Ozon Holdings PLC Sponsored ADR (OZON) vs Revolve Group, Inc. (RVLV)

Ozon Holdings PLC Sponsored ADR and Revolve Group, Inc. are both Internet Retail companies. Ozon Holdings PLC Sponsored ADR is the larger, with a market value of $2.4B against $1.5B — 1.6× the size. Ozon Holdings PLC Sponsored ADR has negative trailing earnings, so its P/E is not meaningful; Revolve Group, Inc. trades at 20.8×. Ozon Holdings PLC Sponsored ADR grew revenue faster over the last twelve months: 57.7% against 10.8%. Revolve Group, Inc. has the higher net margin (5.54% vs −11.1%) and the higher return on invested capital (21.8% vs −50.7%). Across the 17 metrics below, Revolve Group, Inc. leads on 10 and Ozon Holdings PLC Sponsored ADR on 7.

Valuation

Metric OZON RVLV Internet Retail median
P/E n/m 20.78 22.73
P/S 0.49 1.15 0.64
P/B n/m 2.80 1.65
Price to free cash flow 51.87 59.47 14.11
EV/EBITDA n/m 13.86 15.68
EV/Sales 0.65 0.92 0.76
Earnings yield (34.05%) 4.81% (0.11%)
Free cash flow yield 1.93% 1.68% 0.00%

Profitability

Metric OZON RVLV Internet Retail median
Gross margin 36.25% 54.32% 43.51%
Operating margin (9.31%) 6.05% 0.08%
Net margin (11.09%) 5.54% 0.56%
Free cash flow margin 0.95% 1.94% 0.00%
Return on equity 2,071.44% 14.41% 0.00%
Return on assets (16.41%) 9.28% 0.00%
Return on invested capital (50.72%) 21.76% 0.00%

Growth

Metric OZON RVLV Internet Retail median
Revenue growth (TTM) 57.69% 10.80% 10.60%
EPS growth (last fiscal year) (10.13%) 24.64% —
Revenue growth, 5-year CAGR — 16.12% 10.81%
Net income growth, 5-year CAGR — 1.68% 0.00%

Health

Metric OZON RVLV Internet Retail median
Debt to equity (8.33) 0.00 0.13
Current ratio 0.85 2.48 1.49
Net debt to EBITDA (2.64) (3.76) (0.25)

Dividend

Metric OZON RVLV Internet Retail median
Dividend yield — — —
Payout ratio 0.00 0.00 0.00

Size

Metric OZON RVLV Internet Retail median
Market cap 2.42b 1.47b 443.85m

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