
Integral Ad Science Holding Corp. (IAS)
ValueMarkers Composite Index
59% above intrinsic value ($7)
Integral Ad Science Holding Corp. (IAS) — VMCI valuation read
Composite valuation read on IAS: VMCI 58/100 against a Communication Services sector median of 50. The 8-point above-median print is the headline number for Integral Ad Science Holding Corp., and at the mid-cap tier it reflects how the five pillars combine into a single decision-grade score.
Trailing 30-day insider activity for IAS: nothing material on SEC EDGAR. With the Form 4 channel quiet, the price-vs-DCF gap and the trailing margin trend carry more weight in the active read.
**Investor frame.** Value, quality, risk in three lines on IAS: IAS trades at 25.0x earnings, 39% above the Communication Services median of 18.0x; ROIC of 17.0% sits 7.0pp above the Communication Services median (10.0%); net debt to EBITDA of 3.1x is the binding constraint on the bear case. EV/EBITDA at 14.0x versus 12.0x for Communication Services closes the value frame.
IAS rose 3.3% over the trailing 7 days, with a +1.5% read on a 30-day basis.
Integral Ad Science Holding Corp. operates as a digital advertising verification company in the United States, the United Kingdom, Germany, Italy, Spain, Sweden, Singapore, Australia, France, Japan, Canada, India, and Brazil. The company provides IAS Signal, a cloud-based technology platform that offers actionable insights; and deliver independent measurement and verification of digital advertising across devices, channels, and formats, including desktop, mobile, connected TV, social, display, and video. Its digital media quality solutions offer ad fraud detection and prevention, viewability, brand safety and suitability, contextual targeting, inventory yield management, and reporting. The company offers Quality Impressions, a metric designed to verify that digital ads are served to a real person rather than a bot, viewable on-screen, and presented in a brand-safe and suitable environment in the correct geography; Context Control solution that delivers contextual targeting and brand suitability capabilities; pre-bid programmatic and post-bid verification solutions for advertisers; and optimization and verification solutions for publishers. It serves advertisers and agencies, publishers, advertising/audience networks, and supply side platforms. The company was founded in 2009 and is headquartered in New York, New York.
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