ADV · Advantage Solutions Inc. Class A
What's happening
- ADV is up 0.27% today, trading at $28.30. — Live quote
- Volume today (1,644) is well below its 3-month average of 108,710. (Finnhub fundamentals)
- Reports earnings on 2026-11-10, 19 days away. (Finnhub earnings calendar)
- Last quarter's EPS missed estimates: $0.52 actual vs. $1.53 estimated (-65.9%). (Finnhub earnings history)
Deterministic template sentences filled in from the same sourced figures shown elsewhere on this page -- not an AI-written summary, no live model call.
Key Statistics
Analyst Recommendations
Aggregate ratings for 2026-10-01 (6 analysts polled by Finnhub) — consensus count.
Performance Overview (Trailing returns vs S&P 500 benchmark)
Earnings Trends (Quarterly EPS Actual vs Estimate)
Valuation Measures & Ratios
Quarterly history (5 periods)
| Measure | Jun '26 | Mar '26 | Sep '25 | Jun '25 | Mar '25 |
|---|---|---|---|---|---|
| Market cap | $555.8M | $276.5M | — | $427.5M | $486.0M |
| P/E | -3.85 | -2.01 | — | -1.86 | -2.37 |
| Price/Sales | 0.16 | 0.08 | — | 0.12 | 0.14 |
| EV/Revenue | 0.56 | 0.48 | — | 0.57 | 0.58 |
| ROA | -5.69% | -5.37% | — | -7.60% | -6.80% |
Trailing-twelve-month ratios computed from SEC EDGAR quarterly figures and historical daily close prices (Alpaca). Diluted shares are derived from Net income ÷ EPS (diluted) for each quarter, not separately reported. Forward P/E/PEG unavailable (no free data source).
Glossary — what these abbreviations mean
- 1. TTM
- Trailing twelve months — the sum of the last four reported quarters, not a calendar year or the single latest quarter.
- 2. EPS
- Earnings per share — net income divided by diluted shares outstanding.
- 3. Beta
- A stock's historical volatility relative to the overall market. Above 1 means it has moved more than the market; below 1, less.
- 4. EV (Enterprise Value)
- Market cap plus total debt minus cash — roughly what it would cost to buy the whole company, debt included.
- 5. Forward P/E
- Price divided by analysts' estimated earnings for the next 12 months, instead of trailing actual earnings.
- 6. PEG Ratio
- P/E divided by expected earnings growth rate. A lower number can indicate a stock is cheap relative to how fast it's expected to grow.
- 7. Price / Book
- Share price divided by book value (assets minus liabilities) per share.
- 8. ROE
- Return on equity — net income divided by shareholders' equity, a measure of how efficiently a company turns equity into profit.
- 9. ROA
- Return on assets — net income divided by total assets, a measure of how efficiently a company turns assets into profit.
- 10. MRQ
- Most recent quarter — the single latest reported period, as opposed to TTM. The Financials section's "Quarterly" view below shows MRQ-style figures.
- 11. YoY
- Year over year — percent change versus the same period one year earlier, used for growth figures like those on Compare cards and the Screener.
Short Interest
Source: FINRA Rule 4560 consolidated short interest, settlement date 2026-09-30. Reported bi-monthly with a reporting lag — not real-time.
Quotes and the 1-day extended-hours chart: Yahoo Finance. Longer historical charts: Alpaca (IEX feed) — real-time but IEX-only volume (~2.5% of consolidated market volume). Fundamentals + earnings: Finnhub.
Price history
Drag horizontally to zoom into a section; use Reset view to restore all observations.
Technical signal summary
Calculating from the latest year of daily price history…
Show Technical Analysis Breakdown ▾ 10 Indicators
Not investment advice — read several signals together.
Indicators None active
History limited by data provider; markers are heuristics, not signals.
Peer and sector context
Balanced evidence
A deterministic summary of sourced facts—not an AI verdict.
