a single customer view without it, and the TTM free cash flow of $148m funds buybacks that shrink share count into a growing earnings base. The crux: every dollar of ad spend that shifts to privacy-compliant targeting flows through LiveRamp’s platform, and the growth is structural, not cyclical.
Moat
LiveRamp’s moat is the network effect of identity resolution: the more enterprises, agencies, and data providers plug into its platform, the more accurate and valuable the single customer view becomes, creating a flywheel that competitors can’t replicate without matching scale and compliance standards. The 15.9% ROE isn’t generic pricing power—it’s the result of pricing premiums for category leadership in identity resolution, where LiveRamp’s compliance-first approach (GDPR, CCPA, and future-proofing) is a barrier to entry for new entrants. Switching costs are high: migrating off the platform would require re-architecting data pipelines and re-negotiating with thousands of partners, a non‑starter for enterprise marketers.
Risk
The bear case is that LiveRamp’s P/E of 17x assumes the 9% implied FCF growth from our reverse DCF is sustainable, but the 8.9% revenue growth is modest and the company’s beta of 1.26 means it’s more volatile than the market—exactly when ad spend is tightening. Competitors like Google (with Privacy Sandbox) and Adobe (with Real‑Time CDP) are encroaching on its identity and activation turf, and if LiveRamp loses share in its data collaboration market, the premium multiple collapses. The signal to confirm the bear case: revenue growth slipping below 6% with margin compression below 17%.
Horizon
1-3 yr $38.70 (5-analyst consensus) — multiple re-rating thesis requires a catalyst. 5 yr $48.86 at ~5% CAGR — dividend + buyback compounding. 10 yr $62.66 if the moat survives secular pressure.
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.
RAMP vs the Top Picks average
Pillar
RAMP
Book avg
Diff
Quality
0.73
0.84
-0.11
Growth
0.79
0.84
-0.05
Value
0.66
0.78
-0.12
Averaged across the 30 names in today's Top Picks (mean score 81.5). A name can beat these averages and still be absent from the book — it also applies concentration limits.
Score history · RAMP
Trend
0.0 over 47 daily scores
From 72.5 (Jun 22) → 72.5 (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.
Analyst estimate revisions
30-day change
-1.9%
90-day change
-1.9%
Forward EPS estimate
$3.21
Over the last 90 days, what analysts expect RAMP to earn is drifting lower (-1.9%). The estimate is derived from price and forward P/E captured at the same instant, so a moving share price does not move this number — only a changed forecast does.
A rising estimate means expectations are improving, not that the price has failed to keep up — and estimates get cut as readily as they get raised. It is not part of the Bull Rankings score. Biggest movers across the market →
Position sizing · RAMP
$
%
%
Shares to buy
53
Position size
$1,994
4.0% of portfolio
Stop price
$28.22
25% below $37.63
$ at risk if stopped
$498.60
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.
LiveRamp Holdings, Inc. (RAMP): score, valuation & FAQ
LiveRamp Holdings, Inc. (RAMP) is a Software - Infrastructure company that scores 72.5 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 D/E (A-), P/E (A-) and PEG (A-). On valuation, RAMP sits about 11% above our discounted-cash-flow fair value — the current price implies roughly 9% annual free-cash-flow growth over the next decade.
Is RAMP a good stock to buy?
Bull Rankings scores RAMP 72.5 out of 100 on its quality-growth model, which is a solid, above-average reading. That is driven by D/E (A-), P/E (A-) and PEG (A-). A score is a quantitative screen of LiveRamp Holdings, 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 RAMP score 72.5 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). RAMP earns its highest marks on D/E (A-), P/E (A-) and PEG (A-). Each pillar is graded against sector-aware thresholds, then combined into the single 0–100 score.
Is RAMP overvalued or undervalued?
Based on $37.63, RAMP sits about 11% above our discounted-cash-flow fair value — the current price implies roughly 9% annual free-cash-flow growth over the next decade. It trades at a 15.7x P/E (graded A-). 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 RAMP?
The bear case is that LiveRamp’s P/E of 17x assumes the 9% implied FCF growth from our reverse DCF is sustainable, but the 8.9% revenue growth is modest and the company’s beta of 1.26 means it’s more volatile than the market—exactly when ad spend is tightening. Competitors like Google (with Privacy Sandbox) and Adobe (with Real‑Time CDP) are encroaching on its identity and activation turf, and if LiveRamp loses share in its data collaboration market, the premium multiple collapses. The signal to confirm the bear case: revenue growth slipping below 6% with margin compression below 17%.
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 advisor.