NASDAQ · ADV

Advantage Solutions Inc.

Communication Services · Advertising Agencies

$33.40▲ 1.18% ($0.39)today

As of 10:24 AM ET

52-week

$12.23$47.45

Market cap

$444.06M

P/E

-1.57

EPS (TTM)

-$21.34

Next earnings

Nov 5, 2026

No multiple

What the market price implies · Reverse DCF

To support a price of $33.40, this model requires revenue to grow by -5.6%/yr over the next 10 years, compounded annually.

Historical revenue grew by -0.42%/yr over the past 4 years. The required annual growth rate is 5.19 percentage points lower.

Selected forecast · Base scenario

0.85%/yr · actual 10-year annualized revenue growth

Year 1 growth: 0.24%

Market-implied · Base operating assumptions + edited margins

-5.6%/yr · flat 10-year annualized revenue growth

Reverse DCF solves revenue growth itself using Base operating assumptions and your edited margins. Changing forecast growth alone does not change the implied rate. This is a model-implied requirement, not an analyst forecast.

Valuation

Recommended · Revenue & margin DCF

Price used

$33.40

Estimated value / share

$103.47

Base scenario

This estimate is 209.79% above the price used.

USD · TTM ending 2026-06-30

This estimate is at least 3× the price used. Review the growth, margin and investment assumptions behind the gap.

Year 1 growth 0.24% · Ending margin 3.69% · Discount rate 10.39%

Assumption scenarios, not statistical confidence intervals.

Method, dates & sources

Estimated from future revenue, operating margins, and the investment needed to support them.

Price timestamp: Sep 18, 2026, 2:24 PM UTC
Financial statement period: TTM ending 2026-06-30
Data refreshed: Sep 18, 2026, 2:27 PM UTC · provider

Why this method?

There is not a stable run of positive FCFF to anchor a direct cash-flow CAGR, so the model should start from revenue and margin assumptions instead.

Is FCFF positive and has it been for 3+ consecutive years? Latest FCFF is not positive.

Price vs Fundamentals

Why The Stock Is Moving

Likely multiple compressionHigh confidence

1Y Price: -30.71%Revenue (TTM): 2.24%FCF (TTM): 232.83%P/FCF: 17th pct

What changed

The stock fell 30.71% over the last year. Revenue grew 2.24% over the trailing twelve months. Operating margin moved from -4.77% to 2.07%. Free cash flow grew 232.83% over the trailing twelve months.

What the market seems to be pricing

Visible fundamentals weakened far less than the stock price, and the shares now sit around the 17th percentile of their historical P/FCF range. That looks more like a rerating of the multiple than a collapse in the business.

What would invalidate this read

This read changes if operating margin (currently 2.07%) continues to decline, or if revenue growth turns negative. The bull case requires the business to hold its current trajectory.

Performance

Return analysis

Company profile

Advantage Solutions Inc. (ADV) offers specialized outsourced services to consumer product manufacturers and retailers, operating throughout North America and internationally.

CEODavid A. Peacock

SectorCommunication Services

IndustryAdvertising Agencies

Employees73,000

IPO dateJan 2, 2020

https://www.youradv.com

Market multiples

Forward P/E—

EV/EBITDA0.76

Enterprise value$58.02M

Stock splits

Mar 27, 2026↓ Reverse

Every 25 shares became 1

-96%

Sep 5, 2014↑ Forward

Every 1 shares became 20

+1900%

Profitability & growth

Revenue growth1.8%

Gross margin (FY2025)13.95%▼0.3ppvs FY2024

Operating margin (FY2025)0.45%▲8.7ppvs FY2024

ROE-50.8%▼15.8ppvs FY2025

Analyst consensus

RatingHold

Target price$34.00▲1.80%

Buy

Hold

Sell

Analyst ratings tend to be lagging indicators. Use as one signal among many.

Earnings

Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.

Next report

Nov 5, 2026

Q4 FY26 · EPS est $1.92 · Revenue est $899.5M

View

NASDAQ · ADV

Advantage Solutions Inc.

Communication Services · Advertising Agencies

$33.40▲ 1.18% ($0.39)today

As of 10:24 AM ET

52-week

$12.23$47.45

Market cap

$444.06M

P/E

-1.57

EPS (TTM)

-$21.34

Next earnings

Nov 5, 2026

No multiple

What the market price implies · Reverse DCF

To support a price of $33.40, this model requires revenue to grow by -5.6%/yr over the next 10 years, compounded annually.

Historical revenue grew by -0.42%/yr over the past 4 years. The required annual growth rate is 5.19 percentage points lower.

Selected forecast · Base scenario

0.85%/yr · actual 10-year annualized revenue growth

Year 1 growth: 0.24%

Market-implied · Base operating assumptions + edited margins

-5.6%/yr · flat 10-year annualized revenue growth

Valuation

Recommended · Revenue & margin DCF

Price used

$33.40

Estimated value / share

$103.47

Base scenario

This estimate is 209.79% above the price used.

USD · TTM ending 2026-06-30

This estimate is at least 3× the price used. Review the growth, margin and investment assumptions behind the gap.

Year 1 growth 0.24% · Ending margin 3.69% · Discount rate 10.39%

Assumption scenarios, not statistical confidence intervals.

Method, dates & sources

Estimated from future revenue, operating margins, and the investment needed to support them.

Price timestamp: Sep 18, 2026, 2:24 PM UTC
Financial statement period: TTM ending 2026-06-30
Data refreshed: Sep 18, 2026, 2:27 PM UTC · provider

Why this method?

There is not a stable run of positive FCFF to anchor a direct cash-flow CAGR, so the model should start from revenue and margin assumptions instead.

Is FCFF positive and has it been for 3+ consecutive years? Latest FCFF is not positive.

Price vs Fundamentals

Why The Stock Is Moving

Likely multiple compressionHigh confidence

1Y Price: -30.71%Revenue (TTM): 2.24%FCF (TTM): 232.83%P/FCF: 17th pct

What changed

The stock fell 30.71% over the last year. Revenue grew 2.24% over the trailing twelve months. Operating margin moved from -4.77% to 2.07%. Free cash flow grew 232.83% over the trailing twelve months.

What the market seems to be pricing

What would invalidate this read

This read changes if operating margin (currently 2.07%) continues to decline, or if revenue growth turns negative. The bull case requires the business to hold its current trajectory.

Performance

Return analysis

Company profile

Advantage Solutions Inc. (ADV) offers specialized outsourced services to consumer product manufacturers and retailers, operating throughout North America and internationally.

CEODavid A. Peacock

SectorCommunication Services

IndustryAdvertising Agencies

Employees73,000

IPO dateJan 2, 2020

https://www.youradv.com

Market multiples

Forward P/E—

EV/EBITDA0.76

Enterprise value$58.02M

Stock splits

Mar 27, 2026↓ Reverse

Every 25 shares became 1

-96%

Sep 5, 2014↑ Forward

Every 1 shares became 20

+1900%

Profitability & growth

Revenue growth1.8%

Gross margin (FY2025)13.95%▼0.3ppvs FY2024

Operating margin (FY2025)0.45%▲8.7ppvs FY2024

ROE-50.8%▼15.8ppvs FY2025

Analyst consensus

RatingHold

Target price$34.00▲1.80%

Buy

Hold

Sell

Analyst ratings tend to be lagging indicators. Use as one signal among many.

Earnings

Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.

Next report

Nov 5, 2026

Q4 FY26 · EPS est $1.92 · Revenue est $899.5M

View