We view Pinterest as a differentiated player that has carved out a niche in a competitive digital advertising market. While the firm’s user count remains markedly below its larger social media peer Meta, we remain optimistic about the company’s ability to increase its share within digital advertising budgets by leveraging e-commerce features and ads on its platform, thus increasing ad monetization.
Pinterest users interact with ideas across a wide range of product categories, like home decor and fashion, providing an extremely attractive target audience for advertisers.
Instagram could leverage its far-larger user base to poach Pinterest engagement as it enhances its Pinterest equivalent, Collections, and expands its visual search capabilities.
|
Metric
|
PINS
|
META
|
SNAP
|
|---|---|---|---|
Price/Earnings (Normalized) | 11.12 | 24.57 | 13.71 |
Price/Book Value | 3.80 | 7.08 | 4.93 |
Price/Sales | 2.75 | 8.16 | 1.50 |
Price/Cash Flow | 9.40 | 13.50 | 10.62 |
|
Metric
|
PINS
|
META
|
SNAP
|
|---|---|---|---|
Quick Ratio | 3.62 | 1.99 | 2.72 |
Current Ratio | 3.81 | 2.23 | 2.94 |
Interest Coverage | — | 42.88 | −1.95 |
|
Metric
|
PINS
|
META
|
SNAP
|
|---|---|---|---|
Return on Assets (Normalized) | 22.10% | 24.16% | 9.16% |
Return on Equity (Normalized) | 28.35% | 39.34% | 32.55% |
Return on Invested Capital (Normalized) | 23.23% | 29.10% | 11.41% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| Alphabet Inc Class A
GOOGL
| LOCK|@t@vRMh? | LOCK|R!$ | $4T | |||
| Alphabet Inc Class C
GOOG
| LOCK|$z<@%JX | LOCK|#qR | $4T | |||
| Meta Platforms Inc Class A
META
| LOCK|hNV><pS | LOCK|Z&C | $2T | |||
| Tencent Holdings Ltd ADR
TCEHY
| LOCK|N#>pWV?T | LOCK|&N | $495B | |||
| Spotify Technology SA
SPOT
| LOCK|$rD>dmx | LOCK|?kG# | $101B | |||
| Nebius Group NV Shs Class-A-
NBIS
| LOCK|%<$<%&^ | LOCK|%D | $63B | |||
| Baidu Inc ADR
BIDU
| LOCK|!Wt?!@ | LOCK|<rN | $30B | |||
| Reddit Inc Class A Shares
RDDT
| LOCK|<F>m&$! | LOCK|!DsRY | $29B | |||
| Tencent Music Entertainment Group ADR
TME
| LOCK|k&%@p> | LOCK|<JN#b | $13B |
United States