Top 15 Internet Content & Information Stocks
Marvin's rules rank 15 internet content and information companies by Overall score within their industry. Alphabet's two listings, GOOG and GOOGL, are first and second, followed by Taboola, Meta and EverQuote.
Internet content and information companies earn money from what people read, search, watch, shop for or compare online, often through advertising or referral fees. This list shows the 15 companies in that industry that Marvin's rules rank highest today.
The picks differ a lot. Some have wide profit margins and little debt. Others are growing quickly but keep little of each sales dollar as profit. Check the figures in each blurb, not only the rank.
Alphabet appears twice because it has two stock listings, GOOG and GOOGL. They share the same business figures. Some other companies are missing a figure or two, and the blurbs say so.
The list
How Marvin ranked these stocks
Marvin included companies above a minimum size and ranked them by Marvin scores, which run from zero to one hundred. All of these companies are in the Internet Content & Information industry, and the one with the highest Overall score comes first. The scores are relative: they show how a company compares with other companies in its own industry today, not with the whole market, and they are not a forecast.
Companies above about $300 million in size, ranked by Marvin scores (0-100, relative to each company's own industry). The Internet Content & Information industry, highest Overall score first.
The stocks, one by one
Alphabet Inc. GOOG
Alphabet's GOOG listing has the top Overall score, 94, and a Quality score of 95. An operating margin of 33.1% and return on equity of 38.1% point to strong profitability, and debt is low at 0.19. Caution: free cash flow margin is a more modest 11.9%.
Alphabet Inc. GOOGL
GOOGL is Alphabet's second listing, with an Overall score of 96. Revenue growth was 15.1% and operating margin 33.1%, a healthy mix of growth and profit. Caution: it is the same company as GOOG, so the two entries are not independent picks.
Taboola.com Ltd. TBLA
Taboola scores 89 overall, helped by an Opportunity score of 97. Revenue growth was a modest 8.3%, and free cash flow margin was 10.2%. Caution: operating margin of 6.5% and gross margin of 29.7% are thin next to most peers on this list.
Meta Platforms, Inc. META
Meta Platforms combines 22.2% revenue growth with a high operating margin of 38.1% and gross margin of 81.7%, suggesting it keeps much of each sales dollar. Its Overall score is 91. Caution: free cash flow margin of 18.0% is well below its operating margin.
EverQuote, Inc. EVER
EverQuote grew revenue 38.5% in its last fiscal year, with a gross margin of 97.6% and return on equity of 44.6%. Its Overall score is 86. Caution: operating margin of 11.0% is modest, and no debt-to-equity figure is available.
Reddit, Inc. RDDT
Reddit stands out for fast growth, with revenue up 69.4%, and a free cash flow margin of 36.7%. Operating margin of 28.2% is also strong, giving an Overall score of 84. Caution: no debt-to-equity figure is available, so its debt load is unclear.
NerdWallet, Inc. NRDS
NerdWallet has a Quality score of 81, a gross margin of 93.5% and revenue growth of 21.7%. Free cash flow margin of 19.0% is solid. Caution: operating margin of 10.2% is modest, and no debt-to-equity figure is available.
Match Group, Inc. MTCH
Match Group turns sales into cash well, with an operating margin of 28.2% and a free cash flow margin of 32.5%. Its Overall score is 81. Caution: revenue growth was nearly flat at 0.2%, and return on equity and debt figures are not available.
MediaAlpha, Inc. MAX
MediaAlpha grew revenue 28.8% and has an Opportunity score of 91. Caution: debt-to-equity is high at 6.22, gross margin is only 14.7%, and operating margin is 6.9%. Its very high return on equity of 342.2% should be read with that debt in mind.
CarGurus, Inc. CARG
CarGurus has an operating margin of 24.4%, a free cash flow margin of 32.6% and a gross margin of 92.3%, all strong. Revenue grew 13.7%. Caution: its Opportunity score is a middling 59, and return on equity is not available.
Yelp Inc. YELP
Yelp posted a free cash flow margin of 20.2% and return on equity of 19.6%, with an Overall score of 68. Caution: revenue growth was slow at 3.7%, operating margin is 11.7%, and gross margin and debt figures are not available.
DoorDash, Inc. DASH
DoorDash grew revenue 27.9% and generated a free cash flow margin of 16.3%, giving a Quality score of 77. Caution: operating margin is thin at 4.5%, return on equity is 8.5%, and its Opportunity score is a low 28.
Cars.com Inc. CARS
Cars.com has an operating margin of 11.4% and a free cash flow margin of 20.6%. Caution: revenue growth was nearly flat at 0.6%, return on equity is a low 7.7%, and debt-to-equity of 1.01 means debt roughly matches equity.
Pinterest, Inc. PINS
Pinterest has a gross margin of 79.5%, free cash flow margin of 28.1% and revenue growth of 15.8%. Caution: operating margin is thin at 4.9%, and its Opportunity score of 18 is the lowest on this list.
People Incorporated PPLI
People Incorporated has an Overall score of 58, a low debt-to-equity ratio of 0.28 and a free cash flow margin of 5.2%. Caution: revenue growth was negative at -8.7%, and operating margin of -6.6% shows an operating loss.
Common questions
Why does Alphabet appear twice in this list?
Alphabet has two stock listings, GOOG and GOOGL. Both belong to the same company and share the same business figures, such as growth and margins. Their Marvin scores differ slightly, so they are ranked separately.
What does Marvin's Overall score mean?
It is a score from zero to one hundred that shows how a company compares with other companies in its own industry today. It is not a prediction, and it does not say whether a stock will go up or down.
Why are some figures missing for certain companies?
A figure only appears when Marvin has the data to calculate it. Some companies have no debt-to-equity, return on equity or gross margin figure available, so the blurbs rely on the figures that do exist and flag the gaps.
Keep reading
- Top 15 Communication Services Stocks by Marvin Opportunity Score
- Top 15 Communication Services Stocks by Business Quality
- Top 15 Communication Services Stocks by Marvin Score
- Top 20 Small-Cap Stocks Ranked by Marvin Scores
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Marvin's scores (0-100) compare each company with others in its industry today. Growth and margin figures come from SEC filings. This is general information, not personal investment advice or a recommendation to buy or sell anything. Do your own research.