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Thryv Holdings, Inc.
NASDAQ: THRY Technology IT 🔎 Screen
$92M
Market Cap
605.0
P/E
PEG
0.2%
ROCE
0.1%
ROE
1.08
D/E
7.2%
OPM
6
α RS
🌏 Global Investor Returns
Currency-adjusted total returns for THRY including FX impact
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📈 Price History
Ratio Health
Excellent
Good
Average
Poor
By Category
📊 Sector Averages
About

Thryv Holdings, Inc. provides digital marketing solutions and cloud-based tools to the small-to-medium-sized businesses in the United States.

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📈 Growth Pattern
📊 Quick Scorecard
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⭐ Superinvestors Holding THRY
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Manager Shares Value % of Fund Period
Jim Simons Renaissance Technologies LLC 115.1K $315K 0.00% Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

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✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter
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📞 Earnings Call Transcripts (5)
Q2 2026 Q2 2026 2026-08-04
SaaS revenue grew to $114.5M in Q2 2026, with ARPU up 12% year-over-year and SaaS now 76% of total revenue. The new AI-native Thryv Growth Platform launched, supported by strategic partnerships and integrations, while restructuring aims for $60M in savings.
Q1 2026 Q1 2026 2026-04-30
SaaS revenue grew 5% year-over-year to $117M, now 70% of total revenue, with strong AI adoption and a 30% increase in Marketing Center. Guidance for full-year SaaS revenue was raised, and the business expects to return to top-line growth by 2027.
Q4 2025 Q4 2025 2026-02-26
SaaS revenue grew 34% year-over-year with strong margins, driven by the Marketing Center and a focus on quality customers. The unified, AI-powered platform launches in 2026, with conservative near-term guidance as the business transitions from legacy services.
Q3 2025 Q3 2025 2025-10-30
SaaS revenue rose 33% year over year, driven by product innovation, AI integration, and a strategic shift from legacy Marketing Services. Vertical solutions and upmarket focus are boosting ARPU and retention, while guidance for both SaaS and Marketing Services was raised.
Q2 2025 Q2 2025 2025-07-30
Q2 saw 48% SaaS revenue growth, record margins, and improved leverage as the business exited its financial pinch point. New vertical and payroll products launched, with ARPU and multi-product adoption rising. Guidance for SaaS and Marketing Services was raised for the year.
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📊 Analysis Methodology

This comprehensive investment analysis was conducted using The Finmagine™ Stock Analysis & Ranking Methodology, a proprietary framework that systematically evaluates stocks across five critical dimensions: Financial Health, Growth Prospects, Competitive Positioning, Management Quality, and Valuation.

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Financial Model
Projections are built from each company's audited annual financials (Income Statement, Balance Sheet, Cash Flow) over the last 5 fiscal years. Forward assumptions — revenue growth %, EBITDA margin, D&A (USD millions), interest expense, tax rate, and capex — are AI-generated using historical context and refreshed twice a year: after the December results season and after the September/Q4 results season.

DCF Valuation
Fair Value = Σ(FCFt / (1+WACC)t) + Terminal Value. Terminal Value uses the Gordon Growth Model: FCF5 × (1+g) / (WACC−g). Default WACC: 10% (US risk-free ~4.5%, equity risk premium ~5.5%). Default terminal growth: 3% (long-run US nominal GDP proxy).

CAGR Tracker
Expected 5-year CAGR = (DCF Fair Value / Current Price)1/5 − 1. Assumes fair value is reached in exactly 5 years — a mechanical estimate only.

Data Sources & Limitations
Financial statements sourced from public filings. Prices updated daily. Forward assumptions are AI-generated. All monetary values in USD millions. Non-US ADR companies may have currency conversion inaccuracies. Models are point-in-time and do not update intra-quarter or account for M&A, macro shocks, or extraordinary items.

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Investment Risk:
Investing in securities, including US equities and ETFs, involves inherent risks including the potential loss of principal. All investments are subject to market fluctuations, economic conditions, regulatory changes, and other factors that may affect their value. Past performance is not indicative of future results. This analysis is provided for informational and educational purposes only and should not be construed as investment advice under any circumstances.

No Investment Recommendation:
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Conflict of Interest Disclosure:
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Information Sources:
The analysis is based on publicly available information including SEC filings (10-K, 10-Q), annual reports, management commentary, and publicly available financial data. Information is believed to be accurate as of the date of publication but may be subject to change without notice. Readers are encouraged to independently verify all information before acting upon it.

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