Adcore vs Izea Here are some up to date numbers on these two companies. I will use enterprise value (EV),gross profit (Gp) and operating income (OI) over the last 4 quarters. I've also converted Adcore's numbers to CAD currency
$1 Us = $ 1.28 Cad
EV Gp. EV/Gp. OI
Adcore $104.98m $8.76m 11.98 $2.88m
Izea (us $). $266.78m $9.8m 27.22 -$7.22m
Which company would you rather invest? On the one hand we have Adcore with a 39 % cagr of sales from 2019 to 2011 or Izea whose sales per share has been on a downtrend. Adcore is profitable and Izea is not. Most of the larger players in the industry are trading at enterprise values to gross profit exceeding 25 including Acuityads, Magnite,Digital Turbine and The Trade Desk. Adcore has the potential to be trading much higher than today's prices. There is no reason why it shouldn't trade in the range of $4-$5 by the end of the year on condition that the sector stays hot. I am comfortable holding here and I will probably add more shares in the near future.