NSR
NeuStar Inc.
Industrial/Transportation, TMT
03/24/2014
Presented
| Date | 03/21/2014 |
| Price | $34.42 |
| Market Cap | $2.11B |
| Ent Value | $2.50B |
| P/E Ratio | 8.09x |
| Book Value | $10.08 |
| Div Yield | N/A |
| Shares O/S | 61.20M |
| Ave Daily Vol | 930,000 |
| Short Int | 20.50% |
Current
| Price | $7.76 |
| Market Cap | $0.48B |
| NeuStar, Inc. provides technology and directory services to customers pursuant to various private commercial and government contracts worldwide. The company operates in three segments: Carrier Services, Enterprise Services, and Information Services. The Carrier Services segment offers numbering, order management, and Internet Protocol (IP) services through its set of databases and system infrastructure in geographically dispersed data centers. It also facilitates order management and work flow processing among carriers; and allows operators to manage and optimize the addressing and routing of IP communications. The Enterprise Services segment provides Internet infrastructure and registry services. It offers a suite of domain name system services to enterprise customers through its global directory platform; and fixed IP geolocation services that help enterprises identify the location of their online consumers for various purposes, such as fraud prevention and marketing. This segment also provides directory services for the 5 and 6-digit number strings used for the United States common short codes, which is part of the short messaging service relied upon by the United States wireless industry, as well as operates the user authentication and rights management system, which supports the UltraViolet digital content locker that consumers use to access their entertainment content. The Information Services segment provides on-demand solutions, such as business assurance, network analytics, and marketing and advertising analytics that help carriers and enterprises to identify, verify, evaluate, and locate customers and prospective customers. It serves customers in the areas of Internet, communications, information services, financial services, retail, and media and advertising. |
Highlights
NeuStar’s mobile phone portability database represents about 90% of the company’s EBITDA. The company’s long-term contract with the government is presently in limbo, and should have been awarded by now but the announcement has been delayed. This is a binary play, as the stock will either go to $15 if they lose the contract, or back up towards $50 if they maintain the business.
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