Acuityads vs Quinstreet From time to time I will be comparing Acuityads with companies in a similar space. This time around I will be comparing Acuityads with an American company listed on the Nasdaq called Quinstreet.
A little about Quinstreet which is taken from their website.
QuinStreet is a pioneer in powering decentralized online marketplaces that match searchers and “research and compare” consumers with brands. We run these virtual and private-label marketplaces in one of the nation’s largest media networks.
As of Thursday Jan 14th Acuityads has an enterprise value of $911.05 million. Gross profit in the last 4 quarters is $55.39 m (cad).
Quinstreet has an enterprise value of $967.76 m (US) Gross profit in the last 4 quarters is $56.08 m (US)
Acuityads has grown their gross profit per share in the last 5 years at a cagr of 21.53% Total shares outstanding stands at 52.8 million
Quinstreet has grown their gross profit per share in the last 5 years at a cagr of 12.77% Total shares outstanding is 52.89 million which is pretty much identical to Acuityads
Acuityads has an enterprise value to gross profit of 16.44
Quinstreet has an enterprise value to gross profit of 17.25
Anyway, it is interesting how similar these companies are in their valuation metrics. Total share count, enterprise value and gross profit are almost identical. Acuityads has been growing sales at a faster rate and probably deserves a slight premium to Quinstreet at the moment.