Company Analysis

Taboola.com Ltd. (TBLA)

Nasdaq: TBLA · Services-Computer Programming, Data Processing, Etc. · New York, NY · filing with the SEC since 2021
Grade6.3
◀ Past 7.1● Present 6.9▶ Future 5.4
2 est.

The grade of Taboola.com Ltd.

Nine metrics read from its own filings, by tense
Headline grade
6.3/10
◀ Past7.125% of the headline
● Present6.935% of the headline
▶ Future5.440% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 7 read as filed from the record and 2 are SI estimates, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

7.1/1025% of the headline grade · 2 of 3 filed, 1 estimated

Surviving crises

as filed
7.0/10

Has it survived what it has been through?

No warning events in its filings since 2021.

weight 22% of this tense · 70th percentile among 79 sector filers · read for itself

From the record

Taboola.com Ltd.'s filings since 2021 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
6.0/10

What has it actually done, year after year?

+9.8% a year over 7 filed years; profitable in 2 of 7.

weight 45% of this tense · 60th percentile among 70 sector filers · read for its customers

From the record

Taboola.com Ltd.'s 7 filed years say what it did: revenue went from $1.1 billion in fiscal 2019 to $1.9 billion in fiscal 2025, up 9.8% a year; it rose in 6 of 6 years; it never fell from a peak; net income was positive in 2 of 7 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span9.8%bottom 35% of its family
  • the share of years revenue rosetop 21% of its family
  • the share of filed years with a profitbottom 47% of its family
  • the deepest fall from a revenue peak0.0%top 21% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

SI estimate
8.6/10

How has it treated the people who own it?

SI estimate 8.6/10, confidence 35 of 100 (one part).

weight 33% of this tense · 86th percentile among 72 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
Read from one part only, the cash returned against operating cash flow, which ranks in the top 14% of 72 in its family; fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
What the record cannot read
Fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
How it was reasoned
one part: cash returned against operating cash flow, the one part on file, ranked among 72 in its family.
Confidence
35 of 100
What would change it
A filing that carries the missing parts replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Taboola.com Ltd.'s shareholder treatment is put at 8.6 of 10 with a confidence of 35 of 100, because read from one part only, the cash returned against operating cash flow, which ranks in the top 14% of 72 in its family; fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income. A filing that carries the missing parts replaces this estimate with the filed reading.

● Present

What are they doing right now?

6.9/1035% of the headline grade · 2 of 3 filed, 1 estimated

Financial health

as filed
6.0/10

Is it financially healthy right now?

ROE 5%: 5¢ of profit per shareholder dollar. Leverage 44%: owes 44¢ per asset dollar.

weight 45% of this tense · 60th percentile among 74 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, Taboola.com Ltd. earned about 5 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 35 cents per dollar of everything the company owns. Leverage: it owed about 44 cents per dollar of assets (the filed statements).

What it rests on

  • what it owes per dollar of assetstop 47% of its family
  • return on equitytop 35% of its family
  • gross profit against assetstop 40% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
6.3/10

How strong is its position in its industry?

top 37% of 73 in its family; net margin 2.2%.

weight 33% of this tense · 63rd percentile among 73 sector filers · read for its customers

From the record

Taboola.com Ltd.'s standing among 73 graded names in its industry family: revenue of $1.9 billion in fiscal 2025 ranks in the top 27% by size; a net margin of 2.2% ranks in the top 39%; revenue growth of 10.9% a year over the last 3 filed years ranks in the top 44% (its annual reports).

What it rests on

  • revenue against the family$1.91Btop 27% of its family
  • net margin2.2%top 39% of its family
  • three-year revenue growth10.9%top 44% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

SI estimate
9.7/10

What are the people in charge doing?

SI estimate 9.7/10, confidence 35 of 100 (one part).

weight 22% of this tense · 97th percentile among 47 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
Read from one part only, officer and director changes on Form 8-K over three years, against the people in charge, which ranks in the top 3% of 47 in its family; the record of its people begins on 2023-01-03 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 3.9 years and cannot see past it; a floor under five years is not read as years in charge.
What the record cannot read
The record of its people begins on 2023-01-03 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 3.9 years and cannot see past it; a floor under five years is not read as years in charge.
How it was reasoned
one part: officer and director changes on Form 8-K, against the people in charge, the one part on file, ranked among 47 in its family.
Confidence
35 of 100
What would change it
A filing that carries the missing parts replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Taboola.com Ltd.'s leadership is put at 9.7 of 10 with a confidence of 35 of 100, because read from one part only, officer and director changes on Form 8-K over three years, against the people in charge, which ranks in the top 3% of 47 in its family; the record of its people begins on 2023-01-03 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 3.9 years and cannot see past it; a floor under five years is not read as years in charge. A filing that carries the missing parts replaces this estimate with the filed reading.

▶ Future

What are they set up to do next?

5.4/1040% of the headline grade · 3 of 3 filed

Room to expand

as filed
3.8/10

How much room does it have to grow?

bottom 38% of 71 in its family for room to expand.

weight 22% of this tense · 38th percentile among 71 sector filers · read for itself

From the record

Taboola.com Ltd.'s room to grow, from the newest filed statements (fiscal 2025): cash of $121 million against no long-term debt tagged leaves 7.5% of its assets as net cash, top 46% of its family; cash from operations less capital spending is 8.5% of revenue (top 44%); a gross margin of 29.8% (bottom 20%); research spending of 7.7% of revenue (bottom 24%) (its annual report).

What it rests on

  • cash less debt against assets7.5%top 46% of its family
  • cash from operations less capital spending against revenue8.5%top 44% of its family
  • gross margin29.8%bottom 20% of its family
  • research spending against revenue7.7%bottom 24% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
6.2/10

What could actually drive growth from here?

top 39% of 70 in its family for growth drivers.

weight 45% of this tense · 61st percentile among 70 sector filers · read for its customers

From the record

Taboola.com Ltd.'s growth drivers, from the filed years to fiscal 2025: revenue grew 10.9% a year over the last three filed years against 9.8% over all 7, speeding up (top 15% of its family); the newest year grew 8.3% (top 49%); research spending grew 4.6% a year (top 49%); capital spending grew 8.8% a year (top 41%) (its annual reports). Taboola.com Ltd. tags no split of its revenue by line in the annual report on file, so growth by line cannot be read here; research and capital spending are on the trend.

What it rests on

  • three-year growth against the whole span+1.2 points a yeartop 15% of its family
  • the newest year's revenue growth8.3%top 49% of its family
  • three-year growth of research spending4.6%top 49% of its family
  • three-year growth of capital spending8.8%top 41% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
5.5/10

Did its newest year beat what its own record pointed to?

top 45% of 65 in its family for expectations against reality.

weight 33% of this tense · 55th percentile among 65 sector filers · read for its shareholders

From the record

Taboola.com Ltd.'s newest year against its own record: revenue of $1.9 billion in fiscal 2025 came in 3.6% below the $2.0 billion its prior three years' pace pointed to (bottom 38% of its family); net income of $42 million against a prior three-year average of $33 million (top 18%); a net margin of 2.2% against -2.3% before (bottom 45%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace-3.6%bottom 38% of its family
  • net income against the prior three years' average+230%top 18% of its family
  • net margin against its prior average+4.5 pointsbottom 45% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton TBLA · research, not advice