Macroaxis Stories

Should I trade all of Mirriad and Direct?

December 23, 2024  By
As investors search for promising opportunities in the dynamic landscape of advertising agencies, Direct Digital Holdings has emerged as a potential contender worth considering. With a total revenue of $157.1 million and a gross profit of $28 million, the company demonstrates a solid financial foundation in the entertainment service category. Despite its relatively small workforce of 90 employees, Direct Digital Holdings has managed to carve out a niche in the industry, showcasing resilience and adaptability. The stock's beta of 7.441 indicates a high level of volatility, suggesting that while the potential for returns is significant, so is the risk. However, with a price-to-earnings ratio of 16.53X, the stock is attractively valued compared to its peers, potentially offering a lucrative entry point for investors willing to embrace some market turbulence. As the company continues to navigate the competitive advertising landscape, its strategic positioning and financial metrics may provide a compelling case for those looking to diversify their portfolios away from more traditional options like Mirriad. While many savvy investors are steering clear of the entertainment sector, it's worth taking a closer look at Direct Digital Holdings to see how it compares to companies like Mirriad Advertising. Let's delve into some of the competitive factors that set Direct apart from Mirriad and similar firms.
Published a day ago
View all stories for Direct Digital | View All Stories

Reviewed by Raphi Shpitalnik

By examining the fundamental indicators of Direct Digital and Mirriad, you can assess how market fluctuations impact their stock prices and explore whether combining them in a portfolio might reduce market risk. A potential strategy is pair trading, where you take a long position in Mirriad and a short position in Direct Digital. For more details, visit our [pair correlation](#) module. Now, let's delve into asset utilization. This metric shows how much revenue a company generates for each dollar of assets it holds. Direct Digital boasts an asset utilization ratio of 227.66%, meaning it earns $2.28 for every dollar of assets. This high ratio indicates that Direct Digital Holdings is effectively using its assets in daily operations.

Main Ideas

If you're considering a pivot from Mirriad to Direct Digital Holdings, there are some compelling factors to weigh. Direct Digital Holdings, with a market capitalization of just 8.31M, presents an intriguing opportunity in the advertising agencies sector. Despite a modest current ratio of 1.14X, which suggests a tight liquidity position, the company's EBITDA of 8.85M indicates a potential for operational efficiency. While the profit margin is a slight loss at -0.02, the enterprise value to EBITDA ratio of 6.25 suggests that the stock might be undervalued relative to its earnings potential. For investors seeking a potentially undervalued play with room for growth, Direct Digital Holdings could be worth a closer look.
Investment perspective, in general, refers to a viewpoint or opinion regarding investment opportunity in Direct Digital. It encompasses the assessment of an investment's potential risks and rewards, and expectations for its performance over time. Several factors influence the investment perspective on Direct Digital, including investment goals, risk tolerance, time horizon, market conditions, and research and analysis. Investors have varying goals, such as capital preservation, income generation, or long-term growth. Risk tolerance plays a significant role in shaping an investor's perspective, with some being more risk-averse and others willing to take on higher risks for potential returns.

How important is Direct Digital's Liquidity

Direct Digital financial leverage refers to using borrowed capital as a funding source to finance Direct Digital Holdings ongoing operations. It is usually used to expand the firm's asset base and generate returns on borrowed capital. Direct Digital financial leverage is typically calculated by taking the company's all interest-bearing debt and dividing it by total capital. So the higher the debt-to-capital ratio (i.e., financial leverage), the riskier the company. Financial leverage can amplify the potential profits to Direct Digital's owners, but it also increases the potential losses and risk of financial distress, including bankruptcy, if the firm cannot cover its debt costs. The degree of Direct Digital's financial leverage can be measured in several ways, including by ratios such as the debt-to-equity ratio (total debt / total equity), equity multiplier (total assets / total equity), or the debt ratio (total debt / total assets). Please check the breakdown between Direct Digital's total debt and its cash.

How does Direct utilize its cash?

At this time, Direct Digital's Other Non Cash Items is comparatively stable compared to the past year. . To perform a cash flow analysis of Direct Digital, investors first need to understand how to read the cash flow statement. A cash flow statement shows the amount of cash Direct Digital is receiving and how much cash it distributes out in a given period. The Direct Digital cash flow statement breaks down these inflows and outflows into different buckets, including operating activities, investing activities, and financing activities.

