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 $1.1B against $730.6M — 1.5× the size. EverQuote, Inc. trades at the lower P/E: 9.5× against 14.6×. EverQuote, Inc. grew revenue faster over the last twelve months: 24.0% against 11.3%. EverQuote, Inc. has the higher net margin (14.2% vs 6.06%) and the higher return on invested capital (108.0% vs 17.0%). 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 9.47 14.61 12.38
P/S 1.33 0.83 0.93
P/B 3.80 2.16 1.24
Price to free cash flow 9.25 5.61 10.76
EV/EBITDA 9.09 6.57 10.74
EV/Sales 1.06 0.83 1.20
Earnings yield 10.56% 6.85% (1.71%)
Free cash flow yield 10.81% 17.82% 4.26%

Profitability

Metric EVER NRDS Internet Content & Information median
Gross margin 97.79% 93.85% 63.25%
Operating margin 11.19% 8.25% (1.87%)
Net margin 14.23% 6.06% (1.37%)
Free cash flow margin 14.43% 14.83% 3.47%
Return on equity 49.92% 14.41% (1.19%)
Return on assets 35.85% 11.50% 0.00%
Return on invested capital 107.96% 17.03% 0.00%

Growth

Metric EVER NRDS Internet Content & Information median
Revenue growth (TTM) 23.99% 11.26% 6.92%
EPS growth (last fiscal year) 198.86% 68.42% 34.37%
Revenue growth, 5-year CAGR 14.83% 27.81% 10.46%
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 3.28 2.74 1.84
Net debt to EBITDA (2.76) (0.88) (0.53)

Dividend

Metric EVER NRDS Internet Content & Information median
Dividend yield — — 1.19%
Payout ratio — — 0.27

Size

Metric EVER NRDS Internet Content & Information median
Market cap 1.08b 730.64m 693.23m

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