Professional
Added to YB: 2026-07-30
Pitch date: 2026-07-27
MNTN [bullish]
MNTN, Inc.
+2.14%
current return
Author Info
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Company Info
MNTN, Inc. operates a technology platform that brings performance marketing to Connected TV. Its self-serve technology makes running TV ads as easy as search and social and helps brands to drive measurable conversions, revenue, site visits, and more.
Market Cap
$706.7M
Pitch Price
$9.36
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.20
P/E
27.50
EV/Sales
1.65
Sector
Media
Category
growth
Unconventional Value | Mid Year 2026 Letter - MNTN, Inc.
MNTN (new position): CTV performance ad platform for SMBs, -70% from 2025 IPO at ~$8. Rev tripled since '21, GM ~80%, op margin -11%→14%, FCF+ 3yrs, ~1/3 mkt cap in net cash. Customers +63% '25, NRR >115%, 95% never advertised on TV. ~$100M EBITDA, <5x EV/EBITDA. Risk: Amazon/AppLovin competition.
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