| Stage | SCI | % of rev | YELP | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $1.1B | 100.00% | $376M | 100.00% | SCI ×2.95 |
| Gross profit | $272M | 24.59% | $334M | 88.88% | YELP +64.3pp |
| Operating income | $253M | 22.84% | $44M | 11.65% | SCI +11.2pp |
| Pre-tax income | $189M | 17.05% | $44M | 11.84% | SCI +5.2pp |
| Net income | $141M | 12.76% | $32M | 8.43% | SCI +4.3pp |
| Stage | SCI | YELP | Gap · A − B |
|---|---|---|---|
| Revenue | $1.1B100.00% | $376M100.00% | SCI ×2.95 |
| Gross profit | 24.59%$272M | 88.88%$334M | YELP +64.3pp |
| Operating income | 22.84%$253M | 11.65%$44M | SCI +11.2pp |
| Pre-tax income | 17.05%$189M | 11.84%$44M | SCI +5.2pp |
| Net income |
| 12.76%$141M |
| 8.43%$32M |
| SCI +4.3pp |
None
No disclosed counterparties: SCI.