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

EverQuote, Inc. and Yelp Inc. are both Internet Content & Information companies. Yelp Inc. is the larger, with a market value of $996.8M against $636.4M — 1.6× the size. EverQuote, Inc. trades at the lower P/E: 5.8× against 8.6×. EverQuote, Inc. grew revenue faster over the last twelve months: 22.8% against 1.50%. EverQuote, Inc. has the higher net margin (15.2% vs 8.59%) and the higher return on invested capital (80.6% vs 16.6%). Across the 21 metrics below, EverQuote, Inc. leads on 14 and Yelp Inc. on 7.

Valuation

Metric EVER YELP Internet Content & Information median
P/E 5.84 8.57 10.24
P/S 0.87 0.68 0.87
P/B 2.55 1.55 1.32
Price to free cash flow 6.89 3.44 8.85
EV/EBITDA 5.39 3.73 8.86
EV/Sales 0.62 0.68 1.15
Earnings yield 17.11% 11.66% (1.58%)
Free cash flow yield 14.51% 29.05% 2.32%

Profitability

Metric EVER YELP Internet Content & Information median
Gross margin 97.65% 89.65% 66.84%
Operating margin 11.00% 11.73% (3.41%)
Net margin 15.16% 8.59% (3.02%)
Free cash flow margin 12.60% 20.19% 1.75%
Return on equity 53.61% 18.19% 0.00%
Return on assets 39.31% 12.84% (0.36%)
Return on invested capital 80.55% 16.61% 0.00%

Growth

Metric EVER YELP Internet Content & Information median
Revenue growth (TTM) 22.75% 1.50% 2.65%
EPS growth (last fiscal year) 198.86% 19.15% —
Revenue growth, 5-year CAGR 14.83% 10.91% 9.73%
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 3.33 1.75 1.82
Net debt to EBITDA (2.76) (1.16) (0.48)

Dividend

Metric EVER YELP Internet Content & Information median
Dividend yield — — 3.19%
Payout ratio 0.00 0.00 0.00

Size

Metric EVER YELP Internet Content & Information median
Market cap 636.43m 996.82m 283.68m

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