Taboola Valuation

TBLA Stock  USD 3.16  0.00  0.00%   
Taboola is trading at $3.16, while our valuation model places fair value closer to $3.85 per share. On that basis, the stock looks undervalued. The estimate draws on Taboola fundamentals, including shares outstanding of 247.56M, return on equity of 4.32%, and operating margin of 8%, together with its technical indicators and probability of bankruptcy. The valuation case for Taboola is shaped mainly by:
 Price Book
0.9486
 Enterprise Value
933.8 M
 Enterprise Value Ebitda
7.3214
 Price Sales
0.4673
 Forward PE
62.1118
Undervalued
Today
3.16
Current trading conditions suggest that Taboola's price fluctuation is Moderate right now. This valuation view for Taboola reflects a 3 months time horizon. Extending Taboola's horizon generally improves valuation accuracy and strengthens the model's predictive power.
Exchange trading determines the market value of Taboola Stock as investors continuously reset price. Its market price can differ from intrinsic value, which may create an opportunity if price and value converge over time.
Historical Market  3.16 Real  3.85 Target  4.79 Hype  3.16 Naive  3.22
Estimating the real value of Taboola requires analyzing Taboola's future cash flows, earnings power, and asset base. Various approaches such as discounted cash flow, price-to-earnings, and price-to-book models can provide different perspectives on Taboola's intrinsic worth.
3.85
Real Value
6.48
Upside
Evaluating the potential upside and downside for Taboola helps investors build a more complete risk picture. A purely fundamental view of Taboola stock may understate important market and technical factors.
Earnings
Estimates
LowProjectedHigh
0.000.040.07
Details
Hype
Prediction
LowEstimatedHigh
0.533.165.79
Details
Naive
Forecast
LowNext ValueHigh
0.603.225.85
Details
Analyst
Consensus
LowTarget PriceHigh
4.364.795.32
Details
Valuing Taboola requires understanding both its financial fundamentals and how the market prices similar businesses. The gap between intrinsic and market value is where investment opportunities are found.

Main Profitability Drivers

On a profitability basis, Taboola carries a 2.21% net margin and a 8.38% operating margin. Below the operating line, items like interest and taxes compress Taboola's margin by about 6.17 percentage points. Taboola's revenue base of 1.91 Billion yielded 569.51 Million in gross profit at a 29.8% gross margin, while net income came in at 50.13 Million. At 4.32% ROE and 1.65% ROA, Taboola's efficiency metrics offer insight into capital and asset utilization. Most of Taboola's profitability drivers are moving in the right direction, reinforcing the case for earnings durability. Explore the full picture through Taboola's complete profitability review to assess how these metrics compare over time.
 Price Book
0.9486
 Gross Profit
569.5 M
 Price Sales
0.4673
 Profit Margin
0.0221
 Enterprise Value Revenue
0.4884
At present, Cash is showing a moving upward trajectory relative to prior years. As of the last annual report, Cash was 120.86 Million. As of earlier this week, Change To Account Receivables is projected to grow to approximately 10.4 M, whereas Accounts Payable is moving lower toward about 280.6 M.

Taboola Cash

152.97 Million

Total Value Analysis

Taboola currently shows enterprise value of 933.78 M, market capitalization of 893.49 M, debt of 194.09 M, and cash on hand of 308.47 M. Used properly, enterprise value helps organize the capital-structure picture, but it should still be tested against revenue quality, margins, and broader fundamentals.
  Takeover PriceMarket CapDebt ObligationsCash
933.78 M
893.49 M
194.09 M
308.47 M

Investor Information

About 20.0% of the company outstanding shares are owned by corporate insiders. The company has price-to-book ratio of 0.95. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Taboola had not issued any dividends in recent years. Current financial indicators reflect structured asset utilization and capital deployment. Operating returns remain positive, suggesting ongoing earnings capacity. Earnings quality, debt coverage, and cash generation are the primary financial strength indicators for Taboola.
Current ValueLast YearChange From Last Year 10 Year Trend
Total Cash From Operating Activities113.9 M208.4 M
Way Down
Slightly volatile

Asset Utilization

The asset utilization indicator refers to the revenue earned for every dollar of assets a company currently reports. Taboola has an asset utilization ratio of 118.77 percent. This suggests that the Company is making $1.19 for each dollar of assets. An increasing asset utilization means that Taboola is more efficient with each dollar of assets it utilizes for everyday operations.
Macro event markers
 
Covid
 
Interest Hikes

Profitability Analysis

Based on the key profitability measurements obtained from Taboola's financial statements, Taboola is performing exceptionally well at this time. It has a great probability to showcase excellent profitability results in April. Profitability indicators assess Taboola's ability to earn profits and add value for shareholders.
 
