RUM RUM Group Inc.
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Daily prices, adjusted for splits. P/E and P/S value each day on the results published by then; a gap in P/E means the trailing year had no profit.
Internet Content & Information · Longboat Key, FL · 156 employees · rum.group
RUM Group operates an online video distribution network alongside cloud and artificial intelligence infrastructure services. It generates revenue by selling digital advertising, creator sponsorships, subscriptions, and pay-per-view access, as well as providing computing, storage, and specialized data center capacity.
Bull case
The business benefits from an artificial intelligence tailwind as a provider of infrastructure resources consumed by AI workloads. Its revenue growth has also picked up speed, though that expansion includes acquired entities and mirrors a broader pattern common among peers.
- Trades at the 5th percentile of its own valuation history.
- Annual revenue growth rose from +2% to +77%, including acquired businesses.
Bear case
The company continues to burn cash after factoring in stock-based compensation, while equity awards represent a heavy drain on overall revenue.
- Burns cash after stock pay (-124% of revenue).
- Stock pay equals 16% of revenue.
Features
- V-ACCELERATING Growth accelerating Annual revenue growth rose from +2% to +77%, including acquired businesses. Shared by most companies we track
- G-AGENCY Heavy stock pay Stock pay equals 16% of revenue.
- F-UPSIDE Analyst upside Analysts' average target is 238% above the price.
AI impact
Supplies what AI runs on Tailwind
The company operates a video platform alongside a cloud business that provides data center capacity and specialized computing power for artificial intelligence workloads. It benefits from growing market demand for computing infrastructure, but it faces risks if broader spending and demand for that capacity slow down.
Where AI helps it
- Sells what AI workloads consume
Where AI could hurt it
- Depends on the AI build-out continuing (minor)
In the company's words
business with an AI infrastructure offering consisting of GPU as a service (GPUaaS) and data center services.
The Credit Agreement could require us to dedicate a significant portion of our cash flow from operations to debt service, reducing funds available for working capital, capital expenditures, and other corporate purposes; limit our ability to obtain additional financing on favorable terms, or at all…
Assessed by AI from the company's own annual report filed 5 Mar 2026 and quarterly report filed 10 Aug 2026. A reading of the business, not a forecast or a recommendation.
Valuation position
RUM is at the 5th percentile of its own valuation history. This is a relative measurement, not a price target or recommendation, and it assumes the business is still the one its history describes.
Price ladder
The measured price sits in the Reference zone. These are reference zones, not buy instructions or forecasts that the prices will be reached.
This ladder rests on the company's own valuation history alone: there are too few comparable companies to cross-check it, so treat its zones as less certain.
Quality versus peers
Each dimension is shown on its own; they are not combined into a score.
Current analyst snapshot
Shown for reference only; not used in any measurement.
What would have to break
- Not triggered — Revenue decline
- Not available — Margin break
- Not available — Cash burn with rising debt
- Not triggered — Heavy dilution
- Not triggered — Warning language in filings
News
No recent brief on this company.