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TEAD vs IAS
Revenue, margins, valuation, and 5-year total return — side by side.
Advertising Agencies
TEAD vs IAS — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Software - Application | Advertising Agencies |
| Market Cap | $112M | $1.74B |
| Revenue (TTM) | $1.30B | $591M |
| Net Income (TTM) | $-517M | $47M |
| Gross Margin | 33.0% | 77.4% |
| Operating Margin | -3.1% | 11.1% |
| Forward P/E | — | 27.5x |
| Total Debt | $644M | $58M |
| Cash & Equiv. | $128M | $84M |
TEAD vs IAS — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 25 | May 26 | Return |
|---|---|---|---|
| Teads Holding Co. (TEAD) | 100 | 44.6 | -55.4% |
| Integral Ad Science… (IAS) | 100 | 126.3 | +26.3% |
Price return only. Dividends and distributions are not included.
Quick Verdict: TEAD vs IAS
Each card shows where this stock fits in a portfolio — not just who wins on paper.
TEAD is the clearest fit if your priority is growth exposure.
- Rev growth 46.1%, EPS growth -55.9%, 3Y rev CAGR 9.4%
- 46.1% revenue growth vs IAS's 11.7%
IAS carries the broadest edge in this set and is the clearest fit for income & stability and long-term compounding.
- beta 0.83
- -49.8% 10Y total return vs TEAD's -61.8%
- Lower volatility, beta 0.83, Low D/E 5.7%, current ratio 3.02x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 46.1% revenue growth vs IAS's 11.7% | |
| Quality / Margins | 7.9% margin vs TEAD's -39.8% | |
| Stability / Safety | Beta 0.83 vs TEAD's 3.15, lower leverage | |
| Dividends | Tie | Neither stock pays a meaningful dividend |
| Momentum (1Y) | +42.2% vs TEAD's -61.8% | |
| Efficiency (ROA) | 3.9% ROA vs TEAD's -31.8%, ROIC 4.6% vs -3.1% |
TEAD vs IAS — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
IAS leads this category, winning 4 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
TEAD is the larger business by revenue, generating $1.3B annually — 2.2x IAS's $591M. IAS is the more profitable business, keeping 7.9% of every revenue dollar as net income compared to TEAD's -39.8%. On growth, TEAD holds the edge at +50.2% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $1.3B | $591M |
| EBITDAEarnings before interest/tax | $8M | $125M |
| Net IncomeAfter-tax profit | -$517M | $47M |
| Free Cash FlowCash after capex | $64M | $165M |
| Gross MarginGross profit ÷ Revenue | +33.0% | +77.4% |
| Operating MarginEBIT ÷ Revenue | -3.1% | +11.1% |
| Net MarginNet income ÷ Revenue | -39.8% | +7.9% |
| FCF MarginFCF ÷ Revenue | +4.9% | +27.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | +50.2% | +15.6% |
| EPS Growth (YoY)Latest quarter vs prior year | — | -57.4% |
Valuation Metrics
TEAD leads this category, winning 3 of 3 comparable metrics.
Valuation Metrics
| Metric | ||
|---|---|---|
| Market CapShares × price | $112M | $1.7B |
| Enterprise ValueMkt cap + debt − cash | $628M | $1.7B |
| Trailing P/EPrice ÷ TTM EPS | -0.20x | 44.96x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 27.54x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | — | 13.74x |
| Price / SalesMarket cap ÷ Revenue | 0.09x | 3.27x |
| Price / BookPrice ÷ Book value/share | 1.09x | 1.70x |
| Price / FCFMarket cap ÷ FCF | — | 22.44x |
Profitability & Efficiency
IAS leads this category, winning 9 of 9 comparable metrics.
