Taboola.com Ltd. (TBLA) vs ZipRecruiter, Inc. (ZIP)

Taboola.com Ltd. and ZipRecruiter, Inc. are both Internet Content & Information companies. Taboola.com Ltd. is the larger, with a market value of $545.9M against $485.7M — 1.1× the size. Taboola.com Ltd. trades at the lower P/E: 4.4× against 11.1×. ZipRecruiter, Inc. grew revenue faster over the last twelve months: 2.99% against 2.50%. ZipRecruiter, Inc. has the higher net margin (9.30% vs 6.84%) and the higher return on invested capital (23.4% vs 10.4%). Across the 20 metrics below, Taboola.com Ltd. leads on 12 and ZipRecruiter, Inc. on 8.

Valuation

Metric TBLA ZIP Internet Content & Information median
P/E 4.43 11.10 11.62
P/S 0.29 1.03 1.02
P/B 0.60 n/m 1.29
Price to free cash flow 3.22 17.32 11.04
EV/EBITDA 2.35 18.86 10.23
EV/Sales 0.27 1.19 1.20
Earnings yield 22.56% 9.01% (1.69%)
Free cash flow yield 31.07% 5.77% 2.33%

Profitability

Metric TBLA ZIP Internet Content & Information median
Gross margin 30.97% 89.30% 66.08%
Operating margin 7.64% 3.78% (1.87%)
Net margin 6.84% 9.30% (1.53%)
Free cash flow margin 9.07% 5.94% 2.43%
Return on equity 14.28% (83.02%) (0.26%)
Return on assets 8.59% 9.63% (0.19%)
Return on invested capital 10.40% 23.39% 0.00%

Growth

Metric TBLA ZIP Internet Content & Information median
Revenue growth (TTM) 2.50% 2.99% 2.81%
EPS growth (last fiscal year) 1,400.00% (184.62%) 34.37%
Revenue growth, 5-year CAGR 9.97% 1.43% 10.46%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric TBLA ZIP Internet Content & Information median
Debt to equity 0.08 (9.10) 0.00
Current ratio 1.09 3.28 1.84
Net debt to EBITDA (0.13) (19.67) (0.53)

Dividend

Metric TBLA ZIP Internet Content & Information median
Dividend yield — — 1.12%
Payout ratio — — 0.27

Size

Metric TBLA ZIP Internet Content & Information median
Market cap 545.86m 485.65m 523.20m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack