LiveRamp Holdings, Inc. (RAMP) Stock Analysis

Why this analysis is different

• A sector-relative MoonshotScore — five pillars (business quality, financial safety, valuation, growth durability, momentum) re-ranked nightly against the full universe of US-listed common stocks.
• An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
• Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.

LiveRamp Holdings, Inc. (RAMP) Technology Profile & Competitive Position

LiveRamp Holdings, Inc. (RAMP) offers enterprise data connectivity solutions, including RampID and Safe Haven, facilitating data-driven marketing across diverse sectors like finance, retail, and healthcare. With a focus on identity resolution and data enablement, LiveRamp aims to empower businesses to effectively utilize their data assets in a privacy-conscious manner.

What Is the Investment Thesis for RAMP?

The company's focus on providing privacy-conscious data solutions aligns with increasing regulatory scrutiny and consumer demand for data protection. With a gross margin of 70.4% and a profit margin of 8.6%, LiveRamp demonstrates strong profitability. Key growth catalysts include the increasing adoption of RampID and Safe Haven platforms, expansion into new geographic markets, and strategic partnerships. However, investors should be aware of potential risks such as increasing competition and evolving data privacy regulations. The company's P/E ratio of 15.35 reflects investor expectations for future growth.

Based on FMP financials and quantitative analysis

RAMP Key Highlights

Market capitalization of $2.29B, reflecting investor confidence in LiveRamp's growth potential.

• P/E ratio of 15.35, indicating a premium valuation based on earnings expectations.
• Gross margin of 70.4%, showcasing efficient cost management and strong pricing power.
• Profit margin of 8.6%, demonstrating profitability in the competitive data connectivity market.
• Beta of 1.16, suggesting moderate volatility compared to the overall market.

Who Are RAMP's Competitors?

RAMP is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance

What Are RAMP's Key Strengths?

Strong market position in the data connectivity space.

• Proprietary technology and algorithms for identity resolution.
• Established relationships with leading marketing platforms.
• Experienced management team.

What Are RAMP's Weaknesses?

Reliance on third-party data sources.

• Limited geographic presence compared to some competitors.
• Relatively high valuation compared to peers.
• Dependence on key personnel.

What Could Drive RAMP Stock Higher?

Continued adoption of RampID by major marketing platforms.

• Expansion of Safe Haven platform into new industries.
• Strategic partnerships with leading cloud providers.
• Launch of new data connectivity solutions.
• Increasing demand for privacy-conscious data solutions.

What Are the Key Risks for RAMP?

Insider selling — insiders were net sellers of roughly $8.5M recently.

• Increasing competition from established players and new entrants.
• Evolving data privacy regulations.
• Technological disruptions.
• Economic downturn.
• Dependence on third-party data sources.

What Are the Growth Opportunities for RAMP?

• Expansion of RampID Adoption: RampID, LiveRamp's people-based identifier, presents a significant growth opportunity. As businesses seek to enhance their data connectivity and improve their marketing effectiveness, the adoption of RampID is expected to increase. The market for identity resolution solutions is projected to reach $2.5 billion by 2028, providing a substantial runway for growth. LiveRamp's competitive advantage lies in its ability to provide a privacy-conscious and interoperable identity solution.
• Growth in Safe Haven Platform: LiveRamp's Safe Haven platform offers a secure and collaborative environment for businesses to share and analyze data. The increasing demand for data collaboration and the need to comply with data privacy regulations are driving the growth of the Safe Haven market. The market for data collaboration platforms is expected to reach $1.8 billion by 2027. LiveRamp's competitive advantage lies in its ability to provide a secure and scalable platform that enables businesses to derive greater value from their data assets.
• Strategic Partnerships and Integrations: LiveRamp can drive growth through strategic partnerships and integrations with other technology providers. By partnering with leading marketing platforms, cloud providers, and data vendors, LiveRamp can expand its reach and offer more comprehensive solutions to its customers. These partnerships can also help LiveRamp to access new markets and customer segments. The timeline for realizing these benefits is ongoing, as LiveRamp continues to actively pursue new partnerships and integrations.
• Geographic Expansion: LiveRamp has a significant opportunity to expand its geographic presence, particularly in the Asia-Pacific region. The increasing adoption of digital marketing and the growing demand for data-driven solutions are driving growth in the Asia-Pacific market. LiveRamp's competitive advantage lies in its ability to provide solutions that are tailored to the specific needs of the Asia-Pacific market. The timeline for realizing these benefits is medium-term, as LiveRamp invests in building its presence in the region.
• New Product Development: LiveRamp can drive growth through the development of new products and services that address the evolving needs of its customers. By investing in research and development, LiveRamp can stay ahead of the curve and offer innovative solutions that differentiate it from its competitors. Potential areas for new product development include advanced analytics, artificial intelligence, and machine learning. The timeline for realizing these benefits is long-term, as LiveRamp invests in developing new technologies and solutions.

What Are RAMP's Competitive Advantages?

