Ironsource Ltd's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Ironsource Ltd (IS) 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: Ironsource Ltd vs Its Competitors
- TTM: Trailing 12-month revenue of 553M vs 5M combined for tracked competitors (99.1% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+300.0% annualized vs trailing 12 months), vs decelerating (-99.3%) for its tracked peer group.
- Profitability: Its 10.8% net margin compares with -7,133.3% for the peer group.
- Peer revenue share: Ironsource Ltd accounted for 100.0% of combined revenue among its tracked peer group.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
IS Sales vs. its Competitors, Q4 2021
With a net margin of 10.81 %, Ironsource Ltd achieved higher profitability than its competitors (-7,133.33 %).
Ironsource Ltd generated 100.00 % of the combined sales of its peer group.
Ironsource Ltd vs. its Competitors, Q4 2021
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 an SEC filing; 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 Ironsource Ltd and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Ironsource Ltd | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (2) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Ironsource Ltd's competitor groups requires a Commercial License.
Ironsource Ltd's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Ironsource Ltd | - | - | - | - |
| Competitors combined (1) | - | |||
| High-Confidence Competitors (2) |
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.
IS Stock Performance relative to its Competitors
IS Stock Performance relative to High-Confidence Competitors
Publicly Traded Peers of Ironsource Ltd
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Ironsource Ltd | 2,578.30 | 553.47 |
| Quantum X Labs Inc | 94.45 | 4.93 |
| SUBTOTAL | 2,672.75 | 558.40 |
Sources: Ironsource Ltd's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Ironsource Ltd versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Ironsource Ltd's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Quantum X Labs Inc | Named by the company | 85% |
| VBIX | Named by the company | 85% |
| Digital Turbine Inc | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Ironsource Ltd's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
Ironsource Ltd'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 |
|---|---|---|---|
| Ironsource Ltd | 2,578 | 395,333 | 42,729 |
| Quantum X Labs Inc | 94 | - | - |
| PEERS TOTAL | 94 | - | - |
Ironsource Ltd's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Ironsource Ltd | US 36.00 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Ironsource Ltd'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
- Latest-quarter revenue run-rate is accelerating (+300.0% annualized vs trailing 12 months).
Weaknesses
No rule matched.
Opportunities
No rule matched.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-99.3% annualized).
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Ironsource Ltd'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 |
|---|---|---|---|
| Ironsource Ltd | 2.52 | 3.41 | - |
| Quantum X Labs Inc | 0.35 | 0.58 | 0.12 |
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.
Ironsource Ltd'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 |
|---|---|---|---|
| Ironsource Ltd | Q4 2021 | - | - |
| Quantum X Labs Inc | Q2 2026 | -87.2 % | -80.5 % |
| PEERS TOTAL | +24,177.0 % | +401.2 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Ironsource Ltd'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 |
|---|---|---|---|
| Ironsource Ltd | Q4 2021 | - | +0.0 % |
| Quantum X Labs Inc | Q2 2026 | - | - |
Ironsource Ltd's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Ironsource Ltd | 4.12% | 5.41% | 5.43% |
| Quantum X Labs Inc | 56.85% | 77.10% | 85.49% |
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).
Ironsource Ltd's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Ironsource Ltd | 47.17 | 4.66 |
| Quantum X Labs Inc | 11.20 | 19.15 |
| PEERS AVERAGE | 37.06 | 4.79 |
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.