Bumble Inc. (BMBL) vs Taboola.com Ltd. (TBLA)

Bumble Inc. and Taboola.com Ltd. are both Internet Content & Information companies. Bumble Inc. is the larger, with a market value of $799.1M against $586.2M — 1.4× the size. Bumble Inc. has negative trailing earnings, so its P/E is not meaningful; Taboola.com Ltd. trades at 5.3×. Taboola.com Ltd. grew revenue faster over the last twelve months: 8.00% against −14.9%. Taboola.com Ltd. has the higher net margin (6.05% vs −61.8%) and the higher return on invested capital (9.05% vs −67.7%). Across the 19 metrics below, Taboola.com Ltd. leads on 14 and Bumble Inc. on 5.

Valuation

Metric BMBL TBLA Internet Content & Information median
P/E n/m 5.27 12.38
P/S 0.93 0.31 0.93
P/B 1.20 0.65 1.24
Price to free cash flow 5.78 3.03 10.76
EV/EBITDA n/m 2.62 10.74
EV/Sales 1.24 0.28 1.20
Earnings yield (72.45%) 18.97% (1.71%)
Free cash flow yield 17.31% 32.96% 4.26%

Profitability

Metric BMBL TBLA Internet Content & Information median
Gross margin 73.24% 29.74% 63.25%
Operating margin (66.49%) 6.47% (1.87%)
Net margin (61.79%) 6.05% (1.37%)
Free cash flow margin 28.79% 10.23% 3.47%
Return on equity (62.21%) 12.75% (1.19%)
Return on assets (30.70%) 7.72% 0.00%
Return on invested capital (67.67%) 9.05% 0.00%

Growth

Metric BMBL TBLA Internet Content & Information median
Revenue growth (TTM) (14.85%) 8.00% 6.92%
EPS growth (last fiscal year) (30.80%) 1,400.00% 34.37%
Revenue growth, 5-year CAGR 10.75% 9.97% 10.46%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric BMBL TBLA Internet Content & Information median
Debt to equity 0.08 0.08 0.01
Current ratio 1.81 1.11 1.84
Net debt to EBITDA (0.53) (0.13) (0.53)

Dividend

Metric BMBL TBLA Internet Content & Information median
Dividend yield — — 1.19%
Payout ratio — — 0.27

Size

Metric BMBL TBLA Internet Content & Information median
Market cap 799.09m 586.24m 693.23m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack