Sector Alpha Week of 2026-08-04
20-quarter listed-company comparison

Internet Content & Information Stocks

Internet Content & Information: Spotify Technology S.A. owns the largest revenue base; Nebius Group N.V. has the fastest current growth.

01 · the industry itself · before any single company

How has Internet Content & Information moved against S&P 500?

The line below covers up to 5.2 years and opens on the 5Y view; the buttons cut it shorter. Over the most recent two of them this industry is 12% behind S&P 500. Earnings across its companies grew 19% on average over the last four reported quarters.

TURNING · ahead 1w~Moving with the index17 of 42 companies ahead of S&P 500 by 5% or more over three months6 are 20% or more behind over a year while earnings grew 20% or more

RS ↑1w · 21/42 >200d (+5) · 17/42 lead (+1) · EPS 21/41↑

10020020262025202420232022 249348 TRAILING 12-MONTH EPS · 100 AT THE START0100151Mar 22Sep 22Mar 23Sep 23Mar 24Sep 24Mar 25Sep 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 12 reportingJun 2022 · trailing 12-month earnings per share at 90, against 100 at the start · no comparable year yet · 12 reportingSep 2022 · trailing 12-month earnings per share at 81, against 100 at the start · no comparable year yet · 12 reportingDec 2022 · trailing 12-month earnings per share at 85, against 100 at the start · no comparable year yet · 12 reportingMar 2023 · trailing 12-month earnings per share at 85, against 100 at the start · down 19.4% on a year ago · 12 reportingJun 2023 · trailing 12-month earnings per share at 101, against 100 at the start · up 24.8% on a year ago · 12 reportingSep 2023 · trailing 12-month earnings per share at 120, against 100 at the start · up 31.9% on a year ago · 12 reportingDec 2023 · trailing 12-month earnings per share at 109, against 100 at the start · up 42.2% on a year ago · 12 reportingMar 2024 · trailing 12-month earnings per share at 113, against 100 at the start · up 25.7% on a year ago · 12 reportingJun 2024 · trailing 12-month earnings per share at 114, against 100 at the start · down 5.0% on a year ago · 12 reportingSep 2024 · trailing 12-month earnings per share at 104, against 100 at the start · down 12.9% on a year ago · 12 reportingDec 2024 · trailing 12-month earnings per share at 119, against 100 at the start · down 13.3% on a year ago · 12 reportingMar 2025 · trailing 12-month earnings per share at 133, against 100 at the start · up 6.7% on a year ago · 12 reportingJun 2025 · trailing 12-month earnings per share at 138, against 100 at the start · up 38.2% on a year ago · 12 reportingSep 2025 · trailing 12-month earnings per share at 151, against 100 at the start · up 6.6% on a year ago · 12 reportingDec 2025 · trailing 12-month earnings per share at 127, against 100 at the start · up 24.5% on a year ago · 12 reportingMar 2026 · trailing 12-month earnings per share at 103, against 100 at the start · up 6.3% on a year ago · 12 reportingNot reported yet — earnings trail price by a quarter or two103 · Mar 26No earnings on file this far back — the price series reaches further than the filings do
10020020262025202420232022 249348 TRAILING 12-MONTH EPS · 100 AT THE START0100151Mar 22Mar 23Mar 24Mar 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 12 reportingJun 2022 · trailing 12-month earnings per share at 90, against 100 at the start · no comparable year yet · 12 reportingSep 2022 · trailing 12-month earnings per share at 81, against 100 at the start · no comparable year yet · 12 reportingDec 2022 · trailing 12-month earnings per share at 85, against 100 at the start · no comparable year yet · 12 reportingMar 2023 · trailing 12-month earnings per share at 85, against 100 at the start · down 19.4% on a year ago · 12 reportingJun 2023 · trailing 12-month earnings per share at 101, against 100 at the start · up 24.8% on a year ago · 12 reportingSep 2023 · trailing 12-month earnings per share at 120, against 100 at the start · up 31.9% on a year ago · 12 reportingDec 2023 · trailing 12-month earnings per share at 109, against 100 at the start · up 42.2% on a year ago · 12 reportingMar 2024 · trailing 12-month earnings per share at 113, against 100 at the start · up 25.7% on a year ago · 12 reportingJun 2024 · trailing 12-month earnings per share at 114, against 100 at the start · down 5.0% on a year ago · 12 reportingSep 2024 · trailing 12-month earnings per share at 104, against 100 at the start · down 12.9% on a year ago · 12 reportingDec 2024 · trailing 12-month earnings per share at 119, against 100 at the start · down 13.3% on a year ago · 12 reportingMar 2025 · trailing 12-month earnings per share at 133, against 100 at the start · up 6.7% on a year ago · 12 reportingJun 2025 · trailing 12-month earnings per share at 138, against 100 at the start · up 38.2% on a year ago · 12 reportingSep 2025 · trailing 12-month earnings per share at 151, against 100 at the start · up 6.6% on a year ago · 12 reportingDec 2025 · trailing 12-month earnings per share at 127, against 100 at the start · up 24.5% on a year ago · 12 reportingMar 2026 · trailing 12-month earnings per share at 103, against 100 at the start · up 6.3% on a year ago · 12 reportingNot reported yet — earnings trail price by a quarter or two103No earnings on file this far back — the price series reaches further than the filings do
Internet Content & Information, equal-weighted, based at 200 S&P 500, same base, same start trailing 12-month earnings per share rising falling

Both lines start at 200 in the same week, so the distance between them is the whole story: the industry line is an equal-weighted index of its 42 companies. The bars underneath are trailing 12-month earnings per share, one bar per reported quarter, each member rebased to 100 at the start and the industry taking the median — so a price line pulling away from flat bars is a re-rating, not earnings. A bar turns red when that figure is lower than the quarter before. Rules are fixed and applied identically everywhere on this site: ahead by 5% or more over three months, or behind by 20% or more over a year while earnings grew 20% or more. Hover any point to read both values and the gap. This is a description of what the numbers did, not advice.

02 · sector relative strength, before individual stocks

Is Internet Content & Information outperforming S&P 500?

Internet Content & Information has underperformed S&P 500 by 15.5% over the last 52 weeks. Over 13 weeks the gap is a lead of 4.8%. 9 of 23 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is selective. Nebius Group N.V. is the strongest against the sector itself at +57.1%.

+4.8%Sector vs S&P 500 · 13 weeks
-15.5%Sector vs S&P 500 · 52 weeks
9/23Stocks leading S&P 500
10/23Stocks leading sector

Sector metric: — as of latest available · unclassified · direction unavailable.

The central tension: the companies with the most scale are not necessarily the companies creating the most change.

Start with scale. Then earnings trajectory. Then business quality. Only after those three agree should price leadership carry much weight.

Bottom line

Internet Content & Information has underperformed S&P 500 by 15.5% over 52 weeks and 4.8% over 13 weeks. 9 of 23 covered companies beat the S&P 500 on Mansfield relative strength, while 10 of 23 beat the sector itself. Spotify Technology S.A. leads with revenue of $17,529 million, based on 21 of 24 comparable companies through Mar 2026.

Companies
24
complete canonical membership
Combined market value
$6.4T
Alphabet Inc.
Revenue growing
18/21
positive TTM year-on-year growth
Beating S&P 500
9/23
positive Mansfield relative strength
Comparing 5 of 24
03 · research priority, made explicit

4-Factor Sector Score

An additive sector-relative research score. The four displayed point contributions always equal the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or stale evidence is absorbed inside the affected factor, never applied as a hidden adjustment.

Growth & earnings · 35%Capital efficiency · 25%Valuation · 20%Relative strength · 20%
EverQuote, Inc. has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 71.1% evidence confidence.
JOYY Inc. looks inexpensive relative to peers or its own history, but its earnings trajectory has not yet earned the valuation signal.
JOYY Inc. has stronger price confirmation than earnings confirmation; that is a research prompt, not permission to chase.
How this score is built, and what the marks mean

Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is not shown when the ratio cannot mean anything: the company must be making a profit, its price-to-earnings must be positive, and its three-year earnings growth must fall between 5% and 60%. Dividing a price multiple by a loss, or by growth measured off a tiny base, produces a number that looks precise and tells you nothing. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led S&P 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step curve the sector itself is placed on — basing, turning, breaking out, leader, fading, asleep — read from how many weeks running it has led S&P 500 and whether that lead is widening or shrinking. It describes where the PRICE stands, not the earnings trajectory and not a recommendation, and it is left blank for a company whose weekly history is too short or too stale to read.

CompanyScorePrice stageGrowth & earnings/35Capital efficiency/25Valuation/20Relative strength/20
1EverQuote, Inc.EVER 69.6/100Favorable setup71% evidence BREAKING OUT 28.7/35 Revenue 24.5% · PAT 100% · OPM change 7.5 pp 83% evidence 14.9/25 ROCE 11.9% · OPM 12.3% 76% evidence 11.5/20 P/E 5.2× · PEG — 15% evidence 14.5/20 RS sector 5.9% · RS bench -0.4% · 1Y 0.5%11 of 12 weeks ahead 100% evidence
Exact sum: 28.7 + 14.9 + 11.5 + 14.5 = 69.6 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
2Opera LimitedOPRA 67.7/100Favorable setup81% evidence FADING 24.2/35 Revenue 23.7% · PAT 38.1% · OPM change 2.1 pp 83% evidence 13.3/25 ROCE 3.1% · OPM 16.9% 76% evidence 14.5/20 P/E 11.3× · PEG 0.33 65% evidence 15.7/20 RS sector 19.8% · RS bench 14.5% · 1Y 28.8%9 of 12 weeks ahead 100% evidence
Exact sum: 24.2 + 13.3 + 14.5 + 15.7 = 67.7 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
3Match Group, Inc.MTCH 66.1/100Favorable setup81% evidence TURNING 22.4/35 Revenue 2% · PAT 21.6% · OPM change 6.6 pp 83% evidence 16.1/25 ROCE 6.9% · OPM 27.4% 76% evidence 13.6/20 P/E 11.7× · PEG 0.4 65% evidence 14.0/20 RS sector 12.9% · RS bench 7.6% · 1Y 14.3%5 of 12 weeks ahead 100% evidence
Exact sum: 22.4 + 16.1 + 13.6 + 14 = 66.1 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
4Taboola.com Ltd.TBLA 63.7/100Thin evidence · provisional58% evidence FADING 23.8/35 Revenue 9.6% · PAT 100% · OPM change 16.4 pp 62% evidence 12.6/25 ROCE 6% · OPM 14.9% 76% evidence 11.1/20 P/E 8.2× · PEG — 15% evidence 16.2/20 RS sector 24.8% · RS bench 19.8% · 1Y 61.3%11 of 12 weeks ahead 70% evidence
Exact sum: 23.8 + 12.6 + 11.1 + 16.2 = 63.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
5Alphabet Inc.GOOGL 56.6/100Thin evidence · provisional58% evidence ASLEEP 17.3/35 Revenue — · PAT — · OPM change 2.2 pp 45% evidence 16.6/25 ROCE 6.7% · OPM 36.1% 76% evidence 10.1/20 P/E 17.9× · PEG — 15% evidence 12.6/20 RS sector 13.4% · RS bench 9.7% · 1Y 87.5%7 of 12 weeks ahead 100% evidence
Exact sum: 17.3 + 16.6 + 10.1 + 12.6 = 56.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
6Spotify Technology S.A.SPOT 56.5/100Mixed-positive evidence81% evidence TURNING 23.0/35 Revenue 8% · PAT 100% · OPM change 3.7 pp 83% evidence 14.8/25 ROCE 9.4% · OPM 15.8% 76% evidence 11.0/20 P/E 39× · PEG 0.91 65% evidence 7.7/20 RS sector -17.8% · RS bench -22.9% · 1Y -32.3%2 of 12 weeks ahead 100% evidence
Exact sum: 23 + 14.8 + 11 + 7.7 = 56.5 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
7JOYY Inc.JOYY 51.3/100Mixed-positive evidence81% evidence BREAKING OUT 10.4/35 Revenue 0.9% · PAT -86.8% · OPM change -1.2 pp 83% evidence 10.0/25 ROCE 0.1% · OPM 1.1% 76% evidence 14.6/20 P/E 13.5× · PEG 0.3 65% evidence 16.3/20 RS sector 12.8% · RS bench 7.9% · 1Y 47.8%5 of 12 weeks ahead 100% evidence
Exact sum: 10.4 + 10 + 14.6 + 16.3 = 51.3 · Decision use: Price leads the evidence: RS versus the benchmark is 7.9%, but earnings trajectory is weak. Wait for revenue and profit confirmation.
8Nebius Group N.V.NBIS 50.2/100Mixed-positive evidence74% evidence LEADER 24.6/35 Revenue 100% · PAT — · OPM change 204.2 pp 62% evidence 6.3/25 ROCE -1.1% · OPM -32.1% 76% evidence 5.3/20 P/E 32.4× · PEG 2.66 65% evidence 14.0/20 RS sector 57.1% · RS bench 54.1% · 1Y 228.1%12 of 12 weeks ahead 100% evidence
Exact sum: 24.6 + 6.3 + 5.3 + 14 = 50.2 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
9Reddit, Inc.RDDT 49.4/100Thin evidence · provisional58% evidence ASLEEP 23.2/35 Revenue — · PAT — · OPM change 26.6 pp 45% evidence 14.7/25 ROCE 8.1% · OPM 27.6% 76% evidence 9.0/20 P/E 40.4× · PEG — 15% evidence 2.5/20 RS sector -18.4% · RS bench -23.8% · 1Y -25.7%9 of 12 weeks ahead 100% evidence
Exact sum: 23.2 + 14.7 + 9 + 2.5 = 49.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
10Nextdoor Holdings, Inc.NXDR 49.2/100Thin evidence · provisional55% evidence BREAKING OUT 20.4/35 Revenue 6.8% · PAT — · OPM change 25 pp 62% evidence 4.3/25 ROCE -3.4% · OPM -24.9% 76% evidence 10.0/20 P/E — · PEG — 0% evidence 14.5/20 RS sector 12.9% · RS bench 7.1% · 1Y 11.1%12 of 12 weeks ahead 70% evidence
Exact sum: 20.4 + 4.3 + 10 + 14.5 = 49.2 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
11Weibo CorporationWB 46.0/100Mixed-negative evidence81% evidence BASING 13.4/35 Revenue 1.4% · PAT 5.7% · OPM change -1.5 pp 83% evidence 13.7/25 ROCE 1.9% · OPM 26.3% 76% evidence 16.3/20 P/E 6.1× · PEG 0.13 65% evidence 2.6/20 RS sector -20.9% · RS bench -25.7% · 1Y -18.3%0 of 12 weeks ahead 100% evidence
Exact sum: 13.4 + 13.7 + 16.3 + 2.6 = 46 · Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.
12Snap Inc.SNAP 44.7/100Mixed-negative evidence61% evidence BASING 21.8/35 Revenue 10.3% · PAT — · OPM change 9.3 pp 62% evidence 6.1/25 ROCE -1.2% · OPM -4.9% 76% evidence 10.0/20 P/E — · PEG — 0% evidence 6.8/20 RS sector -13.1% · RS bench -18.9% · 1Y -21.9%0 of 12 weeks ahead 100% evidence
Exact sum: 21.8 + 6.1 + 10 + 6.8 = 44.7 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
13Groupon, Inc.GRPN 43.9/100Thin evidence · provisional58% evidence BREAKING OUT 11.0/35 Revenue 2.7% · PAT — · OPM change -4.4 pp 62% evidence 6.4/25 ROCE -1.4% · OPM -2.8% 76% evidence 9.9/20 P/E 19.2× · PEG — 15% evidence 16.6/20 RS sector 41.7% · RS bench 33.1% · 1Y -16.6%12 of 12 weeks ahead 70% evidence
Exact sum: 11 + 6.4 + 9.9 + 16.6 = 43.9 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
14Meta Platforms, Inc.META 43.8/100Thin evidence · provisional58% evidence ASLEEP 14.1/35 Revenue — · PAT — · OPM change -0.9 pp 45% evidence 16.0/25 ROCE 5.8% · OPM 40.6% 76% evidence 9.7/20 P/E 21.2× · PEG — 15% evidence 4.0/20 RS sector -14.5% · RS bench -19.1% · 1Y -23.6%0 of 12 weeks ahead 100% evidence
Exact sum: 14.1 + 16 + 9.7 + 4 = 43.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
15Zillow Group, Inc.ZG 41.0/100Mixed-negative evidence64% evidence BASING 21.5/35 Revenue 16.8% · PAT — · OPM change 6.6 pp 62% evidence 9.0/25 ROCE 0.8% · OPM 5.1% 76% evidence 8.5/20 P/E 165.6× · PEG — 15% evidence 2.0/20 RS sector -35.9% · RS bench -40.9% · 1Y -52.2%0 of 12 weeks ahead 100% evidence
Exact sum: 21.5 + 9 + 8.5 + 2 = 41 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
16Yelp Inc.YELP 40.9/100Mixed-negative evidence75% evidence BASING 13.0/35 Revenue 2% · PAT -2.1% · OPM change -0.6 pp 83% evidence 12.6/25 ROCE 3.3% · OPM 7.6% 76% evidence 8.4/20 P/E 11.3× · PEG 2.14 65% evidence 6.9/20 RS sector -8.1% · RS bench -13.4% · 1Y -14.2%0 of 12 weeks ahead 70% evidence
Exact sum: 13 + 12.6 + 8.4 + 6.9 = 40.9 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
17Pinterest, Inc.PINS 40.1/100Mixed-negative evidence71% evidence BREAKING OUT 12.0/35 Revenue 16.3% · PAT -82.4% · OPM change -3.9 pp 83% evidence 6.8/25 ROCE -1.8% · OPM -8% 76% evidence 9.4/20 P/E 38.2× · PEG — 15% evidence 11.9/20 RS sector -1.2% · RS bench -8.2% · 1Y -27.2%7 of 12 weeks ahead 100% evidence
Exact sum: 12 + 6.8 + 9.4 + 11.9 = 40.1 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
18WEBTOON Entertainment Inc.WBTN 39.0/100Thin evidence · provisional55% evidence ASLEEP 18.1/35 Revenue 2.2% · PAT — · OPM change 5.7 pp 62% evidence 7.1/25 ROCE -0.6% · OPM -2.5% 76% evidence 10.0/20 P/E — · PEG — 0% evidence 3.8/20 RS sector -29.9% · RS bench -34.5% · 1Y 6.5%5 of 12 weeks ahead 70% evidence
Exact sum: 18.1 + 7.1 + 10 + 3.8 = 39 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
19Upwork Inc.UPWK 37.6/100Mixed-negative evidence65% evidence TURNING 10.8/35 Revenue 2.5% · PAT -53.6% · OPM change -3.4 pp 83% evidence 13.0/25 ROCE 4.2% · OPM 16.7% 76% evidence 10.4/20 P/E 13.5× · PEG — 15% evidence 3.4/20 RS sector -34.7% · RS bench -39.5% · 1Y -26.5%1 of 12 weeks ahead 70% evidence
Exact sum: 10.8 + 13 + 10.4 + 3.4 = 37.6 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
20People IncorporatedPPLI 36.1/100Mixed-negative evidence64% evidence TURNING 9.2/35 Revenue -9.4% · PAT — · OPM change -14.5 pp 62% evidence 6.8/25 ROCE -0.6% · OPM -9.5% 76% evidence 8.7/20 P/E 108.2× · PEG — 15% evidence 11.4/20 RS sector 11.5% · RS bench 7.2% · 1Y 35.6%1 of 12 weeks ahead 100% evidence
Exact sum: 9.2 + 6.8 + 8.7 + 11.4 = 36.1 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
21Genius Sports LimitedGENI 35.0/100Thin evidence · provisional55% evidence BREAKING OUT 13.4/35 Revenue 33.3% · PAT — · OPM change -8.8 pp 62% evidence 4.3/25 ROCE -5.8% · OPM -23% 76% evidence 10.0/20 P/E — · PEG — 0% evidence 7.3/20 RS sector -5.6% · RS bench -13.7% · 1Y -34.8%9 of 12 weeks ahead 70% evidence
Exact sum: 13.4 + 4.3 + 10 + 7.3 = 35 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
22RUM Group Inc.RUM 32.7/100Thin evidence · provisional58% evidence ASLEEP 13.1/35 Revenue 1% · PAT — · OPM change -0.1 pp 62% evidence 3.4/25 ROCE -12.6% · OPM -153.6% 76% evidence 8.9/20 P/E 47.1× · PEG — 15% evidence 7.3/20 RS sector -7.5% · RS bench -12.4% · 1Y -18.4%8 of 12 weeks ahead 70% evidence
Exact sum: 13.1 + 3.4 + 8.9 + 7.3 = 32.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
23Trump Media & Technology Group Corp.DJT 30.7/100Thin evidence · provisional57% evidence TURNING 7.2/35 Revenue 0% · PAT — · OPM change -28873.5 pp 62% evidence 5.2/25 ROCE -27.2% · OPM — 61% evidence 10.0/20 P/E — · PEG — 0% evidence 8.3/20 RS sector -16.8% · RS bench -22.9% · 1Y -39.1%1 of 12 weeks ahead 100% evidence
Exact sum: 7.2 + 5.2 + 10 + 8.3 = 30.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
24StubHub Holdings, Inc.STUB 41.3/100Thin evidence · provisional41% evidence BREAKING OUT 12.7/35 Revenue -0.8% · PAT — · OPM change -0.9 pp 62% evidence 8.6/25 ROCE 0.6% · OPM 5.8% 76% evidence 10.0/20 P/E — · PEG — 0% evidence 10.0/20 RS sector — · RS bench — · 1Y —9 of 12 weeks ahead 0% evidence
Exact sum: 12.7 + 8.6 + 10 + 10 = 41.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
Showing 10 of 24 companies
04 · what price has already done

Market action

Nebius Group N.V. has the strongest one-year price move in Internet Content & Information at +228.1%. It also leads on Mansfield relative strength against the S&P 500 at +54.1%. 9 of 23 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-08-04.

Price and relative strength

Every company, the sector's own index and S&P 500 all start level on the left edge of the window, so only the distance between the lines counts — the highest line has risen the most since then, and the chart at the top of this page is drawn the same way. It opens on one year; the buttons beside it stretch that to three or five.

05 · compare level, then change

Revenue Scale & Growth Durability

Spotify Technology S.A. has the highest Revenue among the 24 Internet Content & Information companies compared here, at $17,529 million. Snap Inc. is next at $6,097 million. Nebius Group N.V. has the highest Revenue growth at the 100% top of the scoring scale, so level and change sit with different companies.

What the numbers say: Spotify Technology S.A. is the scale leader at $17,529 million, 187.5% ahead of Snap Inc.. Nebius Group N.V.'s growth is stored at the ≥100% scoring cap; the uncapped TTM change is 452.2% from a $878 million base, with 17 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.

LeaderSpotify Technology S.A. · $17,529 million
Gap187.5% versus #2 · Snap Inc.
Persistence8/8 recent comparable periods
Coverage21/24 companies · 439 observations

Investor read: Spotify Technology S.A. is the scale benchmark; Nebius Group N.V. is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.

This conclusion weakens if: Spotify Technology S.A.'s growth falls below Nebius Group N.V.'s for two consecutive comparable reports while operating margin also compresses.

Revenue is compared on a common reported-currency basis. Growth is year-on-year, so seasonality does not masquerade as progress.
Revenuelargest
1Spotify Technology S.A. SPOT$17.5B
2Snap Inc. SNAP$6.1B
3Pinterest, Inc. PINS$4.4B
4Match Group, Inc. MTCH$3.5B
5Zillow Group, Inc. ZG$2.7B
Revenue growthfastest growers
1Nebius Group N.V. NBIS100%
2Genius Sports Limited GENI33%
3EverQuote, Inc. EVER25%
4Opera Limited OPRA24%
5Zillow Group, Inc. ZG17%
Revenue · company comparison
21/24 level · 21/24 change

On every company-comparison chart on this page: solid lines show level, dotted lines show change when “Both” is selected, and a missing report breaks the line rather than being invented.

All-company data · latest reported quarter

In every all-company table on this page, each figure is the company’s latest single reported quarter. The rankings above them use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyRevenueRevenue growthReported
Alphabet Inc. GOOGL$109.9B22%Jun 2026
Meta Platforms, Inc. META$56.3B33%Jun 2026
Spotify Technology S.A. SPOT$4.5B8.2%Mar 2026
Snap Inc. SNAP$1.5B12%Mar 2026
Pinterest, Inc. PINS$1.0B18%Mar 2026
Match Group, Inc. MTCH$864M4.0%Mar 2026
Zillow Group, Inc. ZG$708M18%Mar 2026
Reddit, Inc. RDDT$663M69%Jun 2026
JOYY Inc. JOYY$556M13%Mar 2026
Taboola.com Ltd. TBLA$466M9.1%Mar 2026
StubHub Holdings, Inc. STUB$446M12%Mar 2026
People Incorporated PPLI$423M-12%Mar 2026
Weibo Corporation WB$421M6.1%Mar 2026
Nebius Group N.V. NBIS$399M682%Mar 2026
Yelp Inc. YELP$361M0.6%Mar 2026
WEBTOON Entertainment Inc. WBTN$321M-1.5%Mar 2026
Upwork Inc. UPWK$195M1.0%Mar 2026
EverQuote, Inc. EVER$191M14%Mar 2026
Genius Sports Limited GENI$188M31%Mar 2026
Opera Limited OPRA$176M23%Mar 2026
Groupon, Inc. GRPN$117M0.0%Mar 2026
Nextdoor Holdings, Inc. NXDR$62M15%Mar 2026
RUM Group Inc. RUM$25M4.2%Mar 2026
Trump Media & Technology Group Corp. DJT$1M0.0%Mar 2026
Full 20-quarter history · every available company

Revenue · reported quarter history

Showing the 12 largest of 24 companies with a series here. The remaining 12 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Alphabet Inc. · GOOGL

$65.1B
$75.3B
$68.0B
$69.7B
$69.1B
$76.0B
$69.8B
$74.6B
$76.7B
$86.3B
$80.5B
$84.7B
$88.3B
$96.5B
$90.2B
$96.4B
$102.3B
$113.8B
$109.9B
—

JOYY Inc. · JOYY

$651M
$664M
$624M
$596M
$587M
$605M
$584M
$547M
$567M
$570M
$565M
$565M
$559M
$549M
$494M
$508M
$540M
$582M
$556M
—

Match Group, Inc. · MTCH

$802M
$806M
$799M
$795M
$810M
$786M
$787M
$830M
$882M
$866M
$860M
$864M
$895M
$860M
$831M
$864M
$914M
$878M
$864M
—

Meta Platforms, Inc. · META

$29.0B
$33.7B
$27.9B
$28.8B
$27.7B
$32.2B
$28.6B
$32.0B
$34.1B
$40.1B
$36.5B
$39.1B
$40.6B
$48.4B
$42.3B
$47.5B
$51.2B
$59.9B
$56.3B
—

Nebius Group N.V. · NBIS

$1.3B
$1.5B
$1.3B
$2.1B
$2.2B
$2.2B
—
$2.1B
$2.1B
$2.8B
—
$15M
$32M
$61M
$51M
$105M
$146M
$228M
$399M
—

People Incorporated · PPLI

$924M
$1.2B
$1.3B
$1.4B
$1.3B
$1.2B
$1.1B
$1.1B
$1.1B
$1.1B
$624M
$634M
$642M
$721M
$482M
$587M
$590M
$646M
$423M
—

Pinterest, Inc. · PINS

$633M
$847M
$575M
$666M
$685M
$877M
$603M
$708M
$763M
$981M
$740M
$854M
$898M
$1.2B
$855M
$998M
$1.0B
$1.3B
$1.0B
—

Reddit, Inc. · RDDT

$121M
$177M
$146M
$149M
$172M
$200M
$164M
$183M
$208M
$250M
$243M
$281M
$348M
$428M
$392M
$500M
$585M
$726M
$663M
—

Snap Inc. · SNAP

$1.1B
$1.3B
$1.1B
$1.1B
$1.1B
$1.3B
$989M
$1.1B
$1.2B
$1.4B
$1.2B
$1.2B
$1.4B
$1.6B
$1.4B
$1.3B
$1.5B
$1.7B
$1.5B
—

Spotify Technology S.A. · SPOT

$2.5B
$2.7B
$2.7B
$2.9B
$3.0B
$3.2B
$3.0B
$3.2B
$3.4B
$3.7B
$3.6B
$3.8B
$4.0B
$4.2B
$4.2B
$4.2B
$4.3B
$4.5B
$4.5B
—

StubHub Holdings, Inc. · STUB

—
—
$185M
$247M
$258M
$346M
$298M
$359M
$378M
$332M
$360M
$443M
$434M
$533M
$398M
$430M
$468M
$449M
$446M
—

Zillow Group, Inc. · ZG

$550M
$535M
$536M
$504M
$483M
$435M
$469M
$506M
$496M
$474M
$529M
$572M
$581M
$554M
$598M
$655M
$676M
$654M
$708M
—

Revenue growth · reported quarter history

Showing the 12 largest of 24 companies with a series here. The remaining 12 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Alphabet Inc. · GOOGL

