- 14 июля 2011, 10:35
- Seeking Alpha. Most popular articles
I think the long-term prospects for comScore (SCOR) are bright, as both Internet traffic and digital consumption continue to grow significantly. Putting the fundamental and takeout perspectives aside, I recommend investors accumulate shares in comScore below $25 at which point SCOR shares are trading in line or at a discount to Nielsen Holdings NV (NLSN) shares on an Enterprise Value to Revenue basis. At that $25 level, the risk-reward basis is skewed toward the reward side for long-term and patient investors with downside to roughly $22 and upside to more than $32. That aside, should comScore make significant improvements to its margin profile near term, I would look to revisit potential downside and entry points.
As content consumption continues to move online across the globe, irrespective of types of devices, companies will need to have a better understanding of consumers’ online behavior in order to effectively market and
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