Potential strengths
- Revenue growth is 1.8% on the provider's reported measure. Finnhub fundamentals ↗
- Latest SEC filing is Form 8-K, filed 2026-10-19; review it for current changes and risks. SEC EDGAR ↗
Potential concerns
- Net profit margin is -7.7%. Finnhub fundamentals ↗
- Trailing 52-week price return is -19.1%. Finnhub market metrics ↗
Rule-based facts only; absence from either side is not evidence, and this is not a recommendation.
More on ADV
No accessible free API for these — links go to the source directly.
Financials
Fundamental trends
Visualized from the same SEC figures in the tables below.
Income statement
| Line item | Jun '26 | Mar '26 | Sep '25 | Jun '25 | Mar '25 | Sep '24 | Jun '24 | Mar '24 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $889.5M | $869.6M | $915.0M | $873.7M | $821.8M | $939.3M | $873.4M | $861.4M |
| Operating income | $1.7M | $4.2M | $40.2M | $10.0M | -$14.6M | -$3.2M | -$91.3M | -$29.9M |
| Net income | -$62.7M | -$71.8M | $20.6M | -$30.4M | -$56.1M | -$42.8M | -$100.8M | -$5.3M |
| EPS (diluted) | $-4.85 | $-5.49 | — | $-2.35 | $-4.36 | $-0.13 | $-0.31 | $-0.02 |
| EPS (basic) | $-4.85 | $-5.49 | — | $-2.35 | $-4.36 | $-0.13 | $-0.31 | $-0.02 |
| Operating margin | $0 | $0 | $4 | $1 | -$2 | -$0 | -$10 | -$3 |
| Net margin | -$7 | -$8 | $2 | -$3 | -$7 | -$5 | -$12 | -$1 |
Balance sheet
| Line item | Jun '26 | Mar '26 | Dec '25 | Sep '25 | Jun '25 | Mar '25 | Dec '24 | Sep '24 |
|---|---|---|---|---|---|---|---|---|
| Total assets | $2.54B | $2.56B | $2.79B | $2.99B | $3.03B | $3.01B | $3.11B | $3.39B |
| Total liabilities | $2.14B | $2.09B | $2.24B | $2.29B | $2.35B | $2.32B | $2.36B | $2.46B |
| Stockholders' equity | — | — | — | — | — | — | $748.7M | $932.5M |
| Total current assets | $830.3M | $804.8M | $972.6M | $943.9M | $926.7M | $879.0M | $910.7M | $975.2M |
| Total current liabilities | $462.9M | $412.0M | $432.6M | $428.9M | $473.4M | $441.9M | $460.1M | $512.9M |
| Cash & equivalents | $102.3M | $143.9M | $240.8M | $201.1M | $102.9M | $121.1M | $205.2M | $196.1M |
| Accounts receivable | $634.9M | $572.6M | $595.0M | $635.4M | $673.3M | $641.7M | $603.1M | $667.4M |
| Property, plant & equipment | $121.6M | $121.8M | $115.9M | $100.8M | $97.3M | $98.6M | $97.8M | $90.1M |
| Goodwill | $438.9M | $438.9M | $438.9M | $477.0M | $477.0M | $477.0M | $477.0M | $610.5M |
| Intangible assets | $909.3M | $951.6M | $993.9M | $1.20B | $1.25B | $1.29B | $1.33B | $1.42B |
| Other non-current assets | $36.7M | $42.5M | $38.0M | $35.5M | $37.9M | $34.8M | $61.9M | $62.5M |
| Accounts payable | $176.1M | $176.5M | $162.4M | $167.2M | $176.8M | $180.6M | $158.5M | $197.9M |
| Accrued liabilities | — | — | — | — | — | — | — | — |
| Deferred revenue (current) | $25.0M | $25.1M | $30.5M | $29.8M | $31.4M | $26.6M | $24.2M | $29.5M |
| Short-term debt | $25.3M | $25.9M | $13.2M | $13.2M | $13.2M | $13.2M | $13.2M | $13.2M |
