- ironSource's scale and growth have been comparable to the likes of Cloudflare, but instead the stock currently trades for throwaway value prices (nearly 10x P/E, 3x P/S).
- ironSource reduced its 2022 guidance by a bit after Q1 due to cautiousness and prudence, despite management saying it wasn’t seeing any downside KPIs yet.
- The stock is about 5x less expensive than The Trade Desk and Cloudflare despite ironSource's track record of growth being superior than both.
- The likelihood of a multi-bagger looks very high. Be greedy when others are fearful.
For further details see:
ironSource: 5x Cheaper Than Cloudflare And Trade Desk, Buy Now