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Side-by-side financial analysisStock Comparison
TBLA vs IAS
Revenue, margins, valuation, and 5-year total return — side by side.
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TBLA vs IAS — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Internet Content & Information | Advertising Agencies |
| Market Cap | $1.30B | $1.74B |
| Revenue (TTM) | $1.95B | $591M |
| Net Income (TTM) | $110M | $47M |
| Gross Margin | 29.7% | 77.4% |
| Operating Margin | 2.2% | 11.1% |
| Forward P/E | 10.8x | 27.5x |
| Total Debt | $194M | $58M |
| Cash & Equiv. | $121M | $84M |
TBLA vs IAS — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jun 21 | Jun 26 | Return |
|---|---|---|---|
| Taboola.com Ltd. (TBLA) | 100 | 45.8 | -54.2% |
| Integral Ad Science… (IAS) | 100 | 50.0 | -50.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: TBLA vs IAS
Each card shows where this stock fits in a portfolio — not just who wins on paper.
TBLA carries the broadest edge in this set and is the clearest fit for growth exposure.
- Rev growth 187.7%, EPS growth 12.9%, 3Y rev CAGR 10.9%
- 187.7% revenue growth vs IAS's 11.7%
- Lower P/E (10.8x vs 27.5x)
IAS is the clearest fit if your priority is income & stability and long-term compounding.
- beta 0.71
- -49.8% 10Y total return vs TBLA's -54.2%
- Lower volatility, beta 0.71, Low D/E 5.7%, current ratio 3.02x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 187.7% revenue growth vs IAS's 11.7% | |
| Value | Lower P/E (10.8x vs 27.5x) | |
| Quality / Margins | 7.9% margin vs TBLA's 5.6% | |
| Stability / Safety | Beta 0.71 vs TBLA's 1.00, lower leverage | |
| Dividends | Tie | Neither stock pays a meaningful dividend |
| Momentum (1Y) | +33.1% vs IAS's +25.2% | |
| Efficiency (ROA) | 7.1% ROA vs IAS's 4.0%, ROIC 3.3% vs 4.6% |
TBLA vs IAS — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
TBLA vs IAS — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
IAS leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
TBLA is the larger business by revenue, generating $2.0B annually — 3.3x IAS's $591M. Profitability is closely matched — net margins range from 7.9% (IAS) to 5.6% (TBLA). On growth, IAS holds the edge at +15.6% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $2.0B | $591M |
| EBITDAEarnings before interest/tax | $151M | $125M |
| Net IncomeAfter-tax profit | $110M | $47M |
| Free Cash FlowCash after capex | $218M | $165M |
| Gross MarginGross profit ÷ Revenue | +29.7% | +77.4% |
| Operating MarginEBIT ÷ Revenue | +2.2% | +11.1% |
| Net MarginNet income ÷ Revenue | +5.6% | +7.9% |
| FCF MarginFCF ÷ Revenue | +11.2% | +27.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | +9.1% | +15.6% |
| EPS Growth (YoY)Latest quarter vs prior year | +7.7% | -57.4% |
Valuation Metrics
TBLA leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
At 36.5x trailing earnings, TBLA trades at a 19% valuation discount to IAS's 45.0x P/E. On an enterprise value basis, TBLA's 9.5x EV/EBITDA is more attractive than IAS's 13.7x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $1.3B | $1.7B |
| Enterprise ValueMkt cap + debt − cash | $1.4B | $1.7B |
| Trailing P/EPrice ÷ TTM EPS | 36.46x | 44.96x |
| Forward P/EPrice ÷ next-FY EPS est. | 10.81x | 27.54x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 9.51x | 13.74x |
| Price / SalesMarket cap ÷ Revenue | 0.68x | 3.27x |
| Price / BookPrice ÷ Book value/share | 1.67x | 1.70x |
| Price / FCFMarket cap ÷ FCF | 7.93x | 22.44x |
Profitability & Efficiency
IAS leads this category, winning 6 of 8 comparable metrics.
