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 $586.2M — 1.7× the size. Weibo Corporation trades at the lower P/E: 4.8× against 5.3×. 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, Taboola.com Ltd. leads on 11 and Weibo Corporation on 11.

Valuation

Metric TBLA WB Internet Content & Information median
P/E 5.27 4.84 12.38
P/S 0.31 0.87 0.93
P/B 0.65 0.39 1.24
Price to free cash flow 3.03 0.92 10.76
EV/EBITDA 2.62 3.60 10.74
EV/Sales 0.28 0.88 1.20
Earnings yield 18.97% 20.68% (1.71%)
Free cash flow yield 32.96% 109.11% 4.26%

Profitability

Metric TBLA WB Internet Content & Information median
Gross margin 29.74% 73.36% 63.25%
Operating margin 6.47% 24.50% (1.87%)
Net margin 6.05% 17.78% (1.37%)
Free cash flow margin 10.23% 0.00% 3.47%
Return on equity 12.75% 0.00% (1.19%)
Return on assets 7.72% 4.65% 0.00%
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% 6.92%
EPS growth (last fiscal year) 1,400.00% 46.55% 34.37%
Revenue growth, 5-year CAGR 9.97% 0.78% 10.46%
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 1.84
Net debt to EBITDA (0.13) (1.03) (0.53)

Dividend

Metric TBLA WB Internet Content & Information median
Dividend yield — 9.41% 1.19%
Payout ratio — 0.50 0.27

Size

Metric TBLA WB Internet Content & Information median
Market cap 586.24m 1.02b 693.23m

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