| Long-term debt | $1.52B | $1.52B | $1.66B | $1.66B | $1.66B | $1.67B | $1.69B | $1.69B |
| Other non-current liabilities | $51.3M | $54.9M | $56.2M | $56.7M | $62.6M | $63.2M | $64.1M | $69.9M |
| Common stock & paid-in capital | $1.0K | $1.0K | $1.0K | $33.0K | $33.0K | $32.0K | $32.0K | $32.0K |
| Retained earnings | -$3.00B | -$2.94B | -$2.87B | -$2.71B | -$2.73B | -$2.70B | -$2.64B | -$2.46B |
| Accumulated other comprehensive income (loss) | -$10.1M | -$8.5M | -$4.2M | -$5.4M | -$1.7M | -$15.1M | -$15.9M | -$3.3M |
Cash flow
| Line item | Jun '26 | Mar '26 | Dec '25 | Sep '25 | Jun '25 | Mar '25 | Dec '24 | Sep '24 |
|---|---|---|---|---|---|---|---|---|
| Operating cash flow | -$6.5M | $23.7M | $45.6M | $63.6M | -$8.1M | -$39.6M | $15.1M | $34.0M |
| Investing cash flow | -$9.5M | $27.5M | $17.5M | $7.0M | -$2.2M | -$18.4M | -$5.0M | $100.6M |
| Financing cash flow | -$25.4M | -$146.7M | -$26.3M | $18.5M | -$6.2M | -$22.1M | -$4.3M | -$92.6M |
| Free cash flow | — | — | $67.8M | $52.2M | -$10.2M | -$54.7M | $57.6M | $8.6M |
| Capital expenditures | — | — | -$22.2M | $11.4M | $2.1M | $15.1M | -$42.5M | $25.3M |
| Share-based compensation | $0 | $0 | $0 | $0 | $0 | -$1.5M | $1.4M | -$178.0K |
| Deferred income taxes | $8.7M | $9.1M | -$47.8M | -$8.3M | -$1.9M | $449.0K | -$41.1M | $13.3M |
| Change in accounts receivable | $64.8M | -$21.5M | -$38.1M | -$36.4M | $28.2M | $38.2M | -$60.7M | $18.8M |
| Change in accounts payable | -$100.0K | $14.4M | -$4.9M | -$9.0M | -$3.1M | $22.2M | -$38.4M | -$7.4M |
| Other investing activities | — | — | — | — | — | — | — | — |
| Share repurchases | $14.7M | $2.3M | $0 | $0 | $0 | $869.0K | $0 | $13.3M |
| Debt issued | — | — | — | — | — | — | — | — |
| Debt repaid | $6.5M | $131.3M | $3.3M | $3.3M | $3.3M | $3.3M | $3.2M | $3.3M |
Income statement
| Line item | Dec '25 | Dec '24 | Dec '23 | Dec '22 | Dec '21 |
|---|---|---|---|---|---|
| Revenue | $3.54B | $3.57B | $3.90B | $3.65B | $3.60B |
| Operating income | -$126.5M | -$295.0M | $46.6M | -$1.49B | $230.0M |
| Net income | -$227.7M | -$327.0M | -$63.3M | -$1.38B | $54.5M |
| EPS (diluted) | — | — | $-0.20 | $-4.33 | $0.17 |
| EPS (basic) | — | — | $-0.20 | $-4.33 | $0.17 |
| Operating margin | -$4 | -$8 | $1 | -$41 | $6 |
| Net margin | -$6 | -$9 | -$2 | -$38 | $2 |
Balance sheet
| Line item | Dec '25 | Dec '24 | Dec '23 | Dec '22 | Dec '21 |
|---|---|---|---|---|---|
| Total assets | $2.79B | $3.11B | $3.78B | $4.26B | $5.85B |
| Total liabilities | $2.24B | $2.36B | $2.68B | $3.03B | $3.27B |
| Stockholders' equity | — | $748.7M | $1.11B | $1.12B | $2.48B |
| Total current assets | $972.6M | $910.7M | $1.01B | $1.16B | $1.10B |
| Total current liabilities | $432.6M | $460.1M | $541.3M | $600.7M | $645.5M |
| Cash & equivalents | $240.8M | $205.2M | $120.8M | $118.0M | $164.6M |
| Accounts receivable | $595.0M | $603.1M | $659.5M | $869.0M | — |
