Thryv Holdings, Inc. (THRY)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
$1.30+4.00%
Close 2026-11-04 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
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Put THRY beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Application Software is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Total company revenue reaches at least $620 million in FY26: Comparison needs review.
View ThesisRevenue is contracting — down about 6% over the past year.
View GrowthManagement screens weak on earnings delivery, the balance sheet.
View ManagementExpectations look high — what the market is pricing in runs ahead of what analysts forecast.
View ValuationThis stock is highly volatile — it swings about 2% on a typical day and fell roughly 84% in its worst 12-month stretch.
View RiskTHRY's revenue growth has stalled, with the latest quarter showing a 0.5% decline. The company missed its earnings target in the most recent report. It trades at 31 times earnings, matching the 31 times peer median. The market is pricing in more growth than our forecasts suggest. Our model puts the next-quarter miss probability near 41%. The primary revenue pillar is under pressure, but the comparison needs review. The thesis comparison is not yet verified. Peer multiples imply a price about 5% below where it trades. The thesis is on watch, and this read is provisional.
Trailing returns as of 2026-11-04. THRY is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 4 analysts currently covering THRY (as of Nov 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare THRY with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| THRY Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 2 valuation methods, at three horizons. As of 2026-11-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Application Software — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put THRY next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Manage Marketing Services revenue decline and profitability
Sale improves profitability and focuses on core SaaS business.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-11-04. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Total Company Revenue Guidance
Earnings beat indicates strong revenue growth potential.