Consumer Internet
12 tickers
| Revenue ($B) | EBITDA ($B) | uFCF ($B) | Net Inc ($B) | Rev Gr (%) | EBITDA Mar (%) | uFCF Mar (%) | EV/Rev (x) | EV/EBITDA (x) | EV/uFCF (x) | P/E (x) | ||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Walmart Inc | 120.10 | ▼1.0 | 958.6 | 1,022.0 | 748.3 | 783.1 | 59.8 | 63.9 | 30.6 | 33.3 | 23.1 | 25.5 | 3.2 | 4.7 | 8.0 | 8.2 | 4.1 | 4.2 | 1.4 | 1.3 | 17.1 | 16.0 | 33.4 | 30.7 | 41.3 | 36.9 |
| Netflix Inc | 88.48 | ▼0.9 | 373.6 | 378.1 | 51.4 | 57.4 | 33.6 | 37.5 | 32.8 | 36.6 | 15.4 | 16.2 | 9.6 | 11.6 | 65.3 | 65.3 | 63.7 | 63.7 | 7.4 | 6.6 | 11.3 | 10.1 | 11.5 | 10.3 | 24.9 | 23.1 |
| Shopify Inc | 104.73 | ▼0.1 | 136.4 | 130.8 | 14.7 | 18.3 | 2.6 | 3.3 | 2.6 | 3.2 | 2.3 | 3.2 | 18.7 | 24.3 | 17.8 | 17.8 | 17.6 | 17.6 | 8.9 | 7.2 | 50.0 | 40.3 | 50.6 | 40.8 | 57.1 | 44.6 |
| Booking Holdings Inc | 161.25 | ▲1.0 | 124.7 | 127.6 | 29.4 | 32.2 | 14.4 | 15.7 | 14.1 | 15.4 | 8.2 | 10.0 | 6.3 | 9.2 | 48.9 | 48.9 | 47.8 | 47.8 | 4.3 | 4.0 | 8.9 | 8.1 | 9.1 | 8.3 | 15.4 | 13.1 |
| Spotify Technology SA | 519.08 | ▲5.9 | 109.0 | 99.4 | 22.9 | 26.1 | 6.1 | 6.9 | 6.0 | 6.8 | 3.2 | 4.2 | 11.8 | 14.0 | 26.5 | 26.5 | 26.2 | 26.2 | 4.3 | 3.8 | 16.4 | 14.4 | 16.6 | 14.6 | 34.7 | 28.2 |
| Airbnb Inc | 132.37 | ▼1.4 | 78.6 | 69.1 | 14.0 | 15.4 | 4.8 | 5.3 | 4.8 | 5.3 | 3.1 | 3.6 | 10.3 | 10.6 | 34.3 | 34.3 | 34.1 | 34.1 | 4.9 | 4.5 | 14.4 | 13.1 | 14.5 | 13.1 | 25.8 | 21.9 |
| DoorDash Inc | 160.57 | ▲0.8 | 70.8 | 68.6 | 17.7 | 21.3 | 5.8 | 6.9 | 5.0 | 6.0 | 1.1 | 2.0 | 19.9 | 20.5 | 32.6 | 32.6 | 28.3 | 28.3 | 3.9 | 3.2 | 11.9 | 9.9 | 13.7 | 11.4 | 62.2 | 35.7 |
| Roblox Corp | 47.81 | ▲3.6 | 33.9 | 31.3 | 7.5 | 8.9 | (1.9) | (2.2) | (2.3) | (2.8) | (1.1) | (0.9) | 41.8 | 18.5 | (24.8) | (24.8) | (31.1) | (31.1) | 4.2 | 3.5 | (16.8) | (14.2) | (13.4) | (11.3) | (31.8) | (42.4) |
| Reddit Inc | 140.88 | ▼6.1 | 27.8 | 25.0 | 3.2 | 4.2 | (0.6) | (0.7) | (0.6) | (0.8) | 1.0 | 1.4 | 30.2 | 31.6 | (17.4) | (17.4) | (17.7) | (17.7) | 7.8 | 5.9 | (44.6) | (33.9) | (43.9) | (33.3) | 28.5 | 21.7 |
| Zillow Group Inc | 36.68 | ▼1.5 | 8.8 | 8.5 | 3.0 | 3.4 | 0.3 | 0.3 | 0.1 | 0.2 | 0.6 | 0.8 | 10.6 | 13.1 | 9.6 | 9.6 | 4.7 | 4.7 | 2.8 | 2.5 | 29.6 | 26.2 | 60.0 | 53.1 | 16.1 | 12.2 |
| Etsy Inc | 62.39 | ▲2.7 | 5.8 | 5.1 | 2.8 | 2.9 | 0.3 | 0.3 | 0.2 | 0.2 | 0.4 | 0.4 | (2.8) | 4.1 | 9.7 | 9.7 | 7.9 | 7.9 | 1.8 | 1.8 | 19.0 | 18.2 | 23.4 | 22.4 | 17.8 | 15.4 |
| Tripadvisor Inc | 10.02 | ▲1.2 | 1.1 | 1.3 | 1.9 | 2.0 | 0.4 | 0.5 | 0.4 | 0.4 | 0.2 | 0.2 | 0.3 | 4.5 | 23.0 | 23.0 | 18.7 | 18.7 | 0.7 | 0.6 | 2.9 | 2.8 | 3.6 | 3.5 | 7.6 | 6.3 |