| Property, plant & equipment | $115.9M | $97.8M | $64.7M | $70.9M | $63.7M |
| Goodwill | $438.9M | $477.0M | $710.2M | $724.8M | $2.21B |
| Intangible assets | $993.9M | $1.33B | $1.55B | $1.90B | $2.29B |
| Other non-current assets | $38.0M | $61.9M | $43.5M | $119.5M | $67.6M |
| Accounts payable | $162.4M | $158.5M | $172.9M | $261.5M | $277.4M |
| Deferred revenue (current) | $30.5M | $24.2M | $26.6M | $37.3M | $50.5M |
| Short-term debt | $13.2M | $13.2M | $13.3M | $14.0M | $14.4M |
| Long-term debt | $1.66B | $1.69B | $1.85B | $2.02B | $2.03B |
| Other non-current liabilities | $56.2M | $64.1M | $74.6M | $110.6M | $92.2M |
| Common stock & paid-in capital | $33.0K | $32.0K | $32.0K | $32.0K | $32.0K |
| Retained earnings | -$2.87B | -$2.64B | -$2.31B | -$2.25B | -$866.6M |
| Accumulated other comprehensive income (loss) | -$4.2M | -$15.9M | -$3.9M | -$18.8M | -$4.5M |
Cash flow
| Line item | Dec '25 | Dec '24 | Dec '23 | Dec '22 | Dec '21 |
|---|---|---|---|---|---|
| Operating cash flow | $61.5M | $93.1M | $228.5M | $104.7M | $126.0M |
| Investing cash flow | $3.8M | $206.4M | -$50.5M | -$106.1M | -$75.8M |
| Financing cash flow | -$36.2M | -$211.4M | -$178.4M | -$31.4M | -$86.3M |
| Free cash flow | $55.1M | $85.3M | $207.8M | $92.4M | $94.8M |
| Capital expenditures | $6.5M | $7.8M | $20.7M | $12.4M | $31.2M |
| Share-based compensation | -$1.5M | $723.0K | -$2.5M | -$6.9M | -$15.0M |
| Deferred income taxes | -$57.5M | -$57.3M | -$80.4M | -$190.8M | -$10.0M |
| Change in accounts receivable | -$8.0M | -$51.2M | -$38.9M | $85.7M | $215.5M |
| Change in accounts payable | $5.3M | -$12.9M | -$23.1M | -$14.2M | $46.0M |
| Share repurchases | $869.0K | $34.1M | $6.4M | $0 | $12.6M |
| Debt issued | — | — | — | — | — |
| Debt repaid | $13.2M | $13.1M | $13.3M | $13.3M | $13.3M |
Source: SEC EDGAR XBRL filings (10-Q/10-K), as originally tagged by the company. Quarterly cash flow is reconstructed by de-cumulating fiscal-year-to-date figures (how cash flow is tagged in 10-Qs); other quarterly lines are reported directly.
Institutional holders
SEC Form 13F filers holding ADV as of the latest reported quarter. 13F only covers investment managers with $100M+ in assets — this is not a complete ownership picture, and does not include insiders (see Recent SEC filings below) or non-13F-eligible holders.
Insider activity
Directors, officers, and 10%+ owners' reported transactions from SEC Form 4. A filing reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR Form 4 filings · checked 25 most recent filings · covers 2026-04-01 to 2026-09-02
Recent transactions
- Insiders have net bought 1,600 shares over the last 182 days, across 2 purchases and 0 sales.
- Most recent: Harsh Jeffrey Stephen (COO, Branded Services) — Tax withholding of 530 shares on 2026-09-02.
Deterministic template sentences filled in from the SEC Form 4 figures in the tables below -- not an AI-written summary, no live model call.
