Digital Media Solutions Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Digital Media Solutions Inc (DMS) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Digital Media Solutions Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 315M vs 7,856M combined for its competitors (3.9% combined share).
- Trending: Latest-quarter revenue run-rate is decelerating (-10.3% annualized vs trailing 12 months), vs decelerating (-33.7%) for its tracked peer group.
- Growth: Digital Media Solutions Inc generated -21.7% revenue growth year over year in Q1 2024, vs 17.9% for its competitors combined.
- Profitability: Its -37.2% net margin compares with 0.6% for the peer group.
- Peer revenue share: Digital Media Solutions Inc accounted for 5.2% of combined revenue among its tracked peer group, down from 7.6% a year earlier.
- Peer differentiation: Revenue per employee of $0.42M compares with $0.68M for the peer group (0.6x).
- Structure: Digital Media Solutions Inc operates in the following segments: Brand Direct, Marketplace, Technology Solutions, Corporate and Unallocated.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
DMS Sales vs. its Competitors, Q1 2024
Digital Media Solutions Inc reported revenue contraction of 21.71 % year on year in Q1 2024, below its competitors' combined revenue growth of 17.94 %.
With a net margin of -37.16 %, Digital Media Solutions Inc reported lower profitability than its competitors (0.59 %).
Digital Media Solutions Inc generated 5.15 % of the combined sales of its peer group, down from 7.56 % a year earlier.
API endpoints for this dataset
Digital Media Solutions Inc vs. its Competitors, Q1 2024
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in Digital Media Solutions Inc reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Digital Media Solutions Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Digital Media Solutions Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Digital Media Solutions Inc's competitor groups requires a Commercial License.
For context: the Professional Services industry grew revenue 7.1% year over year, combined, vs -21.7% for Digital Media Solutions Inc. Digital Media Solutions Inc's share of combined industry revenue moved from 0.02% to 0.01%, a gain of 0.00 percentage points.
Digital Media Solutions Inc's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Digital Media Solutions Inc | No | No | No | Yes |
| Competitors combined (9) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
DMS Stock Performance relative to its Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Pubmatic Inc | 282.9% | Outperformed |
| 2 | Magnite Inc | 282.9% | Outperformed |
| 3 | Digitalocean Holdings Inc | 282.9% | Outperformed |
| 4 | Mediaalpha Inc | 282.9% | Outperformed |
| 5 | Criteo S a | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Digital Media Solutions Inc's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Publicly Traded Peers of Digital Media Solutions Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Digital Media Solutions Inc |
11.75 | 315.35 |
 Digitalocean Holdings Inc |
9,329.38 | 1,103.36 |
 Trade Desk Inc |
7,105.61 | 2,990.14 |
 Magnite Inc |
4,284.19 | 742.04 |
 Mediaalpha Inc |
888.71 | 1,293.98 |
 Criteo S a |
849.42 | 1,322.23 |
| SUBTOTAL | 23,414.42 | 8,171.55 |
Sign in to see all competitors of Digital Media Solutions Inc .
Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Digital Media Solutions Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Digital Media Solutions Inc's Competitors Named by the Company
Competitive relationships identified from Digital Media Solutions Inc reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Izea Worldwide Inc | Company report | 85% |
| Mediaalpha Inc | Company report | 85% |
| Pubmatic Inc | Company report | 85% |
| Criteo S a | Company report | 85% |
| Trade Desk Inc | Company report | 85% |
| Magnite Inc | Company report | 85% |
Company report basis, confidence, active dates and source counts for Digital Media Solutions Inc's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Digital Media Solutions Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Digital Media Solutions Inc | Brand Direct 59.44 % |
| Criteo S a | Performance Media 87.53 % |
| Pubmatic Inc | Reportable 100.00 % |
| Izea Worldwide Inc | Reportable 100.00 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Digital Media Solutions Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Digital Media Solutions Inc | 12 | 420,460 | -171,027 |
| Digitalocean Holdings Inc | 9,329 | 754,689 | 24,384 |
| Trade Desk Inc | 7,106 | 778,074 | 105,878 |
| Magnite Inc | 4,284 | 764,206 | 171,873 |
| Mediaalpha Inc | 889 | 8,802,585 | 786,177 |
| Criteo S a | 849 | 362,355 | 33,860 |
| PEERS TOTAL | 23,403 | 675,803 | 62,005 |
Sign in to see all peers for Digital Media Solutions Inc .
