Social Media Comparable Table 01-10-2020
EX-10.1 2 ex10-1.htm
Social Media
Comparable Table
| Company Name | Ticker | Price | Shares O/S | Market Cap. | Debt | Cash | Enterprise Value | TTM Revenues | EV/ TTM Revenues | TTM EBITDA | EV / TTM EBITDA | 2019E Revenues | EV / 2019E Revenues | 2020E Revenues | EV / 2020E Revenues | 2019E EPS | 2019E P/E | 2020E EPS | 2020E P/E | DAUs | EV / DAUs | MAUs | EV / MAUs | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| FB | 218.1 | 2,851,746,531 | 621,851,848,550 | 9,130,000,000 | 52,270,000,000 | 578,711,848,550 | 66,530,000,000 | 8.7 | 28,450,000,000 | 20.3 | 74,800,000,000 | 7.7 | 85,790,000,000 | 6.7 | 6.41 | 34.0 | 9.14 | 23.9 | 1,620,000,000 | 357.23 | 2,450,000,000 | 236.21 | breaks out DAUs and MAUs | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| The Match Group | MTCH | 87.13 | 279,970,739 | 24,393,850,489 | 1,602,628,000 | 366,447,000 | 25,630,031,489 | 1,960,000,000 | 13.1 | 652,570,000 | 39.3 | 2,060,000,000 | 12.4 | 2,420,000,000 | 10.6 | 1.80 | 48.4 | 1.94 | 44.9 | 294,768,000 | 86.95 | 294,768,000 | 86.95 | claims ARPU $0.60 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| SNAP | SNAP | 17.36 | 1,399,969,947 | 24,303,478,280 | 1,210,000,000 | 2,260,000,000 | 23,253,478,280 | 1,540,000,000 | 15.1 | (957,000,000 | ) | (24.3 | ) | 1,720,000,000 | 13.5 | 2,340,000,000 | 9.9 | (0.19 | ) | (91.4 | ) | 0.02 | 868.0 | 210,000,000 | 110.73 | 210,000,000 | 110.73 | assuming DAUs = MAUs | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| The Meet Group | MEET | 5.12 | 71,709,378 | 367,152,015 | 39,830,000 | 27,490,000 | 379,492,015 | 206,590,000 | 1.8 | 28,780,000 | 13.2 | 211,710,000 | 1.8 | 238,130,000 | 1.6 | 0.49 | 10.4 | 0.62 | 8.3 | 5,000,000 | 75.90 | 5,000,000 | 75.90 | assuming DAUs = MAUs | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| TWTR | 32.78 | 776,356,684 | 25,448,972,102 | 2,550,000,000 | 5,820,000,000 | 22,178,972,102 | 3,360,000,000 | 6.6 | 772,700,000 | 28.7 | 3,450,000,000 | 6.4 | 3,970,000,000 | 5.6 | 2.39 | 13.7 | 2.75 | 11.9 | 145,000,000 | 152.96 | 145,000,000 | 152.96 | no longer reports DAUs | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| WW International | WW | 44.33 | 67,321,634 | 2,984,368,035 | 1,820,000,000 | 239,160,000 | 4,565,208,035 | 1,410,000,000 | 3.2 | 353,790,000 | 12.9 | 1,410,000,000 | 3.2 | 1,470,000,000 | 3.1 | $ | 1.74 | 25.5 | 2.04 | 21.7 | 4,400,000 | 1,037.55 | 4,400,000 | 1,037.55 | assuming DAUs = MAUs | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Median | 7.6 | 16.8 | 7.1 | 6.2 | 19.6 | 22.8 | 131.8 | 131.8 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Mean | 8.1 | 15.0 | 7.5 | 6.3 | 6.8 | 163.1 | 303.6 | 283.4 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Source: Company reports, Street estimates.
