Advantage Solutions Inc. ADV R2K
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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Valuation
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Growth (CAGR)
PROS
- Profit CAGR of 27.8% over 5 years.
- Generates positive free cash flow.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
- Revenue declined at -1.0% CAGR over 5 years.
* The pros and cons are auto-generated from financial metrics.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth
No fundamental data available for this stock.
Figures from the latest reported periods. CAGR is computed across the displayed window (quarterly CAGR is annualised assuming 4 quarters per year).
Peer comparison
Peer companies in the same sector (Communication Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ADV Advantage Solutions Inc. R2K | 37.42 | - | $497.51M | - | -5.35% | -41.48% | -0.96% | 27.83% |
| 2 | GOOGL Alphabet Inc. NDXSPXAI | 380.34 | 28.99 | $4.61T | 0.23% | 32.40% | 38.88% | 12.51% | 30.14% |
| 3 | META Meta Platforms, Inc. NDXSPXAI | 632.51 | 22.99 | $1.61T | 0.33% | 26.87% | 32.93% | 19.89% | 37.61% |
| 4 | NFLX Netflix, Inc. NDXSPXAI | 86.02 | 27.75 | $362.21B | - | 30.26% | 48.49% | 12.64% | 34.71% |
| 5 | APP AppLovin Corporation NDXSPXAI | 613.09 | 53.17 | $205.96B | - | 70.20% | - | 24.84% | 609.87% |
| 6 | TMUS T-Mobile US, Inc. NDXSPX | 187.53 | 19.93 | $202.95B | 2.18% | 9.27% | 18.02% | 3.53% | 61.90% |
| 7 | VZ Verizon Communications Inc. SPX | 47.81 | 11.66 | $199.63B | 5.92% | 8.59% | 17.20% | 0.33% | -6.86% |
| 8 | DIS The Walt Disney Company SPX | 101.83 | 16.29 | $176.83B | 1.47% | 8.46% | 11.01% | 4.51% | 58.00% |
| 9 | T AT&T Inc. SPX | 24.80 | 8.16 | $172.32B | 4.48% | 9.23% | 18.37% | 1.34% | 119.18% |
Quarterly Results
Figures in USD.
| Metric | Sep 2019 | Mar 2020 | Jun 2020 | Sep 2020 | Mar 2021 | Jun 2021 | Sep 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | - | - | - | - | - | - | 914.81M | 981.08M | 1.05B | 944.38M | 963.76M | 1.02B | 861.41M | 873.36M | - | - | 821.79M | 873.71M | 915.01M | 932.13M | 869.60M |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 722.75M | 746.93M | 776.42M | 802.19M | 761.57M |
| Gross Profit | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 99.04M | 126.78M | 138.59M | 129.94M | 108.03M |
| Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 115.23M | 119.36M | 108.31M | 135.43M | 104.88M |
| Operating Income | -188.09K | 31.44M | 3.00K | 88.57M | 37.59M | 42.45M | 65.60M | 23.02M | 28.27M | 46.84M | 6.74M | 15.25M | 6.65M | -29.95M | -91.26M | - | - | -16.19M | 7.42M | 30.28M | -5.48M | 3.15M |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 35.73M | 60.69M | 91.01M | -111.56M | 37.85M |
| Interest Expense | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 34.36M | 35.81M | 34.95M | 33.81M | 34.80M |
| Pretax Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | -48.99M | -25.82M | 5.32M | -195.82M | -48.52M |
| Tax Provision | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 7.14M | 4.62M | -15.25M | -34.09M | 23.32M |
| Net Income | 1.16M | -21.71M | -37.40M | 35.95M | -116.00K | 6.12M | 23.31M | 18.96M | 3.37M | 21.06M | -47.59M | -8.76M | -24.34M | -5.31M | -100.83M | - | - | -56.13M | -30.44M | 20.57M | -161.73M | -71.83M |
| Diluted EPS | - | - | -0.18 | 0.18 | 0.00 | 0.00 | 0.07 | 0.06 | 0.01 | 0.07 | -0.15 | -0.03 | -0.07 | -0.02 | -0.31 | - | - | -4.36 | -2.25 | 1.50 | -12.50 | -5.49 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 3.71B | 3.79B | 3.16B | 3.60B | 3.65B | 3.90B | 3.57B | 3.54B |
| Cost of Revenue | - | - | - | - | 3.17B | 3.42B | 3.06B | 3.05B |
| Gross Profit | - | - | - | - | 472.85M | 485.08M | 507.27M | 494.35M |
