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Our Mission We empower businesses to grow through performance advertising technology that goes beyond search and social and delivers measurable outcomes at scale. Our Company Taboola is a technology company that helps businesses grow by placing ads on publisher sites, mobile apps, and devices, which we collectively refer to as digital properties.
$4.57
$0.29 (-5.97%)
Price from 2 days ago
Operating margin is thin at 2.30%. Limited cushion if revenue slows or costs rise, not the profile of a wide-moat business.
Revenue grew 8.3%, steady but not accelerating.
Even for strong businesses, today's 12x P/E means the stock needs to keep delivering. There's no margin of safety if growth disappoints.
12.4x earnings, 6.1x FCF. The multiple is below average. Either the market is pricing in deterioration you should investigate, or there's genuine value here.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$1.95B
▲ +8.3% YoY
Net Income (TTM)
$110M
▲ +1224.6% YoY
Op. Margin
6.14%
▲ +0.8pp YoY
ROIC
7.27%
▲ +1.5pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$218M
▲ +9.6% YoY
Op. Cash Flow (TTM)
$269M
▲ +13.0% YoY
Net Debt
$1M
Cash & Equiv.
$150M
5Y CAGR: +10.0%
5Y CAGR: +6.1%
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