Opera Limited Sponsored ADR (OPRA) vs Yelp Inc. (YELP)

Opera Limited Sponsored ADR and Yelp Inc. are both Internet Content & Information companies. Opera Limited Sponsored ADR is the larger, with a market value of $1.3B against $1.1B — 1.2× the size. Opera Limited Sponsored ADR trades at the lower P/E: 8.7× against 9.0×. Opera Limited Sponsored ADR grew revenue faster over the last twelve months: 22.6% against 0.07%. Opera Limited Sponsored ADR has the higher net margin (18.6% vs 8.29%) and the lower return on invested capital (7.64% vs 14.1%). Across the 22 metrics below, Opera Limited Sponsored ADR leads on 12 and Yelp Inc. on 10.

Valuation

Metric OPRA YELP Internet Content & Information median
P/E 8.72 9.04 12.02
P/S 1.92 0.71 0.94
P/B 1.30 1.56 1.25
Price to free cash flow 11.03 4.09 10.41
EV/EBITDA 9.23 3.81 10.43
EV/Sales 1.72 0.70 1.21
Earnings yield 11.47% 11.06% (1.75%)
Free cash flow yield 9.07% 24.47% 4.07%

Profitability

Metric OPRA YELP Internet Content & Information median
Gross margin 65.64% 89.21% 66.08%
Operating margin 15.61% 11.50% (1.87%)
Net margin 18.55% 8.29% (1.37%)
Free cash flow margin 18.31% 17.92% 3.47%
Return on equity 12.86% 17.33% (1.19%)
Return on assets 11.35% 12.22% 0.00%
Return on invested capital 7.64% 14.13% 0.00%

Growth

Metric OPRA YELP Internet Content & Information median
Revenue growth (TTM) 22.62% 0.07% 4.08%
EPS growth (last fiscal year) 32.22% 19.15% 34.37%
Revenue growth, 5-year CAGR 28.32% 10.91% 10.46%
Net income growth, 5-year CAGR (9.58%) 0.00% 0.00%

Health

Metric OPRA YELP Internet Content & Information median
Debt to equity 0.00 0.11 0.01
Current ratio 2.05 1.76 1.84
Net debt to EBITDA (1.39) (1.16) (0.53)

Dividend

Metric OPRA YELP Internet Content & Information median
Dividend yield 5.43% — 1.19%
Payout ratio 0.48 — 0.27

Size

Metric OPRA YELP Internet Content & Information median
Market cap 1.30b 1.11b 609.91m

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