Liftoff Mobile (LFTO) Financials: Revenue & Earnings
$2.75B
Market Cap
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P/E
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Forward P/E
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Score
LFTO price $16.26 -0.84 -4.91%
LFTO fair value $37.00. Price $16.26. Price is 56% below fair value.
Below fair value, and cheaper than usual. A larger discount than on 80% of days in the past 5 years.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 237.45M. Growth 20.00%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 8.70% (beta 0.8). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 169.33M. Net debt 1.69B. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the stock's own 10-year median P/E, kept between 8 and 40. Fewer than five years of history uses the sector's typical P/E. Fair value is the average of the cash-flow value and the earnings value when both exist. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2026-11-12 | — | 0.18 | — | 221.22M |
| 2026-08-12 | -0.03 | -0.45 | 219.50M | 207.90M |
| 2026-05-04 | 0.36 | — | 205.60M | — |
Yield 0.00%. Payout ratio 8.13%. Frequency —.
Safety score 37/100 · Watch. Payout ratio is 8% of earnings. Free-cash-flow coverage is not available, so this part stays neutral. No dividend history was found. There is no dividend yield.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| No data yet. | ||||
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-08-24 | Redbird ML Holdco L.P. | Other | 0 | — | — |
| 2026-08-17 | Clayton Patrick | Buy | 25.94K | — | — |
| 2026-08-17 | Hansen Susan Rickard | Buy | 25.94K | — | — |
| 2026-08-04 | RAFAEL BETSY | Buy | 9.21K | $25.51 | 235.00K |
| 2026-08-04 | Habiger David C | Buy | 9.21K | $25.51 | 235.00K |
| 2026-08-04 | Goldman Simon Robert | Buy | 9.21K | $25.51 | 235.00K |
| 2026-06-05 | GENERAL ATLANTIC GENPAR, L.P. | Buy | 1.30M | $23.00 | 30.00M |
| 2026-06-05 | General Atlantic (LFT), L.P. | Buy | 1.30M | $23.00 | 30.00M |
| 2026-06-04 | GENERAL ATLANTIC GENPAR, L.P. | Other | 0 | — | — |
| 2026-06-04 | General Atlantic (LFT), L.P. | Other | 0 | — | — |
| 2026-06-04 | Bondy Jeremy N. | Other | 0 | — | — |
| 2026-06-04 | Bondy Jeremy N. | Other | 407.81K | $4.84 | 1.97M |
| 2026-06-04 | Bondy Jeremy N. | Other | 1.37M | $4.84 | 6.61M |
| 2026-06-04 | Syed Tanzeen | Other | 0 | — | — |
| 2026-06-04 | Habiger David C | Other | 0 | — | — |
| 2026-06-04 | Yip Jonathan K. | Other | 0 | — | — |
| 2026-06-04 | Goldman Simon Robert | Other | 0 | — | — |
| 2026-06-04 | Kutrieh Tarek A. | Other | 0 | — | — |
| 2026-06-04 | Kutrieh Tarek A. | Other | 983.64K | $4.84 | 4.76M |
| 2026-06-04 | Kutrieh Tarek A. | Other | 124.86K | $4.84 | 604.34K |
| 2026-06-04 | BCP Redbird Aggregator L.P. | Other | 0 | — | — |
| 2026-06-04 | RAFAEL BETSY | Other | 0 | — | — |
| 2026-06-04 | Bavishi Sachin J. | Other | 0 | — | — |
| 2026-06-04 | Hansen Susan Rickard | Other | 0 | — | — |
| 2026-06-04 | Hansen Susan Rickard | Other | 202.00K | $4.84 | 977.66K |
| 2026-06-04 | Hansen Susan Rickard | Other | 65.00K | $11.38 | 739.70K |
| 2026-06-04 | Hansen Susan Rickard | Other | 65.00K | $17.71 | 1.15M |
| 2026-06-04 | Tutundjian Andre G. | Other | 0 | — | — |
| 2026-06-04 | Tutundjian Andre G. | Other | 97.05K | $4.84 | 469.70K |
| 2026-06-04 | Tutundjian Andre G. | Other | 58.50K | $7.32 | 428.22K |
| 2026-06-04 | Tutundjian Andre G. | Other | 130.00K | $9.86 | 1.28M |
| 2026-06-04 | Clayton Patrick | Other | 0 | — | — |
| 2026-06-04 | Clayton Patrick | Other | 180.61K | $4.84 | 874.14K |
| 2026-06-04 | Clayton Patrick | Other | 20.80K | $9.86 | 205.09K |
| 2026-06-04 | Clayton Patrick | Other | 65.00K | $11.38 | 739.70K |
| 2026-06-04 | Clayton Patrick | Other | 81.25K | $17.71 | 1.44M |
Latest filed quarter: Q2 2026.
Institutions holding: 87. Ownership 78.48%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| BLACKSTONE INC. | 83.83M | New | New | 2.01B |
| GENERAL ATLANTIC, L.P. | 25.32M | New | New | 608.08M |
| CITADEL ADVISORS LLC | 1.70M | New | New | 40.77M |
| CLEARBRIDGE INVESTMENTS, LLC | 1.53M | New | New | 36.71M |
| SCHONFELD STRATEGIC ADVISORS LLC | 1.49M | New | New | 35.76M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1.30M | New | New | 31.23M |
| NORGES BANK | 1.20M | New | New | 28.82M |
| ALLIANCEBERNSTEIN L.P. | 1.18M | New | New | 28.37M |
| JPMORGAN CHASE & CO | 1.09M | New | New | 27.68M |
| CASTLEKNIGHT MANAGEMENT LP | 1.13M | New | New | 27.16M |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 1.11M | New | New | 26.65M |
| GOLDMAN SACHS GROUP INC | 884.10K | New | New | 21.24M |
| GOLDENTREE ASSET MANAGEMENT LP | 844.50K | New | New | 20.25M |
| FEDERATED HERMES, INC. | 750.00K | New | New | 18.02M |
| BOSTON PARTNERS | 714.00K | New | New | 17.11M |
| AMERICAN CENTURY COMPANIES INC | 703.83K | New | New | 16.91M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 616.00K | New | New | 14.80M |
| ALYESKA INVESTMENT GROUP, L.P. | 600.00K | New | New | 14.41M |
| VANGUARD CAPITAL MANAGEMENT LLC | 567.85K | New | New | 13.64M |
| POINT72 ASSET MANAGEMENT, L.P. | 528.95K | New | New | 12.71M |
| LORD, ABBETT & CO. LLC | 509.41K | New | New | 12.24M |
| CAPRICORN FUND MANAGERS LTD | 508.55K | New | New | 12.22M |
| HIDDENITE CAPITAL PARTNERS LP | 508.55K | New | New | 12.22M |
| LONGAEVA PARTNERS L.P. | 444.00K | New | New | 10.66M |
| MILLENNIUM MANAGEMENT LLC | 395.15K | New | New | 9.49M |
Liftoff Mobile, Inc. Common Stock (LFTO) trades at $16.26, with a market cap of $2.75B and a trailing P/E of n/a. Revenue below is the annual history on file. It describes what the business has already reported. It is not a forecast and it is not a recommendation.
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$2.75B
Market Cap
—
P/E
—
Forward P/E
—
Score