Head to Head Review: Taboola.com (NASDAQ:TBLA) vs. BigBear.ai (NYSE:BBAI)

Taboola.com (NASDAQ:TBLA) and BigBear.ai (NYSE:BBAI) are both small-cap computer and technology companies, but which is the better business? We will compare the two businesses based on the strength of their institutional ownership, earnings, risk, profitability, analyst recommendations, valuation and dividends.

Insider & Institutional Ownership

42.9% of Taboola.com shares are held by institutional investors. Comparatively, 7.6% of BigBear.ai shares are held by institutional investors. 24.7% of Taboola.com shares are held by company insiders. Comparatively, 1.1% of BigBear.ai shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Profitability

This table compares Taboola.com and BigBear.ai’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Taboola.com	0.75%	5.27%	3.21%
BigBear.ai	-269.28%	-48.11%	-15.88%

Volatility and Risk

Taboola.com has a beta of 1.27, indicating that its stock price is 27% more volatile than the S&P 500. Comparatively, BigBear.ai has a beta of 3.44, indicating that its stock price is 244% more volatile than the S&P 500.

Valuation and Earnings

This table compares Taboola.com and BigBear.ai”s top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Taboola.com	$1.77 billion	0.50	-$3.76 million	$0.04	82.75
BigBear.ai	$158.24 million	10.73	-$295.55 million	($0.78)	-7.47

Taboola.com has higher revenue and earnings than BigBear.ai. BigBear.ai is trading at a lower price-to-earnings ratio than Taboola.com, indicating that it is currently the more affordable of the two stocks.

Analyst Ratings

This is a breakdown of recent ratings and recommmendations for Taboola.com and BigBear.ai, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Taboola.com	0	2	4	0	2.67
BigBear.ai	0	2	2	0	2.50

Taboola.com currently has a consensus price target of $4.50, suggesting a potential upside of 35.95%. BigBear.ai has a consensus price target of $6.00, suggesting a potential upside of 2.92%. Given Taboola.com’s stronger consensus rating and higher possible upside, equities analysts clearly believe Taboola.com is more favorable than BigBear.ai.

Summary

Taboola.com beats BigBear.ai on 12 of the 14 factors compared between the two stocks.

About Taboola.com

Taboola.com Ltd., together with its subsidiaries, operates an artificial intelligence-based algorithmic engine platform in Israel, the United States, the United Kingdom, Germany, and internationally. It offers Taboola, a platform that partners with websites, devices, and mobile apps to recommend editorial content and advertisements on the open web to users. The company was incorporated in 2006 and is headquartered in New York, New York.

About BigBear.ai

BigBear.ai Holdings, Inc. provides artificial intelligence-powered decision intelligence solutions. It offers national security, supply chain management, and digital identity and biometrics solutions. The company also provides data ingestion, data enrichment, data processing, artificial intelligence, machine learning, predictive analytics, and predictive visualization solutions and services. It serves nation defense and intelligence agencies, border protection, transportation security, manufacturing, distribution and logistics, travel, entertainment, and tourism sectors. The company is headquartered in Columbia, Maryland.