| Operating Expenses | - | - | - | - | 391.41M | 459.09M | 529.15M | 478.32M |
| Operating Income | -1.09B | 213.67M | 67.01M | 230.05M | 81.44M | 25.99M | -21.88M | 16.03M |
| EBITDA | - | - | - | - | -1.26B | 255.73M | -89.85M | 75.88M |
| Interest Expense | - | - | - | - | 104.39M | 165.73M | 146.79M | 138.94M |
| Pretax Income | - | - | - | - | -1.58B | -118.86M | -441.19M | -265.32M |
| Tax Provision | - | - | - | - | -158.44M | -37.65M | -62.79M | -37.58M |
| Net Income | -1.16B | -21.17M | -175.81M | 54.49M | -1.38B | -63.32M | -326.96M | -227.74M |
| Diluted EPS | - | -0.10 | -0.79 | 0.17 | -108.25 | -5.00 | -25.50 | -17.50 |
Compounded Sales Growth
| 5 Years: | -0.96% |
| 1 Year: | 5.80% |
Compounded Profit Growth
| 5 Years: | 27.83% |
| 1 Year: | - |
Stock Price Performance
| 1 Year: | +25.78% |
| 6 Months: | +63.58% |
| 3 Months: | +186.74% |
| 1 Month: | +13.05% |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | - | 6.01B | 5.78B | - | 4.26B | 3.78B | 3.11B | 2.79B |
| Current Assets | - | - | - | - | - | 1.16B | 1.01B | 910.74M | 972.62M |
| Cash & Equivalents | - | 141.59M | 184.22M | 204.30M | - | 120.72M | 120.84M | 205.23M | 240.85M |
| Inventory | - | - | - | - | - | 78.27M | 29.73M | 8.06M | 5.80M |
| Receivables | - | - | - | - | - | 869.00M | 659.50M | 603.07M | 595.00M |
| Total Liabilities | - | - | 4.34B | 3.26B | - | 3.03B | 2.68B | 2.36B | 2.24B |
| Current Liabilities | - | - | 518.13M | 574.99M | - | 600.70M | 541.30M | 460.06M | 432.63M |
| Long Term Debt | - | - | 3.17B | 2.03B | - | 2.02B | 1.85B | 1.69B | 1.66B |
| Total Debt | - | - | - | - | - | 2.11B | 1.91B | 1.74B | 1.71B |
| Total Equity | 2.85B | 1.67B | 1.58B | 2.42B | - | 1.12B | 1.11B | 748.74M | 553.96M |
| Shares Outstanding | - | - | - | - | - | 12.85M | 13.03M | 13.33M | 13.57M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | 126.35M | 151.34M | 345.73M | - | 104.70M | 228.49M | 93.09M | 61.53M |
| Investing Cash Flow | -231.44M | -61.81M | -99.00M | - | -106.10M | -50.52M | 206.45M | 3.84M |
| Financing Cash Flow | 70.14M | -38.21M | -230.15M | - | -31.38M | -178.40M | -211.42M | -36.21M |
| Capital Expenditure | -47.16M | -52.42M | -30.95M | - | -33.02M | -41.56M | -55.34M | -52.91M |
| Free Cash Flow | 79.19M | 98.92M | 314.78M | - | 71.69M | 186.93M | 37.76M | 8.62M |
| Net Change in Cash | - | - | - | - | -32.78M | -419.00K | 88.12M | 29.17M |
| Share Buybacks | - | 0 | 0 | 12.57M | 0 | 6.38M | 34.07M | 869.00K |
Ratios (Annual)
Figures in %.
| Metric | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | 13.0% | 12.4% | 14.2% | 14.0% |
| Operating Margin % | -29.4% | 5.6% | 2.1% | 6.4% | 2.2% | 0.7% | -0.6% | 0.5% |
| Net Margin % | -31.2% | -0.6% | -5.6% | 1.5% | -37.9% | -1.6% | -9.2% | -6.4% |
| ROE % | -69.3% | -1.3% | -7.3% | - | -122.8% | -5.7% | -43.7% | -41.1% |
| ROCE % | - | 3.9% | 1.3% | - | 2.2% | 0.8% | -0.8% | 0.7% |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Castleknight Management LP | 5.63% | 748.32K | $28.00M |
| 2 | Leonard Green & Partners, L.P. | 4.65% | 618.00K | $23.13M |
| 3 | CVC Management Holdings II Ltd. | 4.60% | 611.60K | $22.89M |
| 4 | Atairos Partners GP, Inc. | 3.31% | 439.43K | $16.44M |
| 5 | Blackrock Inc. | 2.12% | 281.29K | $10.53M |
| 6 | Vanguard Capital Management LLC | 1.76% | 233.63K | $8.74M |
| 7 | Dimensional Fund Advisors LP | 1.18% | 157.06K | $5.88M |
| 8 | Charles Schwab Investment Management, Inc. | 0.99% | 131.85K | $4.93M |
| 9 | Geode Capital Management, LLC | 0.87% | 116.02K | $4.34M |
| 10 | Bain Capital Investors Llc | 0.87% | 115.60K | $4.33M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
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