Groupon, Inc. (GRPN) vs MediaAlpha, Inc. (MAX)

Groupon, Inc. and MediaAlpha, Inc. are both Internet Content & Information companies. Groupon, Inc. and MediaAlpha, Inc. are of similar size ($749.5M and $715.6M). Groupon, Inc. has negative trailing earnings, so its P/E is not meaningful; MediaAlpha, Inc. trades at 6.5×. MediaAlpha, Inc. grew revenue faster over the last twelve months: 13.8% against 1.98%. MediaAlpha, Inc. has the higher net margin (7.94% vs −25.3%) and the higher return on invested capital (35.6% vs 32.4%). Across the 19 metrics below, MediaAlpha, Inc. leads on 15 and Groupon, Inc. on 4.

Valuation

Metric GRPN MAX Internet Content & Information median
P/E n/m 6.52 11.54
P/S 1.28 0.50 0.86
P/B n/m n/m 1.20
Price to free cash flow 21.74 10.96 9.63
EV/EBITDA 38.24 8.83 8.68
EV/Sales 1.45 0.63 1.18
Earnings yield (18.93%) 15.33% (2.42%)
Free cash flow yield 4.60% 9.12% 2.27%

Profitability

Metric GRPN MAX Internet Content & Information median
Gross margin 90.72% 14.71% 66.84%
Operating margin 0.94% 6.89% (3.41%)
Net margin (25.26%) 7.94% (3.02%)
Free cash flow margin 6.02% 4.60% 1.75%
Return on equity 1,211.23% (314.09%) 0.00%
Return on assets (20.15%) 31.91% (0.36%)
Return on invested capital 32.40% 35.63% 0.00%

Growth

Metric GRPN MAX Internet Content & Information median
Revenue growth (TTM) 1.98% 13.84% 2.65%
EPS growth (last fiscal year) (37.75%) 25.81% 34.45%
Revenue growth, 5-year CAGR (18.86%) 13.75% 9.73%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric GRPN MAX Internet Content & Information median
Debt to equity (4.26) (35.71) 0.01
Current ratio 0.79 1.29 1.82
Net debt to EBITDA 1.11 4.09 (0.48)

Dividend

Metric GRPN MAX Internet Content & Information median
Dividend yield — — 1.07%
Payout ratio — — 0.28

Size

Metric GRPN MAX Internet Content & Information median
Market cap 749.47m 715.56m 318.52m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack