OOMAOOMA INC

Services-Computer Processing & Data Preparation · $546M market cap · 1,420 employees

7.4×

More likely than average to be taken private

Top 1% of the Russell 3000 for a buyout by a private-equity firm, holdco or insiders. How it works

What an activist or buyer would see: cheap, overpaid, diluted or under pressure.

Shareholder dissentYes
67% lowest support
Any vote under 80% support
Low revenue per employeeYes
$193K · 12th pct
Bottom quartile of its SIC industry
Net cashYes
Net cash · 0.8× EBITDA
More cash than debt, positive EBITDA
Buyout-sizedYes
$546M market cap
Market cap $500M–$5B
Recurring revenueYes
9 of 10
10-K business scored 7+ of 10 for recurring revenue

10 other checks

TSR below peersNo
2 of 5 years
3+ of last 5 years
High CEO pay despite TSRNo
$5M median
Median CEO pay ≥ $15M while TSR trails
Earnings not backed by cashNo
429% of net income
Cash flow under 80% of net income
Dilutive SBCNo
5% of revenue
Over 10% of revenue
Payouts exceed cash flowNo
42% of cash flow
Buybacks + dividends over cash flow
Goodwill-heavyNo
22% of assets
Over 40% of assets
Quiet on AINo
7.3 per 10K words · 88th pct
Bottom quartile of AI mentions in 10-Ks
AI-rollup shapedNo
2 of 10
10-K business scored 5+ of 10 as an AI-rollup target
Active 13DNo
0 filings
Active-intent 13D in 18 months
Net insider sellingNo
−$6M net
Net sales over $10M in 12 months

Metric	FY2022	FY2023	FY2024	FY2025	FY2026	YoY
Revenue	$192M	$216M	$237M	$257M	$274M	6.5%
Operating income	−$2M	−$6M	−$4M	−$7M	$4M	161%
Net income	−$2M	−$4M	−$840K	−$7M	$6M	194%
Operating cash flow	$7M	$9M	$12M	$27M	$28M	4.1%
Capex	$4M	$5M	$6M	$6M	$6M	13%
Stock-based comp	$13M	$14M	$15M	$18M	$15M	17%
Buybacks	—	—	—	$4M	$12M	160%

None on file.

−$6Mnet selling by insiders, open market, last 12 months

Bought $0 · 0 tradesSold $6M · 27 trades

Year	CEO total comp	Comp actually paid	TSR (indexed)	Peer TSR
FY2026	$5M	$7M	87	113
FY2025	$4M	$6M	107	95
FY2024	$4M	$3M	80	83
FY2023	$5M	$3M	107	83
FY2022	$5M	$7M	134	103