$1.24
+3.8%Teads Holding Co., together with its subsidiaries, operates a technology platform that connects media owners and advertisers with engaged audiences to drive business outcomes in the United States, Europe, the Middle East, Africa, and internationally. The company operates a two-sided marketplace, forming an end-to-end advertising platform with direct media owner and advertiser relationships. It also provides advertising solutions for advertisers, including a CPC performance platform and CPM-based managed and self-service platforms, and bespoke creative studio solutions that provide data-driven creative tailored to various environments and channels. In addition, the company offers budgets spanning video, display, native, and performance advertising services and technology solutions that enable media owners to deeply engage their audiences, increasing the total revenue opportunity media owners can realize. Teads Holding Co. was formerly known as Outbrain Inc. and changed its name to Teads Holding Co. in June 2025. Teads Holding Co. was incorporated in 2006 and is headquartered in New York, New York.
Warren Buffett's Owner Earnings DCF analysis for intrinsic value calculation
Base year metrics used for projections
Forecast period and terminal assumptions
Calculation flow from present value to intrinsic value per share
Operating Cash Flow - Maintenance CapEx = Owner Earnings
| Metric | Year 1 | Year 2 | Year 3 | Year 4 | Year 5 | Year 6 | Year 7 | Year 8 | Year 9 | Year 10 |
|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $3.8M | $1.9M | $950.8K | $475.4K | $237.7K | $118.8K | $59.4K | $29.7K | $14.9K | $7.4K |
| Maintenance CapEx | -$1.7M | -$857.4K | -$428.7K | -$214.4K | -$107.2K | -$53.6K | -$26.8K | -$13.4K | -$6.7K | -$3.3K |
| Owner Earnings | $2.1M | $1.0M | $522.1K | $261.0K | $130.5K | $65.3K | $32.6K | $16.3K | $8.2K | $4.1K |
| Discount Factor | 0.926 | 0.857 | 0.794 | 0.735 | 0.681 | 0.630 | 0.583 | 0.540 | 0.500 | 0.463 |
| Present Value | $1.9M | $895.1K | $414.4K | $191.9K | $88.8K | $41.1K | $19.0K | $8.8K | $4.1K | $1.9K |
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