by winston » Sun May 10, 2015 8:22 pm
Comscore
The eyeball migration from TV to online media is also driving business at digital-analytics firm comScore.
Headquartered in Reston, Va., comScore is, at its core, a subscription-based research company that tracks the online behavior of more than 2 million users.
In 2012 comScore introduced a cutting-edge digital advertising analytic called vCE (validated Campaign Essentials), which competes directly with Nielsen’s Online Campaign Ratings (OCR).
Last year comScore announced that Google would test vCE technology in its DoubleClick ad server and that Yahoo has agreed to a similar deal. With vCE growing at an estimated 35% annual clip, expect the firm’s growth to accelerate if, as I expect, vCE becomes an integral part of the analytics equation provided by Google and Yahoo.
In February ad giant WPP signed a strategic partnership with comScore and will acquire as much as 20% of the company. With sales and EPS growth of 17% and 32%, respectively, shares trade for 26 times my forward estimate of $2.
Source: Forbes
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