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 its 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.
API endpoints for this dataset
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 Ironsource Ltd 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 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 (6) | $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
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Ironsource Ltd | - | - | - | - |
| Competitors combined (1) | - | - | ||
| High-Confidence Competitors (8) |
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
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Quantum X Labs Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Ironsource Ltd's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
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 |
74.08 | 4.93 |
| SUBTOTAL | 2,652.37 | 558.40 |
Sources: see Methodology: Peer & Competitor Identification, Sourcing.
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 Ironsource Ltd reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Digital Turbine Inc | Company report | 85% |
| Quantum X Labs Inc | Company report | 85% |
| Company report | 85% | |
| Applovin Corporation | Company report | 85% |
| Amazon | Company report | 85% |
| Godot | Company report | 85% |
| Unreal Engine (Epic Games) | Company report | 85% |
| Moloco | Company report | 85% |
| Zspace Inc | Company report | 85% |
| Voodoo | Company report | 85% |
| Company report | 85% | |
| Tencent | Company report | 85% |
| Cocos2d-x (Chukong Technologies) | Company report | 85% |
| Microsoft | Company report | 85% |
| VBIX | Company report | 85% |
| Epic Games | Company report | 85% |
| Chukong Technologies | Company report | 85% |
| Alphabet Inc | Company report | 85% |
Company report basis, confidence, active dates and source counts for Ironsource Ltd's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
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 | 74 | - | - |
| PEERS TOTAL | 74 | - | - |
Ironsource Ltd'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 |
|---|---|
| Ironsource Ltd | US 36.00 % |
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.
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: see Methodology: SWOT Analysis.
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 | 8.58 | 15.02 |
| PEERS AVERAGE | 36.78 | 4.75 |
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.