—
—
—
13%
6.1%
1.0%
2.6%
7.1%
11%
13%
15%
14%
15%
12%
12%
14%
16%
18%
22%
—

JOYY Inc. · JOYY

—
—
—
-10.0%
-9.8%
-8.9%
-6.4%
-8.2%
-3.4%
-5.8%
-3.3%
3.3%
-1.4%
-3.7%
-13%
-10%
-3.4%
6.0%
13%
—

Match Group, Inc. · MTCH

—
—
—
12%
1.0%
-2.5%
-1.5%
4.4%
8.9%
10%
9.3%
4.1%
1.5%
-0.7%
-3.4%
0.0%
2.1%
2.1%
4.0%
—

Meta Platforms, Inc. · META

—
—
—
-0.9%
-4.5%
-4.5%
2.6%
11%
23%
25%
27%
22%
19%
21%
16%
22%
26%
24%
33%
—

Nebius Group N.V. · NBIS

—
—
—
93%
76%
51%
—
-4.2%
-5.6%
25%
—
-99%
-98%
-98%
—
600%
356%
274%
682%
—

People Incorporated · PPLI

—
—
—
64%
41%
7.5%
-18%
-18%
-15%
-15%
-42%
-43%
-42%
-32%
-23%
-7.4%
-8.1%
-10%
-12%
—

Pinterest, Inc. · PINS

—
—
—
8.7%
8.2%
3.5%
4.9%
6.3%
11%
12%
23%
21%
18%
18%
16%
17%
17%
14%
18%
—

Reddit, Inc. · RDDT

—
—
—
38%
42%
13%
12%
23%
21%
25%
48%
54%
67%
71%
61%
78%
68%
70%
69%
—

Snap Inc. · SNAP

—
—
—
13%
5.7%
0.2%
-7.0%
-3.9%
5.4%
4.7%
21%
16%
15%
14%
14%
8.7%
9.8%
10%
12%
—

Spotify Technology S.A. · SPOT

—
—
—
23%
21%
18%
14%
11%
11%
16%
20%
20%
19%
16%
15%
10%
7.1%
6.8%
8.2%
—

StubHub Holdings, Inc. · STUB

—
—
—
—
—
—
61%
45%
47%
-4.1%
21%
23%
15%
61%
11%
-2.9%
7.8%
-16%
12%
—

Zillow Group, Inc. · ZG

—
—
—
—
-12%
-19%
-13%
0.4%
2.7%
9.0%
13%
13%
17%
17%
13%
15%
16%
18%
18%
—
06 · compare level, then change

Operating Economics & Margin Trend

Meta Platforms, Inc. has the highest OPM among the 24 Internet Content & Information companies compared here, at 40.6%. Alphabet Inc. is next at 36.1%. Nebius Group N.V. has the highest Margin change at +204.2 percentage points, so level and change sit with different companies. 23 of 24 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: Meta Platforms, Inc. leads opm at 40.6%; Nebius Group N.V. leads margin change at +204.2 percentage points.

LeaderMeta Platforms, Inc. · 40.6%
Gap12.5% versus #2 · Alphabet Inc.
Persistence5/8 recent comparable periods
Coverage23/24 companies · 430 observations

Investor read: Meta Platforms, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current margin change signal.

Operating margin compares operating profit with revenue. Improvement is measured in percentage points, not percentage growth.
OPMhighest
1Meta Platforms, Inc. META41%
2Alphabet Inc. GOOGL36%
3Reddit, Inc. RDDT28%
4Match Group, Inc. MTCH27%
5Weibo Corporation WB26%
Margin changefastest expanders
1Nebius Group N.V. NBIS+204.2 pp
2Reddit, Inc. RDDT+26.6 pp
3Nextdoor Holdings, Inc. NXDR+25.0 pp
4Taboola.com Ltd. TBLA+16.4 pp
5Snap Inc. SNAP+9.3 pp
Operating margin · company comparison
23/24 level · 24/24 change
All-company data · latest reported quarter
CompanyOPMMargin changeReported
Meta Platforms, Inc. META41%−0.9 ppJun 2026
Alphabet Inc. GOOGL36%+2.2 ppJun 2026
Reddit, Inc. RDDT28%+26.6 ppJun 2026
Match Group, Inc. MTCH27%+6.6 ppMar 2026
Weibo Corporation WB26%−1.5 ppMar 2026
Opera Limited OPRA17%+2.1 ppMar 2026
Upwork Inc. UPWK17%−3.4 ppMar 2026
Spotify Technology S.A. SPOT16%+3.7 ppMar 2026
Taboola.com Ltd. TBLA15%+16.4 ppMar 2026
EverQuote, Inc. EVER12%+7.5 ppMar 2026
Yelp Inc. YELP7.6%−0.6 ppMar 2026
StubHub Holdings, Inc. STUB5.8%−0.9 ppMar 2026
Zillow Group, Inc. ZG5.1%+6.6 ppMar 2026
JOYY Inc. JOYY1.1%−1.2 ppMar 2026
WEBTOON Entertainment Inc. WBTN-2.5%+5.7 ppMar 2026
Groupon, Inc. GRPN-2.8%−4.4 ppMar 2026
Snap Inc. SNAP-4.9%+9.3 ppMar 2026
Pinterest, Inc. PINS-8.0%−3.9 ppMar 2026
People Incorporated PPLI-9.5%−14.5 ppMar 2026
Genius Sports Limited GENI-23%−8.8 ppMar 2026
Nextdoor Holdings, Inc. NXDR-25%+25.0 ppMar 2026
Nebius Group N.V. NBIS-32%+204.2 ppMar 2026
RUM Group Inc. RUM-154%−0.1 ppMar 2026
Trump Media & Technology Group Corp. DJT-708%−28,873.5 ppMar 2026
Full 20-quarter history · every available company

OPM · reported quarter history

Showing the 12 largest of 24 companies with a series here. The remaining 12 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Alphabet Inc. · GOOGL

32%
29%
30%
28%
25%
24%
25%
29%
28%
28%
32%
32%
32%
32%
34%
32%
31%
32%
36%
—

JOYY Inc. · JOYY

0.3%
8.3%
0.1%
5.6%
3.1%
-3.1%
-0.1%
1.1%
3.2%
0.4%
0.0%
0.0%
2.9%
-78%
2.3%
1.1%
3.5%
3.1%
1.1%
—

Match Group, Inc. · MTCH

28%
29%
26%
-1.3%
26%
14%
25%
26%
28%
30%
22%
24%
24%
26%
21%
23%
24%
32%
27%
—

Meta Platforms, Inc. · META

36%
37%
31%
29%
20%
20%
25%
29%
40%
41%
38%
38%
43%
48%
42%
43%
40%
41%
41%
—

Nebius Group N.V. · NBIS

-6.2%
-2.4%
-12%
7.4%
8.1%
3.7%
—
6.3%
5.9%
1.2%
—
-774%
-251%
-290%
-236%
-106%
-89%
-103%
-32%
—

People Incorporated · PPLI

-3.5%
-6.0%
-8.2%
-12%
-9.6%
-6.0%
-13%
-5.0%
-2.9%
-1.3%
-10%
-3.4%
1.3%
6.7%
5.0%
0.1%
-3.5%
-18%
-9.5%
—

Pinterest, Inc. · PINS

16%
21%
-0.6%
-5.2%
-10%
0.7%
-40%
-10%
-0.7%
20%
-7.4%
-2.5%
-0.7%
23%
-4.1%
-0.4%
5.6%
23%
-8.0%
—

Reddit, Inc. · RDDT

-5.9%
4.1%
-24%
-38%
-30%
-15%
-43%
-29%
-9.4%
1.2%
-243%
-11%
2.0%
12%
1.0%
14%
24%
32%
28%
—

Snap Inc. · SNAP

-17%
-1.9%
-26%
-36%
-39%
-22%
-37%
-38%
-32%
-18%
-28%
-21%
-13%
-1.7%
-14%
-19%
-8.5%
2.9%
-4.9%
—

Spotify Technology S.A. · SPOT

3.0%
-0.3%
-0.2%
-6.8%
-7.5%
-7.3%
-5.1%
-7.8%
1.0%
-2.0%
4.6%
7.0%
11%
11%
12%
9.7%
14%
16%
16%
—

StubHub Holdings, Inc. · STUB

—
—
-39%
-25%
-37%
3.2%
11%
17%
24%
21%
-0.2%
12%
2.8%
14%
6.7%
5.8%
-292%
-6.2%
5.8%
—

