3 models fit Advantage Solutions Inc. Class A Common Stock and they disagree: 1 of 3 land within 15% of the average.
Two or more of our models back this value.
Large discount(i)
Valued as a mature, profitable company: Discounted cash flow, P/E comparison, and EV/EBITDA comparison.
ACCE opinionAdvantage Solutions Inc. Class A Common Stock (ADV)
Fair value (3 models)
$52.18
ACCE price target
$29.40
Rating
Undervalued
Horizon
12 months
Fair value published on 24 Oct 2026, 17:04 CEST; previously $41.33 since 17 Oct 2026, 00:00 CEST.
ACCE price target published on 15 Oct 2026, 00:00 CEST.
Rating published on 24 Oct 2026, 17:04 CEST.
Price used: $30.28 at the close on 23 Oct 2026, 22:00 CEST.
Models: Discounted cash flow, P/E comparison, and EV/EBITDA comparison.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
Price vs fair value
42.0% below
+72.3% to fair value
ACCE score
33
out of 100
Analysts
50% buy
2 covering
1-year return
-16.5%
Dividend yield
0.00%
Advantage Solutions Inc. Class A Common Stock in four questions
Plain answers, details below
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Overview
ACCE thesis
Advantage Solutions runs the in-store and retail-media execution business that brand manufacturers use to get their products sold and promoted at supermarkets, including field sales teams, shopper marketing and its Advantage Sales & Marketing platform. At roughly $390M of market cap against revenue growth of only 1.8%, the equity is priced as a low-growth, thin-margin services business, with a 13.5% gross margin and a 0.9% operating margin leaving little cushion for error. Return on equity of -50.8% reflects a balance sheet still carrying the weight of its leverage, so the question for the portfolio is whether margin expansion from the retail-media and data side can outrun that debt burden. The score of 37/100 and absence from any major index argue for treating this as a special-situation name that needs a deeper look at the debt maturity schedule and free cash flow conversion before anything else.
⚠ Investor warnings · 4 flagsAI-assisted·How I use AI
high
Score collapsed in 90 days
ACCE score fell from 50 to 30 over 90 days, with the Growth sub-score at 19 and Value at 40, signalling deteriorating fundamentals across the model.
high
Shrinking earnings and quarter-on-quarter decline
Earnings fell 5.6% year on year and revenue dropped 6.7% quarter on quarter, while net margin is negative at -7.6% and ROE at -50.8%.
moderate
Elevated short interest
Short interest sits at 11.7% of the float, meaning a meaningful minority of holders are betting on further declines.
moderate
Thin operating margin
Operating margin is only +0.9% against a 13.5% gross margin, leaving little cushion if revenue keeps slipping.
AI research notes
AI-assisted·How I use AIWritten Oct 20, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
Free cash flow over the last twelve months reached $55M, a cash figure that matters for a company losing money on an accounting basis.
Debt to equity sits at 0.02, so the balance sheet carries very little borrowing against the equity.
Why it could disappoint
Net margin is -7.6% and return on equity is -50.8%, so the business is losing money on what shareholders have put in.
The latest quarterly earnings came in far below expectations, with EPS of -4.85 against 1.02 expected.
Only 50% of analysts rate the stock Buy or Strong Buy, and the stock trades at a 14.8% free cash flow yield, which sits uneasily with a 17.0x sector median forward P/E.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.
Next results
Nov 4, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle
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Valuation
INVESTOR
Where ADV's valuation models land
Price
$30.28
Model fair value
$52.18
Model range
$29.64 to $67.58
Fair value $52.18
Price $30.28
The price sits inside the model range.
Model
Fair value
Upside
Discounted cash flow
EV/EBITDA comparison
P/E comparison
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Quality
INVESTOR
Quality and conviction INVESTOR FEATURE
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