Direct Digital Gross Profit

Direct Digital Gross Profit growth is one of the most critical measures in evaluating the company. The Gross Profit growth rate is calculated simply by comparing Direct Digital previous period's values with its current period's values. Each time period you're measuring should be of equal lengths the increase or decrease, in a company's Gross Profit between two periods. Here we show Direct Digital Gross Profit growth over the last 10 years. Please check Direct Digital's gross profit and other fundamental indicators for more details.

Is Direct Digital valued wisely by the market?

Revenue is income that a firm generates from business activities such us rendering services or selling goods to customers. It is a crucial part of a business and an essential item when evaluating a company's financial statements. Revenues from a firm's primary business operations can be reported on the income statement as sales revenue, net sales, or simply sales, depending on the industry in which a given company operates.
Revenue is typically recorded when cash or cash equivalents are exchanged for services or goods and can include products or services discounts, promotions, as well as early payments on invoices or services rendered in advance.

Revenue Breakdown

Now, let's check Direct Digital revenue. Based on the latest financial disclosure, Direct Digital Holdings reported 157.11 M of revenue.
This is 98.93% lower than that of the Entertainment sector and significantly higher than that of the Communication Services industry. The revenue for all United States stocks is 98.33% higher than that of Direct Digital. As for Mirriad Advertising we see revenue of 2.01 M, which is much higher than that of the Communication Services
DRCT
157.1 M
DRCT157.11 Million98.74
Sector0.00.0
MMDDF2.01 Million1.26
Warren Buffett once said, "Price is what you pay; value is what you get." This sentiment rings true when considering a shift from Mirriad to Direct Digital Holdings. With a current valuation of $41.75 million and a price-to-sales ratio of just 0.06x, Direct Digital Holdings presents a compelling value proposition in the advertising agencies sector. Despite a quarterly revenue growth decline of 38%, the company maintains a positive net income of $1.99 million, suggesting operational resilience. Additionally, with insiders holding 16.91% of shares, there's a strong alignment of interests that could bode well for future performance..

Direct Digital implied volatility may change after the gain

Direct Digital Holdings has experienced a drop in its total risk alpha to 8.76, which might indicate a decrease in the stock's volatility. This change could lead to more stable price movements, potentially providing a smoother experience for investors. As the market processes this development, it will be worth watching how implied volatility reacts, especially after recent gains. Investors might consider this a good time to reevaluate their positions, anticipating a steadier trading environment. Despite this potential stability, Direct Digital Holdings still exhibits significant return volatility over the chosen time frame.
Understanding these volatility patterns can help investors make informed decisions. During bearish markets, increased volatility can affect the stock's price, prompting investors to adjust their portfolios by acquiring other assets as prices decline.As we look at Direct Digital Holdings, the stock presents a compelling opportunity for investors willing to explore its potential. With an analyst consensus leaning towards a "Buy" and a target price estimated at 7.42, there's room for optimism. The stock's current valuation, hovering around 5.5, suggests it might be undervalued, offering a potential upside. However, it's essential to weigh these prospects against the inherent risks and market dynamics. For those considering a position, keeping an eye on the company's performance as the fiscal year wraps up in December could provide further insights into its trajectory..

Building efficient market-beating portfolios requires time, education, and a lot of computing power!

The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.

Try AI Portfolio Architect

Editorial Staff

Gabriel Shpitalnik is a Member of Macroaxis Editorial Board. Gabriel is a young entrepreneur and writes predominantly on the business, technology, and finance sector. He likes to analyze different equity instruments across a wide range of industries focusing primarily on consumer products and evolving technologies. View Profile
This story should be regarded as informational only and should not be considered a solicitation to sell or buy any financial products. Macroaxis does not express any opinion as to the present or future value of any investments referred to in this post. This post may not be reproduced without the consent of Macroaxis LLC. Macroaxis LLC and Gabriel Shpitalnik do not own shares of Direct Digital Holdings. Please refer to our Terms of Use for any information regarding our disclosure principles.

Would you like to provide feedback on the content of this article?

You can get in touch with us directly or send us a quick note via email to editors@macroaxis.com