LiveRamp Holdings, Inc.

RAMP · Technology · $2.3B mkt cap · FY2026 filings · Narrow moat

On the watchlist

Narrow moat

The four filters

Pricing power86

Median gross margin 69.1% over 10y, stable.

Returns on capital4

Median ROIC -12.8%, above the 9% hurdle in 10% of years.

Balance-sheet safety100

Net cash position — no leverage risk.

Capital discipline100

Owner earnings +32.0%/yr, share count shrinking (buybacks).

Margin of safety

Above valueOn sale

1241% above value

Owner earnings (normalized): $15.4M
Est. intrinsic value / share: $2.84
Recent price: $38.06
Discount to value: 1241% above value

Conservative model: 9% discount rate, 0% assumed growth (capped at 4%), maintenance capex ≈ min(capex, D&A).

Moat Score history

Score history begins 2026-07-17. Check back as the record builds.

Scores are logged append-only and never overwritten — this record can't be backfilled, which is exactly why it's worth keeping.

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Scored from primary SEC filings via the public methodology. Educational only — not a recommendation to buy or sell RAMP. See the disclaimer.