Zillow Group, Inc. · ZG

11%
8.2%
9.3%
1.0%
-11%
-17%
-8.3%
-13%
-10%
-20%
-7.4%
-6.6%
-7.6%
-13%
-1.5%
-1.7%
-0.1%
-1.7%
5.1%
—

Margin change · reported quarter history

Showing the 12 largest of 24 companies with a series here. The remaining 12 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Alphabet Inc. · GOOGL

—
—
—
−3.4 pp
−7.5 pp
−5.2 pp
−4.5 pp
+1.4 pp
+3.0 pp
+3.6 pp
+6.6 pp
+3.1 pp
+4.5 pp
+4.6 pp
+2.3 pp
0.0 pp
−1.8 pp
−0.5 pp
+2.2 pp
—

JOYY Inc. · JOYY

—
—
—
+22.3 pp
+2.8 pp
−11.4 pp
−0.2 pp
−4.5 pp
+0.1 pp
+3.5 pp
+0.1 pp
−1.1 pp
−0.3 pp
−78.6 pp
+2.3 pp
+1.1 pp
+0.6 pp
+81.3 pp
−1.2 pp
—

Match Group, Inc. · MTCH

—
—
—
−31.0 pp
−1.5 pp
−15.2 pp
−0.8 pp
+27.2 pp
+1.6 pp
+16.4 pp
−3.7 pp
−2.2 pp
−4.1 pp
−4.0 pp
−0.7 pp
−1.2 pp
+0.7 pp
+6.4 pp
+6.6 pp
—

Meta Platforms, Inc. · META

—
—
—
−13.5 pp
−15.5 pp
−17.5 pp
−5.3 pp
+0.4 pp
+19.9 pp
+20.9 pp
+12.7 pp
+8.6 pp
+2.4 pp
+7.5 pp
+3.6 pp
+5.0 pp
−2.6 pp
−7.0 pp
−0.9 pp
—

Nebius Group N.V. · NBIS

—
—
—
+13.2 pp
+14.3 pp
+6.1 pp
—
−1.1 pp
−2.2 pp
−2.5 pp
—
−780.1 pp
−257.0 pp
−291.4 pp
—
+668.0 pp
+162.0 pp
+187.2 pp
+204.2 pp
—

People Incorporated · PPLI

—
—
—
−8.8 pp
−6.1 pp
0.0 pp
−4.3 pp
+7.2 pp
+6.7 pp
+4.7 pp
+2.3 pp
+1.6 pp
+4.2 pp
+8.0 pp
+15.2 pp
+3.5 pp
−4.8 pp
−24.2 pp
−14.5 pp
—

Pinterest, Inc. · PINS

—
—
—
−16.8 pp
−25.7 pp
−20.5 pp
−39.8 pp
−5.1 pp
+9.4 pp
+19.3 pp
+33.0 pp
+7.8 pp
0.0 pp
+2.7 pp
+3.3 pp
+2.1 pp
+6.3 pp
+0.1 pp
−3.9 pp
—

Reddit, Inc. · RDDT

—
—
—
+27.3 pp
−23.8 pp
−18.9 pp
−19.0 pp
+8.9 pp
+20.3 pp
+16.0 pp
−199.4 pp
+18.0 pp
+11.4 pp
+11.2 pp
+243.5 pp
+24.6 pp
+21.7 pp
+19.5 pp
+26.6 pp
—

Snap Inc. · SNAP

—
—
—
−16.5 pp
−21.7 pp
−20.2 pp
−11.3 pp
−1.8 pp
+6.6 pp
+3.8 pp
+9.0 pp
+17.4 pp
+19.4 pp
+16.6 pp
+13.7 pp
+1.2 pp
+4.1 pp
+4.6 pp
+9.3 pp
—

Spotify Technology S.A. · SPOT

—
—
—
−7.3 pp
−10.5 pp
−7.0 pp
−4.9 pp
−1.0 pp
+8.5 pp
+5.3 pp
+9.7 pp
+14.8 pp
+10.4 pp
+13.2 pp
+7.5 pp
+2.7 pp
+2.2 pp
+4.3 pp
+3.7 pp
—

StubHub Holdings, Inc. · STUB

—
—
—
—
—
—
+49.6 pp
+42.5 pp
+60.3 pp
+17.6 pp
−11.2 pp
−4.9 pp
−21.0 pp
−7.1 pp
+6.9 pp
−6.4 pp
−295.1 pp
−19.9 pp
−0.9 pp
—

Zillow Group, Inc. · ZG

—
—
—
—
−21.1 pp
−25.0 pp
−17.6 pp
−13.6 pp
+0.3 pp
−2.8 pp
+0.9 pp
+6.0 pp
+2.7 pp
+7.1 pp
+5.9 pp
+4.9 pp
+7.5 pp
+10.8 pp
+6.6 pp
—
07 · compare level, then change

Profit Scale & Acceleration

Spotify Technology S.A. has the highest Net profit among the 24 Internet Content & Information companies compared here, at $2,708 million. Nebius Group N.V. is next at $754 million. EverQuote, Inc. has the highest Profit growth at the 100% top of the scoring scale, so level and change sit with different companies.

What the numbers say: Spotify Technology S.A. leads with $2,708 million of TTM profit, 259.2% above Nebius Group N.V.. EverQuote, Inc. shows ≥100% on the scoring scale (192.1% uncapped) growth from a $111 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.

LeaderSpotify Technology S.A. · $2,708 million
Gap259.2% versus #2 · Nebius Group N.V.
Persistence5/8 recent comparable periods
Coverage21/24 companies · 448 observations

Investor read: Spotify Technology S.A. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current profit growth signal.

Net profit is the residual after operating costs, interest and tax. Growth off a loss or near-zero base is excluded from the fastest-grower rank.
Net profitlargest
1Spotify Technology S.A. SPOT$2.7B
2Nebius Group N.V. NBIS$754M
3Match Group, Inc. MTCH$663M
4Weibo Corporation WB$389M
5Pinterest, Inc. PINS$334M
Profit growthfastest growers
1EverQuote, Inc. EVER100%
2Spotify Technology S.A. SPOT100%
3Opera Limited OPRA38%
4Match Group, Inc. MTCH22%
5Weibo Corporation WB5.7%
Net profit · company comparison
21/24 level · 9/24 change
All-company data · latest reported quarter
CompanyNet profitProfit growthReported
Alphabet Inc. GOOGL$62.6B81%Jun 2026
Meta Platforms, Inc. META$26.8B61%Jun 2026
Spotify Technology S.A. SPOT$721M220%Mar 2026
Nebius Group N.V. NBIS$621M-156%Mar 2026
Reddit, Inc. RDDT$204M685%Jun 2026
Match Group, Inc. MTCH$167M42%Mar 2026
Taboola.com Ltd. TBLA$59M52%Mar 2026
JOYY Inc. JOYY$48M-98%Mar 2026
StubHub Holdings, Inc. STUB$48M-2,835%Mar 2026
Zillow Group, Inc. ZG$46M475%Mar 2026
Weibo Corporation WB$35M-68%Mar 2026
Upwork Inc. UPWK$31M-18%Mar 2026
Opera Limited OPRA$25M39%Mar 2026
EverQuote, Inc. EVER$19M138%Mar 2026
Yelp Inc. YELP$18M-25%Mar 2026
WEBTOON Entertainment Inc. WBTN$-9M-155%Mar 2026
Nextdoor Holdings, Inc. NXDR$-11M—Mar 2026
Groupon, Inc. GRPN$-13M-263%Mar 2026
RUM Group Inc. RUM$-30M-350%Mar 2026
Genius Sports Limited GENI$-56M-410%Mar 2026
People Incorporated PPLI$-73M-1,065%Mar 2026
Pinterest, Inc. PINS$-74M-922%Mar 2026
Snap Inc. SNAP$-89M400%Mar 2026
Trump Media & Technology Group Corp. DJT$-406M-1,000%Mar 2026
Full 20-quarter history · every available company

Net profit · reported quarter history

Showing the 12 largest of 24 companies with a series here. The remaining 12 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Alphabet Inc. · GOOGL

$18.9B
$20.6B
$16.4B
$16.0B
$13.9B
$13.6B
$15.1B
$18.4B
$19.7B
$20.7B
$23.7B
$23.6B
$26.3B
$26.5B
$34.5B
$28.2B
$35.0B
$34.5B
$62.6B
—

JOYY Inc. · JOYY

$4M
$68M
$-33M
$15M
$510M
$-390M
$20M
$147M
$65M
$40M
$40M
$48M
$56M
$-387M
$1.9B
$58M
$59M
$51M
$48M
—

Match Group, Inc. · MTCH

$131M
$-169M
$181M
$-32M
$128M
$83M
$121M
$137M
$164M
$230M
$123M
$133M
$136M
$158M
$118M
$125M
$161M
$210M
$167M
—

Meta Platforms, Inc. · META

$9.2B
$10.3B
$7.5B
$6.7B
$4.4B
$4.7B
$5.7B
$7.8B
$11.6B
$14.0B
$12.4B
$13.5B
$15.7B
$20.8B
$16.6B
$18.3B
$2.7B
$22.8B
$26.8B
—

Nebius Group N.V. · NBIS

$-54M
$-38M
$-159M
$147M
$756M
$96M
$-91M
$165M
$78M
$-71M
$-78M
$-117M
$-44M
$-133M
$-104M
$503M
$-120M
$-250M
$621M
—

People Incorporated · PPLI

$61M
$7M
$-241M
$-875M
$-66M
$-19M
$415M
$-92M
$-392M
$327M
$49M
$-145M
$-276M
$-202M
$-473M
$211M
$-22M
$-76M
$-73M
—

Pinterest, Inc. · PINS

$94M
$175M
$-5M
$-43M
$-65M
$17M
$-209M
$-35M
$7M
$201M
$-25M
$9M
$31M
$1.8B
$9M
$39M
$92M
$277M
$-74M
—

Reddit, Inc. · RDDT

$-7M
$7M
$-35M
$-56M
$-45M
$-22M
$-61M
$-41M
$-7M
$19M
$-575M
$-10M
$30M
$71M
$26M
$89M
$163M
$252M
$204M
—

Snap Inc. · SNAP

$-72M
$23M
$-360M
$-422M
$-360M
$-288M
$-329M
$-377M
$-368M
$-248M
$-305M
$-249M
$-153M
$9M
$-140M
$-263M
$-104M
$45M
$-89M
—

Spotify Technology S.A. · SPOT

$2M
$-39M
$131M
$-125M
$-166M
$-270M
$-225M
$-302M
$65M
$-70M
$197M
$274M
$300M
$367M
$225M
$-86M
$899M
$1.2B
$721M
—

StubHub Holdings, Inc. · STUB

—
—
$-76M
$-53M
$-76M
$-56M
$1M
$28M
$56M
$35M
$-16M
$-8M
$-33M
$20M
$-22M
$-54M
$-1.3B
$-547M
$48M
—

Zillow Group, Inc. · ZG

$-329M
$-261M
$16M
$8M
$-53M
$-72M
$-22M
$-35M
$-28M
$-73M
$-23M
$-17M
$-20M
$-52M
$8M
$2M
$10M
$3M
$46M
—

Profit growth · reported quarter history

Showing the 12 largest of 23 companies with a series here. The remaining 11 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Alphabet Inc. · GOOGL

—
—
—
-14%
-27%
-34%
-8.4%
15%
42%
52%
57%
29%
34%
28%
46%
19%
33%
30%
81%
—

JOYY Inc. · JOYY

—
—
—
—
12,650%
-674%
—
880%
-87%
—
100%
-67%
-14%
-1,068%
4,698%
21%
5.4%
—
-98%
—

Match Group, Inc. · MTCH

—
—
—
-123%
-2.3%
—
-33%
—
28%
177%
1.7%
-2.9%
-17%
-31%
-4.1%
-6.0%
18%
33%
42%
—

Meta Platforms, Inc. · META

—
—
—
-36%
-52%
-55%
-24%
16%
164%
201%
117%
73%
35%
49%
35%
36%
-83%
9.3%
61%
—

Nebius Group N.V. · NBIS

—
—
—
—
—
—
—
12%
-90%
-174%
—
-171%
-156%
—
—
—
—
—
—
—

People Incorporated · PPLI

—
—
—
-531%
-208%
-371%
—
—
—
—
-88%
—
—
-162%
-1,065%
—
—
—
—
—

Pinterest, Inc. · PINS

—
—
—
-162%
-169%
-90%
—
—
—
1,082%
—
—
343%
819%
—
333%
197%
-85%
-922%
—

Reddit, Inc. · RDDT

—
—
—
—
—
-414%
—
—
—
—
—
—
—
274%
—
—
443%
255%
685%
—

Snap Inc. · SNAP

—
—
—
—
—
-1,352%
—
—
—
—
—
—
—
—
—
—
—
400%
—
—

Spotify Technology S.A. · SPOT

—
—
—
—
-8,400%
—
-272%
—
—
—
—
—
362%
—
14%
-131%
200%
220%
220%
—

StubHub Holdings, Inc. · STUB

—
—
—
—
—
—
—
—
—
—
-1,700%
-129%
-159%
-43%
—
—
—
-2,835%
—
—

Zillow Group, Inc. · ZG

—
—
—
—
—
—
-238%
-538%
—
—
—
—
—
—
—
—
—
—
475%
—
08 · compare level, then change

Return On Capital Employed

EverQuote, Inc. has the highest ROCE among the 24 Internet Content & Information companies compared here, at 11.9%. Spotify Technology S.A. is next at 9.4%. Taboola.com Ltd. has the highest ROCE change at +6.5 percentage points, so level and change sit with different companies. 24 of 24 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: EverQuote, Inc. leads ROCE at 11.9%, 2.5 percentage points above Spotify Technology S.A.. Taboola.com Ltd. has the strongest latest improvement at +6.5 percentage points. Read the leader beside the density of its reported history: a sparse high return is a candidate; a repeated high return is evidence of durability.

LeaderEverQuote, Inc. · 11.9%
Gap26.6% versus #2 · Spotify Technology S.A.
Persistence7/8 recent comparable periods
Coverage24/24 companies · 448 observations

Investor read: EverQuote, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current roce change signal.

ROCE asks how much operating return the business earns on the capital employed. Direction matters, but a single exceptional year should not be mistaken for durability.
ROCEhighest
1EverQuote, Inc. EVER12%
2Spotify Technology S.A. SPOT9.4%
3Reddit, Inc. RDDT8.1%
4Match Group, Inc. MTCH6.9%
5Alphabet Inc. GOOGL6.7%
ROCE changefastest improvers
1Taboola.com Ltd. TBLA+6.5 pp
2EverQuote, Inc. EVER+5.2 pp
3Reddit, Inc. RDDT+5.0 pp
4Match Group, Inc. MTCH+2.1 pp
5Snap Inc. SNAP+1.9 pp
Return on capital · company comparison
24/24 level · 24/24 change
All-company data · latest reported quarter
CompanyROCEROCE changeReported
EverQuote, Inc. EVER12%+5.2 ppMar 2026
Spotify Technology S.A. SPOT9.4%+0.8 ppMar 2026
Reddit, Inc. RDDT8.1%+5.0 ppJun 2026
Match Group, Inc. MTCH6.9%+2.1 ppMar 2026
Alphabet Inc. GOOGL6.7%−1.6 ppJun 2026
Taboola.com Ltd. TBLA6.0%+6.5 ppMar 2026
Meta Platforms, Inc. META5.8%−3.1 ppJun 2026
Upwork Inc. UPWK4.2%−0.4 ppMar 2026
Yelp Inc. YELP3.3%−0.4 ppMar 2026
Opera Limited OPRA3.1%+0.8 ppMar 2026
Weibo Corporation WB1.9%−0.2 ppMar 2026
Zillow Group, Inc. ZG0.8%+1.0 ppMar 2026
StubHub Holdings, Inc. STUB0.6%−0.1 ppMar 2026
JOYY Inc. JOYY0.1%−0.1 ppMar 2026
People Incorporated PPLI-0.6%−0.9 ppMar 2026
WEBTOON Entertainment Inc. WBTN-0.6%+1.1 ppMar 2026
Nebius Group N.V. NBIS-1.1%+1.8 ppMar 2026
Snap Inc. SNAP-1.2%+1.9 ppMar 2026
Groupon, Inc. GRPN-1.4%−2.1 ppMar 2026
Pinterest, Inc. PINS-1.8%−0.9 ppMar 2026
Nextdoor Holdings, Inc. NXDR-3.4%+1.7 ppMar 2026
Genius Sports Limited GENI-5.8%−2.7 ppMar 2026
RUM Group Inc. RUM-13%−0.3 ppMar 2026
Trump Media & Technology Group Corp. DJT-27%−20.1 ppMar 2026
Full 20-quarter history · every available company

ROCE · reported quarter history

Showing the 12 largest of 24 companies with a series here. The remaining 12 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Alphabet Inc. · GOOGL

25%
7.8%
7.1%
6.8%
5.9%
6.1%
5.8%
7.3%
7.1%
7.7%
8.1%
8.5%
8.6%
9.1%
8.6%
8.3%
7.9%
8.4%
8.1%
6.7%

JOYY Inc. · JOYY

0.0%
0.8%
0.0%
0.5%
0.3%
-0.3%
0.0%
0.1%
0.3%
0.0%
0.0%
0.0%
0.3%
-8.4%
0.2%
0.1%
0.3%
0.3%
0.1%
—

Match Group, Inc. · MTCH

7.0%
7.2%
6.2%
-0.3%
5.6%
2.8%
5.2%
5.8%
7.0%
6.8%
4.9%
5.3%
5.6%
5.7%
4.8%
5.9%
6.0%
7.7%
6.9%
—

Meta Platforms, Inc. · META

7.3%
8.7%
5.8%
5.5%
3.7%
4.2%
4.8%
5.8%
8.0%
9.2%
7.8%
7.8%
8.5%
11%
8.0%
8.9%
8.4%
8.7%
7.7%
5.8%

Nebius Group N.V. · NBIS

-1.4%
-0.6%
-3.1%
2.5%
2.9%
1.5%
44%
2.4%
2.2%
0.6%
45%
-2.6%
-2.3%
-4.3%
-2.9%
-2.4%
-2.1%
-3.3%
-1.1%
—

People Incorporated · PPLI

-0.4%
-0.7%
-1.1%
-1.8%
-1.4%
-0.7%
-1.3%
-0.6%
-0.4%
-0.1%
-0.7%
-0.2%
0.1%
0.5%
0.3%
0.0%
-0.3%
-1.5%
-0.6%
—

Pinterest, Inc. · PINS

3.9%
6.3%
-0.1%
-1.2%
-2.2%
0.2%
-7.4%
-2.4%
-0.2%
5.8%
-1.7%
-0.7%
-0.2%
6.4%
-0.9%
-0.1%
1.4%
6.0%
-1.8%
—

