Operating Margin

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Price: 3.48 EUR -1.69% Market Closed

Market Cap: €1B

2.6%

Improving

by 3.8%

Operating Margin shows how much profit a company makes from its regular business activities after covering operating costs. It helps measure how efficiently the company turns sales into profit.

Operating Margin

2.6%

Operating Income

$40.9m

Revenue

$1.9B

Operating Margin shows how much profit a company makes from its regular business activities after covering operating costs. It helps measure how efficiently the company turns sales into profit.

Operating Margin

2.6%

Operating Income

€40.9m

Revenue

$1.9B

Peer Comparison

Country		Company	Market Cap	Operating Margin
US		Taboola.com Ltd F:1FY	1B EUR	Loading...
US		Alphabet Inc NASDAQ:GOOGL	4T USD	Loading...
US		Meta Platforms Inc NASDAQ:META	1.7T USD	Loading...
CN		Tencent Holdings Ltd HKEX:700	5.4T HKD	Loading...
CN		Baidu Inc NASDAQ:BIDU	56.9B USD	Loading...
CN		Kuaishou Technology HKEX:1024	351.2B HKD	Loading...
JP	L	LY Corp XMUN:YOJ	30.8B EUR	Loading...
KR		Naver Corp KRX:035420	39.8T KRW	Loading...
NL		Nebius Group NV NASDAQ:NBIS	24.7B USD	Loading...
KR		Kakao Corp KRX:035720	26.8T KRW	Loading...
US		Pinterest Inc NYSE:PINS	17.7B USD	Loading...

Market Distribution

Min	-4 087 900%
30th Percentile	-5.1%
Median	6%
70th Percentile	14.8%
Max	1 032 600%

Other Profitability Ratios

Taboola.com Ltd
Glance View

Market Cap

1B EUR

Industry

Media

In the bustling digital marketplace, where content reigns supreme, Taboola.com Ltd. emerges as a formidable player, seamlessly weaving its services into the fabric of online content discovery. Founded by Adam Singolda in 2007, Taboola set out with a compelling vision: to help users discover content they might otherwise have missed. The company's sophisticated algorithms and data-driven technology create a personalized browsing experience, recommending editorial and video content on both publishers' websites and mobile apps. These recommendations appear as native advertisements, matching the look and feel of the host media site, thereby encouraging users to engage with the suggested content. This subtle integration maintains the users' web-browsing journey while introducing them to new and relevant stories, articles, and videos. The economic model behind Taboola's success hinges on its ability to draw in advertisers and publishers into a symbiotic relationship. Publishers partner with Taboola to generate additional revenue by hosting the native ads on their platforms, often resulting in higher engagement rates compared to traditional advertising methods. On the flip side, advertisers fund these recommendations, paying Taboola for user clicks and engagement with the promoted content. This performance-based advertising model, often referred to as cost-per-click, ensures that clients pay only when users actively interact with their content. In turn, Taboola shares this revenue with the hosting publishers, creating a win-win scenario where publishers can monetize their traffic, advertisers reach a larger audience, and Taboola earns a cut from both ends of the interaction. This dynamic ecosystem underscores Taboola's pivotal role in shaping how content is discovered and consumed in the digital age.

View 1FY Analysis

1FY Intrinsic Value

Undervaluation 21%

Intrinsic Value

Price

What is Intrinsic Value?

Economic Moat is a concept popularized by Warren Buffett to describe a company's durable competitive advantage. It represents the 'moat' that protects a company from competitors and helps it sustain profitability over the long term. Our analysis of the past 10 years showed that companies with a wide economic moat significantly outperformed the market, delivering +645% returns compared to +189% for the S&P 500.

Our research into Economic Moat performance spans the past 10 years and focuses on companies with a wide economic moat. For this analysis, we calculated the average stock price returns of these companies, comparing them to the performance of the S&P 500 index over the same period.

The results were compelling: wide moat stocks achieved a remarkable +645% average return, compared to +188% for the broader market. This difference highlights the long-term benefits of investing in businesses that can maintain their market position and pricing power over time.

Note: This research does not account for survivorship bias. Past performance is not indicative of future results.

Determining whether a company has an economic moat requires both a deep dive into financial metrics and a qualitative assessment of its competitive position. Our analysts conduct a rigorous evaluation that focuses on identifying structural advantages that enable a company to sustain profitability and defend its market share over the long term.

The process begins with an analysis of a company’s historical financial performance. We assess how consistently the company has generated returns above its cost of capital and whether those returns have been stable or improving. However, financial performance alone doesn’t reveal the full picture. To understand the sources of these advantages, we evaluate five key drivers of economic moats:

Network Effect: We analyze whether the value of a company’s product or service grows as its user base expands. Platforms like payment systems or marketplaces benefit from this self-reinforcing.

Switching Costs: We assess whether customers face significant costs or disruptions when switching to a competitor’s product or service. High switching costs create customer stickiness and provide pricing power.

Intangible Assets: Strong brands, patents, and regulatory licenses can protect a company’s market position by creating barriers for competitors or enabling premium pricing. For example, a well-recognized consumer brand may command higher customer loyalty and margins.

Efficient scale: Occurs when a market is optimally served by one or a few players, making it unprofitable for new entrants to compete. This typically happens in industries with high fixed costs or geographic constraints, such as utilities or pipelines.

Cost Advantage: Companies with structural cost advantages can produce goods or services at a lower cost than their competitors, enabling them to offer competitive pricing or maintain higher margins. These advantages often arise from economies of scale, superior supply chain management, or proprietary technology. Firms like Walmart leverage their massive scale to negotiate better terms with suppliers, allowing them to undercut competitors on price.

By examining these factors in combination with a company’s financial performance and market positioning, we classify each company into one of three categories:

This rigorous evaluation ensures that our moat ratings are both comprehensive and reliable, giving investors the tools they need to make well-informed, long-term decisions.

The AI Assistant may sometimes provide inaccurate information.

Make your own investment decisions or consult a licensed financial advisor.

Taboola.com Ltd
F:1FY

Peer Comparison

Market Distribution

Other Profitability Ratios

Taboola.com Ltd
Glance View

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Taboola.com Ltd F:1FY