NerdWallet, Inc. (NRDS) vs Weibo Corporation (WB)

NerdWallet, Inc. and Weibo Corporation are both Internet Content & Information companies. Weibo Corporation is the larger, with a market value of $1.0B against $730.6M — 1.4× the size. Weibo Corporation trades at the lower P/E: 4.8× against 14.6×. NerdWallet, Inc. grew revenue faster over the last twelve months: 11.3% against 1.57%. Weibo Corporation has the higher net margin (17.8% vs 6.06%) and the lower return on invested capital (8.37% vs 17.0%). Across the 22 metrics below, NerdWallet, Inc. leads on 12 and Weibo Corporation on 10.

Valuation

Metric NRDS WB Internet Content & Information median
P/E 14.61 4.84 12.38
P/S 0.83 0.87 0.93
P/B 2.16 0.39 1.24
Price to free cash flow 5.61 0.92 10.76
EV/EBITDA 6.57 3.60 10.74
EV/Sales 0.83 0.88 1.20
Earnings yield 6.85% 20.68% (1.71%)
Free cash flow yield 17.82% 109.11% 4.26%

Profitability

Metric NRDS WB Internet Content & Information median
Gross margin 93.85% 73.36% 63.25%
Operating margin 8.25% 24.50% (1.87%)
Net margin 6.06% 17.78% (1.37%)
Free cash flow margin 14.83% 0.00% 3.47%
Return on equity 14.41% 0.00% (1.19%)
Return on assets 11.50% 4.65% 0.00%
Return on invested capital 17.03% 8.37% 0.00%

Growth

Metric NRDS WB Internet Content & Information median
Revenue growth (TTM) 11.26% 1.57% 6.92%
EPS growth (last fiscal year) 68.42% 46.55% 34.37%
Revenue growth, 5-year CAGR 27.81% 0.78% 10.46%
Net income growth, 5-year CAGR 55.83% 7.46% 0.00%

Health

Metric NRDS WB Internet Content & Information median
Debt to equity 0.00 0.46 0.01
Current ratio 2.74 3.59 1.84
Net debt to EBITDA (0.88) (1.03) (0.53)

Dividend

Metric NRDS WB Internet Content & Information median
Dividend yield — 9.41% 1.19%
Payout ratio — 0.50 0.27

Size

Metric NRDS WB Internet Content & Information median
Market cap 730.64m 1.02b 693.23m

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