Reddit, Inc. · RDDT

-0.7%
0.7%
-4.5%
-7.4%
-3.3%
-1.9%
-9.1%
-7.0%
-1.3%
0.2%
-63%
-3.2%
0.4%
2.9%
0.2%
3.1%
6.0%
9.0%
6.7%
8.1%

Snap Inc. · SNAP

-3.4%
-0.5%
-4.4%
-5.8%
-6.5%
-4.3%
-4.9%
-5.6%
-5.5%
-3.6%
-5.2%
-3.9%
-2.6%
-0.4%
-3.1%
-4.1%
-2.0%
0.8%
-1.2%
—

Spotify Technology S.A. · SPOT

2.1%
-0.2%
-0.1%
-4.5%
-5.7%
-5.7%
-3.9%
-6.3%
0.8%
-1.8%
3.7%
5.4%
8.8%
8.1%
8.6%
6.1%
7.8%
8.5%
9.4%
—

StubHub Holdings, Inc. · STUB

0.0%
0.0%
—
—
-2.6%
0.3%
—
—
2.4%
1.8%
0.0%
—
0.3%
1.8%
0.7%
1.2%
-33%
-0.7%
0.6%
—

Zillow Group, Inc. · ZG

0.8%
-0.4%
0.5%
0.1%
-0.7%
-1.3%
-0.7%
-1.0%
-0.9%
-1.8%
-0.7%
-0.7%
-0.8%
-1.3%
-0.2%
-0.2%
-0.1%
-0.2%
0.8%
—

ROCE change · reported quarter history

Showing the 12 largest of 24 companies with a series here. The remaining 12 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Alphabet Inc. · GOOGL

—
—
—
—
−19.5 pp
−1.7 pp
−1.3 pp
+0.5 pp
+1.2 pp
+1.6 pp
+2.3 pp
+1.2 pp
+1.5 pp
+1.4 pp
+0.5 pp
−0.2 pp
−0.7 pp
−0.7 pp
−0.5 pp
−1.6 pp

JOYY Inc. · JOYY

—
—
—
—
+0.3 pp
−1.1 pp
0.0 pp
−0.4 pp
0.0 pp
+0.3 pp
0.0 pp
−0.1 pp
0.0 pp
−8.4 pp
+0.2 pp
+0.1 pp
0.0 pp
+8.7 pp
−0.1 pp
—

Match Group, Inc. · MTCH

—
—
—
—
−1.4 pp
−4.4 pp
−1.0 pp
+6.1 pp
+1.4 pp
+4.0 pp
−0.3 pp
−0.5 pp
−1.4 pp
−1.1 pp
−0.1 pp
+0.6 pp
+0.4 pp
+2.0 pp
+2.1 pp
—

Meta Platforms, Inc. · META

—
—
—
—
−3.6 pp
−4.5 pp
−1.0 pp
+0.3 pp
+4.3 pp
+5.0 pp
+3.0 pp
+2.0 pp
+0.5 pp
+1.4 pp
+0.2 pp
+1.1 pp
−0.1 pp
−1.9 pp
−0.3 pp
−3.1 pp

Nebius Group N.V. · NBIS

—
—
—
—
+4.3 pp
+2.1 pp
+46.8 pp
−0.1 pp
−0.7 pp
−0.9 pp
+1.6 pp
−5.0 pp
−4.5 pp
−4.9 pp
−48.2 pp
+0.2 pp
+0.2 pp
+1.0 pp
+1.8 pp
—

People Incorporated · PPLI

—
—
—
—
−1.0 pp
0.0 pp
−0.2 pp
+1.2 pp
+1.0 pp
+0.6 pp
+0.6 pp
+0.4 pp
+0.5 pp
+0.6 pp
+1.0 pp
+0.2 pp
−0.4 pp
−2.0 pp
−0.9 pp
—

Pinterest, Inc. · PINS

—
—
—
—
−6.1 pp
−6.1 pp
−7.3 pp
−1.2 pp
+2.0 pp
+5.6 pp
+5.7 pp
+1.7 pp
0.0 pp
+0.6 pp
+0.8 pp
+0.6 pp
+1.6 pp
−0.4 pp
−0.9 pp
—

Reddit, Inc. · RDDT

—
—
—
—
−2.6 pp
−2.6 pp
−4.6 pp
+0.4 pp
+2.0 pp
+2.1 pp
−54.3 pp
+3.8 pp
+1.7 pp
+2.7 pp
+63.6 pp
+6.3 pp
+5.6 pp
+6.1 pp
+6.5 pp
+5.0 pp

Snap Inc. · SNAP

—
—
—
—
−3.1 pp
−3.8 pp
−0.5 pp
+0.2 pp
+1.0 pp
+0.7 pp
−0.3 pp
+1.7 pp
+2.9 pp
+3.2 pp
+2.1 pp
−0.2 pp
+0.6 pp
+1.2 pp
+1.9 pp
—

Spotify Technology S.A. · SPOT

—
—
—
—
−7.8 pp
−5.5 pp
−3.8 pp
−1.8 pp
+6.5 pp
+3.9 pp
+7.6 pp
+11.7 pp
+8.0 pp
+9.9 pp
+4.9 pp
+0.7 pp
−1.0 pp
+0.4 pp
+0.8 pp
—

StubHub Holdings, Inc. · STUB

—
—
—
—
−2.6 pp
+0.3 pp
—
—
+5.0 pp
+1.5 pp
—
—
−2.1 pp
0.0 pp
+0.7 pp
—
−33.2 pp
−2.5 pp
−0.1 pp
—

Zillow Group, Inc. · ZG

—
—
—
—
−1.5 pp
−0.9 pp
−1.2 pp
−1.1 pp
−0.2 pp
−0.5 pp
0.0 pp
+0.3 pp
+0.1 pp
+0.5 pp
+0.5 pp
+0.5 pp
+0.7 pp
+1.1 pp
+1.0 pp
—
09 · compare level, then change

Valuation Against Growth & Quality

Weibo Corporation has the lowest PEG among the 24 Internet Content & Information companies compared here, at 0.13×. JOYY Inc. is next at 0.3×. EverQuote, Inc. has the lowest P/E at 5.24×, so level and change sit with different companies. 7 of 24 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Weibo Corporation has the lowest comparable PEG at 0.13×, 56.7% below JOYY Inc.. Only 7 of 24 companies have earnings and growth steady enough for the ratio to mean anything, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.

LeaderWeibo Corporation · 0.13×
Gap56.7% versus #2 · JOYY Inc.
Persistence0/8 recent comparable periods
Coverage7/24 companies · 36 observations

Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.

This conclusion weakens if: The next two comparable reports reverse the current p/e signal.

PEG is shown only when earnings are positive and three-year EPS growth is between 5% and 60%. It is recomputed consistently as the trailing P/E divided by that growth rate — reported earnings, never an expected-earnings multiple. On Indian companies it is shown only where the two data feeds agreed. Where any of that fails the ratio is left out rather than printed: a P/E divided by a loss, or by growth measured off a tiny base, is a number that looks precise and means nothing.
PEGlowest PEG
1Weibo Corporation WB0.1
2JOYY Inc. JOYY0.3
3Opera Limited OPRA0.3
4Match Group, Inc. MTCH0.4
5Spotify Technology S.A. SPOT0.9
P/Elowest P/E
1EverQuote, Inc. EVER5.2
2Weibo Corporation WB6.1
3Taboola.com Ltd. TBLA8.2
4Opera Limited OPRA11.3
5Yelp Inc. YELP11.3
Valuation · company comparison
7/24 level · 18/24 change
All-company data · latest reported quarter
CompanyPEGP/EReported
Meta Platforms, Inc. META2.921.2Jun 2026
Yelp Inc. YELP2.111.3Mar 2026
Spotify Technology S.A. SPOT0.939.0Mar 2026
Alphabet Inc. GOOGL0.518.0Jun 2026
Match Group, Inc. MTCH0.411.7Mar 2026
Opera Limited OPRA0.311.3Mar 2026
JOYY Inc. JOYY0.313.6Mar 2026
Weibo Corporation WB0.16.1Mar 2026
Nebius Group N.V. NBIS—32.4Mar 2026
Reddit, Inc. RDDT—40.4Jun 2026
Pinterest, Inc. PINS—38.2Mar 2026
Zillow Group, Inc. ZG—165.6Mar 2026
People Incorporated PPLI—108.2Mar 2026
RUM Group Inc. RUM—47.1Mar 2026
Taboola.com Ltd. TBLA—8.2Mar 2026
Upwork Inc. UPWK—13.5Mar 2026
Groupon, Inc. GRPN—19.2Mar 2026
EverQuote, Inc. EVER—5.2Mar 2026
Full 20-quarter history · every available company

PEG · reported quarter history

Alphabet Inc. · GOOGL

—
—
—
—
—
—
—
—
—
0.9
0.5
0.6
0.5
0.6
0.5
0.5
0.7
0.8
0.5
—

JOYY Inc. · JOYY

—
—
—
—
—
—
—
—
—
—
—
0.3
—
—
—
—
—
—
—
—

Match Group, Inc. · MTCH

—
—
—
—
—
—
—
—
—
1.2
0.6
—
—
—
—
—
—
0.8
0.4
—

Meta Platforms, Inc. · META

—
—
—
—
—
—
—
—
3.3
—
—
—
—
—
0.5
0.7
4.9
—
2.9
—

Opera Limited · OPRA

—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
0.4
0.3
—

Spotify Technology S.A. · SPOT

—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
0.9
—
—

Weibo Corporation · WB

—
—
—
—
—
—
—
0.6
—
—
0.7
—
—
—
0.4
0.6
0.3
0.1
—
—

Yelp Inc. · YELP

—
—
—
—
—
—
—
—
—
—
—
—
0.7
0.5
0.6
1.0
0.4
0.8
2.1
—

P/E · reported quarter history

Showing the 12 largest of 18 companies with a series here. The remaining 6 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Alphabet Inc. · GOOGL

