The INVRS Blog

It's IPG. Income  Only three of the six stocks have a dividend: NLSN, JCDXF and IPG, and they all look quite good.  Over the past three years, each company has grown their dividend. Let's look at the measures, the ranks and the final ranking in this category.  The measures are dividend yield, 3 year dividend per share CAGR and 1 year dividend per share growth. Dividend Yield D/S 3 year CAGR 1 year D/S growth Sum Final Rank JCDXF 2% 4 3% 4 8% 5 13 4 NLSN 6% 6 5% 5 5% 4 15 5 IPG 4% 5 12% 6 17% 6 17 6 IPG has some very nice dividend results. Value The value metrics are: price to book price to sales price to earnings (if the company has negative earnings they get a rank of zero) enterprise value to EBITDA. P/B P/S P/E EV/EBITDA Sum Final Rank TTD .21 1 11.1 1 103 2 43 1 5 1 RAMP .03 5 8.1 2 173 1 16 2 10 2 NLSN .03 4 1.3 4 negative 0 9 5 13 3 JCDXF .02 6 1.6 3 23 3 13 3 15 5 IPG .04 3 .8 5 13 4 9 4 16 6 GRPN .0

Quality  The quality factor uses five measures: Standard deviation of earnings - the lower the better, Gross margin - the higher the better, Net margin - the higher the better, Sales/assets - the higher the better, Financial leverage - the lower the better. SD GM NM S/A FL Sum Rank TTD .98 1 76% 6 18% 6 43% 1 0% 6 20 4 RAMP .12 5 49% 5 3% 3 76% 5 23% 5 23 6 NLSN .47 2 47% 3 -11% 1 43% 2 73% 1 9 1 JCDXF .27 4 26% 2 7% 5 57% 3 36% 4 18 3 IPG .32 3 12% 1 7% 4 62% 4 59% 2 14 2 GRPN .11 6 48% 4 0% 2 161% 6 38% 3 21 5 Based on an equal ranking of the factors, RAMP comes out on top.  This is a factor that you personally might want to weight differently.  Perhaps you don't care about volatility in the stock price or you think a certain amount of debt is desirable.  You then might make other choices for the highest quality stock. Growth This factor looks at the year over year growth rate in revenue, EBITDA, free cash flow and gross

Ya, we're excited too. Overview This is a factor-based analysis looking at six mid-sized companies in the marketing and advertising space.  It will look at the relative strengths and weaknesses of the group members with the goal of finding a gem. Peer Group: Stock Name (Symbol) Last Price (May 31, 2019) Market Cap Trade Desk, Inc. Class A(TTD:XNAS) $198.81 8.8429B LiveRamp Holdings, Inc.(RAMP:XNYS) $51.38 3.4986B Nielsen Holdings PLC(NLSN:XNYS) $22.73 8.0804B Jcdecaux SA(JCDXF:OOTC) $27.80 5.9161B Interpublic Group of Companies, Inc.(IPG:XNYS) $21.22 8.1952B Groupon, Inc. Class A(GRPN:XNAS) $3.53 2.0050B   Analysis Factors This analysis will look at six factors: Price Momentum Quality Growth Income Value Profitability. Price Momentum This factor includes a long, medium and short-term measure.  Long term is the percentage price change over two years, medium is 12 month less one month price change and short-term is the price less three month moving