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

NerdWallet, Inc. and Taboola.com Ltd. are both Internet Content & Information companies. Taboola.com Ltd. is the larger, with a market value of $956.4M against $641.2M — 1.5× the size. Taboola.com Ltd. trades at the lower P/E: 8.3× against 11.0×. NerdWallet, Inc. grew revenue faster over the last twelve months: 11.5% against 8.00%. NerdWallet, Inc. has the higher net margin (7.56% vs 6.05%) and the higher return on invested capital (20.9% vs 9.05%). Across the 22 metrics below, NerdWallet, Inc. leads on 15 and Taboola.com Ltd. on 7.

Valuation

Metric NRDS TBLA Internet Content & Information median
P/E 11.02 8.28 11.54
P/S 0.76 0.49 0.86
P/B 2.00 1.02 1.20
Price to free cash flow 4.44 4.77 9.63
EV/EBITDA 5.16 4.28 8.68
EV/Sales 0.77 0.46 1.18
Earnings yield 9.07% 12.08% (2.42%)
Free cash flow yield 22.54% 20.99% 2.27%

Profitability

Metric NRDS TBLA Internet Content & Information median
Gross margin 93.50% 29.74% 66.84%
Operating margin 10.23% 6.47% (3.41%)
Net margin 7.56% 6.05% (3.02%)
Free cash flow margin 17.12% 10.23% 1.75%
Return on equity 18.16% 12.75% 0.00%
Return on assets 14.54% 7.72% (0.36%)
Return on invested capital 20.85% 9.05% 0.00%

Growth

Metric NRDS TBLA Internet Content & Information median
Revenue growth (TTM) 11.51% 8.00% 2.65%
EPS growth (last fiscal year) 68.42% 1,400.00% 34.45%
Revenue growth, 5-year CAGR 27.81% 9.97% 9.73%
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 2.62 1.11 1.82
Net debt to EBITDA (0.88) (0.13) (0.48)

Dividend

Metric NRDS TBLA Internet Content & Information median
Dividend yield — — 1.07%
Payout ratio — — 0.28

Size

Metric NRDS TBLA Internet Content & Information median
Market cap 641.15m 956.35m 318.52m

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