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  • flankenking flankenking Sep 22, 2013 11:57 AM Flag

    Zillow extreme overvalued

    Zillow extreme overvalued - Local Corp extreme undervalued - only stupid idiots don't change: Zillow has same revenues like Local Corp, but 70-fold market-cap – a joke

    Income Statement of Local Corp (Market Cap = 46 million):
    • Sequential revenue growth up 6% to $22.7 million in Q2 from $21.5 million in Q1
    • Adjusted EBITDA up 72% to $1.2M in Q2 from $685K in Q1
    That are on a yearly base only 0.45-times-revenues of Local Corp.

    Zillow has same revenues like Local Corp, but 70-fold market-cap
    Income Statement Get Income Statement for Zillow (Market-Cap = 3,210 million):

    Quarterly Data All numbers in thousands
    Period Ending Jun 30, 2013 Mar 31, 2013 Dec 31, 2012 Sep 30, 2012
    Total Revenue 22,365 21,755 20,898 25,841

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    • Source: Citron Research's report

      Zillow reported 2Q13 revenue of $46.92 million versus $27.76 million in 2Q12. Its sales and marketing expense in 2Q13 was $32.92 million versus $12.15 million in 2Q12. So, the company's revenue increased 69% while sales and marketing expense soared 178%.

    • Key Takeaways from Q2’13 of Local Corp with idiotic low 38 million market-cap

      • Increase 2013 guidance:
      » Revenue between $95 million and $97 million
      » Adjusted EBITDA of at least $5.4 million

      • Sequential revenue growth up 6% to $22.7 million in Q2 from $21.5 million in Q1

      • Adjusted EBITDA up 72% to $1.2M in Q2 from $685K in Q1

      • Record Mobile traffic was 34 million MUVS for Q2

      • Sold Spreebird daily deals business, expect $600K annualized improvement in earnings and cash flow

      • Continued expansion of our highest gross margin business – Network ex TAC up 118% from Q2 2012

 
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