Behind the tickers of the usual marketing giants sits a smaller name that has quietly pushed revenue from about 1.0 billion dollars in 2024 to 1.3 billion in 2025, a near 30% jump on top of several years of 20%+ growth. Over the past three years its gross profit has more than doubled, adjusted EBITDA has climbed past 20% and free cash flow margins have moved into double digits, giving it both the growth and cash profile investors normally pay up for in software.

Instead the stock changes hands at roughly 2.7× trailing revenue and about 18× free cash flow, multiples that sit at the low end of the peer group. Management is guiding for more than 2.1 billion dollars of revenue and around a 25% adjusted EBITDA margin by 2028, which implies a mid‑20s compound growth rate from here if they hit the targets.
Top points of the analysis
Revenues have grown at least 20% a year for six years in a row, reaching $1.3 billion in 2025 and jumping by nearly half in the past two years.
The company has its…