Integral Ad Science Holding's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Integral Ad Science Holding (IAS) 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: Integral Ad Science Holding vs Its Competitors
- TTM: Trailing 12-month revenue of 591M vs 82,460M combined for tracked competitors (0.7% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+4.5% annualized vs trailing 12 months), vs decelerating (-13.2%) for its tracked peer group.
- Growth: Integral Ad Science Holding generated 15.6% revenue growth year over year in Q3 2025, vs -35.3% for its tracked competitors combined.
- Profitability: Its 9.9% net margin compares with 16.3% for the peer group.
- Peer revenue share: Integral Ad Science Holding accounted for 0.9% of combined revenue among its tracked peer group, up from 0.5% a year earlier.
- Peer differentiation: Revenue per employee of $0.67M compares with $0.52M for the peer group (1.3x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
IAS Sales vs. its Competitors, Q3 2025
Integral Ad Science Holding reported revenue growth of 15.60 % year on year in Q3 2025, above its competitors' combined revenue change of -35.25 %.
With a net margin of 9.86 %, Integral Ad Science Holding reported lower profitability than its competitors (16.29 %).
Integral Ad Science Holding generated 0.86 % of the combined sales of its peer group, up from 0.48 % a year earlier.
Integral Ad Science Holding vs. its Competitors, Q3 2025
Revenue growth, year on year
Net income 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 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 Integral Ad Science Holding and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Integral Ad Science Holding Corp | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (1) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (4) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Integral Ad Science Holding's competitor groups requires a Commercial License.
For context: the Internet Services & Social Media industry grew revenue 20.1% year over year, combined, vs 15.6% for Integral Ad Science Holding. Integral Ad Science Holding's share of combined industry revenue moved from 0.05% to 0.05%, a gain of 0.00 percentage points.
Integral Ad Science Holding'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 |
|---|---|---|---|---|
| Integral Ad Science Holding Corp | Yes | Yes | Yes | No |
| Competitors combined (13) | ||||
| High-Confidence Competitors (1) | ||||
| Similar Growth & Profitability (8) | 75.00 % (6 of 8) | 100.00 % (8 of 8) | 87.50 % (7 of 8) | 12.50 % (1 of 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.
IAS Stock Performance relative to its Competitors
IAS Stock Performance relative to High-Confidence Competitors
IAS Stock Performance relative to Similar Growth & Profitability 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 | Viant Technology Inc | 282.9% | Outperformed |
| 3 | Harte Hanks Inc | 282.9% | Outperformed |
| 4 | Doubleverify Holdings Inc | 282.9% | Outperformed |
| 5 | Magnite Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Integral Ad Science Holding's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Integral Ad Science Holding's Comment on Competition and Industry Peers
Publicly Traded Peers of Integral Ad Science Holding Corp
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Integral Ad Science Holding Corp | 1,755.74 | 590.67 |
| Taboola com Ltd | 990,735.88 | 1,960.73 |
| Oracle Corporation | 397,830.00 | 73,266.00 |
| Trade Desk Inc | 5,799.16 | 2,990.14 |
| Magnite Inc | 3,443.82 | 742.04 |
| Doubleverify Holdings Inc | 2,115.74 | 768.82 |
| SUBTOTAL | 1,405,288.38 | 84,545.72 |
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Sources: Integral Ad Science Holding Corp'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 Integral Ad Science Holding Corp versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Integral Ad Science Holding's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Doubleverify Holdings Inc | Named by the company | 85% |
| Oracle Corporation | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Integral Ad Science Holding'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.
Integral Ad Science Holding'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 |
|---|---|
| Integral Ad Science Holding Corp | Reportable 100.00 % |
| Oracle Corporation | Cloud and Software Business 83.96 % |
| Criteo S a | Retail Media 16.53 % |
| Groupon Inc | North America 76.82 % |
| Teads Holding Co | Reporting 100.00 % |
| Harte Hanks Inc | Fulfillment and Logistics Services 46.36 % |
Source: operating segment revenue as reported in each company's SEC filings (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).
