Taboola.com Ltd. (TBLA) intrinsic value & 10-year financials
Taboola.com Ltd. (TBLA) has a Graham intrinsic value of $3.14 per share. At $3.44 on Oct 17, 2026, the stock trades 10% above that value. Over the last 8 fiscal years revenue grew 9.8% a year to $1.9B, with an average return on invested capital of -3.5%.
- Graham intrinsic value
- $3.14
- Share price (Oct 17, 2026)
- $3.44
- Price vs Graham value
- 10% above
- Market cap
- $1.1B
- Revenue (FY2025)
- $1.9B
- Revenue growth (8-yr CAGR)
- 9.8%
- ROIC (10-yr avg)
- -3.5%
- Free cash flow (FY2025)
- $163.4M
TBLA 10-year financial history
| Fiscal year | Revenue | Net income | EPS (diluted) | Free cash flow | Operating margin | ROIC |
|---|---|---|---|---|---|---|
| FY2025 | $1.9B | $42.3M | $0.13 | $163.4M | 2.3% | 4.4% |
| FY2024 | $1.8B | -$3.8M | -$0.01 | $149.2M | 1.5% | 1.4% |
| FY2023 | $1.4B | -$82.0M | -$0.24 | $52.2M | -4.4% | -7.7% |
| FY2022 | $1.4B | -$12.0M | -$0.05 | $18.6M | -1.0% | -2.2% |
| FY2021 | $1.4B | -$24.9M | -$0.26 | $24.5M | -1.0% | -7.0% |
| FY2020 | $1.2B | $8.5M | -$0.36 | $121.3M | 2.2% | -9.8% |
| FY2019 | $1.1B | -$28.0M | -$1.11 | -$26.3M | -1.8% | — |
| FY2018 | — | — | — | — | — | — |
Source: annual 10-K filings on SEC EDGAR. Figures in USD.
Executive summary
Taboola.com Ltd. revenue growth over the past decade is N/A; insufficient history prevents a reliable 10-year CAGR calculation.
Taboola.com Ltd. has historically struggled to out-earn its cost of capital, averaging just -3.5% ROIC.
Taboola.com Ltd. capital allocation metrics are N/A for the decade; share count and net debt history are incomplete.
Benjamin Graham lens
Under Benjamin Graham's formula using SEC EDGAR fundamentals, Taboola.com Ltd. is modeled at 9.8% normalized earnings growth with a 5.1% bond-yield adjustment. The resulting Graham intrinsic value estimate is $3.14 per share.