Taboola.com Ltd. (TBLA) vs Yelp Inc. (YELP)

Taboola.com Ltd. and Yelp Inc. are both Internet Content & Information companies. Yelp Inc. is the larger, with a market value of $1.1B against $956.4M — 1.2× the size. Taboola.com Ltd. trades at the lower P/E: 8.3× against 9.4×. Taboola.com Ltd. grew revenue faster over the last twelve months: 8.00% against 1.50%. Yelp Inc. has the higher net margin (8.59% vs 6.05%) and the higher return on invested capital (16.6% vs 9.05%). Across the 21 metrics below, Yelp Inc. leads on 13 and Taboola.com Ltd. on 8.

Valuation

Metric TBLA YELP Internet Content & Information median
P/E 8.28 9.36 11.54
P/S 0.49 0.74 0.86
P/B 1.02 1.69 1.20
Price to free cash flow 4.77 3.76 9.63
EV/EBITDA 4.28 4.07 8.68
EV/Sales 0.46 0.75 1.18
Earnings yield 12.08% 10.69% (2.42%)
Free cash flow yield 20.99% 26.62% 2.27%

Profitability

Metric TBLA YELP Internet Content & Information median
Gross margin 29.74% 89.65% 66.84%
Operating margin 6.47% 11.73% (3.41%)
Net margin 6.05% 8.59% (3.02%)
Free cash flow margin 10.23% 20.19% 1.75%
Return on equity 12.75% 18.19% 0.00%
Return on assets 7.72% 12.84% (0.36%)
Return on invested capital 9.05% 16.61% 0.00%

Growth

Metric TBLA YELP Internet Content & Information median
Revenue growth (TTM) 8.00% 1.50% 2.65%
EPS growth (last fiscal year) 1,400.00% 19.15% 34.45%
Revenue growth, 5-year CAGR 9.97% 10.91% 9.73%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric TBLA YELP Internet Content & Information median
Debt to equity 0.08 0.16 0.01
Current ratio 1.11 1.75 1.82
Net debt to EBITDA (0.13) (1.16) (0.48)

Dividend

Metric TBLA YELP Internet Content & Information median
Dividend yield — — 1.07%
Payout ratio — — 0.28

Size

Metric TBLA YELP Internet Content & Information median
Market cap 956.35m 1.11b 318.52m

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