NCMINational CineMedia, Inc.
Services-Advertising
- Revenue
- $243M
- 1.0% YoY
- Operating margin
- -5.7%
- 29% YoY
- EBITDA
- −$14M
- 29% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- −$33M net debt
- AI in 10-K
- —
Red flags 1 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 SBCClear4% of revenueOver 10% of revenue
- Payouts exceed cash flowFired398% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear0% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2026 | YoY |
|---|---|---|---|---|---|
| Revenue | $249M | $165M | $241M | $243M | 1.0% |
| Operating income | $7M | −$27M | −$20M | −$14M | 29% |
| Net income | −$29M | $705M | −$22M | −$11M | 52% |
| Operating cash flow | −$47M | −$7M | $60M | $8M | 86% |
| Capex | $3M | $3M | $6M | $6M | 3.4% |
| Stock-based comp | $7M | $5M | $12M | $9M | 24% |
| Buybacks | — | $0 | $13M | $22M | 68% |
| Dividends | $10M | $500K | $300K | $11M | 3700% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $248K · 3
- Net
- −$248K
Pay vs performance
No pay-versus-performance disclosure yet.