YANDEX N.V. |
Market Closed -
Other stock markets
|
5-day change | 1st Jan Change | ||
| 18.94 USD | -6.79% |
|
-.--% | -.--% |
| Apr. 26 | Russia's Yandex reports Q1 revenue rise as market awaits spin-off news | RE |
| Apr. 26 | Yandex N.V. Reports Earnings Results for the First Quarter Ended March 31, 2024 | CI |
Valuation
| Fiscal Period: December | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 |
|---|---|---|---|---|---|---|
| Capitalization 1 | 614,254 | 885,291 | 1,814,473 | 1,625,094 | 574,052 | 574,569 |
| Enterprise Value (EV) 1 | 545,456 | 819,985 | 1,684,723 | 1,658,832 | 614,900 | 703,481 |
| P/E ratio | 13.3 x | 70.5 x | 71.5 x | -112 x | 19.3 x | 29.8 x |
| Yield | - | - | - | - | - | - |
| Capitalization / Revenue | 4.81 x | 5.05 x | 8.31 x | 4.56 x | 1.1 x | 0.72 x |
| EV / Revenue | 4.27 x | 4.68 x | 7.72 x | 4.66 x | 1.18 x | 0.88 x |
| EV / EBITDA | 16.9 x | 21.1 x | 52.6 x | 192 x | 14.3 x | 10 x |
| EV / FCF | 446 x | 24.3 x | 58.2 x | 149 x | 60.3 x | 16.8 x |
| FCF Yield | 0.22% | 4.11% | 1.72% | 0.67% | 1.66% | 5.97% |
| Price to Book | 3.42 x | 4.56 x | 5.59 x | 6.3 x | 1.82 x | 1.94 x |
| Nbr of stocks (in thousands) | 324,398 | 328,686 | 352,384 | 358,440 | 361,157 | 361,482 |
| Reference price 2 | 1,894 | 2,693 | 5,149 | 4,534 | 1,589 | 1,589 |
| Announcement Date | 4/19/19 | 4/2/20 | 4/1/21 | 4/20/22 | 4/20/23 | 4/26/24 |
1RUB in Million2RUB
Estimates
Income Statement Evolution (Annual data)
| Fiscal Period: December | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 |
|---|---|---|---|---|---|---|
| Net sales 1 | 127,657 | 175,391 | 218,344 | 356,171 | 521,699 | 800,125 |
| EBITDA 1 | 32,183 | 38,805 | 32,035 | 8,631 | 42,997 | 70,260 |
| EBIT 1 | 21,343 | 25,462 | 16,249 | -12,869 | 15,976 | 36,000 |
| Operating Margin | 16.72% | 14.52% | 7.44% | -3.61% | 3.06% | 4.5% |
| Earnings before Tax (EBT) 1 | 54,464 | 22,855 | 37,204 | -7,223 | 70,349 | 43,147 |
| Net income 1 | 47,587 | 12,826 | 25,512 | -14,669 | 39,465 | 19,870 |
| Net margin | 37.28% | 7.31% | 11.68% | -4.12% | 7.56% | 2.48% |
| EPS 2 | 142.0 | 38.21 | 72.03 | -40.48 | 82.53 | 53.26 |
| Free Cash Flow 1 | 1,224 | 33,696 | 28,924 | 11,160 | 10,204 | 41,970 |
| FCF margin | 0.96% | 19.21% | 13.25% | 3.13% | 1.96% | 5.25% |
| FCF Conversion (EBITDA) | 3.8% | 86.83% | 90.29% | 129.31% | 23.73% | 59.73% |
| FCF Conversion (Net income) | 2.57% | 262.71% | 113.38% | - | 25.85% | 211.22% |
| Dividend per Share | - | - | - | - | - | - |
| Announcement Date | 4/19/19 | 4/2/20 | 4/1/21 | 4/20/22 | 4/20/23 | 4/26/24 |
1RUB in Million2RUB
Estimates
Income Statement Evolution (Quarterly data)
| Fiscal Period: December | 2020 S1 | 2021 Q3 | 2021 Q4 | 2022 Q1 | 2022 Q2 | 2023 Q2 | 2023 Q3 |
|---|---|---|---|---|---|---|---|
| Net sales 1 | 88,410 | 91,305 | 110,328 | 106,010 | 117,748 | 182,495 | 133,163 |
| EBITDA | 20,632 | 5,622 | 9,720 | - | - | - | - |
| EBIT | - | -513 | 2,642 | - | - | - | - |
| Operating Margin | - | -0.56% | 2.39% | - | - | - | - |
| Earnings before Tax (EBT) | - | - | - | - | - | - | - |
| Net income | - | -3,385 | -4,428 | - | - | - | - |
| Net margin | - | -3.71% | -4.01% | - | - | - | - |
| EPS | - | -9.320 | -12.19 | - | - | - | - |
| Dividend per Share | - | - | - | - | - | - | - |
| Announcement Date | 7/28/20 | 10/27/21 | 2/15/22 | 4/27/22 | 7/26/22 | 7/27/23 | 10/27/23 |
1RUB in Million
Estimates
Balance Sheet Analysis
| Fiscal Period: December | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 |
|---|---|---|---|---|---|---|
| Net Debt 1 | - | - | - | 33,738 | 40,848 | 128,912 |
| Net Cash position 1 | 68,798 | 65,306 | 129,750 | - | - | - |
| Leverage (Debt/EBITDA) | - | - | - | 3.909 x | 0.95 x | 1.835 x |
| Free Cash Flow 1 | 1,224 | 33,696 | 28,925 | 11,161 | 10,204 | 41,970 |
| ROE (net income / shareholders' equity) | 29.7% | 5.04% | 8.35% | -4.72% | 15.6% | 6.86% |
| ROA (Net income/ Total Assets) | 7.17% | 5.78% | 2.52% | -1.56% | 1.76% | 3.21% |
| Assets 1 | 663,974 | 221,734 | 1,013,306 | 940,321 | 2,237,625 | 619,659 |
| Book Value Per Share 2 | 554.0 | 591.0 | 920.0 | 720.0 | 875.0 | 820.0 |
| Cash Flow per Share 2 | 212.0 | 171.0 | 374.0 | 221.0 | 230.0 | 267.0 |
| Capex 1 | 28,323 | 20,543 | 24,551 | 44,621 | 51,952 | 103,454 |
| Capex / Sales | 22.19% | 11.71% | 11.24% | 12.53% | 9.96% | 12.93% |
| Announcement Date | 4/19/19 | 4/2/20 | 4/1/21 | 4/20/22 | 4/20/23 | 4/26/24 |
1RUB in Million2RUB
Estimates
EPS & Dividend
Year-on-year evolution of the PER
Change in Enterprise Value/EBITDA
Quarterly revenue - Rate of surprise
| 1st Jan change | Capi. | |
|---|---|---|
| -.--% | 6.85B | |
| -7.19% | 38.76B | |
| -13.04% | 21.87B | |
| -26.44% | 18.31B | |
| -5.79% | 259M | |
| +21.61% | 123M | |
| -8.20% | 70.81M |
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