Digital Media Solutions Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Digital Media Solutions Inc | Europe 7.58 % |
| Magnite Inc | United States 74.29 % |
| Criteo S a | EMEA 38.22 % |
| Pubmatic Inc | United States 51.91 % |
| Izea Worldwide Inc | North America 88.62 % |
Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Digital Media Solutions Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Professional Services industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (291 companies). See the full Professional Services industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 23.76 % | 33.54 % (avg) | -9.8 pp |
| Operating Margin | -30.30 % | industry median | -33.3 pp |
| EBITDA Margin | -28.31 % | 6.05 % (avg) | -34.4 pp |
| Capital Intensity (Capex / Revenue) | 2.08 % | 4.35 % (avg) | -2.3 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Digital Media Solutions Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 |
|---|---|---|---|---|---|---|
| Revenue Growth | 10.49 % | - | - | 34.62 % | -8.60 % | -14.37 % |
| Operating Margin | 28.18 % | - | - | 1.96 % | -10.86 % | -28.08 % |
| Return on Invested Capital | 2.47 % | -108.52 % | 10.11 % | 6.58 % | -48.84 % | - |
| P/E | - | - | - | - | - | - |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Digital Media Solutions Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 2.08 % vs industry average 4.35 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Digital Media Solutions Inc's dedicated Suppliers and Customers pages, not here.
Digital Media Solutions Inc's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Digital Media Solutions Inc falls in the Low attractiveness / Low strength cell: Harvest / Divest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Digital Media Solutions Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
No rule matched.
Weaknesses
- Operating margin 33.3 points below the industry median.
- Latest-quarter revenue run-rate is decelerating (-10.3% annualized vs trailing 12 months).
- Piotroski F-Score of 2 or below, the standard financial-distress signal.
Opportunities
No rule matched.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-33.7% annualized).
Methodology: see Methodology: SWOT Analysis.
Digital Media Solutions Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Digital Media Solutions Inc | 0.34 | 1.14 | - |
| Digitalocean Holdings Inc | 0.82 | 1.16 | 1.32 |
| Trade Desk Inc | 0.31 | 1.68 | - |
| Magnite Inc | 0.23 | 1.02 | 0.52 |
| Mediaalpha Inc | 0.21 | 1.30 | - |
| Criteo S a | 0.36 | 1.26 | 0.02 |
Sign in to see all peers for Digital Media Solutions Inc .
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Digital Media Solutions Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Digital Media Solutions Inc | Q1 2024 | -21.7 % | - |
| Digitalocean Holdings Inc | Q3 2026 | +40.3 % | - |
| Trade Desk Inc | Q2 2026 | +3.0 % | -28.6 % |
| Magnite Inc | Q2 2026 | +11.2 % | +73.9 % |
| Mediaalpha Inc | Q3 2026 | +22.7 % | +46.0 % |
| Criteo S a | Q2 2026 | +62.1 % | -70.6 % |
| PEERS TOTAL | +18.9 % | -89.7 % |
Sign in to see all peers for Digital Media Solutions Inc .
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Digital Media Solutions Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Digital Media Solutions Inc | Q1 2024 | -16.7 % | -5.0 % |
| Digitalocean Holdings Inc | Q3 2026 | +74.0 % | +41.8 % |
| Trade Desk Inc | Q2 2026 | +22.1 % | -63.6 % |
| Magnite Inc | Q2 2026 | -4.5 % | +2.6 % |
| Mediaalpha Inc | Q3 2026 | +21.9 % | +88.2 % |
| Criteo S a | Q2 2026 | +10.0 % | +240.8 % |
Sign in to see all peers for Digital Media Solutions Inc .
Digital Media Solutions Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Digital Media Solutions Inc | - | - | - |
| Digitalocean Holdings Inc | 1.27% | 1.58% | 4.45% |
| Trade Desk Inc | 6.90% | 13.97% | 16.09% |
| Magnite Inc | 5.53% | 12.87% | 18.62% |
| Mediaalpha Inc | 31.16% | 42.53% | - |
| Criteo S a | 5.88% | 9.38% | 10.90% |
Sign in to see all peers for Digital Media Solutions Inc .
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Digital Media Solutions Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Digital Media Solutions Inc | - | 0.04 |
| Digitalocean Holdings Inc | 246.52 | 8.46 |
| Trade Desk Inc | 18.22 | 2.38 |
| Magnite Inc | 26.46 | 5.77 |
| Mediaalpha Inc | 7.90 | 0.69 |
| Criteo S a | 7.18 | 0.64 |
| PEERS AVERAGE | 39.52 | 2.87 |
Sign in to see all peers for Digital Media Solutions Inc .
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.