Weibo Corporation (WB) vs Yelp Inc. (YELP)

Weibo Corporation and Yelp Inc. are both Internet Content & Information companies. Weibo Corporation and Yelp Inc. are of similar size ($1.1B and $1.0B). Weibo Corporation trades at the lower P/E: 4.8× against 9.8×. Weibo Corporation grew revenue faster over the last twelve months: 1.57% against 1.50%. Weibo Corporation has the higher net margin (17.8% vs 8.59%) and the lower return on invested capital (8.37% vs 16.6%). Across the 22 metrics below, Weibo Corporation leads on 12 and Yelp Inc. on 10.

Valuation

Metric WB YELP Internet Content & Information median
P/E 4.84 9.80 12.38
P/S 0.87 0.78 0.93
P/B 0.39 1.77 1.24
Price to free cash flow 0.92 3.93 10.76
EV/EBITDA 3.60 4.26 10.74
EV/Sales 0.88 0.78 1.20
Earnings yield 20.68% 10.21% (1.71%)
Free cash flow yield 109.11% 25.43% 4.26%

Profitability

Metric WB YELP Internet Content & Information median
Gross margin 73.36% 89.65% 63.25%
Operating margin 24.50% 11.73% (1.87%)
Net margin 17.78% 8.59% (1.37%)
Free cash flow margin 0.00% 20.19% 3.47%
Return on equity 0.00% 18.19% (1.19%)
Return on assets 4.65% 12.84% 0.00%
Return on invested capital 8.37% 16.61% 0.00%

Growth

Metric WB YELP Internet Content & Information median
Revenue growth (TTM) 1.57% 1.50% 6.92%
EPS growth (last fiscal year) 46.55% 19.15% 34.37%
Revenue growth, 5-year CAGR 0.78% 10.91% 10.46%
Net income growth, 5-year CAGR 7.46% 0.00% 0.00%

Health

Metric WB YELP Internet Content & Information median
Debt to equity 0.46 0.16 0.01
Current ratio 3.59 1.75 1.84
Net debt to EBITDA (1.03) (1.16) (0.53)

Dividend

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

Size

Metric WB YELP Internet Content & Information median
Market cap 1.02b 1.11b 693.23m

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