25.2
25.8
25.2
20.3
19.0
19.4
23.1
25.4
25.1
24.1
23.2
26.1
22.0
23.5
17.2
18.8
24.0
28.9
21.9
18.0

JOYY Inc. · JOYY

—
—
—
40.4
3.7
19.7
21.1
9.4
—
8.3
5.8
7.4
11.1
—
1.3
1.6
1.8
1.6
13.6
—

Match Group, Inc. · MTCH

80.9
142.2
122.2
217.8
144.7
33.5
21.0
17.3
15.4
16.2
15.8
13.2
16.9
16.2
15.5
15.2
16.5
13.6
11.7
—

Meta Platforms, Inc. · META

24.2
24.4
16.8
13.4
12.9
14.0
26.3
33.5
26.5
23.8
27.9
25.7
27.0
24.5
22.5
26.7
32.4
28.1
20.8
21.2

Nebius Group N.V. · NBIS

—
—
—
—
16.3
11.9
8.9
7.0
19.5
29.1
378.8
150.3
—
—
—
50.3
142.1
253.7
32.4
—

People Incorporated · PPLI

11.1
20.7
1,114.2
—
—
—
—
22.9
—
17.6
—
—
—
—
—
—
—
—
108.2
—

Pinterest, Inc. · PINS

99.9
79.0
51.3
58.6
332.9
—
—
—
—
—
165.1
163.2
107.9
10.9
11.3
12.9
11.2
42.4
38.2
—

Reddit, Inc. · RDDT

—
—
—
—
—
—
—
—
—
—
—
—
—
—
177.8
136.9
132.2
87.7
38.5
40.4

RUM Group Inc. · RUM

—
—
1,704.1
—
47.1
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—

Spotify Technology S.A. · SPOT

—
—
—
—
—
—
—
—
—
—
—
129.0
97.6
78.2
90.6
168.7
104.5
47.1
39.0
—

Weibo Corporation · WB

32.1
16.7
18.3
20.8
65.8
53.1
18.8
10.2
7.5
7.7
7.6
6.0
6.9
8.2
6.9
6.7
7.1
6.0
6.1
—

Zillow Group, Inc. · ZG

180.8
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
758.1
165.6
—
10 · before the conclusion, check the blind spots

What can make this comparison misleading?

This Internet Content & Information comparison names 4 specific ways its own evidence can mislead, all listed below. All 24 companies here report on comparable dates, so no rank carries a stale marker. A high growth rate can still be a low-base artefact.

Keep these limits visible

  • A high growth rate can be a low-base artefact. The page keeps level and change separate for that reason.
  • A high ROCE can be temporary or flattered by a small capital base. Read it beside margin, cash conversion and reinvestment.
  • The 4-Factor Sector Score ranks research priority, not portfolio action. Management quality, catalysts and risks need equally fresh evidence before capital is deployed.
  • An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.
11 · evidence and freshness

How was this comparison built?

This comparison is built from the reported filings of 24 Internet Content & Information companies, normalized to a common $ scale and a shared quarter axis of up to 20 quarters each. Fundamentals run through Jun 2026 and market data through 2026-08-04. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.

FundamentalsThrough Jun 2026 · up to 20 quarters per company
Market dataThrough 2026-08-04 · weekly price and relative-strength history
Derived metricsGrowth, changes and PEG are calculated only when their inputs are comparable.
Score confidenceMissing and stale evidence reduces confidence and pulls the 0–100 research-priority score toward neutral.
12 · questions investors ask, short speakable answers

Internet Content & Information company comparison FAQs

These 22 answers restate the Internet Content & Information comparison above in question form. Every one is computed from the same 24 companies and the same reported filings as the rankings and charts, current through Jun 2026. Price and relative-strength answers run through 2026-08-04. Nothing here is estimated, and none of it is a recommendation.

Is the Internet Content & Information sector outperforming S&P 500?

Internet Content & Information has underperformed S&P 500 by 15.5% over 52 weeks and 4.8% over 13 weeks. 9 of 23 covered companies beat the S&P 500 on Mansfield relative strength, while 10 of 23 beat the sector itself.

Which Internet Content & Information company is largest by revenue?

Spotify Technology S.A. leads with revenue of $17,529 million, based on 21 of 24 comparable companies through Mar 2026.

Which Internet Content & Information company is growing fastest?

Nebius Group N.V. has the fastest current revenue growth at 100%, across 21 of 24 comparable companies.

Which Internet Content & Information company has the strongest 4-Factor Sector Score?

EverQuote, Inc. ranks first at 69.6/100 with 71.1% evidence confidence. The score prioritizes research; it is not a buy recommendation.

Which Internet Content & Information company has the lowest comparable PEG?

Weibo Corporation has the lowest comparable PEG at 0.13, among 7 of 24 companies whose earnings and growth are steady enough for the ratio to mean anything.

How much history does this Internet Content & Information comparison include?

The page compares up to 20 reported quarters per company for fundamentals, returns and valuation, ending Jun 2026. Missing observations remain blank rather than being estimated.

How is the 4-Factor Sector Score calculated?

The four visible contributions add directly: growth and earnings up to 35 points, capital efficiency up to 25, valuation up to 20, and relative strength up to 20. Missing or stale evidence moves only the affected contribution toward neutral.

Which Internet Content & Information company is the biggest?

Spotify Technology S.A. is the largest, with trailing-twelve-month revenue of $17,529 million, ahead of Snap Inc. at $6,097 million. That covers 21 of 24 companies with comparable reporting through Mar 2026.

Which Internet Content & Information company has the best profit margins?

Meta Platforms, Inc. has the highest operating margin at 40.6%, from 23 of 24 comparable companies. Nebius Group N.V. shows the biggest recent improvement, at +204.2 percentage points. A high margin matters most when it is holding or rising, not when it is peaking.

Which Internet Content & Information company makes the most profit?

Spotify Technology S.A. earns the most, at $2,708 million of trailing-twelve-month net profit, from 21 of 24 comparable companies. EverQuote, Inc. has the fastest profit growth at 100%, though growth off a small or recovering profit base overstates how much has actually changed.

Which Internet Content & Information company earns the highest return on capital?

EverQuote, Inc. leads on return on capital employed at 11.9%, across 24 of 24 companies. Read it beside the length of its reported history: a high return that repeats for years is evidence of a durable business, while a single high reading can be a small capital base or one good year.

Which Internet Content & Information stock is the cheapest?

On PEG — where a LOWER number is cheaper — Weibo Corporation screens cheapest at 0.13×. Only 7 of 24 companies have earnings and growth steady enough for the ratio to mean anything, so this is not a sector-wide "cheapest stock" verdict. Cheap on a multiple is a reason to investigate, never a reason to buy on its own.

Is the Internet Content & Information sector beating the market?

Internet Content & Information has underperformed S&P 500 by 15.5% over the last 52 weeks and 4.8% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 9 of 23 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.

Which Internet Content & Information stock has the strongest price momentum?

Nebius Group N.V. has the strongest relative strength against S&P 500. Relative strength answers last, after growth, quality and valuation: price can move well before the fundamentals confirm it, and sometimes without them confirming at all.

Which Internet Content & Information company scores highest for research priority?

EverQuote, Inc. scores 69.6 out of 100 with 71.1% evidence confidence, from 28.7 points on growth and earnings, 14.9 on capital efficiency, 11.5 on valuation and 14.5 on relative strength. This ranks what deserves work next. It is not a buy recommendation, and management quality, catalysts and risk still need separate research.

How many Internet Content & Information companies does this comparison cover, and over what period?

It compares 24 listed companies over up to 20 reported quarters of fundamentals, ending Jun 2026, plus weekly price and relative-strength history. Membership is the full sector list — nothing is dropped for having thin data.

What is the total market cap of the Internet Content & Information sector?

The 24 Internet Content & Information companies on this page carry $6,375,913 million of combined market value. Alphabet Inc. is the largest at $4,618,660 million, about 72% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-08-04.

What is the Internet Content & Information sector's P/E ratio?

The median price-to-earnings ratio across the 24 Internet Content & Information companies on this page is 19.2×, measured on the 18 that report a comparable figure. A sector-level history for this multiple is not held here, so this is a cross-section of today, not a comparison with the sector’s own past. Figures are as of 2026-08-04.

How is the Internet Content & Information sector performing?

9 of the 23 covered Internet Content & Information companies are beating S&P 500 on Mansfield relative strength. The sector itself is 15.5% behind S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-08-04.

How many Internet Content & Information stocks are listed in the US?

This comparison covers 24 listed Internet Content & Information companies in the US, each above the size floor the site applies. The full ranked list is on this page, with reported fundamentals through Jun 2026. Membership is the full industry list — nothing is dropped for having thin data.

Why are some values on this page blank?

A blank means that company did not report a comparable figure for that period, so nothing is shown. Missing observations are never interpolated, carried forward, or replaced with a similar-looking accounting line, and a company with missing evidence has its research score pulled toward neutral rather than being scored as bad.

Is this investment advice?

No. Every figure here is a deterministic calculation from reported company filings and market data, published for research. It contains no recommendation to buy or sell any security, does not account for your circumstances, and is not a substitute for advice from a licensed adviser.

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