Genius Sports Limited (GENI) vs Weibo Corporation (WB)

Genius Sports Limited and Weibo Corporation are both Internet Content & Information companies. Genius Sports Limited is the larger, with a market value of $1.6B against $1.0B — 1.6× the size. Genius Sports Limited has negative trailing earnings, so its P/E is not meaningful; Weibo Corporation trades at 4.8×. Genius Sports Limited grew revenue faster over the last twelve months: 41.5% against 1.57%. Weibo Corporation has the higher net margin (17.8% vs −23.0%) and the higher return on invested capital (8.37% vs −7.08%). Across the 19 metrics below, Weibo Corporation leads on 17 and Genius Sports Limited on 2.

Valuation

Metric GENI WB Internet Content & Information median
P/E n/m 4.84 10.24
P/S 2.27 0.87 0.87
P/B 2.63 0.39 1.32
Price to free cash flow n/m 0.92 8.85
EV/EBITDA n/m 3.61 8.86
EV/Sales 3.07 0.88 1.15
Earnings yield (10.56%) 20.65% (1.58%)
Free cash flow yield (6.50%) 108.94% 2.32%

Profitability

Metric GENI WB Internet Content & Information median
Gross margin 27.44% 73.36% 66.84%
Operating margin (18.85%) 24.50% (3.41%)
Net margin (22.99%) 17.78% (3.02%)
Free cash flow margin (14.78%) 0.00% 1.75%
Return on equity (25.87%) 0.00% 0.00%
Return on assets (11.94%) 4.65% (0.36%)
Return on invested capital (7.08%) 8.37% 0.00%

Growth

Metric GENI WB Internet Content & Information median
Revenue growth (TTM) 41.51% 1.57% 2.65%
EPS growth (last fiscal year) (62.96%) 46.55% —
Revenue growth, 5-year CAGR 34.92% 0.78% 9.73%
Net income growth, 5-year CAGR 0.00% 7.46% 0.00%

Health

Metric GENI WB Internet Content & Information median
Debt to equity 1.15 0.46 0.01
Current ratio 0.97 3.59 1.82
Net debt to EBITDA 3.53 (1.03) (0.48)

Dividend

Metric GENI WB Internet Content & Information median
Dividend yield — 1.19% 3.19%
Payout ratio 0.00 0.00 0.00

Size

Metric GENI WB Internet Content & Information median
Market cap 1.63b 1.03b 283.68m

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