CoverageForm 410-K10-Q8-K13D13G13F

DRCT · Direct Digital Holdings, Inc. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · DRCT

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue$6.68M-$7.98M$10.14M$8.16M-$9.07M$21.86M$22.27M-
Cost of Revenue$4.42M-$5.77M$6.58M$5.76M-$5.56M$15.92M$17.28M-
Gross Profit$2.26M-$2.21M$3.56M$2.39M-$3.51M$5.93M$5.00M-
R&D----------
SG&A$2.49M-$2.50M$2.35M$2.65M-$3.65M$3.83M$3.28M-
Total Operating Expenses$5.51M-$6.13M$5.99M$6.32M-$7.17M$8.00M$7.80M-
D&A$33.0K-$70.0K$77.0K$68.0K-$67.0K$68.0K$71.0K-
Operating Income($3.25M)-($3.91M)($2.43M)($3.92M)-($3.66M)($2.06M)($2.81M)-
Interest Expense$563.0K-$1.10M$1.79M$1.85M-$1.41M$1.03M$1.30M-
Income Tax$0-$0$0$0-$6.61M($274.0K)($200.0K)-
Net Income($5.25M)-($2.68M)($2.25M)($2.35M)-($2.69M)($590.0K)($775.0K)-
EPS - Basic($10.32)-($52.80)($50.60)($77.00)-($156.20)($35.20)($48.40)-
EPS - Diluted($10.32)-($52.80)($50.60)($77.00)-($156.20)($35.20)($48.40)-

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$796.0K$728.0K$871.0K$1.59M$1.79M$1.45M$4.09M$1.07M$3.33M$5.12M
Accounts Receivable$2.78M$3.13M$3.59M$3.89M$4.39M$4.97M$6.29M$19.52M$21.43M$37.21M
Inventory----------
Accounts Payable$8.29M$7.82M$8.18M$6.46M$7.02M$7.66M$6.45M$12.37M$15.86M$33.93M
Current Assets$4.40M$4.74M$6.60M$6.73M$6.88M$8.54M$11.49M$21.48M$25.62M$43.08M
Total Assets$19.26M$20.16M$22.54M$23.33M$23.82M$26.01M$31.29M$48.48M$52.77M$70.67M
Current Liabilities$28.29M$26.43M$17.75M$13.68M$13.48M$13.35M$45.30M$16.34M$20.27M$39.80M
Long-term Debt$145.0K$146.0K$10.82M$33.51M$32.88M$31.60M$150.0K$34.83M$32.36M$28.58M
Total Liabilities$28.98M$27.18M$29.23M$47.91M$47.13M$45.74M$46.28M$57.25M$58.56M$74.35M
Stockholders' Equity($9.72M)($7.02M)($6.70M)($24.58M)($23.32M)($19.73M)($14.99M)($8.77M)($5.79M)($3.68M)
Retained Earnings($32.97M)($27.72M)($16.06M)($13.38M)($11.13M)($8.77M)($6.59M)($3.90M)($3.31M)($2.54M)

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow($1.05M)---($2.71M)---($5.70M)-
Investing Cash Flow$0---($15.0K)---$0-
Financing Cash Flow$1.12M---$3.07M---$3.92M-
CapEx----------
Free Cash Flow----------

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin33.9%-27.7%35.1%29.3%-38.7%27.1%22.4%-
Operating margin-48.7%--49.0%-23.9%-48.1%--40.3%-9.4%-12.6%-
EBITDA margin-48.2%--48.1%-23.2%-47.3%--39.6%-9.1%-12.3%-
Net margin-78.6%--33.6%-22.2%-28.9%--29.6%-2.7%-3.5%-
Free cash flow margin----------
FCF / Net income----------
R&D / Revenue----------
SG&A / Revenue37.3%-31.3%23.1%32.5%-40.2%17.5%14.7%-
Effective tax rate------168.7%---
Return on assets-27.3%--11.9%-9.6%-9.9%--8.6%-1.2%-1.5%-
Return on equity54.0%-40.0%9.1%10.1%-17.9%6.7%13.4%-
Return on invested capital---75.0%-21.5%-32.4%---6.3%-8.3%-
Liquidity
Current ratio0.160.180.370.490.510.640.251.311.261.08
Quick ratio0.160.180.370.490.510.640.251.311.261.08
Cash ratio0.030.030.050.120.130.110.090.070.160.13
Leverage
Debt / Equity-0.01-0.02-1.62-1.36-1.41-1.60-0.01-3.97-5.59-7.76
Debt / Assets0.010.010.481.441.381.220.000.720.610.40
Debt / EBITDA----------
Interest coverage-5.8x--3.5x-1.4x-2.1x--2.6x-2.0x-2.2x-
Equity multiplier-1.98-2.87-3.37-0.95-1.02-1.32-2.09-5.53-9.11-19.19
Liabilities / Assets1.501.351.302.051.981.761.481.181.111.05
Efficiency
Asset turnover0.35-0.350.430.34-0.290.450.42-
Inventory turnover----------
Days sales outstanding152d-164d140d196d-253d326d351d-
Days inventory outstanding----------
Days payable outstanding685d-518d358d445d-423d284d335d-
Cash conversion cycle----------
Valuation
P / E----------
P / B----------
P / S0.3x-119.8x121.8x115.8x-194.0x150.1x528.2x-
EV / EBITDA----------
Growth
Revenue growth (YoY)-18.1%--12.0%-53.6%-63.4%--84.7%-38.3%5.0%-
Revenue CAGR (3y)-32.0%--32.5%-3.2%-10.5%-----
Revenue CAGR (5y)----------
Gross profit growth (YoY)-5.5%--37.0%-40.0%-52.1%--70.1%-41.1%-22.3%-
Operating income growth (YoY)17.2%--6.9%-17.5%-39.8%----1886.0%-
Net income growth (YoY)-122.9%-0.4%-281.2%-203.9%---41.9%-
EPS growth (YoY)86.6%-66.2%-43.7%-59.1%----53677.8%-
EPS CAGR (3y)----------
EPS CAGR (5y)----------
FCF growth (YoY)----------
FCF CAGR (5y)----------
Book value growth (YoY)58.3%64.4%55.3%-180.2%-302.7%-435.9%----

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Business segments

$34.69M total
Buy Side Advertising$29.36M · 84.6%
Sell Side Advertising$5.33M · 15.4%

Product / service

$34.69M total
Buy Side Advertising$29.36M · 84.6%
Sell Side Advertising$5.33M · 15.4%

Peer comparison

Same SIC group: Services-Advertising

CompanyRevenue (last FY)Net marginROE
IZEA$31.24M0.1%0.1%
IBTA$342.39M1.0%1.2%
THRY$785.01M0.0%0.1%
NCMI$243.20M-4.4%-2.8%
ANGI$1.03B4.3%4.7%

Comparing Direct Digital Holdings against the 5 most active filers in the same SIC group.