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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength

vs
industry
vs
history
Cash to Debt No Debt
MM's Cash to Debt is ranked higher than
65% of the 77 Companies
in the Global Marketing Services industry.

( Industry Median: 33.81 vs. MM: No Debt )
MM' s 10-Year Cash to Debt Range
Min: 8.57   Max: No Debt
Current: No Debt

Equity to Asset 0.775
MM's Equity to Asset is ranked higher than
91% of the 77 Companies
in the Global Marketing Services industry.

( Industry Median: 0.42 vs. MM: 0.775 )
MM' s 10-Year Equity to Asset Range
Min: -0.97   Max: 0.78
Current: 0.78

-0.97
0.78
Z-Score: 11.55
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth

vs
industry
vs
history
Operating margin (%) -2.50
MM's Operating margin (%) is ranked lower than
81% of the 77 Companies
in the Global Marketing Services industry.

( Industry Median: 4.15 vs. MM: -2.50 )
MM' s 10-Year Operating margin (%) Range
Min: -45.7   Max: -0.7
Current: -2.5

-45.7
-0.7
Net-margin (%) -3.1
MM's Net-margin (%) is ranked lower than
78% of the 77 Companies
in the Global Marketing Services industry.

( Industry Median: 2.30 vs. MM: -3.1 )
MM' s 10-Year Net-margin (%) Range
Min: -46.5   Max: -0.3
Current: -3.1

-46.5
-0.3
ROE (%) -3.3
MM's ROE (%) is ranked lower than
73% of the 77 Companies
in the Global Marketing Services industry.

( Industry Median: 7.20 vs. MM: -3.3 )
MM' s 10-Year ROE (%) Range
Min: -3.3   Max: -0.9
Current: -3.3

-3.3
-0.9
ROA (%) -2.6
MM's ROA (%) is ranked lower than
75% of the 77 Companies
in the Global Marketing Services industry.

( Industry Median: 3.60 vs. MM: -2.6 )
MM' s 10-Year ROA (%) Range
Min: -28.9   Max: -0.5
Current: -2.6

-28.9
-0.5
ROC (Joel Greenblatt) (%) -18.90
MM's ROC (Joel Greenblatt) (%) is ranked lower than
68% of the 77 Companies
in the Global Marketing Services industry.

( Industry Median: 20.80 vs. MM: -18.90 )
MM' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -199.3   Max: -6.2
Current: -18.9

-199.3
-6.2
» MM's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q2 2012

MM Guru Trades in Q2 2012

Ron Baron 71,647 sh (New)
» More
Q3 2012

MM Guru Trades in Q3 2012

Steven Cohen 114,581 sh (New)
Ron Baron 71,647 sh (unchged)
» More
Q4 2012

MM Guru Trades in Q4 2012

Paul Tudor Jones 41,253 sh (New)
Steven Cohen 283,474 sh (+147.4%)
Ron Baron 70,000 sh (-2.3%)
» More
Q1 2013

MM Guru Trades in Q1 2013

Jim Simons 539,634 sh (New)
Steven Cohen 342,125 sh (+20.69%)
Ron Baron Sold Out
Paul Tudor Jones 16,700 sh (-59.52%)
» More
» Details

Insider Trades

Latest Guru Trades with MM

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Ron Baron 2013-03-31 Sold Out 0.01%$6.35 - $14.33 $ 7.51-27%0
Ron Baron 2012-06-30 New Buy0.01%$11.44 - $22.6 $ 7.51-52%71647
Premium More recent guru trades are included for Premium Members only!!

Guru Investment Theses on Millennial Media Inc

Baron Funds Comments on Millennial Media - Aug 24, 2012

From Baron Funds' second quarter commentary:

Millennial Media, Inc. (MM) is the third largest ad-platform in mobile advertising behind Google and Apple. Millennial's shares declined significantly in the second quarter following its strong IPO performance in the first quarter.The stock was negatively impacted by investors' perception that mobile monetization is more difficult and will take longer to pan out than previously expected. While we do not have any particular insights to the timing, we believe the company is a key enabler in mobile advertising and will capitalize on its strong competitive position over time. (Ashim Mehra)
Check out Ron Baron latest stock trades

