CarGurus, Inc. (CARG) vs Genius Sports Limited (GENI)

CarGurus, Inc. and Genius Sports Limited are both Internet Content & Information companies. CarGurus, Inc. is the larger, with a market value of $3.2B against $1.6B — 2.0× the size. Genius Sports Limited has negative trailing earnings, so its P/E is not meaningful; CarGurus, Inc. trades at 19.2×. Genius Sports Limited grew revenue faster over the last twelve months: 41.5% against 13.9%. CarGurus, Inc. has the higher net margin (18.2% vs −23.0%) and the higher return on invested capital (103.9% vs −7.08%). Across the 19 metrics below, CarGurus, Inc. leads on 14 and Genius Sports Limited on 5.

Valuation

Metric CARG GENI Internet Content & Information median
P/E 19.19 n/m 12.38
P/S 3.34 2.10 0.93
P/B 12.23 2.43 1.24
Price to free cash flow 11.10 n/m 10.76
EV/EBITDA 10.90 n/m 10.74
EV/Sales 3.22 2.90 1.20
Earnings yield 5.21% (11.41%) (1.71%)
Free cash flow yield 9.01% (7.03%) 4.26%

Profitability

Metric CARG GENI Internet Content & Information median
Gross margin 92.32% 27.44% 63.25%
Operating margin 24.43% (18.85%) (1.87%)
Net margin 18.19% (22.99%) (1.37%)
Free cash flow margin 30.11% (14.78%) 3.47%
Return on equity 50.28% (25.87%) (1.19%)
Return on assets 27.46% (11.94%) 0.00%
Return on invested capital 103.85% (7.08%) 0.00%

Growth

Metric CARG GENI Internet Content & Information median
Revenue growth (TTM) 13.93% 41.51% 6.92%
EPS growth (last fiscal year) 675.00% (62.96%) 34.37%
Revenue growth, 5-year CAGR 10.46% 34.92% 10.46%
Net income growth, 5-year CAGR 14.99% 0.00% 0.00%

Health

Metric CARG GENI Internet Content & Information median
Debt to equity 0.00 1.15 0.01
Current ratio 1.85 0.97 1.84
Net debt to EBITDA (0.66) 3.53 (0.53)

Dividend

Metric CARG GENI Internet Content & Information median
Dividend yield — — 1.19%
Payout ratio — — 0.27

Size

Metric CARG GENI Internet Content & Information median
Market cap 3.22b 1.64b 693.23m

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