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IAS

IAS

Communication Services · Advertising Agencies

$10.340.00%
Mkt Cap: $1.74B

Performance

IAS (IAS) Stock Analysis 2026

Rule-based · Updated daily · Not financial advice

IAS (IAS) operates in the Advertising Agencies space within the Communication Services sector. With a market cap of $1.7B, it qualifies as a small-cap company. Growth is moderate and the business remains profitable, offering a balanced risk/reward profile compared to high-multiple peers.

Bull Case3
  • Forward P/E (11.5×) is lower than trailing P/E (36.9×) — analysts expect earnings to improve
  • Revenue growth of 16% YoY shows solid business momentum
  • Current ratio of 4.4× — ample short-term liquidity
Bear Case5
  • P/E of 36.9× is above average — valuation requires continued strong growth to justify
  • Earnings fell 60% YoY — profitability is under pressure
  • High debt-to-equity of 2.24× increases financial risk, especially with elevated interest rates
  • No dividend history — total return depends entirely on price appreciation
  • High beta of 1.57 — this stock is significantly more volatile than the broader market

Verdict

Avoid

Significant fundamental concerns outweigh positives. High risk at current levels.

AI Insight

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AI-generated analysis for informational purposes only. Not financial advice.

Related Articles

Revenue & Results

Dividends

This stock does not pay dividends.

If You Had Invested…

Hypothetical return based on historical prices

$

* Dividend reinvestment calculated at ex-date price. For informational purposes only.

Earnings

EPS (TTM)

$0.28

P/E (TTM)

36.9

Fwd P/E

11.5

Earnings History

SEC EDGAR · official filings

SEC filings

SEC Filings

Official EDGAR documents

All filings

Key Statistics

Valuation

Market Cap$1.74B
P/E Ratio36.93
Forward P/E11.49
P/B Ratio
PEG Ratio
EPS (TTM)$0.28

Trading

Open
Day High
Day Low
52W High$11.43
52W Low$6.26
Volume
Avg Volume (3M)1,586,262
Beta1.57

Dividends

Dividend Yield
Annual Rate
Ex-Div Date
Payout Ratio0.00%

Profitability

Profit Margin7.91%
Operating Margin9.29%
ROE4.48%
ROA3.70%
Revenue Growth15.60%
Earnings Growth-59.80%

Balance Sheet

Total Revenue$590.67M
Total Debt$24.78M
Debt / Equity2.24
Current Ratio4.43
Free Cash Flow$128.33M

Fair Value Estimates

Current price: $10.34

Graham Number

√(22.5 × EPS × Book Value)

$6.46

-37.5% downside

Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.

Bazin Ceiling Price

Avg. Annual DPS (5Y) ÷ 6%

N/A

Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.

These are simplified estimates. Not financial advice.

Buy & Hold Checklist

Quality criteria for long-term holding

4/10

50% score

Pays dividends

No dividend history found

Dividend consistency (5Y+)

Uninterrupted dividend payments for at least 5 years

ROE above 10%

4.5%

Return on equity — measures how efficiently capital is used

Positive profit margin

7.9%

Net profit margin must be positive — company earns more than it spends

Revenue growth (annual)

+15.6%

Annual revenue must be growing compared to the prior year

Earnings growth (annual)

-59.8%

Annual earnings must be growing compared to the prior year

Debt/Equity below 2×

2.24×

Low financial leverage reduces risk of distress

Current ratio above 1

4.43×

Short-term assets must cover short-term liabilities

Daily liquidity above $5M

$16M/day

High trading volume ensures easy entry and exit

Dividend yield above 0%

Stock must distribute income to shareholders

Related Assets

Communication Services

About IAS

Integral Ad Science Holding Corp. operates as a digital advertising verification company in the United States. The company provides IAS Signal, a cloud-based technology platform enables customers to maximize their ROAS by verifying their ads; and deliver independent measurement and verification of digital advertising across devices, channels, and formats, including desktop, mobile, connected TV (CTV), social, display, video, and emerging media. It offers also digital media quality solutions; ad fraud detection and prevention, viewability and attention, brand safety and suitability, contextual targeting, inventory yield management, and reporting. In addition, the company offers Quality Impressions, a metric that helps ensure media quality standards; context control solution that delivers contextual targeting and brand suitability capabilities; and pre-bid optimization solutions, post-bid measurement solutions, and publisher solutions. It serves advertisers and agencies, publishers, and supply-side platforms SSPs. The company was founded in 2009 and is headquartered in New York, New York with additional locations in Chicago, Illinois; San Francisco, California; São Paulo, Brazil; London, United Kingdom; Dublin, Ireland; Paris, France; Berlin, Germany; Madrid, Spain; Milano, Italy; Singapore; Stockholm, Sweden; Eveleigh, Australia; Tokyo, Japan; Pune, India; and the Nordics.

Sector

Communication Services

Industry

Advertising Agencies

Location

New York, United States

Employees

902