Opera Limited Sponsored ADR (OPRA) vs RUM Group Inc. (RUM)

Opera Limited Sponsored ADR and RUM Group Inc. are both Internet Content & Information companies. RUM Group Inc. is the larger, with a market value of $2.3B against $1.3B — 1.8× the size. RUM Group Inc. has negative trailing earnings, so its P/E is not meaningful; Opera Limited Sponsored ADR trades at 8.7×. Opera Limited Sponsored ADR grew revenue faster over the last twelve months: 22.6% against 13.1%. Opera Limited Sponsored ADR has the higher net margin (18.6% vs −134.6%) and the higher return on invested capital (7.64% vs −6.86%). Across the 18 metrics below, Opera Limited Sponsored ADR leads on 14 and RUM Group Inc. on 4.

Valuation

Metric OPRA RUM Internet Content & Information median
P/E 8.67 n/m 12.38
P/S 1.91 11.34 0.93
P/B 1.29 0.94 1.24
Price to free cash flow 10.97 n/m 10.76
EV/EBITDA 9.17 n/m 10.74
EV/Sales 1.71 12.68 1.20
Earnings yield 11.53% (12.55%) (1.71%)
Free cash flow yield 9.11% (11.80%) 4.26%

Profitability

Metric OPRA RUM Internet Content & Information median
Gross margin 65.64% 7.86% 63.25%
Operating margin 15.61% (147.47%) (1.87%)
Net margin 18.55% (134.60%) (1.37%)
Free cash flow margin 18.31% (133.87%) 3.47%
Return on equity 12.86% (18.20%) (1.19%)
Return on assets 11.35% (12.65%) 0.00%
Return on invested capital 7.64% (6.86%) 0.00%

Growth

Metric OPRA RUM Internet Content & Information median
Revenue growth (TTM) 22.62% 13.05% 6.92%
EPS growth (last fiscal year) 32.22% 80.72% 34.37%
Revenue growth, 5-year CAGR 28.32% — 10.46%
Net income growth, 5-year CAGR (9.58%) 0.00% 0.00%

Health

Metric OPRA RUM Internet Content & Information median
Debt to equity 0.00 0.25 0.01
Current ratio 2.05 2.12 1.84
Net debt to EBITDA (1.39) 2.12 (0.53)

Dividend

Metric OPRA RUM Internet Content & Information median
Dividend yield 5.46% — 1.19%
Payout ratio 0.48 — 0.27

Size

Metric OPRA RUM Internet Content & Information median
Market cap 1.30b 2.33b 693.23m

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