RAMPLiveRamp Holdings, Inc.
Services-Computer Processing & Data Preparation
- Revenue
- $813M
- 9.0% YoY
- Operating margin
- 10.3%
- 1317% YoY
- EBITDA
- $97M
- 328% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- -3.8×
- −$364M net debt
- AI in 10-K
- —
Red flags 2 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 cashClear115% of net incomeCash flow under 80% of net income
- Dilutive SBCFired10% of revenueOver 10% of revenue
- Payouts exceed cash flowFired122% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear39% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $529M | $597M | $660M | $746M | $813M | 9.0% |
| Operating income | −$66M | −$126M | $11M | $5M | $83M | 1445% |
| Net income | −$34M | −$119M | $12M | −$1M | $146M | 14700% |
| Operating cash flow | $78M | $34M | $106M | $154M | $168M | 9.0% |
| Capex | $4M | $5M | $4M | $1M | $1M | 32% |
| Stock-based comp | $87M | $126M | $71M | $108M | $83M | 23% |
| Buybacks | $59M | $150M | $61M | $101M | $195M | 92% |
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 |
|---|---|---|---|---|
| FY2026 | $10M | $9M | 51 | 45 |
| FY2025 | $10M | $3M | 50 | 95 |
| FY2024 | $10M | $17M | 67 | 93 |
| FY2023 | $6M | $433K | 42 | 63 |
| FY2022 | $8M | $3M | 72 | 65 |