Global-e Online Ltd. (GLBE) vs Ozon Holdings PLC Sponsored ADR (OZON)

Global-e Online Ltd. and Ozon Holdings PLC Sponsored ADR are both Internet Retail companies. Global-e Online Ltd. is the larger, with a market value of $6.9B against $2.4B — 2.8× the size. Ozon Holdings PLC Sponsored ADR has negative trailing earnings, so its P/E is not meaningful; Global-e Online Ltd. trades at 44.1×. Ozon Holdings PLC Sponsored ADR grew revenue faster over the last twelve months: 57.7% against 31.4%. Global-e Online Ltd. has the higher net margin (13.9% vs −11.1%) and the higher return on invested capital (26.5% vs −50.7%). Across the 17 metrics below, Global-e Online Ltd. leads on 12 and Ozon Holdings PLC Sponsored ADR on 5.

Valuation

Metric GLBE OZON Internet Retail median
P/E 44.14 n/m 22.73
P/S 6.07 0.49 0.64
P/B 7.45 n/m 1.65
Price to free cash flow 23.20 51.87 14.11
EV/EBITDA 31.18 n/m 15.68
EV/Sales 5.59 0.65 0.76
Earnings yield 2.27% (34.05%) (0.11%)
Free cash flow yield 4.31% 1.93% 0.00%

Profitability

Metric GLBE OZON Internet Retail median
Gross margin 45.22% 36.25% 43.51%
Operating margin 14.25% (9.31%) 0.08%
Net margin 13.87% (11.09%) 0.56%
Free cash flow margin 26.16% 0.95% 0.00%
Return on equity 16.96% 2,071.44% 0.00%
Return on assets 11.96% (16.41%) 0.00%
Return on invested capital 26.46% (50.72%) 0.00%

Growth

Metric GLBE OZON Internet Retail median
Revenue growth (TTM) 31.40% 57.69% 10.60%
EPS growth (last fiscal year) 186.67% (10.13%) —
Revenue growth, 5-year CAGR 47.81% — 10.81%
Net income growth, 5-year CAGR 148.19% — 0.00%

Health

Metric GLBE OZON Internet Retail median
Debt to equity 0.00 (8.33) 0.13
Current ratio 2.07 0.85 1.49
Net debt to EBITDA (3.93) (2.64) (0.25)

Dividend

Metric GLBE OZON Internet Retail median
Dividend yield — — —
Payout ratio 0.00 0.00 0.00

Size

Metric GLBE OZON Internet Retail median
Market cap 6.87b 2.42b 443.85m

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