Pinterest vs TKO Group
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KIRAβs take AI analyst
I put Pinterest and TKO Group side by side, using each oneβs latest annual report. Here is what stands out:
- TKO Group is the larger business, with $4.7B of revenue in fiscal 2025 against $4.2B for Pinterest.
- Pinterest grew revenue faster (15.8%, against β3.1%).
- TKO Group kept more of each dollar of sales as operating profit (17.6% operating margin, against 7.6%).
- Pinterest earned a higher return on the capital invested in it (13.2%, against 5.9%).
Who comes out ahead
Of the 8 measures where higher (or lower) is clearly better, how many each company leads.
PINS
6/8
Revenue growthNet marginReturn on capitalReturn on equityNet debt / EBITDAShare count change
TKO Group
TKO
1/8
Operating margin
Side by side
Best in the row
| Latest fiscal year | PINS FY25 | TKO FY25 |
|---|---|---|
| Size | ||
| Market cap | $12.0B | $13.0B |
| Revenue | $4.2B | $4.7B |
| Free cash flow | $1.3B | β |
| Net income | $417M | $195M |
| Growth | ||
| Revenue growth | 15.8% | β3.1% |
| 5-year growth | 20.1% | β |
| Share count change | β1.5% | 12.9% |
| Profitability | ||
| Gross margin | 80.1% | β |
| Operating margin | 7.6% | 17.6% |
| Net margin | 9.9% | 4.1% |
| FCF margin | 29.7% | β |
| Return on capital | 13.2% | 5.9% |
| Return on equity | 8.8% | 5.0% |
| Balance sheet | ||
| Net debt | β$2.5B | $3.2B |
| Net debt / EBITDA | β7.2x | 2.4x |
| Dividends and buybacks | $927M | $1.1B |
| Valuation & quality | ||
| P/E | 62.4x | β |
| Piotroski F-score | 5 | 5 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.