Top Ranked Articles about Millennial Media Inc

Weekly 3-Year Low Highlights: NIHD, MM, CNSI, AVAV
According to GuruFocus list of three-year lows, NII Holdings Inc., Millenial Media Inc., Comverse Inc. and Aerovironment Inc. have all reached their three-year lows. Read more...
Weekly CFO Sells Highlight: CMCSA, MM, PIR, VAR, SPRT
According to GuruFocus Insider Data, the largest CFO sells during the past week were: Comcast Corp. (CMCSA), Millennial Media Inc. (MM), Pier 1 Imports Inc.(PIR), Varian Medical Systems Inc.(VAR), and Support.com Inc. (SPRT). Read more...
Yoc: Large Upside in a Hypergrowth Market
Mobile advertising is expected to jump six-fold from $3.3 billion last year to $20.6 billion in 2015, according to Gartner. The proliferation of smart phones, with Internet browsing and a multitude of applications, has created fertile ground for mobile media to spawn. Prior to the smart phone era, mobile advertising was limited to more rudimentary text messaging. The advent of the smart phone enables advertisers to target consumers at the point of purchase in real time. Furthermore, the immense amount of data provided by smart phone users enables highly targeted ad campaigns. Read more...
Millennial Media Inc. Closes Follow-On Offering, Insider Sells Reported  - Millennial Media Inc. Closes Follow-On Offering, Insider Sells Reported
Baltimore-based mobile advertising company Millennial Media Inc. (MM) announces today the official end of its follow-on offering, reporting net proceeds of about $12.4 million after deducting underwriting discounts and commissions. Millennial Media first filed a registration statement for the follow-on offering to the SEC on Oct. 15, proposing to sell up to a million shares, with about 9 million shares sold by Millennial stockholders. Read more...
Baron Funds Comments on Millennial Media

Ratios

vs
industry
vs
history
P/B 3.60
MM's P/B is ranked lower than
86% of the 77 Companies
in the Global Marketing Services industry.

( Industry Median: 1.74 vs. MM: 3.60 )
MM' s 10-Year P/B Range
Min: 3.1   Max: 8.46
Current: 3.6

3.1
8.46
P/S 3.20
MM's P/S is ranked lower than
90% of the 77 Companies
in the Global Marketing Services industry.

( Industry Median: 0.68 vs. MM: 3.20 )
MM' s 10-Year P/S Range
Min: 2.46   Max: 5.66
Current: 3.2

2.46
5.66
EV-to-EBIT 9.2
MM's EV-to-EBIT is ranked higher than
82% of the 77 Companies
in the Global Marketing Services industry.

( Industry Median: 18.20 vs. MM: 9.2 )
MM' s 10-Year EV-to-EBIT Range
Min: 139.2   Max: 377
Current: 9.2

139.2
377

Valuation & Return

vs
industry
vs
history
Price/Net Cash 6.4
MM's Price/Net Cash is ranked higher than
57% of the 77 Companies
in the Global Marketing Services industry.

( Industry Median: 6.10 vs. MM: 6.4 )
MM' s 10-Year Price/Net Cash Range
Min: 8.2   Max: 8.2
Current: 6.4

Price/Net Current Asset Value 12.9
MM's Price/Net Current Asset Value is ranked lower than
69% of the 77 Companies
in the Global Marketing Services industry.

( Industry Median: 4.40 vs. MM: 12.9 )
MM' s 10-Year Price/Net Current Asset Value Range
Min: 16.7   Max: 16.7
Current: 12.9

Price/Tangible Book 3.7
MM's Price/Tangible Book is ranked higher than
62% of the 77 Companies
in the Global Marketing Services industry.

( Industry Median: 2.45 vs. MM: 3.7 )
MM' s 10-Year Price/Tangible Book Range
Min: 4.7   Max: 4.7
Current: 3.7

Price/Median PS Value 0.8
MM's Price/Median PS Value is ranked lower than
64% of the 77 Companies
in the Global Marketing Services industry.

( Industry Median: 0.80 vs. MM: 0.8 )
MM' s 10-Year Price/Median PS Value Range
Min: 0.9   Max: 0.9
Current: 0.8

Business Description

Millennial Media Inc was incorporated under the laws of the State of Delaware on May 30, 2006. It is an independent mobile advertising platform company. The Company helps developers maximize their advertising revenue, acquire users for their apps and gain insights about their users. It offers advertisers significant audience reach, sophisticated targeting capabilities and the ability to deliver rich and engaging ad experiences to consumers on their mobile connected devices. The Company's proprietary technology and data platform, known as MYDAS, determines in real-time which ad to deliver, to whom and when, with the goal of optimizing the effectiveness of advertising campaigns regardless of device type or operating system. Its platform reached approximately 200 million unique users worldwide, including approximately 100 million unique users in the United States alone. It helps developers and advertisers remove complexity from mobile advertising. It provides tools and services to developers that allow their apps to display banner ads, interactive rich media ads and video ads from its platform. By partnering with it, developers gain access to advertising campaigns from advertiser clients as well as smaller performance-based advertisers. Through its mmDev portal, developers can download and integrate its software development kits, or SDKs, into their apps at no cost to them. The Company offers developers sophisticated reporting and analytics through an integrated dashboard on its mmDev portal, which includes comprehensive ad revenue generation reports for their apps across all major mobile operating systems. It offers all developers support through its mmDev portal, as well as various webinars, blogs and, in some cases, support from account managers.
Company Website
SEC Reports
Industry: Marketing Services
Compare:
Traded in other countries:2MM.Germany

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