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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
10/23/2026: ADV (1-star) is currently NOT-A-BUY. Pass it for now.
Advantage Solutions is a business services firm that provides outsourced sales and marketing support to consumer goods brands and retailers. The company has a leading position in North American retail merchandising, though it faces ongoing challenges from high debt levels and labor market volatility. Its primary growth opportunity lies in expanding its higher-margin retail media and digital engagement services. However, investors must monitor execution risks related to its operational restructuring and the potential for retailers to insource services. The stock currently lacks dividend income and may be best suited for growth or value-oriented investors who can tolerate volatility and are focused on the company's deleveraging progress.
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 offers growth potential through digital retail services but faces significant operational headwinds. |
| Momentum investor | Weak fit | The stock has historically struggled with momentum, requiring a clear upturn signal to be attractive. |
| Value investor | Mixed fit | Current valuations may appear attractive to some, but debt levels warrant significant caution. |
| Dividend investor | Weak fit | The company does not pay a dividend, making it unsuitable for income-focused portfolios. |
| Low-risk investor | Weak fit | High leverage and reliance on retail labor markets introduce risks that are unsuitable for conservative investors. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock is susceptible to fluctuations based on retail sector sentiment and interest rate changes. |
| Valuation risk | Medium | Market expectations for margin expansion must be met to justify current valuations. |
| Competition risk (In-house retail services) | Medium / high | Retailers choosing to insource services remains a direct threat to the business model. |
| Business quality | Medium | The business model provides stable service demand but is hampered by low-margin operational requirements. |
| Dividend income | Low / none | No dividend payments are provided. |
| Execution risk | Medium / high | Successful integration of technology-led services is critical for long-term viability. |
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 -67.73% | Avg. Invested days 20 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/23/2026 |
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 403.38M USD | Price to earnings Ratio - | 1Y Target Price 42 |
Price to earnings Ratio - | 1Y Target Price 42 | ||
Volume (30-day avg) 56.7K shares | Beta 2.19 | 52 Weeks Range 12.22 - 47.45 | Updated Date 10/22/2026 |
52 Weeks Range 12.22 - 47.45 | Updated Date 10/22/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) -22.85 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Sales & Merchandising | In-store shelf management and retail sales execution. | The company earns fees by ensuring products are available on retail shelves. |
| Marketing Services | Experiential marketing and brand promotion. | The company gets paid to help brands connect with consumers in stores. |
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) 0.11 |
Enterprise Value 1.87B | Price to Sales(TTM) 0.11 | ||
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 58.59 | Percent Institutions 34.34 |
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.
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