Profitability & Efficiency
IAS delivers a 4.2% return on equity — every $100 of shareholder capital generates $4 in annual profit, vs $-128 for TEAD. IAS carries lower financial leverage with a 0.06x debt-to-equity ratio, signaling a more conservative balance sheet compared to TEAD's 6.75x. On the Piotroski fundamental quality scale (0–9), IAS scores 6/9 vs TEAD's 3/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | -127.6% | +4.2% |
| ROA (TTM)Return on assets | -31.8% | +3.9% |
| ROICReturn on invested capital | -3.1% | +4.6% |
| ROCEReturn on capital employed | -2.9% | +5.5% |
| Piotroski ScoreFundamental quality 0–9 | 3 | 6 |
| Debt / EquityFinancial leverage | 6.75x | 0.06x |
| Net DebtTotal debt minus cash | $516M | -$27M |
| Cash & Equiv.Liquid assets | $128M | $84M |
| Total DebtShort + long-term debt | $644M | $58M |
| Interest CoverageEBIT ÷ Interest expense | -0.53x | 93.78x |
Total Returns (Dividends Reinvested)
IAS leads this category, winning 5 of 5 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in IAS five years ago would be worth $5,024 today (with dividends reinvested), compared to $3,821 for TEAD. Over the past 12 months, IAS leads with a +42.2% total return vs TEAD's -61.8%. The 3-year compound annual growth rate (CAGR) favors IAS at -15.2% vs TEAD's -27.4% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +74.2% | — |
| 1-Year ReturnPast 12 months | -61.8% | +42.2% |
| 3-Year ReturnCumulative with dividends | -61.8% | -39.0% |
| 5-Year ReturnCumulative with dividends | -61.8% | -49.8% |
| 10-Year ReturnCumulative with dividends | -61.8% | -49.8% |
| CAGR (3Y)Annualised 3-year return | -27.4% | -15.2% |
Risk & Volatility
IAS leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
IAS is the less volatile stock with a 0.83 beta — it tends to amplify market swings less than TEAD's 3.15 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. IAS currently trades 100.0% from its 52-week high vs TEAD's 36.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 3.15x | 0.83x |
| 52-Week HighHighest price in past year | $3.13 | $10.34 |
| 52-Week LowLowest price in past year | $0.53 | $7.19 |
| % of 52W HighCurrent price vs 52-week peak | +36.7% | +100.0% |
| RSI (14)Momentum oscillator 0–100 | 65.3 | 67.5 |
| Avg Volume (50D)Average daily shares traded | 359K | 0 |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy |
| Price TargetConsensus 12-month target | — | $14.29 |
| # AnalystsCovering analysts | — | 12 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
IAS leads in 4 of 6 categories (Income & Cash Flow, Profitability & Efficiency). TEAD leads in 1 (Valuation Metrics).
TEAD vs IAS: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is TEAD or IAS a better buy right now?
For growth investors, Teads Holding Co.
(TEAD) is the stronger pick with 46. 1% revenue growth year-over-year, versus 11. 7% for Integral Ad Science Holding Corp. (IAS). Integral Ad Science Holding Corp. (IAS) offers the better valuation at 45. 0x trailing P/E (27. 5x forward), making it the more compelling value choice. Analysts rate Integral Ad Science Holding Corp. (IAS) a "Buy" — based on 12 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which is the better long-term investment — TEAD or IAS?
Over the past 5 years, Integral Ad Science Holding Corp.
(IAS) delivered a total return of -49. 8%, compared to -61. 8% for Teads Holding Co. (TEAD). Over 10 years, the gap is even starker: IAS returned -49. 8% versus TEAD's -61. 8%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — TEAD or IAS?
By beta (market sensitivity over 5 years), Integral Ad Science Holding Corp.
(IAS) is the lower-risk stock at 0. 83β versus Teads Holding Co. 's 3. 15β — meaning TEAD is approximately 278% more volatile than IAS relative to the S&P 500. On balance sheet safety, Integral Ad Science Holding Corp. (IAS) carries a lower debt/equity ratio of 6% versus 7% for Teads Holding Co. — giving it more financial flexibility in a downturn.
04Which is growing faster — TEAD or IAS?
By revenue growth (latest reported year), Teads Holding Co.
(TEAD) is pulling ahead at 46. 1% versus 11. 7% for Integral Ad Science Holding Corp. (IAS). On earnings-per-share growth, the picture is similar: Integral Ad Science Holding Corp. grew EPS 413. 4% year-over-year, compared to -55. 9% for Teads Holding Co.. Over a 3-year CAGR, IAS leads at 17. 9% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
05Which has better profit margins — TEAD or IAS?
Integral Ad Science Holding Corp.
(IAS) is the more profitable company, earning 7. 1% net margin versus -39. 8% for Teads Holding Co. — meaning it keeps 7. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: IAS leads at 11. 4% versus -1. 2% for TEAD. At the gross margin level — before operating expenses — IAS leads at 78. 5%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Which pays a better dividend — TEAD or IAS?
None of the stocks in this comparison currently pay a material dividend.
All are effectively zero-yield and should be held for capital appreciation rather than income.
07Is TEAD or IAS better for a retirement portfolio?
For long-horizon retirement investors, Integral Ad Science Holding Corp.
(IAS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 83)). Teads Holding Co. (TEAD) carries a higher beta of 3. 15 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (IAS: -49. 8%, TEAD: -61. 8%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
08What are the main differences between TEAD and IAS?
These companies operate in different sectors (TEAD (Technology) and IAS (Communication Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: TEAD is a small-cap high-growth stock; IAS is a small-cap quality compounder stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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