Employees: 511
Size Perion Network (PERI) is a United States Information Technology company (Internet Software/Services) with a market value of $370M, the 2921st largest of 3,117 United States companies the cockpit tracks. Shares closed at $11.39 on 6 Nov 2026.
Performance Over six months the shares gained 3.0%, against -6.7% for the median peer and -1.1% for the United States market (cap-weighted) — 8th highest of 21 in its peer set.
Growth Revenue grew 2.9% over the last twelve months (peer median +8.4%); the operating margin is -4.0% (peer median 2.6%).
Valuation It trades at 8.2× forward earnings against a peer median of 18.1× (3rd cheapest of 11).
Price implies For today's price to make sense, revenue must grow about -20% a year for seven years (Req g). Recent delivered growth is +6%, so the hurdle is -26 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 12.4 points below its cost of capital (8.8% WACC).
Short interest Short interest is 3.1% of the free float (15 Oct 2026).
Next results Next results expected around 16 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $436M | $440M | $498M | $743M | $640M |
| Revenue growth | — | -12% | -33% | +16% | — |
| Gross profit | $128M | $134M | $149M | $258M | $223M |
| EBITDA | $2.59M | $4.10M | $21.8M | $147M | $123M |
| Net income | -$12.9M | -$7.93M | $12.6M | $115M | $99.2M |
| Free cash flow | $37.9M | $38.1M | $67,000 | $155M | $121M |
| Capital expenditure | $8.97M | $5.74M | $6.87M | $811,000 | $1.06M |
| Total debt | $22.1M | $22.4M | $22.3M | $7.65M | $11.5M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | PERI | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +30.3% | -2.8% | 3rd highest of 21 |
| 6-month return | +3.0% | -6.7% | 8th highest of 21 |
| Distance from 52-week high | -0.6% | -36.4% | highest of 21 |
| Revenue growth (TTM) | +2.9% | +8.4% | 8th lowest of 21 |
| Operating margin | -4.0% | 2.6% | 5th lowest of 20 |
| Forward P/E | 8.2× | 18.1× | 3rd cheapest of 11 |
| Growth the price implies (Req g, 7 yrs) | -19.5% | 12.6% | least demanding of 13 |
| Growth delivered (Del g) | +6.0% | +9.7% | 3rd lowest of 13 |
| Hurdle (Req g minus delivered) | -25.6 pp | -0.7 pp | 3rd least demanding of 13 |
| ROIC minus cost of capital | -12.4 pp | -5.4 pp | 4th lowest of 15 |
| Net debt / EBITDA | -95.3× | -0.7× | least indebted of 12 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Perion Network PERI | United States | $370M | +3% | +3% | -4% | 8.2× | -19.5% | +6.0% |
| GA technologies 3491.T | Japan | $375M | -6% | +28% | 2% | 10.9× | n/a | n/a |
| Sohu.com Limited Sponsored ADR SOHU | United States | $361M | -12% | +9% | -7% | n/a | n/a | n/a |
| Sichuan Newsnet Media (Group) 300987.SZ | China | $386M | -13% | -13% | 3% | n/a | 16.2% | +9.6% |
| Trade-Van Information Services 6183.TW | Taiwan | $406M | -3% | +8% | 26% | n/a | -4.7% | +7.7% |
| GIBO GIBO | United States | $428M | +412% | -100% | n/a | n/a | n/a | n/a |
| Sublime China Information 301299.SZ | China | $318M | -35% | +10% | 19% | n/a | 9.0% | +10.4% |
| note 5243.T | Japan | $315M | +5% | +32% | 19% | 101.5× | 18.7% | +22.1% |
| Bairong 6608.HK | Hong Kong | $311M | -27% | -29% | -26% | n/a | n/a | n/a |
| ZipRecruiter ZIP | United States | $309M | +4% | 0% | 0% | n/a | 45.4% | +1.4% |
| Sichuan Hezong Medicine Easy-to-buy Pharmaceutical 300937.SZ | China | $304M | -24% | +4% | 0% | n/a | n/a | n/a |
| LITALICO 7366.T | Japan | $455M | +67% | +17% | 13% | 18.6× | 8.8% | +107.1% |
| Digital Arts 2326.T | Japan | $461M | -8% | +17% | 47% | 17.6× | -10.9% | +9.7% |
| Taboola.com TBLA | United States | $540M | -62% | +2% | 4% | 7.3× | -7.3% | +753.1% |
| Zhejiang NetSun 002095.SZ | China | $583M | -5% | -2% | -2% | n/a | 20.0% | +6.6% |
| Just Dial JUSTDIAL.NS | India | $610M | +24% | +9% | 25% | 10.9× | n/a | n/a |
| Shanghai Able Digital Science&Tech 2687.HK | Hong Kong | $612M | -50% | +19% | 10% | 20.6× | n/a | n/a |
| Digital Garage 4819.T | Japan | $654M | -10% | +4% | -6% | 61.2× | 30.0% | +7.1% |
| SiteMinder SDR.AX | Australia | $666M | +14% | +19% | -2% | 94.9× | 21.9% | +21.4% |
| Jumia Technologies AG Sponsored ADR JMIA | United States | $676M | -29% | +27% | -27% | n/a | n/a | n/a |
| Cars.com CARS | United States | $715M | +14% | +1% | 11% | 6.2× | 5.7% | +5.7% |