Internet content & information

18 companies · $626B combined revenue · $213B operating profit

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The typical US-listed internet content & information company grew revenue 12.8% and earnings 4.1% in its latest year, at a 11.3% operating margin, and 5 of 18 earn a return on capital above 15%. Figures from each company's latest annual filing with the SEC, refreshed daily.

12.8%Median revenue growth
4.1%Median earnings growth
13.6%Median revenue growth, 3 yrs
30.1%Median earnings growth, 3 yrs
11.3%Median operating margin
6.4%Median ROCE
Fastest revenue growthReddit RDDT69.4%Fastest earnings growthCarGurus CARG643%Highest ROCECarGurus CARG43.5%Biggest margin gainReddit RDDT+63.2 pts

Growth engines: the 4 Cylinders

All four working: 29% of companies

A company's earnings per share can grow in only four ways: more sales, profits growing faster than sales (operating leverage), wider margins, and less debt. Each bar is the share of companies where that engine worked in their latest year.

  • Sales growth · Revenue up 10% or more61%
  • Operating leverage · Operating income growing faster than a growing revenue55%
  • Margin expansion · Operating margin up 1 point or more61%
  • Debt reduction · Debt down 5% or more, or net cash27%

Combined revenue · 13 companies reporting in US dollars

Revenue
$0$200B$400B$600B$800BFY21FY22FY23FY24FY25

Combined operating margin

Operating margin
0%10%20%30%40%FY21FY22FY23FY24FY25

All 18 companies

Median–12.8%4.1%11.3%6.4%0.29x
GOOGLAlphabet$403B15.1%▲32%▲32%▲26.2%▲0.12x▲
METAMeta Platforms$201B22.2%▲-3.1%▼41.4%▲25.7%▲0.27x▲
RDDTReddit$2.2B69.4%▲–20.1%▲14.9%▲–
BIDUBaiduCNY 129B-3%▼-76.5%▼-4.5%▼-1.6%▼0.16x▲
PINSPinterest$4.2B15.8%▲-77.6%▼7.6%▼6.4%▼–
SNAPSnap$5.9B10.6%▼–-9%▼-8.3%▼1.55x▼
MTCHMatch$3.5B0.2%▼11.3%▲25%▲25.3%▲–
BZKanzhunCNY 8.3B12.4%▼72.6%▲29.8%▲12.2%▲–
BILIBilibiliCNY 30.3B13.1%▲–3.7%▼5.4%▼0.52x▼
JOYYJOYY$2.1B-5.1%▼–2.6%▼0.8%▼–
SRADSportradarEUR 1.3B16.6%▲198%▲15.9%▲8.9%▲0.06x▲
PPLIPeople$2.4B-8.7%▼–-4.1%▼-1.5%▼0.30x▼
CARGCarGurus$907M13.7%▲643%▲27%▲43.5%▲0.00x▲
GRNDGrindr$440M27.6%▲–28.7%▲28.3%▲8.42x▼
RUMRUM$101M5.4%▼–-126%▼-43.4%▼–
ATHMAutohomeCNY 6.5B-8.3%▼-14.2%▼11.9%▲3.1%▼–
DVDoubleVerify$748M13.9%▲-9.9%▼10.6%▼6.4%▲–
DJTTrump Media & Technology$4M1.8%▼–-15561%▼-34.7%▼0.58x▼

▲ better than the median, ▼ worse. n/a: the ratio doesn't apply to that kind of business (e.g. a bank's operating margin). Sort by any column. Figures from each company's latest 10-K (or 20-F/40-F).