Cheetah Mobile Inc. (CMCM) vs Phoenix New Media Limited (FENG)

Cheetah Mobile Inc. and Phoenix New Media Limited are both Internet Content & Information companies. Cheetah Mobile Inc. is the larger, with a market value of $24.2M against $7.6M — 3.2× the size. Cheetah Mobile Inc. has negative trailing earnings, so its P/E is not meaningful; Phoenix New Media Limited trades at 4.0×. Cheetah Mobile Inc. grew revenue faster over the last twelve months: 21.5% against 17.1%. Phoenix New Media Limited has the higher net margin (3.48% vs −27.8%) and the higher return on invested capital (−13.1% vs −37.5%). Across the 19 metrics below, Phoenix New Media Limited leads on 12 and Cheetah Mobile Inc. on 7.

Valuation

Metric CMCM FENG Internet Content & Information median
P/E n/m 4.00 11.54
P/S 0.44 0.15 0.86
P/B 0.31 0.11 1.20
Price to free cash flow n/m n/m 9.63
EV/EBITDA 3.46 35.16 8.68
EV/Sales (0.62) (1.07) 1.18
Earnings yield (65.09%) 25.00% (2.42%)
Free cash flow yield (95.25%) (403.79%) 2.27%

Profitability

Metric CMCM FENG Internet Content & Information median
Gross margin 67.39% 53.67% 66.84%
Operating margin (17.95%) (3.04%) (3.41%)
Net margin (27.75%) 3.48% (3.02%)
Free cash flow margin 0.00% 0.00% 1.75%
Return on equity (17.84%) 2.65% 0.00%
Return on assets (6.45%) 1.79% (0.36%)
Return on invested capital (37.54%) (13.05%) 0.00%

Growth

Metric CMCM FENG Internet Content & Information median
Revenue growth (TTM) 21.49% 17.06% 2.65%
EPS growth (last fiscal year) 55.79% 100.69% 34.45%
Revenue growth, 5-year CAGR (7.12%) (10.48%) 9.73%
Net income growth, 5-year CAGR 0.00% (75.97%) 0.00%

Health

Metric CMCM FENG Internet Content & Information median
Debt to equity 0.00 0.01 0.01
Current ratio 1.23 2.89 1.82
Net debt to EBITDA 47.08 42.35 (0.48)

Dividend

Metric CMCM FENG Internet Content & Information median
Dividend yield — — 1.07%
Payout ratio — — 0.28

Size

Metric CMCM FENG Internet Content & Information median
Market cap 24.19m 7.56m 318.52m

Compare with another peer

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