NerdWallet, Inc. (NRDS) vs Taboola.com Ltd. (TBLA)

NerdWallet, Inc. and Taboola.com Ltd. are both Internet Content & Information companies. NerdWallet, Inc. is the larger, with a market value of $730.6M against $586.2M — 1.2× the size. Taboola.com Ltd. trades at the lower P/E: 5.3× against 14.6×. NerdWallet, Inc. grew revenue faster over the last twelve months: 11.3% against 8.00%. NerdWallet, Inc. has the higher net margin (6.06% vs 6.05%) and the higher return on invested capital (17.0% vs 9.05%). Across the 22 metrics below, NerdWallet, Inc. leads on 13 and Taboola.com Ltd. on 9.

Valuation

Metric NRDS TBLA Internet Content & Information median
P/E 14.61 5.27 12.38
P/S 0.83 0.31 0.93
P/B 2.16 0.65 1.24
Price to free cash flow 5.61 3.03 10.76
EV/EBITDA 6.57 2.62 10.74
EV/Sales 0.83 0.28 1.20
Earnings yield 6.85% 18.97% (1.71%)
Free cash flow yield 17.82% 32.96% 4.26%

Profitability

Metric NRDS TBLA Internet Content & Information median
Gross margin 93.85% 29.74% 63.25%
Operating margin 8.25% 6.47% (1.87%)
Net margin 6.06% 6.05% (1.37%)
Free cash flow margin 14.83% 10.23% 3.47%
Return on equity 14.41% 12.75% (1.19%)
Return on assets 11.50% 7.72% 0.00%
Return on invested capital 17.03% 9.05% 0.00%

Growth

Metric NRDS TBLA Internet Content & Information median
Revenue growth (TTM) 11.26% 8.00% 6.92%
EPS growth (last fiscal year) 68.42% 1,400.00% 34.37%
Revenue growth, 5-year CAGR 27.81% 9.97% 10.46%
Net income growth, 5-year CAGR 55.83% 0.00% 0.00%

Health

Metric NRDS TBLA Internet Content & Information median
Debt to equity 0.00 0.08 0.01
Current ratio 2.74 1.11 1.84
Net debt to EBITDA (0.88) (0.13) (0.53)

Dividend

Metric NRDS TBLA Internet Content & Information median
Dividend yield — — 1.19%
Payout ratio — — 0.27

Size

Metric NRDS TBLA Internet Content & Information median
Market cap 730.64m 586.24m 693.23m

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