Obermatt

Adeia

NSQ:ADEA · US00676P1075
SoftwareSmall

360

59
EV / EBIT34
Price / Owner Earnings40
Owner Earnings Yield66
Dividend Yield1
Price/Sales20
EV / Gross Profit29
Price/Book25
Return on Capital87
Cash Return on Capital78
Return on Equity79
EBIT Margin100
Gross Profitability67
Cash Conversion29
Accruals21
Owner Earnings Margin100
Sales growth14
Profit Growth79
Long-Term EPS Growth22
Owner Earnings Growth58
Reinvestment44
Price momentum87
Debt load31
Refinancing64
Debt Payback22
Liquidity60
Analyst ratings54
Opinion Changes50
Price Target Upside28
Market mood61
Value Creation18/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Adeia generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryUSA
IndustrySoftware
SizeSmall
TypePublic Company
ExchangeNASDAQGS
Founded2019
Employees130
Websiteadeia.com
ISINUS00676P1075
Last UpdateApr 2, 2026
Themes
Content CreationCloud StorageVideo StreamingComputer VisionStreaming MediaVideo-on-Demand ServersDigital MediaIntellectual PropertyOptical CommunicationSoftware

Description

Adeia Inc. operates as an intellectual property (IP) licensing platform. The company has a diverse portfolio of media and semiconductor intellectual property, and approximately 13,750 media and patent applications worldwide. The company's IP licens…

Analysis

Quality compounder

Adeia Inc. earns the quality_compounder label: good underlying economics priced fairly, with no obvious bargain or excess. Worth noting: the cash the business generates has lagged behind what the income statement shows.

On valuation, the picture is fair. The owner-earnings multiple stands at 19.9×; owner earnings: the cash an owner could take out each year.

Growth is moderate; the safety picture is adequate. The company scores 18/20 on our value-creation score: strong value creator. Analysts lean positive.

Flags to be aware of: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
46
2023202420252026

All-time high

91

Jan 2023

All-time low

19

Oct 2023

Average rank

56

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
20
38
57
91
Price/Earnings
42
97
97
100
Price/Book
25
38
50
97
Dividend Yield
1
90
91
95
Value (overall)
10
97
100
100

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →