Is the business good?
How good a business is TBLA?
Taboola.com Ltd. earns 11% on the capital it employs against a 9.0% cost of capital, so the business is worth more the bigger it gets.
11%
Return on invested capital · cost of capital 9.0% · 1.8 points above what the capital costs: growth creates value
- Operating margin
- 6.1%
Operating margin · Internet Content & Information median 6.3% · 12 months to Q1 2026
- Cash conversion
- 1.98×
Cash conversion · every dollar of reported profit arrived as cash, and more
- Share count, year on year
- −16%
Share count, year on year · bought back, each share owns more of the company
| Year | Operating margin |
|---|---|
| FY2020 | 2.2% |
| FY2021 | −0.96% |
| FY2022 | −0.98% |
| FY2023 | −4.4% |
| FY2024 | 1.5% |
| FY2025 | 2.3% |
Details›
- Gross margin12 months to Q1 2026
- 30%
- Operating margin12 months to Q1 2026
- 6.1%
- Net margin12 months to Q1 2026
- 5.6%
- Free cash flow margin
- 11%
- R&D as % of revenue
- 7.8%
- Revenue, trailing twelve months
- $1.95B
- Free cash flow, trailing twelve months
- $218M
- Net income, trailing twelve months
- $110M
- Return on invested capitaloperating profit after tax ÷ debt + equity − cash
- 11%
Margins, capital and share counts from the statements as filed with the SEC; cash conversion from the cash flow statement.
Internet Content & Information
Ranks #6 of 24 by Smart Score