RE:RE:Top 5 Picks for 2022 – MicroCap Valuation Spread 700% UpsideSide by side comparison AT to ZOMD
- Zomd has an EV of about $45m
- AT has an EV of +/- $200m, or 4.5x higher then ZOMD
- AT revenue growth appears to be sub 10% y/yand targeted add constraints from iOS updates are going to create a pinch points.
- ZOMD revenue growth appears to be projected at 100% in 2021. And couple this with momentum in ad spend transition from targetted ad budgets that are no longer possible, growth rates may continue.
- Projected AT revenues of $115m to $120m CDN range for 2021.
- Projected ZOMD revenue range is $65m to $68m CDN for 2021.
Looks like ZOMD could fetch +/- $1.50 in short order if they are discovered by a larger audience. Based on the numbers they are putting up, it should be only a matter of time.