PUBM

PubMatic, Inc. Technology Software - Application

/12
Innovation Score

Patent Activity

/3
No patents found in USPTO database (last 2026-05-04).

Cash Runway

/3
Operating cash flow positive — self-funding.
Cash on hand:

Revenue Trajectory

/3
Revenue:
YoY Growth: -6.4%

Management Quality

/3
Insider ownership: 6.9%
SBC/Revenue: 33.8%
No reverse splits detected

Key Metrics

Market Cap
Revenue
Revenue Growth (YoY) -6.4%
Cash on Hand
Cash Runway Cash Flow Positive
Shares Outstanding 38.4M
Insider Ownership 6.9%
SBC / Revenue 33.8%
Sector / Industry Technology / Software - Application

7-Step Risk Assessment

How PUBM maps to our micro cap methodology:

  1. Innovation Signal No patents found. Innovation may be trade-secret-based or too early for filings.
  2. Cash Runway Check Cash flow positive. No dilution risk from capital raises.
  3. Revenue Trajectory -6.4% YoY growth on revenue. Revenue declining — investigate whether this is temporary or structural.
  4. Management Alignment Insiders hold 6.9% of shares. SBC is 33.8% of revenue.
  5. Competitive Moat Review the company's 10-K for barriers to entry: patents, network effects, switching costs, regulatory approvals. This step requires manual research.
  6. Catalyst Identification Look for upcoming catalysts: FDA decisions, contract wins, product launches, partnerships. Check recent 8-K filings and earnings transcripts.
  7. Position Sizing Micro caps carry outsized risk. Consider position sizing relative to conviction level and portfolio concentration. This is a company.

Financial Detail

Free Cash Flow $50.8M
FCF Yield 10.5%
Return on Equity -5.4%
Debt / Equity 16.8%
Gross Margin 63.6%
Profit Margin -5.1%
Operating Margin 11.8%
Price / Book 1.83
Current Ratio 1.39
Dividend Yield None
Share Count Change (YoY) -2.5%
Share Count Change (3yr) -11.0%

Quality Flags

Low Debt FCF Positive Share Cannibal Buying Back

Free Cash Flow Trend

Growing 3yr CAGR: +6.4%
Consecutive Years FCF Positive 4
Annual FCF ($M):
2022: $38.3M 2023: $52.8M 2024: $34.9M 2025: $46.2M

Business Health

Annual financials — how the underlying business has performed over the past several years.

Cash Flow Free cash flow & net income ($M)

Revenue Annual revenue ($M) — business growth proxy

Total Debt Balance sheet debt ($M)

ROIC Return on invested capital (%)

FCF Yield Free cash flow / market cap (%)

Gross Margin Pricing power & competitive moat (%)

Shares Outstanding Buybacks vs dilution (millions)

Disclaimer: This is an automated screening tool, not investment advice. Micro cap stocks are inherently risky with low liquidity and high volatility. The innovation score is based on publicly available data and may not reflect the full picture. Steps 5-7 of the methodology require your own research. See our full disclaimer.

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