Insider purchases & sales, last 6 months
Counts only open-market purchases (code P) and sales (code S) — grants, option exercises, tax withholding, and gifts are excluded since they aren't a market buy/sell decision.
Insider roster
| Name | Title | Most Recent Transaction | Date | Shares |
|---|---|---|---|---|
| Harsh Jeffrey Stephen | COO, Branded Services | Tax withholding | 2026-09-02 | 530 |
| Growe Christopher | Chief Financial Officer | Gift | 2026-06-23 | 7,202 |
| Taylor Michael Larry | See Remarks | Option exercise | 2026-06-12 | 7,092 |
| MACEDONIO JODY L | Reporting person | Grant / award | 2026-05-27 | 4,477 |
| Costa Virginie | Reporting person | Grant / award | 2026-05-27 | 4,477 |
| Ratzan Brian K. | Reporting person | Grant / award | 2026-05-27 | 4,477 |
| KILTS JAMES M | Reporting person | Grant / award | 2026-05-27 | 4,477 |
| Manherz Robin | Reporting person | Grant / award | 2026-05-27 | 4,477 |
| Poole Deborah | Reporting person | Grant / award | 2026-05-27 | 4,477 |
| WEST DAVID J | Reporting person | Grant / award | 2026-05-27 | 4,477 |
| PEACOCK DAVID A | Chief Executive Officer | Open market purchase | 2026-05-19 | 800 |
| Karman Topco L.P. | Reporting person | Other acquisition/disposition | 2026-05-14 | 190,324 |
| Gore Daniel | Chief Accounting Officer | Grant / award | 2026-04-29 | 16,000 |
| Johnson George Ricardo | See Remarks | Grant / award | 2026-04-29 | 13,462 |
Recent transactions
| Date | Insider | Title | Transaction | Shares | Price |
|---|---|---|---|---|---|
| 2026-09-02 | Harsh Jeffrey Stephen | COO, Branded Services | Tax withholding | 530 | $31.92 |
| 2026-06-23 | Growe Christopher | Chief Financial Officer | Gift | 7,202 | $0.00 |
| 2026-06-23 | Growe Christopher | Chief Financial Officer | Gift | 7,202 | $0.00 |
| 2026-06-12 | Taylor Michael Larry | See Remarks | Option exercise | 7,092 | $0.00 |
| 2026-06-12 | Taylor Michael Larry | See Remarks | Tax withholding | 3,403 | $39.20 |
| 2026-06-12 | Growe Christopher | Chief Financial Officer | Option exercise | 3,971 | $0.00 |
| 2026-06-12 | Growe Christopher | Chief Financial Officer | Tax withholding | 2,162 | $39.20 |
| 2026-05-27 | MACEDONIO JODY L | Reporting person | Grant / award | 4,477 | $0.00 |
| 2026-05-27 | Costa Virginie | Reporting person | Grant / award | 4,477 | $0.00 |
| 2026-05-27 | Ratzan Brian K. | Reporting person | Grant / award | 4,477 | $0.00 |
| 2026-05-27 | KILTS JAMES M | Reporting person | Grant / award | 4,477 | $0.00 |
| 2026-05-27 | Manherz Robin | Reporting person | Grant / award | 4,477 | $0.00 |
| 2026-05-27 | Poole Deborah | Reporting person | Grant / award | 4,477 | $0.00 |
| 2026-05-27 | WEST DAVID J | Reporting person | Grant / award | 4,477 | $0.00 |
| 2026-05-19 | PEACOCK DAVID A | Chief Executive Officer | Open market purchase | 800 | $34.60 |
| 2026-05-18 | PEACOCK DAVID A | Chief Executive Officer | Open market purchase | 800 | $34.60 |
| 2026-05-14 | Karman Topco L.P. | Reporting person | Other acquisition/disposition | 190,324 | — |
| 2026-04-29 | PEACOCK DAVID A | Chief Executive Officer | Grant / award | 56,000 | $0.00 |
