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Employees: 2,000
Size Taboola.com (TBLA) is a United States Information Technology company (Internet Software/Services) with a market value of $540M, the 2639th largest of 3,117 United States companies the cockpit tracks. Shares closed at $2.00 on 6 Nov 2026.
Performance Over six months the shares fell 61.9%, against -2.8% for the median peer and -1.1% for the United States market (cap-weighted) — lowest of 21 in its peer set.
Growth Revenue grew 2.5% over the last twelve months (peer median +9.1%); the operating margin is 3.8% (peer median 2.6%).
Valuation It trades at 7.3× forward earnings against a peer median of 18.1× (3rd cheapest of 15).
Price implies For today's price to make sense, revenue must grow about -7% a year for seven years (Req g). Recent delivered growth is +753%, so the hurdle is -760 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 4.7 points below its cost of capital (10.7% WACC).
Short interest Short interest is 3.5% of the free float (15 Oct 2026).
Next results Next results expected around 3 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $1.93B | $1.91B | $1.77B | $1.44B | $1.40B |
| Revenue growth | — | +8% | +23% | +3% | — |
| Gross profit | $583M | $518M | $474M | $368M | $406M |
| EBITDA | $129M | $130M | $132M | $37.0M | $78.4M |
| Net income | $132M | $42.3M | -$3.76M | -$82.0M | -$12.0M |
| Free cash flow | $180M | $163M | $149M | $52.2M | $18.6M |
| Capital expenditure | $61.6M | $44.9M | $35.2M | $32.1M | $34.9M |
| Total debt | $155M | $194M | $181M | $215M | $299M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | TBLA | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -43.0% | +1.9% | 2nd lowest of 21 |
| 6-month return | -61.9% | -2.8% | lowest of 21 |
| Distance from 52-week high | -65.0% | -31.6% | 2nd lowest of 21 |
| Revenue growth (TTM) | +2.5% | +9.1% | 7th lowest of 21 |
| Operating margin | 3.8% | 2.6% | 10th highest of 20 |
| Forward P/E | 7.3× | 18.1× | 3rd cheapest of 15 |
| Growth the price implies (Req g, 7 yrs) | -7.3% | 16.2% | 3rd least demanding of 14 |
| Growth delivered (Del g) | +753.1% | +9.7% | highest of 14 |
| Hurdle (Req g minus delivered) | -760.5 pp | -5.9 pp | least demanding of 14 |
| ROIC minus cost of capital | -4.7 pp | -7.1 pp | 6th highest of 16 |
| EV / EBITDA | 4.4× | 19.9× | 2nd cheapest of 11 |
| Net debt / EBITDA | 0.2× | -2.8× | 4th most indebted of 14 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Taboola.com TBLA | United States | $540M | -62% | +2% | 4% | 7.3× | -7.3% | +753.1% |
| Zhejiang NetSun 002095.SZ | China | $583M | -5% | -2% | -2% | n/a | 20.0% | +6.6% |
| Just Dial JUSTDIAL.NS | India | $610M | +24% | +9% | 25% | 10.9× | n/a | n/a |
| Shanghai Able Digital Science&Tech 2687.HK | Hong Kong | $612M | -50% | +19% | 10% | 20.6× | n/a | n/a |
| Digital Arts 2326.T | Japan | $461M | -8% | +17% | 47% | 17.6× | -10.9% | +9.7% |
| LITALICO 7366.T | Japan | $455M | +67% | +17% | 13% | 18.6× | 8.8% | +107.1% |
| Digital Garage 4819.T | Japan | $654M | -10% | +4% | -6% | 61.2× | 30.0% | +7.1% |
| SiteMinder SDR.AX | Australia | $666M | +14% | +19% | -2% | 94.9× | 21.9% | +21.4% |
| Jumia Technologies AG Sponsored ADR JMIA | United States | $676M | -29% | +27% | -27% | n/a | n/a | n/a |
| GIBO GIBO | United States | $428M | +412% | -100% | n/a | n/a | n/a | n/a |
| Cars.com CARS | United States | $715M | +14% | +1% | 11% | 6.2× | 5.7% | +5.7% |
| Phoenix Education Partners PXED | United States | $718M | -36% | +1% | 17% | 5.0× | n/a | n/a |
| Trade-Van Information Services 6183.TW | Taiwan | $406M | -3% | +8% | 26% | n/a | -4.7% | +7.7% |
| Sichuan Newsnet Media (Group) 300987.SZ | China | $386M | -13% | -13% | 3% | n/a | 16.2% | +9.6% |
| Nextdoor NXDR | United States | $758M | -3% | +10% | -17% | 350.1× | 24.0% | +15.9% |
| Le Travenues Technology IXIGO.NS | India | $775M | -2% | +16% | 6% | 47.3× | 38.2% | +55.4% |
| GA technologies 3491.T | Japan | $375M | -6% | +28% | 2% | 10.9× | n/a | n/a |
| Auction Technology ATG.L | United Kingdom | $789M | +36% | +22% | 11% | 16.1× | 22.7% | +32.6% |
| Perion Network PERI | United States | $370M | +3% | +3% | -4% | 8.2× | -19.5% | +6.0% |
| Sohu.com Limited Sponsored ADR SOHU | United States | $361M | -12% | +9% | -7% | n/a | n/a | n/a |
| PubMatic PUBM | United States | $811M | +82% | -1% | -5% | 360.6× | 7.8% | +13.7% |