Added to YB: 2025-05-21
Pitch date: 2025-05-19
ACTG [bullish]
Acacia Research Corporation
+2.39%
current return
Author Info
Stock Pursuit researches domestic deep value equities below net cash, net current asset value or net tangible assets. Sign up for the newsletter.
Company Info
Acacia Research Corporation operates as an acquirer and operator of businesses across industrial, energy, and technology sectors in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.
Market Cap
$354.0M
Pitch Price
$3.76
Price Target
N/A
Dividend
N/A
EV/EBITDA
2.40
P/E
73.23
EV/Sales
0.47
Sector
Financial Services
Category
value
NTAV Acacia Research ACTG Sum of Parts
$ACTG: Trading below NTAV ($460M vs $358M cap) with $327M cash. Q1 profitable: 412% rev growth to $124M, EPS $0.25, EBITDA $50.7M. Sum-of-parts valuation $452.8M EV vs current $165M EV (0.74x sales). Portfolio: IP licensing, printing, oil/gas (Benchmark), manufacturing (Deflecto), biotech investments. Stable revenue diversification emerging.
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