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Company Analysis

Taboola.com Ltd. TBLA

A comprehensive view of key metrics, scores, and financial health for Taboola.com Ltd.

Overview of Taboola.com Ltd.

TBLA NMS
Communication Services Internet Content & Information Framework: Software & SaaS Small Cap
Taboola.com Ltd. (TBLA), is a Small Cap company, in the Internet Content & Information industry, last closed at $3.43, about 392.7% undervalued vs fair value, -9.0% 1Y return, placing in the top 25% of its sector.
Metrics P/E 34.8× Rev Growth 8.3% ROE 4.3% Gross Margin 29.8%
USD 3.43
-1.01%
(Delayed)
• Vol 90d: 66.9%
52-Week Range
Market Cap
$926.63M
Enterprise Value
$865.58M
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Fair
Valuation
Weak
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Fair
Valuation
Weak
Completeness: 88%
Confidence: 93%
Updated: Oct 31
Top Beats
No strong beats yet

Quick Facts

Website https://www.taboola.com
HQ New York, NY
Employees 2,000
Fiscal year Dec 31

Next Events

Earnings Nov 4 Call: Nov 4

Fair Value Snapshot

Bear Base Bull
$15
$17
$19
Current: $3.43 +393% vs base

Engine Room Money Flow™

Small Cap

Software & SaaS - Where revenue goes and how value is created

Flow Steps
Total Revenue
$1.9B
8.3%%
Gross Profit
$569.5M
6.6%%
Operating Income (GAAP)
$44.1M
70%%
Operating Cash Flow
$208.4M
13%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Software & SaaS

Quality & Reliability Indicators

Gross Margin
29.8%

Gross Profit / Revenue — context only; ad platforms typically 60–80%, marketplaces and streaming lower by design

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Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
3
Active Leaks
3/3
Improving
0
High Impact
1
Critical
Locked Leak
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Locked Leak
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Moat Analysis Software & SaaS Specialized

Competitive Advantage Assessment

Evaluating Taboola.com Ltd.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
64
/100
Moderate
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • Consistent Subscription Growth Revenue consistency is strong (score 0.86), pointing to a sticky customer base.
  • R&D Reinvestment Supports Growth R&D commitment is strong relative to peers (score 0.66).

Key risks

  • Liquidity Cushion Looks Thin Liquidity position is weak (score 0.38), leaving less room for error.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Moderate
64
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Signals, strengths and risks for Pricing Power

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Signals, strengths and risks for Recurring Revenue Stickiness

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Signals, strengths and risks for Innovation Engine

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Signals, strengths and risks for Cash Scalability

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Signals, strengths and risks for Capital Efficiency

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Signals, strengths and risks for Balance Sheet Resilience

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Software SaaS vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing TBLA's balance between Growth (34.3%), Profitability (30.8%), and Safety (34.9%). Growth 34% Safety 35% Profitability 31%

Click axes to expand details. Marker shows current allocation.

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Growth

50th percentile vs peers
50
Key Signals
Rev Growth YoY 8.3% 45p Revenue CAGR 3Y 10.9% 55p EPS Growth YoY 13.12 98p Buyback % -18.1% 98p Def Rev Growth -5.2% 28p
Strengths
  • EPS Growth YoY in top 20% of peers (13.12, 98th percentile)
Risks

No significant risks identified for this axis.

Profitability

44th percentile vs peers
45
Key Signals
Strengths
Risks
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Safety

50th percentile vs peers
51
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Taboola.com Ltd..

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
X.X%
X%XX%
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-XX%XX%
XX.X%
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Bear
-
- - -
- upside
-
Base
$16.90
- - -
+392.7% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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