Genius Sports Limited (GENI) vs Opera Limited Sponsored ADR (OPRA)

Genius Sports Limited and Opera Limited Sponsored ADR are both Internet Content & Information companies. Genius Sports Limited is the larger, with a market value of $1.6B against $1.3B — 1.3× the size. Genius Sports Limited has negative trailing earnings, so its P/E is not meaningful; Opera Limited Sponsored ADR trades at 8.7×. Genius Sports Limited grew revenue faster over the last twelve months: 41.5% against 22.6%. Opera Limited Sponsored ADR has the higher net margin (18.6% vs −23.0%) and the higher return on invested capital (7.64% vs −7.08%). Across the 19 metrics below, Opera Limited Sponsored ADR leads on 16 and Genius Sports Limited on 3.

Valuation

Metric GENI OPRA Internet Content & Information median
P/E n/m 8.67 12.38
P/S 2.10 1.91 0.93
P/B 2.43 1.29 1.24
Price to free cash flow n/m 10.97 10.76
EV/EBITDA n/m 9.17 10.74
EV/Sales 2.90 1.71 1.20
Earnings yield (11.41%) 11.53% (1.71%)
Free cash flow yield (7.03%) 9.11% 4.26%

Profitability

Metric GENI OPRA Internet Content & Information median
Gross margin 27.44% 65.64% 63.25%
Operating margin (18.85%) 15.61% (1.87%)
Net margin (22.99%) 18.55% (1.37%)
Free cash flow margin (14.78%) 18.31% 3.47%
Return on equity (25.87%) 12.86% (1.19%)
Return on assets (11.94%) 11.35% 0.00%
Return on invested capital (7.08%) 7.64% 0.00%

Growth

Metric GENI OPRA Internet Content & Information median
Revenue growth (TTM) 41.51% 22.62% 6.92%
EPS growth (last fiscal year) (62.96%) 32.22% 34.37%
Revenue growth, 5-year CAGR 34.92% 28.32% 10.46%
Net income growth, 5-year CAGR 0.00% (9.58%) 0.00%

Health

Metric GENI OPRA Internet Content & Information median
Debt to equity 1.15 0.00 0.01
Current ratio 0.97 2.05 1.84
Net debt to EBITDA 3.53 (1.39) (0.53)

Dividend

Metric GENI OPRA Internet Content & Information median
Dividend yield — 5.46% 1.19%
Payout ratio — 0.48 0.27

Size

Metric GENI OPRA Internet Content & Information median
Market cap 1.64b 1.30b 693.23m

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