Autohome Inc. (ATHM) vs People Incorporated (PPLI)

Autohome Inc. and People Incorporated are both Internet Content & Information companies. People Incorporated is the larger, with a market value of $3.1B against $2.7B — 1.2× the size. People Incorporated has negative trailing earnings, so its P/E is not meaningful; Autohome Inc. trades at 19.6×. People Incorporated grew revenue faster over the last twelve months: 10.4% against −13.4%. Autohome Inc. has the higher net margin (17.2% vs −14.3%) and the higher return on invested capital (8.25% vs −1.99%). Across the 20 metrics below, Autohome Inc. leads on 13 and People Incorporated on 7.

Valuation

Metric ATHM PPLI Internet Content & Information median
P/E 19.61 n/m 12.38
P/S 3.18 1.34 0.93
P/B 0.81 0.70 1.24
Price to free cash flow 2.64 19.92 10.76
EV/EBITDA n/m 17.55 10.74
EV/Sales (0.15) 1.38 1.20
Earnings yield 5.10% (10.38%) (1.71%)
Free cash flow yield 37.85% 5.02% 4.26%

Profitability

Metric ATHM PPLI Internet Content & Information median
Gross margin 72.81% 67.04% 63.25%
Operating margin 6.28% (6.24%) (1.87%)
Net margin 17.19% (14.25%) (1.37%)
Free cash flow margin 0.00% 6.71% 3.47%
Return on equity 0.00% (7.12%) (1.19%)
Return on assets 3.48% (4.79%) 0.00%
Return on invested capital 8.25% (1.99%) 0.00%

Growth

Metric ATHM PPLI Internet Content & Information median
Revenue growth (TTM) (13.36%) 10.42% 6.92%
EPS growth (last fiscal year) (7.69%) 79.97% 34.37%
Revenue growth, 5-year CAGR (7.01%) (2.84%) 10.46%
Net income growth, 5-year CAGR (17.61%) 0.00% 0.00%

Health

Metric ATHM PPLI Internet Content & Information median
Debt to equity 0.00 0.32 0.01
Current ratio 6.75 4.01 1.84
Net debt to EBITDA (18.52) 1.93 (0.53)

Dividend

Metric ATHM PPLI Internet Content & Information median
Dividend yield 8.18% — 1.19%
Payout ratio 1.60 — 0.27

Size

Metric ATHM PPLI Internet Content & Information median
Market cap 2.65b 3.08b 693.23m

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