• Strong network effects due to the increasing value of its data connectivity platform as more businesses join.
• Proprietary technology and algorithms for identity resolution and data connectivity.
• Established relationships with leading marketing platforms and data vendors.
• High switching costs for customers due to the complexity of integrating its solutions.

What Does RAMP Do?

LiveRamp Holdings, Inc., established in 2018 after rebranding from Acxiom Holdings, Inc., specializes in providing enterprise data connectivity platform solutions. Headquartered in San Francisco, California, the company operates across the United States, Europe, and the Asia-Pacific region. LiveRamp's core offerings include RampID, a people-based identifier designed to enhance data connectivity; Safe Haven, an enterprise data enablement platform; LiveRamp Data Marketplace, which connects audience data across the marketing ecosystem; and AbiliTec, an offline identity resolution platform. These solutions cater to a wide range of industries, including financial services, insurance, retail, automotive, telecommunications, high tech, consumer packaged goods, healthcare, travel, entertainment, non-profit, and government. LiveRamp's evolution reflects a strategic shift towards becoming a leading provider of data connectivity solutions that enable businesses to derive greater value from their data assets while maintaining privacy and compliance. The company's focus on innovation and customer-centric solutions has positioned it as a key player in the rapidly evolving data landscape.

What Products and Services Does RAMP Offer?

• Provides enterprise data connectivity platform solutions.
• Offers RampID, a people-based identifier for enhanced data connectivity.
• Provides Safe Haven, an enterprise data enablement platform.
• Operates LiveRamp Data Marketplace, connecting audience data across the marketing ecosystem.
• Offers AbiliTec, an offline identity resolution platform.
• Serves various industries including finance, retail, and healthcare.

How Does RAMP Make Money?

• Provides subscription-based access to its data connectivity platform.
• Generates revenue from data marketplace transactions.
• Offers professional services to help customers implement and optimize its solutions.

What Industry Does RAMP Operate In?

LiveRamp operates in the rapidly evolving data connectivity and identity resolution market. The industry is driven by the increasing need for businesses to effectively manage and leverage their data assets in a privacy-conscious manner. Key trends include the growing adoption of cloud-based data platforms, the rise of data marketplaces, and the increasing importance of data privacy regulations. The competitive landscape includes companies such as The Trade Desk (TTD) and Neustar, which offer similar data connectivity and identity resolution solutions. LiveRamp's focus on providing privacy-first solutions positions it well to capitalize on these trends.

Who Are RAMP's Key Customers?

• Financial services companies seeking to improve customer targeting and personalization.
• Retailers looking to enhance their marketing effectiveness and customer loyalty.
• Healthcare providers aiming to improve patient engagement and outcomes.
• Consumer packaged goods companies seeking to optimize their marketing spend.

Over the past six months, LiveRamp Holdings, Inc. insiders filed 57 SEC Form 4 transactions — 35 sales and 22 purchases. On net that is roughly 398K shares acquired (about $8.5M) — insiders putting money in tends to read as conviction.

LiveRamp Holdings, Inc. has beaten Wall Street's EPS estimate in 8 of its last 8 reported quarters — a consistent record of delivering on expectations. Reported results have landed about 13.6% above estimates on average.

LiveRamp Holdings, Inc.'s Piotroski F-Score is 7/9, a 9-point checklist of profitability, leverage and efficiency — signaling solid underlying fundamentals. Its Altman Z-Score of 7.48 places it in the safe zone, indicating low near-term bankruptcy risk.

Return on equity for LiveRamp Holdings, Inc. stands at 16.2%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 12.2%, showing how much profit it generates from its asset base. RAMP trades at a trailing price-to-earnings ratio of 15.35, below the Technology sector average of ~32.70x. Its free cash flow yield is 8.7%, a gauge of the cash the business throws off relative to its market value. A current ratio of 2.66 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 6.8%, the inverse of the P/E and a quick read on earnings relative to price.

LiveRamp Holdings, Inc. (RAMP) Valuation Context

Valued at $2.29B, RAMP is classified as a mid-cap stock. Analyst price targets span from $38.50 to $38.50, with a consensus of $38.50. At the current price of $37.74, that implies approximately 2% upside potential. Relative to its peer group, RAMP's quantitative score of 92/100 is roughly in line with the peer average of 83/100.

RAMP Revenue & Earnings Trend

In Q1 FY2027, RAMP generated $214.0M in top-line revenue, marking a sequential increase of 3.8%. The company recorded net income of $17.5M, with diluted EPS of $0.28. Quarter-over-quarter revenue has been mixed, typical for a mid-cap company operating in Technology. Across the four most recent quarters, RAMP averaged $0.61 in diluted EPS.

Company Profile

LiveRamp Holdings, Inc. operates in the Software - Infrastructure industry within the Technology sector. It is headquartered in San Francisco, US. The company is led by CEO Scott E. Howe. RAMP has traded publicly since 1983.

RAMP Financials

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RAMP Analyst Consensus

RAMP MoonshotScore

Common Questions About RAMP (Technology)

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

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