Taboola.com Ltd. (TBLA) vs Weibo Corporation (WB)

Taboola.com Ltd. and Weibo Corporation are both Internet Content & Information companies. Weibo Corporation is the larger, with a market value of $1.0B against $932.0M — 1.1× the size. Weibo Corporation trades at the lower P/E: 4.8× against 8.4×. Taboola.com Ltd. grew revenue faster over the last twelve months: 8.00% against 1.57%. Weibo Corporation has the higher net margin (17.8% vs 6.05%) and the lower return on invested capital (8.37% vs 9.05%). Across the 22 metrics below, Weibo Corporation leads on 12 and Taboola.com Ltd. on 10.

Valuation

Metric TBLA WB Internet Content & Information median
P/E 8.38 4.84 10.24
P/S 0.49 0.87 0.87
P/B 1.03 0.39 1.32
Price to free cash flow 4.82 0.92 8.85
EV/EBITDA 4.33 3.61 8.86
EV/Sales 0.46 0.88 1.15
Earnings yield 11.94% 20.65% (1.58%)
Free cash flow yield 20.75% 108.94% 2.32%

Profitability

Metric TBLA WB Internet Content & Information median
Gross margin 29.74% 73.36% 66.84%
Operating margin 6.47% 24.50% (3.41%)
Net margin 6.05% 17.78% (3.02%)
Free cash flow margin 10.23% 0.00% 1.75%
Return on equity 12.75% 0.00% 0.00%
Return on assets 7.72% 4.65% (0.36%)
Return on invested capital 9.05% 8.37% 0.00%

Growth

Metric TBLA WB Internet Content & Information median
Revenue growth (TTM) 8.00% 1.57% 2.65%
EPS growth (last fiscal year) 1,400.00% 46.55% —
Revenue growth, 5-year CAGR 9.97% 0.78% 9.73%
Net income growth, 5-year CAGR 0.00% 7.46% 0.00%

Health

Metric TBLA WB Internet Content & Information median
Debt to equity 0.08 0.46 0.01
Current ratio 1.11 3.59 1.82
Net debt to EBITDA (0.13) (1.03) (0.48)

Dividend

Metric TBLA WB Internet Content & Information median
Dividend yield — 1.19% 3.19%
Payout ratio 0.00 0.00 0.00

Size

Metric TBLA WB Internet Content & Information median
Market cap 932.04m 1.03b 283.68m

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