Profitability & Efficiency
TBLA delivers a 11.9% return on equity — every $100 of shareholder capital generates $12 in annual profit, vs $4 for IAS. IAS carries lower financial leverage with a 0.06x debt-to-equity ratio, signaling a more conservative balance sheet compared to TBLA's 0.21x.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +11.9% | +4.4% |
| ROA (TTM)Return on assets | +7.1% | +4.0% |
| ROICReturn on invested capital | +3.3% | +4.6% |
| ROCEReturn on capital employed | +3.8% | +5.5% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 6 |
| Debt / EquityFinancial leverage | 0.21x | 0.06x |
| Net DebtTotal debt minus cash | $73M | -$27M |
| Cash & Equiv.Liquid assets | $121M | $84M |
| Total DebtShort + long-term debt | $194M | $58M |
| Interest CoverageEBIT ÷ Interest expense | 9.05x | 93.78x |
Total Returns (Dividends Reinvested)
TBLA leads this category, winning 3 of 5 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in IAS five years ago would be worth $5,024 today (with dividends reinvested), compared to $4,580 for TBLA. Over the past 12 months, TBLA leads with a +33.1% total return vs IAS's +25.2%. The 3-year compound annual growth rate (CAGR) favors TBLA at 16.6% vs IAS's -18.3% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +7.0% | — |
| 1-Year ReturnPast 12 months | +33.1% | +25.2% |
| 3-Year ReturnCumulative with dividends | +58.5% | -45.6% |
| 5-Year ReturnCumulative with dividends | -54.2% | -49.8% |
| 10-Year ReturnCumulative with dividends | -54.2% | -49.8% |
| CAGR (3Y)Annualised 3-year return | +16.6% | -18.3% |
Risk & Volatility
IAS leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
IAS is the less volatile stock with a 0.71 beta — it tends to amplify market swings less than TBLA's 1.00 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. IAS currently trades 100.0% from its 52-week high vs TBLA's 90.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.00x | 0.71x |
| 52-Week HighHighest price in past year | $5.26 | $10.34 |
| 52-Week LowLowest price in past year | $2.84 | $7.72 |
| % of 52W HighCurrent price vs 52-week peak | +90.1% | +100.0% |
| RSI (14)Momentum oscillator 0–100 | 53.4 | 67.5 |
| Avg Volume (50D)Average daily shares traded | 2.5M | 0 |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates TBLA as "Buy" and IAS as "Buy". Consensus price targets imply 38.2% upside for IAS (target: $14) vs 17.1% for TBLA (target: $6).
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $5.55 | $14.29 |
| # AnalystsCovering analysts | 12 | 12 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
IAS leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). TBLA leads in 2 (Valuation Metrics, Total Returns).
TBLA vs IAS: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is TBLA or IAS a better buy right now?
For growth investors, Taboola.
com Ltd. (TBLA) is the stronger pick with 187. 7% revenue growth year-over-year, versus 11. 7% for Integral Ad Science Holding Corp. (IAS). Taboola. com Ltd. (TBLA) offers the better valuation at 36. 5x trailing P/E (10. 8x forward), making it the more compelling value choice. Analysts rate Taboola. com Ltd. (TBLA) a "Buy" — based on 12 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — TBLA or IAS?
On trailing P/E, Taboola.
com Ltd. (TBLA) is the cheapest at 36. 5x versus Integral Ad Science Holding Corp. at 45. 0x. On forward P/E, Taboola. com Ltd. is actually cheaper at 10. 8x.
03Which is the better long-term investment — TBLA or IAS?
Over the past 5 years, Integral Ad Science Holding Corp.
(IAS) delivered a total return of -49. 8%, compared to -54. 2% for Taboola. com Ltd. (TBLA). Over 10 years, the gap is even starker: IAS returned -49. 8% versus TBLA's -54. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — TBLA or IAS?
By beta (market sensitivity over 5 years), Integral Ad Science Holding Corp.
(IAS) is the lower-risk stock at 0. 71β versus Taboola. com Ltd. 's 1. 00β — meaning TBLA is approximately 41% more volatile than IAS relative to the S&P 500. On balance sheet safety, Integral Ad Science Holding Corp. (IAS) carries a lower debt/equity ratio of 6% versus 21% for Taboola. com Ltd. — giving it more financial flexibility in a downturn.
05Which is growing faster — TBLA or IAS?
By revenue growth (latest reported year), Taboola.
com Ltd. (TBLA) is pulling ahead at 187. 7% versus 11. 7% for Integral Ad Science Holding Corp. (IAS). On earnings-per-share growth, the picture is similar: Taboola. com Ltd. grew EPS 1293% year-over-year, compared to 413. 4% for Integral Ad Science Holding Corp.. Over a 3-year CAGR, IAS leads at 17. 9% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — TBLA or IAS?
Integral Ad Science Holding Corp.
(IAS) is the more profitable company, earning 7. 1% net margin versus 2. 2% for Taboola. com Ltd. — meaning it keeps 7. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: IAS leads at 11. 4% versus 2. 3% for TBLA. At the gross margin level — before operating expenses — IAS leads at 78. 5%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is TBLA or IAS more undervalued right now?
On forward earnings alone, Taboola.
com Ltd. (TBLA) trades at 10. 8x forward P/E versus 27. 5x for Integral Ad Science Holding Corp. — 16. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for IAS: 38. 2% to $14. 29.
08Which pays a better dividend — TBLA or IAS?
None of the stocks in this comparison currently pay a material dividend.
All are effectively zero-yield and should be held for capital appreciation rather than income.
09Is TBLA or IAS better for a retirement portfolio?
For long-horizon retirement investors, Integral Ad Science Holding Corp.
(IAS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 71)). Both have compounded well over 10 years (IAS: -49. 8%, TBLA: -54. 2%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between TBLA and IAS?
Both stocks operate in the Communication Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: TBLA is a small-cap high-growth stock; IAS is a small-cap quality compounder stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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