| 2026-04-29 | Growe Christopher | Chief Financial Officer | Grant / award | 25,846 | $0.00 |
| 2026-04-29 | Gore Daniel | Chief Accounting Officer | Grant / award | 16,000 | $0.00 |
| 2026-04-29 | Taylor Michael Larry | See Remarks | Grant / award | 23,692 | $0.00 |
| 2026-04-29 | Johnson George Ricardo | See Remarks | Grant / award | 13,462 | $0.00 |
| 2026-04-29 | Harsh Jeffrey Stephen | COO, Branded Services | Grant / award | 12,923 | $0.00 |
| 2026-04-20 | Growe Christopher | Chief Financial Officer | Tax withholding | 496 | $33.76 |
| 2026-04-20 | Taylor Michael Larry | See Remarks | Tax withholding | 387 | $33.76 |
| 2026-04-06 | Growe Christopher | Chief Financial Officer | Tax withholding | 1,701 | $23.55 |
| 2026-04-06 | Taylor Michael Larry | COO, Retailer Services | Tax withholding | 1,291 | $23.55 |
| 2026-04-06 | Johnson George Ricardo | See Remarks | Tax withholding | 1,401 | $23.55 |
| 2026-04-01 | Gore Daniel | Chief Accounting Officer | Tax withholding | 1,785 | $19.19 |
Recent SEC filings
Official company reports and insider transaction filings. Form 4 reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR submissions · updated 2026-10-22 02:57 UTC
| Filed | Form | Report period | Official filing |
|---|---|---|---|
| 2026-10-19 | 8-K | 2026-10-15 | View on SEC.gov → |
| 2026-10-05 | 8-K | 2026-10-01 | View on SEC.gov → |
| 2026-09-04 | 4 | 2026-09-02 | View on SEC.gov → |
| 2026-08-05 | 10-Q | 2026-06-30 | View on SEC.gov → |
| 2026-08-05 | 8-K | 2026-08-05 | View on SEC.gov → |
| 2026-06-25 | 4 | 2026-06-23 | View on SEC.gov → |
| 2026-06-16 | 4 | 2026-06-12 | View on SEC.gov → |
| 2026-06-16 | 4 | 2026-06-12 | View on SEC.gov → |
| 2026-05-29 | 4 | 2026-05-27 | View on SEC.gov → |
| 2026-05-29 | 4 | 2026-05-27 | View on SEC.gov → |
| 2026-05-29 | 4 | 2026-05-27 | View on SEC.gov → |
| 2026-05-29 | 4 | 2026-05-27 | View on SEC.gov → |
Recent news
Headlines about ADV (Advantage Solutions Inc. Class A). Links open the publisher — we don’t host full articles.
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REG - H.B. Fuller Company Adv Medical Solutns. - Update on Bidco's Financing Arrangements
TradingView · 2026-10-22 -
Form 4 Clarion Partners Real Estate Income Fund Inc.: FRANKLIN TEMPLETON INC (Affiliate of Investment Adv.) For: 19 October By Investing.com
Investing.com Canada · 2026-10-22 -
[CME Group Q3 2026 Earnings Call] CME Posts Record Q3 Revenue of $1.7B, ADV Jumps 16% to 29.4M Contracts as Q4 Tracking 17% Above Record
BigGo Finance · 2026-10-21 -
REG - BlackRock Group Adv Medical Solutns. - Form 8.3 - Advanced Medical Solutions Group plc
TradingView · 2026-10-21 -
TG Therapeutics (TGTX) Showcases Long-Term MS Trial Data and Adv
GuruFocus · 2026-10-21 -
Advantage Solutions Inc. to Report Third Quarter 2026 Financial Results on November 4, 2026
Quiver Quantitative · 2026-10-21 -
Advantage Solutions to Report Third Quarter 2026 Financial Results
Yahoo · 2026-10-21 -
Third-quarter results are set for 7 a.m. Nov. 4; Advantage Solutions’ call follows at 8:30.
Stock Titan · 2026-10-21
No headlines in this category right now — try “All”.