Acacia Research Corporation (ACTG) fair value: what the stock is really worth
As of Nov 6, 2026: fair value (intrinsic value) of Acacia Research Corporation stock $10.17, price $4.25, upside +139.3%, quality 61 out of 100. Rating: strongly undervalued. Calculated from audited financials with 24 of our 26 valuation models and 37 quality factors, updated daily.
69 individual criteria per stock, every one traceableSee the method →
Price vs Fair Value
White line = price, green steps = our fair value per fiscal year. As of Nov 7, 2026.
How to read this chart
60‑month range $2.84 – $7.15 · fair‑value band $7.12 – $13.22 · the $4.25 price screens below the $10.17 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). As of Nov 7, 2026.
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Acacia Research Corporation operates as an acquirer and operator of businesses across industrial, energy, and technology sectors in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.
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It operates through four segments: Intellectual Property Operations, Industrial Operations, Energy Operations, and Manufacturing Operations. The company is involved in investing in IP; and licensing and enforcement of patented technologies.
It also designs and manufactures printers, including hardware and embedded software, as well as consumable products, such as inked ribbons for various industrial printing applications.
In addition, the company acquires, explores, develops, and produces oil and natural gas resources located in Texas and Oklahoma.
Further, it designs and manufactures purchase brochure, folder, and applications display holders; plastic injection-molded office supply, as well as arts, crafts, and education products; plastic and aluminum air venting and air control products; extruded vinyl chair mats; safety reflectors for bicycles; and emergency warning triangles, mud flaps, and splash guards for the heavy duty truck market and transportation industry.
Acacia Research Corporation was incorporated in 1993 and is headquartered in New York, New York.
Stock analysis
Acacia Research Corporation (ACTG) currently trades at $4.25, while our model-based Fair Value estimate is $10.17, implying the stock looks roughly 58% undervalued today.
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Valuation
Bull case: the DCF Models group reads highest at a median of $13.84 per share, and 17 of the 24 models we run sit above the $4.25 price.
Bear case: the Asset-Based group reads lowest at $2.28, and 7 of the 24 models stay below the price. Data coverage for this calculation is low.
Scenario range: $7.12 (bear) to $13.22 (bull), the price of $4.25 sits below it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 61/100 (solid quality), in the Industrials sector.
Mixed Growth: Revenue is growing, but margins or cash flow do not fully confirm the trend.
Acacia Research Corporation reported revenue of $285M in FY2025 versus $88.0M in FY2021, a compound +34.2%/yr. Reported net income was $21.7M in FY2025, compounding −38.3%/yr from FY2021.
Key figures
Market cap $417M Small · P/S ratio 1.49 · EPS (TTM) $−0.1900 · Net margin −5.4% · Return on equity −4.2% · Return on assets (EBIT) −1.3% (5-year average) · Operating margin 7.4% · Revenue (TTM) $278M.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 22 out of 100 (low confidence).
What moves the price
The share trades about 18% below its 52-week high and 23% above its 52-week low, currently below its 200-day average.
For context, the median of 10 Industrials peers we cover trades at −13% fair-value upside, at 139%, ACTG screens cheaper than that median.
Fair Value models
Bear$7.12Fair Value $10.17Bull$13.22
Price $4.25 · Upside +139.3%
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above starts from their evidence-weighted blend, not from a single model. In cyclical trough or peak years, after dilution or a stock split it is adjusted afterwards, so it can sit above or below the models.Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. If a model's bull case is above four times its base value, the table shows that limit with a > sign (like the overall Bull above): beyond it no assumption holds.Coverage ⓘCoverage = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
In the last 6 months, 2 officers or directors sold shares worth $457,560 and none bought.
SaleIsaac T. KohlbergDirector2× since Aug 12, 2026: 56,188 shares, avg. $4.62$259,518Sep 15, 2026
SaleMaureen OconnellDirector2× since Aug 19, 2026: 43,000 shares, avg. $4.61$198,042Sep 3, 2026
Plus 11 other filings such as grants, option exercises or tax withholding. They are not market purchases or sales.
Sales are often planned (taxes, diversification, 10b5-1 plans). Purchases with their own money are seen as the stronger sign. For information only: not part of the quality score or Fair Value.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.82/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Revenue growth 1 year
+133.2%
Revenue growth 3 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+68.9%
Revenue growth 5 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+57.1%
Start year 2020 (pandemic)
Revenue growth 8 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+20.2%
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What shareholders gained per year (last 5 years) ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 5 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate.
−33.4%
Earnings growth per share plus dividend.
Earnings per share, growth per year−33.4%
Dividend (yield on the price)0.0%
Profit margin 2020 to 2025 ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.−66% → 2%
⚠ Revenue per share shrinking 6.4%/yr over ~10Y (margin trend unclear) ⓘStructural-decline marker: revenue PER SHARE has fallen over the last decade (robust median trend, not a single year). Backtested across 2005 to 2017, such businesses trailed the market by about 2.5 percentage points per year. Display only: it does not change the fair value or the quality score.
