ADVAdvantage Solutions Inc.
Services-Business Services, NEC
- Revenue
- $3.5B
- 0.7% YoY
- Operating margin
- -3.6%
- 57% YoY
- EBITDA
- $76M
- 184% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 19.6×
- $1.5B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCClear-0% of revenueOver 10% of revenue
- Payouts exceed cash flowClear1% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear17% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $3.6B | $3.6B | $3.9B | $3.6B | $3.5B | 0.7% |
| Operating income | $230M | −$1.5B | $47M | −$295M | −$126M | 57% |
| Net income | $54M | −$1.4B | −$63M | −$327M | −$228M | 30% |
| Operating cash flow | $126M | $105M | $228M | $93M | $62M | 34% |
| Capex | $31M | $12M | $21M | $8M | $6M | 17% |
| Stock-based comp | −$15M | −$7M | −$3M | $723K | −$2M | 311% |
| Buybacks | $13M | $0 | $6M | $34M | $869K | 97% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | — | — | 7 | 116 |
| FY2024 | — | — | 22 | 118 |
| FY2023 | — | — | 27 | 107 |
| FY2022 | — | — | 16 | 111 |
| FY2021 | — | — | 61 | 114 |