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TBLA Taboola.com Ltd.

Trailing twelve months to 2026-06-30 · as filed 2026-08-05, not restated
Technology

Scale

Market cap
$1,000m
Revenue TTM
$2.0bn
Net income TTM
$119m
Free cash flow
$201m
Composite score
77.5
Sector rank
#2017

Valuation

P / E
8.4
EV / EBITDA
EV / sales
0.5
FCF yield
20.09%
Earnings yield vs 10-yr
7.16pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
6.0%
EBITDA margin
ROE
12.7%
ROIC
14.5%
Revenue growth
8.0%

Insider activity, last 90 days

Net open-market
$-105.60m
Buyers
0
Sellers
1

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

Second, we continuously innovate with new product offerings and features that increase revenue. The Average Revenue per Scaled Advertiser was approximately $197,000, $196,000 and $194,000 during the second quarters of 2026, 2025 and 2024, respectively. The Revenue contribution from Scaled Advertisers represented 86%, 86% and 85% of our Revenues for the second quarters of 2026, 2025 and 2024, respectively. Limitations on the use of ex-TAC Gross Profit include the following: • Traffic acquisition cost is a significant component of our cost of revenues but is not the only component; and • ex-TAC Gross Profit is not comparable to our gross profit and by definition ex-TAC Gross Profit presented f …Taboola.com Ltd., 10-Q, period ended 2026-06-30, filed 2026-08-05

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