Growth Forecast
Little optimism in the price
The price assumes less growth than the company has delivered so far.
What the price assumes ⓘThis turns our valuation around: instead of asking what the share is worth, it asks what growth the current price requires. It uses the cash the company keeps after all spending (free cash flow), the same discount rate as our models, five years of growth, then slowing evenly to 2 % a year by year ten. Compared with the analysts' sales forecasts extended to the same five years (at least three analysts, for context only, it does not enter the Fair Value): within 3 percentage points counts as "in line" (amber), below that little optimism (green), above that a lot of optimism (red).
−23.9%
The company could shrink this much every year for the next five years and today's price would still be justified.
What forecasts expect
n/a
No analyst forecast available.
After inflation (USA: IMF forecast 2.4% a year to 2030, 3.1% from 2016 to 2025) that is about −25.6% a year for the price.
Compare Acacia Research Corporation with another stock
Price, fair value, quality and upside side by side.
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Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Business Equipment & Supplies · 77 stocks
Beats the industry median on 7/12 measures
A mixed picture versus its industry peers.
Valuation
Quality Score61 · Above median
Fair Value upside+139.3% · Top 25%
Profitability
Return on assets2.8% · Above median
Net margin (12 months)−5.4% · Bottom 25%
Operating margin (12 months)7.4% · Above median
Growth and dividend
Revenue growth (quarter YoY)123.6% · Top 25%
Balance sheet
Debt / equity0.17× · Above median
Valuation Multiplesvs Business Equipment & Supplies median · lower = cheaper
P/B0.77× · Cheapest 25%
P/S (12 months)1.50× · Pricier than median
Price / free cash flow (fiscal year)7.1× · Cheaper than median
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Cite: Fair Value Calculator (2026). "Acacia Research Corporation Fair Value". https://www.fairvalue-calculator.com/stock/ACTG
Frequently asked questions
Is Acacia Research Corporation (ACTG) overvalued or undervalued?
As of Nov 7, 2026, our model estimates a fair value of $10.17 versus a price of $4.25, about +139% upside (undervalued).
What is the fair value of ACTG?
Our model-based fair value for Acacia Research Corporation is $10.17 (as of Nov 7, 2026), built from audited fundamentals. The current price: $4.25.
What is the quality score of ACTG?
Acacia Research Corporation has a Quality Score of 61/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for Acacia Research Corporation (ACTG)?
Our model-based price target is the fair value of $10.17 (as of Nov 7, 2026) from 24 valuation models. Cautious scenario $7.12, optimistic scenario $13.22. It is a calculation from audited fundamentals, not an analyst target.
What is the Acacia Research Corporation stock forecast for 2026?
Our models put fair value at $10.17, about +139% upside versus a price of $4.25 (undervalued). Cautious scenario $7.12, optimistic scenario $13.22. The calculation is refreshed regularly with new filings.
What is the revenue of Acacia Research Corporation (ACTG)?
Acacia Research Corporation reported trailing-twelve-month revenue of about $278M (latest available figure, as of Nov 7, 2026).
What growth is priced into Acacia Research Corporation (ACTG)?
For today's price to be fair in a discounted-cash-flow model, Acacia Research Corporation would have to grow free cash flow by -23.9 % per year for five years (discount rate 10.0 %, then slowing evenly to 2 % perpetual growth by year ten). Over the last 5 years revenue grew +57.1 % per year. As of Nov 7, 2026.
What discount rate (WACC) does the fair value of ACTG use?
Our models discount Acacia Research Corporation at 10.0 %: a base by market capitalisation (small), damped by beta 0.58, country premium for USA. The same rate applies in all 26 models.
What is a reverse DCF?
A reverse DCF turns the usual calculation around. Instead of deriving a value from assumptions, it takes today's price as given and asks: what free-cash-flow growth would a company have to deliver for exactly this price to be fair? The result is not a forecast but the expectation already priced in. For Acacia Research Corporation that is -23.9 % per year for five years, then slowing evenly to 2 % by year ten, using the same discount rate (10.0 %) and the same formula as our fair value.
How much growth has Acacia Research Corporation (ACTG) delivered so far?
Over the past 5 years revenue at Acacia Research Corporation grew +57.1 % a year. The price currently implies free-cash-flow growth of -23.9 % per year. Comparing the two shows how much confidence is in the price: if it demands more than has been delivered, the business has to accelerate for the maths to work.
How fast is the sector of Acacia Research Corporation (ACTG) growing?
The median revenue growth in the sector is +7.8 % a year. That is the yardstick for the growth priced into Acacia Research Corporation (-23.9 % per year): it shows whether the expectation is within the usual range or beyond it.
What is the free cash flow yield of Acacia Research Corporation (ACTG)?
