RUM Group Inc. (RUM) vs Zillow Group, Inc. (Z)

RUM Group Inc. and Zillow Group, Inc. are both Internet Content & Information companies. Zillow Group, Inc. is the larger, with a market value of $6.4B against $4.3B — 1.5× the size. RUM Group Inc. has negative trailing earnings, so its P/E is not meaningful; Zillow Group, Inc. trades at 129×. Zillow Group, Inc. grew revenue faster over the last twelve months: 17.7% against 13.1%. Zillow Group, Inc. has the higher net margin (1.96% vs −134.6%) and the higher return on invested capital (0.18% vs −6.86%). Across the 17 metrics below, Zillow Group, Inc. leads on 16 and RUM Group Inc. on 1.

Valuation

Metric RUM Z Internet Content & Information median
P/E n/m 129.23 10.24
P/S 20.17 2.31 0.87
P/B 1.66 1.50 1.32
Price to free cash flow n/m 29.45 8.85
EV/EBITDA n/m 22.07 8.86
EV/Sales 21.50 2.40 1.15
Earnings yield (7.06%) 0.77% (1.58%)
Free cash flow yield (6.64%) 3.40% 2.32%

Profitability

Metric RUM Z Internet Content & Information median
Gross margin 7.86% 72.88% 66.84%
Operating margin (147.47%) 0.43% (3.41%)
Net margin (134.60%) 1.96% (3.02%)
Free cash flow margin (133.87%) 7.83% 1.75%
Return on equity (18.20%) 1.21% 0.00%
Return on assets (12.65%) 1.03% (0.36%)
Return on invested capital (6.86%) 0.18% 0.00%

Growth

Metric RUM Z Internet Content & Information median
Revenue growth (TTM) 13.05% 17.67% 2.65%
EPS growth (last fiscal year) 80.72% 118.75% —
Revenue growth, 5-year CAGR — 9.73% 9.73%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric RUM Z Internet Content & Information median
Debt to equity 0.25 0.11 0.01
Current ratio 2.12 1.92 1.82
Net debt to EBITDA 2.12 (3.61) (0.48)

Dividend

Metric RUM Z Internet Content & Information median
Dividend yield — — 3.19%
Payout ratio 0.00 0.00 0.00

Size

Metric RUM Z Internet Content & Information median
Market cap 4.29b 6.35b 283.68m

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