Net Income  
 First Reported
2020-03-31
 Previous Quarter
5.2 M
 Current Value
50.1 M
 Quarterly Volatility
24.1 M
Macro event markers
 
Covid
 
Interest Hikes
Fiscal trend analysis indicates Pretax Profit Margin is set to slightly decrease relative to last year. Year-ago financials show Taboola with Pretax Profit Margin of 0.02. As of earlier this week, Operating Profit Margin is projected to grow to 0.02, whereas Gross Profit is moving lower toward about 442.8 M.
Current ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin0.280.2979
Notably Down
Slightly volatile
Profitability analysis for Taboola works best when investors review the financial ratios and fundamental drivers that explain how efficiently the business converts revenue, assets, and operating inputs into earnings. The stronger read comes from understanding both the ratios themselves and the business drivers working behind those ratios.

Earnings per Share Projection vs Actual

Taboola currently shows forward EPS consensus of 0.04, with dispersion from 0.00 to 0.07. EPS TTM stands at 0.13. EPS is most informative when read together with margin stability and cash-flow conversion. EPS forecast analysis for Taboola is useful, but investors should remember that consensus numbers often reflect a normalized estimate rather than a full reconstruction of every accounting detail. Taboola is projected to generate 0.04 in earnings per share on 30th of June 2026. Earnings forecast analysis also matters because changes in EPS expectations can influence both valuation work and near-term price reaction.
Macro event markers
 
Covid
 
Interest Hikes

Earnings Estimation Breakdown

The next forward EPS estimate for Taboola stands at 0.04 per the current analyst consensus. This projection range extends from a floor of 0.0 to a ceiling of 0.07, reflecting the analytical uncertainty embedded in Taboola's forward model. The 12-month calculation period and exclusion of non-recurring items ensure a consistent earnings baseline.
Last Reported EPS
0.0
0.00
Lowest
Expected EPS
0.04
0.07
Highest

Earnings Projection Consensus

The gap between Taboola's estimated intrinsic value and current market price is a high-level valuation diagnostic. Investors who find the estimate materially above the price may view this as a signal to investigate further. Those who find the price materially above the estimate should stress-test the earnings growth assumptions embedded in the current multiple.
Number of AnalystsHistorical AccuracyLast Reported EPSEstimated EPS for 30th of June 2026Current EPS (TTM)
850.0%
0.0
0.04
0.13

Ownership Allocation

Over half of Taboola's outstanding shares are owned by institutional holders. This level of institutional participation often indicates steady inclusion in actively managed funds and index-tracking vehicles, driven by Taboola's size, liquidity, and analyst coverage. The 64% institutional stake in Taboola compares to 20% held by insiders and 16% by retail investors.

Revenue and Profit Overview

The company reported previous year's revenue of 1.91 B. Net Income was 50.13 M with profit before overhead, payroll, taxes, and interest of 569.51 M.
For Taboola, sound valuation work starts with a framework that tests assumptions, market expectations, and balance-sheet quality at the same time. Used correctly, valuation analysis can show whether the market may be too optimistic, too cautious, or simply inconsistent about the underlying business.

Valuation Framework, Methodology & Assumptions

Taboola is a small-cap equity in Movies & Entertainment, Internet Content & Information, Communication Services categories. Capital structure affects intrinsic modeling assumptions. Taboola currently trades at P/E of 2.65, P/B of 0.95, P/S of 0.47.

Unless otherwise specified, data for Taboola is compiled from periodic company reporting and market reference feeds and standardized for comparability. Analyst projections are included when active coverage applies. Updates may occur throughout the day. Valuation outputs are model-derived and depend on published assumptions and reference inputs.

This content is curated and reviewed by:

Gabriel Shpitalnik - Member of Macroaxis Editorial Board
Last reviewed on March 7th, 2026

Taboola Growth Indicators

Growth investing in Taboola can be rewarding, but it usually depends on the market continuing to believe in above-average sales and earnings expansion. The stronger process compares growth rates with margins, cash generation, and the cost of sustaining that expansion.
Common Stock Shares Outstanding318.7 M
Quarterly Earnings Growth Y O Y0.771
Forward Price Earnings62.1118

Taboola Current Valuation Indicators

Valuation work on Taboola becomes more reliable when investors compare several lenses at once, including market value, enterprise value. revenue scale, and expected cash-flow durability. Current market capitalization is about 893.49 Million, enterprise value is near 933.78 Million, and annual revenue is around 1.91 Billion.

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