NerdWallet, Inc. (NRDS) vs ZipRecruiter, Inc. (ZIP)

NerdWallet, Inc. and ZipRecruiter, Inc. are both Internet Content & Information companies. NerdWallet, Inc. is the larger, with a market value of $524.2M against $283.7M — 1.8× the size. NerdWallet, Inc. trades at the lower P/E: 9.3× against 10.0×. NerdWallet, Inc. grew revenue faster over the last twelve months: 11.5% against 0.41%. NerdWallet, Inc. has the higher net margin (7.56% vs 6.20%) and the higher return on invested capital (20.9% vs 2.14%). Across the 21 metrics below, NerdWallet, Inc. leads on 17 and ZipRecruiter, Inc. on 4.

Valuation

Metric NRDS ZIP Internet Content & Information median
P/E 9.34 10.03 10.24
P/S 0.64 0.63 0.87
P/B 1.70 n/m 1.32
Price to free cash flow 3.76 19.03 8.85
EV/EBITDA 3.89 27.28 8.86
EV/Sales 0.58 0.82 1.15
Earnings yield 10.71% 9.97% (1.58%)
Free cash flow yield 26.60% 5.26% 2.32%

Profitability

Metric NRDS ZIP Internet Content & Information median
Gross margin 93.50% 89.12% 66.84%
Operating margin 10.23% 0.35% (3.41%)
Net margin 7.56% 6.20% (3.02%)
Free cash flow margin 17.12% 3.33% 1.75%
Return on equity 18.16% (56.24%) 0.00%
Return on assets 14.54% 6.14% (0.36%)
Return on invested capital 20.85% 2.14% 0.00%

Growth

Metric NRDS ZIP Internet Content & Information median
Revenue growth (TTM) 11.51% 0.41% 2.65%
EPS growth (last fiscal year) 68.42% (184.62%) —
Revenue growth, 5-year CAGR 27.81% 1.43% 9.73%
Net income growth, 5-year CAGR 55.83% 0.00% 0.00%

Health

Metric NRDS ZIP Internet Content & Information median
Debt to equity 0.00 (7.49) 0.01
Current ratio 2.62 3.03 1.82
Net debt to EBITDA (0.88) (19.67) (0.48)

Dividend

Metric NRDS ZIP Internet Content & Information median
Dividend yield — — 3.19%
Payout ratio 0.00 0.00 0.00

Size

Metric NRDS ZIP Internet Content & Information median
Market cap 524.17m 283.68m 283.68m

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