Advantage Solutions (ADV)

• Market cap: $392M
• 1 day: -2.40%
• 5 days: -4.69%
• 1 month: -22.78%
• 3 months: -51.59%
• 6 months: -61.39%
• Year to date: -56.58%
• 1 year: -71.36%
• 5 years: -87.98%
• 10 years: -88.81%
• Sector: Communication Services
• Industry: Advertising Agencies

About: Advantage Solutions Inc is a omnichannel retail solutions agency in North America, uniquely positioned at the intersection of consumer-packaged goods (CPG) brands and retailers.

Employees: 69,000

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

66% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 29

0.18% more ownership

Funds ownership: 31.89% [Q3] → 32.08% (+0.18%) [Q4]

3% less funds holding

Funds holding: 123 [Q3] → 119 (-4) [Q4]

14% less capital invested

Capital invested by funds: $351M [Q3] → $300M (-$50.2M) [Q4]

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

20% less funds holding in top 10

Funds holding in top 10: 5 [Q3] → 4 (-1) [Q4]

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $3.50 187% upside
• Avg. target: $3.50 187% upside
• High target: $3.50 187% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Canaccord Genuity Joseph Vafi 15% 1-year accuracy 12 / 79 met price target

187% upside $3.50

Buy Maintained

11 Mar 2025