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Disclosure: The hedge fund is short TRLA and Z.
Conclusion
This is a quick note on a specific group of 20 MOMO technology firms that fall into the Internet Services & Software industry that I want to analyze rather quickly.
There are a specific list of financial, earnings & growth measures that I focus on when analyzing stocks of this type. Let's see the 'best' and 'worst' of these firms with respect to these measures (not listed in order of importance).
- Total Revenue, 1-Year Growth
- Total Assets, 1-Year Growth
- Tangible Books, 1-Year Growth
- Earnings from Continuing Operations Margin %
- Research & Development / Operating Expenses
Which Companies
Industry: Internet Services & Software
Region: North American Exchanges
Market Cap: Greater than $1.5B
Hand Removed: EBAY, RAX, several others...
NB: I have GOOGL in there as a point of reference, not as a relevant peer.
Total Revenue, 1-Year Growth
Highest: TRLA, TWTR, Z, FB, YELP
Lowest: YHOO, IACI, JCOM, RATE
Total Assets, 1-Year Growth
Highest: TWTR, YELP, TRLA, TRAK, LNKD
Lowest: YHOO, IACI, SOHU, EIGI, RATE
Tangible Books, 1-Year Growth
Highest: YELP, LNKD, SSTK, Z, LNKD
Lowest: TRLA, YHOO, SINA, SOHU
Earnings from Continuing Operations Margin %
Highest: YNDX, YHOO, FB, JCOM
Lowest: EIGI. TRLA, SOHU
Research & Development / Operating Expenses
Highest: TWTR, FB, YHOO, LNKD
Lowest: EIGI, TRAK, RATE, P
This is trade analysis, not a recommendation.
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