EverQuote, Inc. (EVER) vs Yelp Inc. (YELP)

EverQuote, Inc. and Yelp Inc. are both Internet Content & Information companies. EverQuote, Inc. and Yelp Inc. are of similar size ($1.1B and $1.1B). EverQuote, Inc. trades at the lower P/E: 9.5× against 9.8×. EverQuote, Inc. grew revenue faster over the last twelve months: 24.0% against 1.50%. EverQuote, Inc. has the higher net margin (14.2% vs 8.59%) and the higher return on invested capital (108.0% vs 16.6%). Across the 21 metrics below, EverQuote, Inc. leads on 13 and Yelp Inc. on 8.

Valuation

Metric EVER YELP Internet Content & Information median
P/E 9.47 9.80 12.38
P/S 1.33 0.78 0.93
P/B 3.80 1.77 1.24
Price to free cash flow 9.25 3.93 10.76
EV/EBITDA 9.09 4.26 10.74
EV/Sales 1.06 0.78 1.20
Earnings yield 10.56% 10.21% (1.71%)
Free cash flow yield 10.81% 25.43% 4.26%

Profitability

Metric EVER YELP Internet Content & Information median
Gross margin 97.79% 89.65% 63.25%
Operating margin 11.19% 11.73% (1.87%)
Net margin 14.23% 8.59% (1.37%)
Free cash flow margin 14.43% 20.19% 3.47%
Return on equity 49.92% 18.19% (1.19%)
Return on assets 35.85% 12.84% 0.00%
Return on invested capital 107.96% 16.61% 0.00%

Growth

Metric EVER YELP Internet Content & Information median
Revenue growth (TTM) 23.99% 1.50% 6.92%
EPS growth (last fiscal year) 198.86% 19.15% 34.37%
Revenue growth, 5-year CAGR 14.83% 10.91% 10.46%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric EVER YELP Internet Content & Information median
Debt to equity 0.00 0.16 0.01
Current ratio 3.28 1.75 1.84
Net debt to EBITDA (2.76) (1.16) (0.53)

Dividend

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

Size

Metric EVER YELP Internet Content & Information median
Market cap 1.08b 1.11b 693.23m

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