EverQuote, Inc. (EVER) vs NerdWallet, Inc. (NRDS)

EverQuote, Inc. and NerdWallet, Inc. are both Internet Content & Information companies. EverQuote, Inc. is the larger, with a market value of $760.5M against $641.2M — 1.2× the size. EverQuote, Inc. trades at the lower P/E: 6.8× against 11.0×. EverQuote, Inc. grew revenue faster over the last twelve months: 22.8% against 11.5%. EverQuote, Inc. has the higher net margin (15.2% vs 7.56%) and the higher return on invested capital (80.6% vs 20.9%). Across the 21 metrics below, EverQuote, Inc. leads on 12 and NerdWallet, Inc. on 9.

Valuation

Metric EVER NRDS Internet Content & Information median
P/E 6.83 11.02 11.54
P/S 1.02 0.76 0.86
P/B 2.99 2.00 1.20
Price to free cash flow 8.06 4.44 9.63
EV/EBITDA 6.74 5.16 8.68
EV/Sales 0.77 0.77 1.18
Earnings yield 14.64% 9.07% (2.42%)
Free cash flow yield 12.41% 22.54% 2.27%

Profitability

Metric EVER NRDS Internet Content & Information median
Gross margin 97.65% 93.50% 66.84%
Operating margin 11.00% 10.23% (3.41%)
Net margin 15.16% 7.56% (3.02%)
Free cash flow margin 12.60% 17.12% 1.75%
Return on equity 53.61% 18.16% 0.00%
Return on assets 39.31% 14.54% (0.36%)
Return on invested capital 80.55% 20.85% 0.00%

Growth

Metric EVER NRDS Internet Content & Information median
Revenue growth (TTM) 22.75% 11.51% 2.65%
EPS growth (last fiscal year) 198.86% 68.42% 34.45%
Revenue growth, 5-year CAGR 14.83% 27.81% 9.73%
Net income growth, 5-year CAGR 0.00% 55.83% 0.00%

Health

Metric EVER NRDS Internet Content & Information median
Debt to equity 0.00 0.00 0.01
Current ratio 3.33 2.62 1.82
Net debt to EBITDA (2.76) (0.88) (0.48)

Dividend

Metric EVER NRDS Internet Content & Information median
Dividend yield — — 1.07%
Payout ratio — — 0.28

Size

Metric EVER NRDS Internet Content & Information median
Market cap 760.47m 641.15m 318.52m

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