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

Taboola.com Ltd. and Yelp Inc. are both Internet Content & Information companies. Taboola.com Ltd. and Yelp Inc. are of similar size ($996.8M and $932.0M). Taboola.com Ltd. trades at the lower P/E: 8.4× against 8.6×. 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 8.38 8.57 10.24
P/S 0.49 0.68 0.87
P/B 1.03 1.55 1.32
Price to free cash flow 4.82 3.44 8.85
EV/EBITDA 4.33 3.73 8.86
EV/Sales 0.46 0.68 1.15
Earnings yield 11.94% 11.66% (1.58%)
Free cash flow yield 20.75% 29.05% 2.32%

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% —
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 — — 3.19%
Payout ratio 0.00 0.00 0.00

Size

Metric TBLA YELP Internet Content & Information median
Market cap 932.04m 996.82m 283.68m

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