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

Bumble Inc. and Taboola.com Ltd. are both Internet Content & Information companies. Taboola.com Ltd. is the larger, with a market value of $956.4M against $782.6M — 1.2× the size. Bumble Inc. has negative trailing earnings, so its P/E is not meaningful; Taboola.com Ltd. trades at 8.3×. Taboola.com Ltd. grew revenue faster over the last twelve months: 8.00% against −13.3%. Taboola.com Ltd. has the higher net margin (6.05% vs −58.0%) and the higher return on invested capital (9.05% vs −38.2%). 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 8.28 11.54
P/S 0.87 0.49 0.86
P/B 1.26 1.02 1.20
Price to free cash flow 4.92 4.77 9.63
EV/EBITDA n/m 4.28 8.68
EV/Sales 1.20 0.46 1.18
Earnings yield (70.88%) 12.08% (2.42%)
Free cash flow yield 20.31% 20.99% 2.27%

Profitability

Metric BMBL TBLA Internet Content & Information median
Gross margin 72.84% 29.74% 66.84%
Operating margin (62.56%) 6.47% (3.41%)
Net margin (57.96%) 6.05% (3.02%)
Free cash flow margin 28.55% 10.23% 1.75%
Return on equity (63.87%) 12.75% 0.00%
Return on assets (30.62%) 7.72% (0.36%)
Return on invested capital (38.23%) 9.05% 0.00%

Growth

Metric BMBL TBLA Internet Content & Information median
Revenue growth (TTM) (13.33%) 8.00% 2.65%
EPS growth (last fiscal year) (30.80%) 1,400.00% 34.45%
Revenue growth, 5-year CAGR 10.75% 9.97% 9.73%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric BMBL TBLA Internet Content & Information median
Debt to equity 0.73 0.08 0.01
Current ratio 1.62 1.11 1.82
Net debt to EBITDA (0.53) (0.13) (0.48)

Dividend

Metric BMBL TBLA Internet Content & Information median
Dividend yield — — 1.07%
Payout ratio — — 0.28

Size

Metric BMBL TBLA Internet Content & Information median
Market cap 782.57m 956.35m 318.52m

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