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Integral Ad Science Holding'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 |
|---|---|---|---|
| Integral Ad Science Holding Corp | 1,756 | 671,211 | 124,475 |
| Taboola com Ltd | 990,736 | 980,366 | 59,381 |
| Oracle Corporation | 397,830 | 519,617 | 134,184 |
| Trade Desk Inc | 5,799 | 778,074 | 105,878 |
| Magnite Inc | 3,444 | 764,206 | 171,873 |
| Doubleverify Holdings Inc | 2,116 | 624,552 | 47,814 |
| PEERS TOTAL | 1,403,533 | 524,201 | 118,801 |
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Integral Ad Science Holding'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 |
|---|---|
| Integral Ad Science Holding Corp | Americas 71.45 % |
| Oracle Corporation | Americas 63.46 % |
| Magnite Inc | United States 75.01 % |
| Pubmatic Inc | United States 53.54 % |
| Criteo S a | Americas 63.52 % |
| Teads Holding Co | EMEA 61.84 % |
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.
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Integral Ad Science Holding's Position in Industry Market Structure
Market-capitalization share and concentration across all 75 companies in Integral Ad Science Holding's industry classification, broader than the peer set above. Market cap in millions of $.Integral Ad Science Holding ranks #0 of 75 companies by market capitalization in its industry, holding 0.00 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 6,223, indicating a highly concentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Meta Platforms Inc | 1,858,015 | 78.61 % |
| 2 | Applovin Corporation | 104,741 | 4.43 % |
| 3 | Nebius Group n v | 60,012 | 2.54 % |
| 4 | Gds Holdings Limited | 52,815 | 2.23 % |
| 5 | Rentokil Initial Plc | 1,234 | 5.2% |
| 6 | Thomson Reuters Corporation | 1,234 | 5.2% |
| 7 | Zoom Communications Inc | 1,234 | 5.2% |
| 8 | Digitalocean Holdings Inc | 1,234 | 5.2% |
| 9 | Flutter Entertainment Plc | 1,234 | 5.2% |
| 10 | Gartner Inc | 1,234 | 5.2% |
| 0 | Integral Ad Science Holding Corp | 1,756 | 0.00 % |
Market cap and industry share for the rest of Integral Ad Science Holding's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2025-12-22.
Integral Ad Science Holding's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Internet Services & Social Media industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (112 companies).| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 77.42 % | 53.20 % (avg) | +24.2 pp |
| Operating Margin | 11.09 % | industry median | +13.7 pp |
| EBITDA Margin | 26.37 % | 8.63 % (avg) | +17.7 pp |
| Capital Intensity (Capex / Revenue) | 7.31 % | 6.24 % (avg) | +1.1 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.
Integral Ad Science Holding's Valuation vs Competitive Position
Valuation multiples vs the Internet Services & Social Media industry average (112 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 33.2x | 40.0x | -6.8x |
| EV / EBITDA | 9.6x | 20.6x | -10.9x |
| P/B | 1.5x | 4.5x | -3.0x |
| Return on Equity | 10.38 % | industry aggregate | -21.56 % |
| Return on Invested Capital | 3.03 % | 0.06 % (avg) | 2.97 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Integral Ad Science Holding's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|
| Revenue Growth | - | - | 16.17 % | 11.75 % |
| Operating Margin | - | 3.71 % | 3.60 % | 11.39 % |
| Return on Invested Capital | - | 0.81 % | 0.86 % | 2.95 % |
| P/E | - | - | 361.3x | 44.1x |
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.
Integral Ad Science Holding's Strategic Group Map
Every company in Integral Ad Science Holding's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Integral Ad Science Holding is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Integral Ad Science Holding'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 |
|---|---|---|
| Competitive Rivalry | Low | Industry HHI of 6,223 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | High (capital intensive) | Capital intensity (capex / revenue) of 7.31 % vs industry average 6.24 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Integral Ad Science Holding's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Integral Ad Science Holding's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Integral Ad Science Holding's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Integral Ad Science Holding falls in the Medium attractiveness / High strength cell: Invest / Grow.
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.
Integral Ad Science Holding'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
- Operating margin 13.7 points above the industry median.
- Latest-quarter revenue run-rate is accelerating (+4.5% annualized vs trailing 12 months).
Weaknesses
- Return on equity 21.6 points below the industry aggregate.
- Underperforming the U.S.A. 500 over the trailing 12 months.
Opportunities
- Trades at a lower P/E than the industry average (33.2x vs 40.0x) despite a higher return on invested capital -- a possible re-rating opportunity.
- A meaningful share of tracked competitors (44.40 %) show financial-distress signals, a possible opening to gain share.
Threats
- Industry dominated by Meta Platforms Inc , holding 78.61 % of industry market cap.
- Tracked peer group's revenue run-rate is broadly decelerating (-13.2% annualized).
- High capital intensity requires continuous reinvestment just to keep pace with the industry.
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.
Integral Ad Science Holding'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 |
|---|---|---|---|
| Integral Ad Science Holding Corp | 1.26 | 3.73 | 0.01 |
| Taboola com Ltd | 0.27 | 1.09 | 0.09 |
| Oracle Corporation | 0.72 | 1.12 | 2.83 |
| Trade Desk Inc | 0.31 | 1.68 | - |
| Magnite Inc | 0.23 | 1.02 | 0.52 |
| Doubleverify Holdings Inc | 1.91 | 4.35 | - |
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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.
Integral Ad Science Holding'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 |
|---|---|---|---|
| Integral Ad Science Holding Corp | Q3 2025 | +15.6 % | -56.5 % |
| Taboola com Ltd | Q2 2026 | +2.4 % | - |
| Oracle Corporation | Q3 2026 | +24.0 % | +62.6 % |
| Trade Desk Inc | Q2 2026 | +3.0 % | -28.6 % |
| Magnite Inc | Q2 2026 | +11.2 % | +73.9 % |
| Doubleverify Holdings Inc | Q2 2026 | +2.5 % | +47.5 % |
| PEERS TOTAL | +21.4 % | +56.0 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Integral Ad Science Holding'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 |
|---|---|---|---|
| Integral Ad Science Holding Corp | Q3 2025 | +29.9 % | +6.2 % |
| Taboola com Ltd | Q2 2026 | +2.3 % | +5.3 % |
| Oracle Corporation | Q3 2026 | - | +235.2 % |
| Trade Desk Inc | Q2 2026 | +22.1 % | -63.6 % |
| Magnite Inc | Q2 2026 | -4.5 % | +2.6 % |
| Doubleverify Holdings Inc | Q2 2026 | -1.9 % | +10.3 % |
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Integral Ad Science Holding's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Integral Ad Science Holding Corp | 9.39% | 9.88% | 10.38% |
| Taboola com Ltd | 7.61% | 10.84% | 12.80% |
| Oracle Corporation | 7.73% | 9.84% | 44.45% |
| Trade Desk Inc | 6.90% | 13.97% | 16.09% |
| Magnite Inc | 5.53% | 12.87% | 18.62% |
| Doubleverify Holdings Inc | 4.50% | 4.82% | 5.37% |
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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).
Integral Ad Science Holding's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Integral Ad Science Holding Corp | 36.93 | 2.97 |
| Taboola com Ltd | 8.29 | 505.29 |
| Oracle Corporation | 20.79 | 5.43 |
| Trade Desk Inc | 14.87 | 1.94 |
| Magnite Inc | 21.47 | 4.64 |
| Doubleverify Holdings Inc | 37.03 | 2.75 |
| PEERS AVERAGE | 73.44 | 16.62 |
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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.