Groupon, Inc. (GRPN) vs Nextdoor Holdings, Inc. (NXDR)

Groupon, Inc. and Nextdoor Holdings, Inc. are both Internet Content & Information companies. Nextdoor Holdings, Inc. is the larger, with a market value of $967.1M against $855.5M — 1.1× the size. Nextdoor Holdings, Inc. grew revenue faster over the last twelve months: 9.79% against 1.98%. Nextdoor Holdings, Inc. has the higher net margin (−11.1% vs −25.3%) and the lower return on invested capital (−87.4% vs 32.4%). Across the 18 metrics below, Groupon, Inc. leads on 11 and Nextdoor Holdings, Inc. on 7.

Valuation

Metric GRPN NXDR Internet Content & Information median
P/E n/m n/m 10.24
P/S 1.67 3.48 0.87
P/B n/m 2.33 1.32
Price to free cash flow 28.27 77.94 8.85
EV/EBITDA 48.43 n/m 8.86
EV/Sales 1.83 2.13 1.15
Earnings yield (14.55%) (3.01%) (1.58%)
Free cash flow yield 3.54% 1.28% 2.32%

Profitability

Metric GRPN NXDR Internet Content & Information median
Gross margin 90.72% 84.19% 66.84%
Operating margin 0.94% (16.62%) (3.41%)
Net margin (25.26%) (11.08%) (3.02%)
Free cash flow margin 6.02% 4.47% 1.75%
Return on equity 1,211.23% (7.24%) 0.00%
Return on assets (20.15%) (6.39%) (0.36%)
Return on invested capital 32.40% (87.38%) 0.00%

Growth

Metric GRPN NXDR Internet Content & Information median
Revenue growth (TTM) 1.98% 9.79% 2.65%
EPS growth (last fiscal year) (37.75%) 44.00% —
Revenue growth, 5-year CAGR (18.86%) 15.88% 9.73%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric GRPN NXDR Internet Content & Information median
Debt to equity (4.26) 0.00 0.01
Current ratio 0.79 13.27 1.82
Net debt to EBITDA 1.11 5.78 (0.48)

Dividend

Metric GRPN NXDR Internet Content & Information median
Dividend yield — — 3.19%
Payout ratio 0.00 0.00 0.00

Size

Metric GRPN NXDR Internet Content & Information median
Market cap 855.50m 967.12m 283.68m

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