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Upturn AI Summary - About
Advantage Solutions Inc(ADV)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for ADV
09/25/2026: ADV (1-star) is currently NOT-A-BUY. Pass it for now.
Advantage Solutions is a national provider of outsourced sales, merchandising, and marketing services primarily for the consumer packaged goods industry. The company benefits from deep-rooted relationships with major retailers and brands, though its growth is constrained by high debt levels and the cyclical nature of client marketing budgets. The main investment story centers on its ability to transition toward higher-margin digital services while deleveraging its balance sheet. Key risks include intense labor cost pressures and potential retail consolidation. This stock may suit investors willing to accept volatility in exchange for potential improvement in financial health as the company streamlines its operations and focuses on core competencies.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company is focused more on stabilization and deleveraging than rapid high-growth scaling. |
| Momentum investor | Weak fit | The stock has not consistently demonstrated strong upward price momentum. |
| Value investor | Mixed fit | While valuation may appear low, the high debt load requires careful assessment of enterprise value. |
| Dividend investor | Weak fit | Advantage Solutions does not pay a dividend to shareholders. |
| Low-risk investor | Weak fit | Financial leverage and exposure to CPG industry cycles present significant risk. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock price is sensitive to earnings reports and broader economic shifts. |
| Valuation risk | Medium / high | Debt levels heavily influence equity value and market perception. |
| Competition risk (Retail Services) | Medium | Fragmented private competitors keep pricing pressure on service contracts. |
| Business quality | Medium | Operations are labor-intensive and margin-sensitive. |
| Dividend income | Low / none | No current income is provided to shareholders. |
| Execution risk | Medium / high | Successfully managing large-scale labor operations is operationally complex. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Extreme Price Shocks
The stock has experienced exceptionally large and disruptive price movements during the period.
Analysis of Past Performance
Type Stock | Historic Profit -41.76% | Avg. Invested days 23 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/25/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 451.37M USD | Price to earnings Ratio - | 1Y Target Price 42 |
Price to earnings Ratio - | 1Y Target Price 42 | ||
Volume (30-day avg) 63.7K shares | Beta 2.11 | 52 Weeks Range 12.22 - 47.45 | Updated Date 09/24/2026 |
52 Weeks Range 12.22 - 47.45 | Updated Date 09/24/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) -21.36 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Sales and Merchandising | Field teams managing product placement and store inventory for CPG clients. | The company acts as a vital extension of a brand's sales force in physical retail stores. |
| Marketing Services | In-store sampling, event marketing, and digital engagement campaigns. | Revenue is earned by helping brands get their products directly in the hands of consumers. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE - | Forward PE - | Enterprise Value 1.87B | Price to Sales(TTM) 0.13 |
Enterprise Value 1.87B | Price to Sales(TTM) 0.13 | ||
Enterprise Value to Revenue 0.52 | Enterprise Value to EBITDA 27.62 | Shares Outstanding 13.30M | Shares Floating 4.49M |
Shares Outstanding 13.30M | Shares Floating 4.49M | ||
Percent Insiders 58.61 | Percent Institutions 34.16 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Advantage Solutions Inc
Exchange NASDAQ | Headquarters Saint Louis, MO, United States | ||
IPO Launch date 2016-09-15 | CEO & Director Mr. David A. Peacock | ||
Sector Communication Services | Industry Advertising Agencies | Full time employees 16000 | Website https://www.youradv.com |
Full time employees 16000 | Website https://www.youradv.com | ||
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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