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Genius Sports Limited (GENI) vs Yelp Inc. (YELP)

Genius Sports Limited and Yelp Inc. are both Internet Content & Information companies. Genius Sports Limited is the larger, with a market value of $1.8B against $1.1B — 1.6× the size. Genius Sports Limited has negative trailing earnings, so its P/E is not meaningful; Yelp Inc. trades at 9.4×. Genius Sports Limited grew revenue faster over the last twelve months: 41.5% against 1.50%. Yelp Inc. has the higher net margin (8.59% vs −23.0%) and the higher return on invested capital (16.6% vs −7.08%). Across the 18 metrics below, Yelp Inc. leads on 16 and Genius Sports Limited on 2.

Valuation

Metric GENI YELP Internet Content & Information median
P/E n/m 9.36 11.54
P/S 2.27 0.74 0.86
P/B 2.62 1.69 1.20
Price to free cash flow n/m 3.76 9.63
EV/EBITDA n/m 4.07 8.68
EV/Sales 3.06 0.75 1.18
Earnings yield (10.59%) 10.69% (2.42%)
Free cash flow yield (6.52%) 26.62% 2.27%

Profitability

Metric GENI YELP Internet Content & Information median
Gross margin 27.44% 89.65% 66.84%
Operating margin (18.85%) 11.73% (3.41%)
Net margin (22.99%) 8.59% (3.02%)
Free cash flow margin (14.78%) 20.19% 1.75%
Return on equity (25.87%) 18.19% 0.00%
Return on assets (11.94%) 12.84% (0.36%)
Return on invested capital (7.08%) 16.61% 0.00%

Growth

Metric GENI YELP Internet Content & Information median
Revenue growth (TTM) 41.51% 1.50% 2.65%
EPS growth (last fiscal year) (62.96%) 19.15% 34.45%
Revenue growth, 5-year CAGR 34.92% 10.91% 9.73%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric GENI YELP Internet Content & Information median
Debt to equity 1.15 0.16 0.01
Current ratio 0.97 1.75 1.82
Net debt to EBITDA 3.53 (1.16) (0.48)

Dividend

Metric GENI YELP Internet Content & Information median
Dividend yield — — 1.07%
Payout ratio — — 0.28

Size

Metric GENI YELP Internet Content & Information median
Market cap 1.83b 1.11b 318.52m

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