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Advantage Solutions Inc.
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$389M
Market Cap
—
P/E
34.36
PEG
2.2%
ROCE
-50.8%
ROE
3.84
D/E
2.9%
OPM
-35.4%
% from 52W High
32
α RS
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🌏 Global Investor Returns
Currency-adjusted total returns for ADV including FX impact
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📈 Price History
Ratio Health
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— Good
— Average
— Poor
By Category
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About

Advantage Solutions Inc. provides outsourced sales, marketing, merchandising, sampling, and retailer support services to consumer packaged goods manufacturers and retailers in North America, Asia Pacific, and Europe. It operates in three segments: Branded Services, Experiential Services, and Retailer Services. The Branded Services segment delivers sales, merchandising, and omni-commerce marketing support to branded consumer packaged goods manufacturers, including brokerage services, branded merchandising, and shopper-centric marketing programs across in-store and digital platforms. The Experiential Services segment provides in-store and digital sampling programs, demonstrations, and experiential events designed to drive trial, conversion, and sustained consumer engagement. The Retailer Services segment offers solutions supporting retailers in in-store merchandising execution, private brand strategy and development, retail media, and marketing initiatives, including reset services, category updates, space management, audits, retailer merchandising, advisory services, and agency services for print and digital circulars and targeted advertising. The company serves a diverse client base across grocery, mass, club, retail pharmacy, convenience, and other channels in retail locations. The company was formerly known as Karman Holding Corp. and changed its name to Advantage Solutions Inc. in March 2016. The company was founded in 1987 and is headquartered in Saint Louis, Missouri.

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📈 Growth Pattern
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⭐ Superinvestors Holding ADV
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Manager Shares Value % of Fund Period
Jim Simons Renaissance Technologies LLC 33.5K $708K 0.00% Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

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✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter
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📞 Earnings Call Transcripts (5)
Q2 2026 Q2 2026 2026-08-05
Second quarter revenues grew 3% year-over-year, led by Experiential Services, while Branded Services declined and Retailer Services faced temporary softness. Cash generation remained strong, and full-year guidance was reiterated, with continued investment in productivity and AI initiatives.
Q1 2026 Q1 2026 2026-05-06
First quarter results exceeded expectations with strong growth in Experiential and Retailer Services, while Branded Services faced ongoing challenges. Technology and productivity initiatives are driving efficiency, and full-year guidance is reiterated amid macro uncertainty.
Q4 2025 Q4 2025 2026-03-03
Q4 2025 saw 3% revenue growth and strong cash flow, driven by Experiential Services, while Branded Services remained under pressure. Debt refinancing, divestitures, and IT investments strengthened the balance sheet, with 2026 guidance calling for flat to modest growth and continued margin focus.
Q3 2025 Q3 2025 2025-11-06
Q3 revenue declined 2.6% YoY to $781M, with adjusted EBITDA down 1.4%, but strong cash flow and Experiential segment growth offset softness in Branded and Retailer Services. Guidance for flat to low single-digit revenue growth and mid-single-digit EBITDA decline was reiterated, with robust liquidity and ongoing tech transformation supporting future performance.
Q2 2025 Q2 2025 2025-08-07
Second quarter revenue and adjusted EBITDA declined year-over-year but improved sequentially, with Experiential and Retailer Services showing growth. Branded Services remains under pressure, but operational improvements and new business wins are expected to drive sequential gains in the second half.
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📊 Analysis Methodology

This comprehensive investment analysis was conducted using The Finmagine™ Stock Analysis & Ranking Methodology, a proprietary framework that systematically evaluates stocks across five critical dimensions: Financial Health, Growth Prospects, Competitive Positioning, Management Quality, and Valuation.

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Financial Model
Projections are built from each company's audited annual financials (Income Statement, Balance Sheet, Cash Flow) over the last 5 fiscal years. Forward assumptions — revenue growth %, EBITDA margin, D&A (USD millions), interest expense, tax rate, and capex — are AI-generated using historical context and refreshed twice a year: after the December results season and after the September/Q4 results season.

DCF Valuation
Fair Value = Σ(FCFt / (1+WACC)t) + Terminal Value. Terminal Value uses the Gordon Growth Model: FCF5 × (1+g) / (WACC−g). Default WACC: 10% (US risk-free ~4.5%, equity risk premium ~5.5%). Default terminal growth: 3% (long-run US nominal GDP proxy).

CAGR Tracker
Expected 5-year CAGR = (DCF Fair Value / Current Price)1/5 − 1. Assumes fair value is reached in exactly 5 years — a mechanical estimate only.

Data Sources & Limitations
Financial statements sourced from public filings. Prices updated daily. Forward assumptions are AI-generated. All monetary values in USD millions. Non-US ADR companies may have currency conversion inaccuracies. Models are point-in-time and do not update intra-quarter or account for M&A, macro shocks, or extraordinary items.

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Investment Risk:
Investing in securities, including US equities and ETFs, involves inherent risks including the potential loss of principal. All investments are subject to market fluctuations, economic conditions, regulatory changes, and other factors that may affect their value. Past performance is not indicative of future results. This analysis is provided for informational and educational purposes only and should not be construed as investment advice under any circumstances.

No Investment Recommendation:
This analysis does not constitute, nor should it be interpreted as, an offer, solicitation, or recommendation to buy, sell, or hold any securities or financial products. Investors are strongly advised to conduct their own independent research and due diligence and to consult with a licensed financial advisor or an SEC-registered investment adviser before making any investment decisions, taking into account their individual financial situation, risk tolerance, and investment objectives.

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Conflict of Interest Disclosure:
The author and/or analyst may currently hold or have previously held positions in the securities discussed. Any such positions are not intended to influence the objectivity or independence of the analysis. This research is produced independently and is not sponsored, endorsed, or commissioned by any company or institution.

Information Sources:
The analysis is based on publicly available information including SEC filings (10-K, 10-Q), annual reports, management commentary, and publicly available financial data. Information is believed to be accurate as of the date of publication but may be subject to change without notice. Readers are encouraged to independently verify all information before acting upon it.

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