The free-cash-flow yield on the price is 14.04 %: that much free cash flow Acacia Research Corporation produces per unit of market value. When it exceeds the discount rate of our models (10.0 %), the business already earns more than its cost of capital demands, and the price needs little additional growth.
What is the intrinsic value of Acacia Research Corporation (ACTG)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For Acacia Research Corporation it is $10.17 per share (as of Nov 7, 2026), against a price of $4.25. It is the blended result of 24 valuation models in 7 families (DCF Models, Earnings-Based, Multiples, Asset-Based, Growth DCF, Economic Profit, Growth Earnings).
Is Acacia Research Corporation stock overvalued or undervalued in 2026?
As of Nov 7, 2026, ACTG trades below its calculated fair value: price $4.25, fair value $10.17, a gap of about +139% (undervalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of ACTG?
No. The price is what the market pays today ($4.25); the fair value is what the company's own numbers justify ($10.17). For Acacia Research Corporation the two are $5.92 per share apart. That gap is exactly why we show both numbers side by side.
How much is Acacia Research Corporation worth?
The market values Acacia Research Corporation at about $417M (market capitalisation, as of Nov 7, 2026). Per share that is $4.25; our models calculate a fair value of $10.17 per share.
What do the bullish and bearish scenarios say about ACTG?
Our models span a range for Acacia Research Corporation: cautious scenario $7.12, base $10.17, optimistic $13.22 per share (as of Nov 7, 2026, price $4.25). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the PEG ratio of ACTG?
The PEG ratio of Acacia Research Corporation is 2.37 (P/E divided by earnings growth, as of Nov 7, 2026). That is above 1, so the growth is already paid for in the price.
How solid is the balance sheet of Acacia Research Corporation (ACTG)?
Balance-sheet figures for Acacia Research Corporation (as of Nov 7, 2026): return on equity −4.2%, debt of 0.17 per unit of equity. They feed the Quality Score of 61/100, which measures business quality independently of the share price.
How far is ACTG from its 52-week high?
Acacia Research Corporation trades at $4.25, about 18% below its 52-week high of $5.16 and 23% above the low of $3.45 (as of Nov 6, 2026). Distance from the high says nothing about value: that is what the fair value of $10.17 is for.
Which stocks are comparable to Acacia Research Corporation?
From the same area (Industrials) we also value GRG Banking Equipment Co, Crane NXT, Co, Shanghai M&G Stationery Inc, XGD Inc, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is Acacia Research Corporation stock attractive at the current price?
The data as of Nov 7, 2026: price $4.25, calculated fair value $10.17 (+139%), Quality Score 61/100, from 24 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of ACTG calculated?
We run Acacia Research Corporation through 24 models from 7 families: DCF Models, Earnings-Based, Multiples, Asset-Based, Growth DCF, Economic Profit, Growth Earnings. Every model gets the same audited fundamentals; the fair value of $10.17 builds on their evidence-weighted average, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 13.3% above its aggregate fair value. Acacia Research Corporation currently trades 58% below its own fair value, and the market average says nothing about that. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of Acacia Research Corporation (ACTG)?
The closing price on Nov 6, 2026 was $4.25. Our model-based fair value is $10.17, about +139% upside (undervalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with Acacia Research Corporation right now?
The price is below even our cautious bear case ($7.12). The market is more pessimistic than our downside scenario. The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution. Solid quality (61/100) at a price below fair value, the discount is the argument here, not the business quality. A fairly wide model range ($7.12 to $13.22) leaves room in how you read the outcome.
Key figures of Acacia Research Corporation
How large is the market capitalisation of Acacia Research Corporation (ACTG)?
The market capitalisation of Acacia Research Corporation is $417M. The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of Acacia Research Corporation (ACTG)?
The price-to-sales ratio of Acacia Research Corporation is 1.49 (last twelve months). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of Acacia Research Corporation (ACTG)?
Earnings per share at Acacia Research Corporation are $−0.1900. Earnings per share over the last twelve months: total profit spread across every single share.
What is the net margin of Acacia Research Corporation (ACTG)?
The net margin of Acacia Research Corporation is −5.4% (last twelve months). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of Acacia Research Corporation (ACTG)?
The return on equity (ROE) of Acacia Research Corporation is −4.2% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of Acacia Research Corporation (ACTG)?
On an EBIT basis the return on assets of Acacia Research Corporation is −1.3% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of Acacia Research Corporation (ACTG)?
The operating margin of Acacia Research Corporation is 7.4% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at Acacia Research Corporation (ACTG)?
Revenue at Acacia Research Corporation is growing +124% versus a year earlier (3y avg +68.9%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at Acacia Research Corporation (ACTG)?
Earnings per share at Acacia Research Corporation are growing −97.5% versus a year earlier. How much earnings per share grew versus a year earlier.
How much net cash does Acacia Research Corporation (ACTG) hold?
Acacia Research Corporation holds more cash than debt, $202M net (fiscal year 2025). The company holds more cash than debt, a safety cushion.
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Thin data
Nov 7, 2026