Company Quick10K Filing
Grubhub
Closing Price ($) Shares Out (MM) Market Cap ($MM)
$0.00 93 $7,073
10-K 2020-02-28 Annual: 2019-12-31
10-Q 2019-11-07 Quarter: 2019-09-30
10-Q 2019-08-06 Quarter: 2019-06-30
10-Q 2019-05-10 Quarter: 2019-03-31
10-K 2019-02-28 Annual: 2018-12-31
10-Q 2018-11-06 Quarter: 2018-09-30
10-Q 2018-08-06 Quarter: 2018-06-30
10-Q 2018-05-08 Quarter: 2018-03-31
10-K 2018-02-28 Annual: 2017-12-31
10-Q 2017-11-08 Quarter: 2017-09-30
10-Q 2017-08-08 Quarter: 2017-06-30
10-Q 2017-05-09 Quarter: 2017-03-31
10-K 2017-02-28 Annual: 2016-12-31
10-Q 2016-11-08 Quarter: 2016-09-30
10-Q 2016-08-08 Quarter: 2016-06-30
10-Q 2016-05-09 Quarter: 2016-03-31
10-K 2016-02-26 Annual: 2015-12-31
10-Q 2015-11-12 Quarter: 2015-09-30
10-Q 2015-08-06 Quarter: 2015-06-30
10-Q 2015-05-07 Quarter: 2015-03-31
10-K 2015-03-05 Annual: 2014-12-31
10-Q 2014-11-06 Quarter: 2014-09-30
10-Q 2014-08-07 Quarter: 2014-06-30
10-Q 2014-05-15 Quarter: 2014-03-31
8-K 2020-03-02 Officers
8-K 2020-02-05 Earnings, Exhibits
8-K 2019-10-28 Earnings, Exhibits
8-K 2019-08-06 Officers
8-K 2019-07-30 Earnings, Exhibits
8-K 2019-06-10 Enter Agreement, Off-BS Arrangement, Exhibits
8-K 2019-05-21 Officers, Shareholder Vote, Exhibits
8-K 2019-04-25 Earnings, Exhibits
8-K 2019-02-06 Enter Agreement, Earnings, Exhibits
8-K 2018-10-22 Earnings, Officers, Exhibits
8-K 2018-09-13 M&A, Regulation FD, Exhibits
8-K 2018-07-24 Earnings, Other Events, Exhibits
8-K 2018-05-24 Shareholder Vote
8-K 2018-04-25 Earnings, Officers, Other Events, Exhibits
8-K 2018-02-08 Enter Agreement, Earnings, Sale of Shares, Other Events, Exhibits
8-K 2018-01-06 Officers

Grubhub Financials

GRUB Metrics, Comps, Filings

Annual | Quarterly

Business

Grubhub Inc. and its wholly-owned subsidiaries (collectively referred to as the "Company," "Grubhub," "we," "us," and "our") is the nation's leading online and mobile platform for restaurant pick-up and delivery orders, which the Company refers to as takeout. The Company connects more than 105,000 local restaurants with hungry diners in thousands of cities across the United States and is focused on transforming the takeout experience. For restaurants, Grubhub generates higher margin takeout orders at full menu prices. The Grubhub platform empowers diners with a "direct line" into the kitchen, avoiding the inefficiencies, inaccuracies and frustrations associated with paper menus and phone orders. The Company has a powerful takeout marketplace that creates additional value for both restaurants and diners as it grows. The Company's takeout marketplace, and related platforms where the Company provides marketing services to generate orders, are collectively referred to as the "Platform".

For restaurants, takeout enables them to grow their business without adding seating capacity or wait staff. Advertising for takeout, typically done through the distribution of menus to local households or advertisements in local publications, is often inefficient and requires upfront payment with no certainty of success. In contrast, Grubhub provides restaurants on its Platform with an efficient way to generate more takeout orders. Grubhub enables restaurants to access local diners at the moment when those diners are hungry and ready to purchase takeout. In addition, the Company does not charge the restaurants on its Platform any upfront or subscription fees, does not require any discounts from their full price menus and only gets paid for the orders the Company generates for them, providing restaurants with a low-risk, high-return solution. The Company charges restaurants on the Platform a per-order commission that is primarily percentage-based. In many markets, the Company also provides delivery services to restaurants on its Platform that do not have their own delivery operations. As of December 31, 2018, the Company was providing delivery services in more than 300 of the largest core-based statistical areas across the country.

For diners, the traditional takeout ordering process is often a frustrating experience-from using paper menus to communicating an order by phone to a busy restaurant employee. In contrast, ordering on Grubhub is enjoyable and a dramatic improvement over the "menu drawer." The Company provides diners on the platform with an easy-to-use, intuitive and personalized interface that helps them search for and discover local restaurants and then accurately and efficiently place an order from any Internet-connected device. Grubhub also provides diners with information and transparency about their orders and status and solves problems that may arise. In addition, the Company makes re-ordering convenient by storing previous orders, preferences and payment information, helping to promote diner frequency and drive strong repeat business.


Valuation ($BB)

Market Cap, Enterprise Value

Balance Sheet ($BB)

Assets, Stockholders' Equity

Income Statement ($BB Annual)

Revenue, Gross Profit, Net Income

Cash Flow ($BB Annual)

Operating, Investing, Financing

Comps ($MM TTM) Market Cap Gross Margin EV/EBITDA Ret on Assets Assets Liabilities Revenue G Profit Net Income EBITDA EV
Fair Isaac (FICO) 9,621 71% 33.8 13% 1,433 1,144 1,160 823 192 295 10,000
Zillow Group (Z) 6,113 54% -36.0 -3% 6,076 2,624 1,799 976 -204 -144 5,193
WEX (WEX) 8,953 63% 44.1 1% 8,541 6,543 1,284 804 91 254 11,219
Western Union (WU) 9,487 31% 5.2 13% 8,804 8,823 5,386 1,654 1,135 1,550 8,089
Nielsen (NLSN) 7,490 42% -23.4 -9% 14,343 11,990 6,465 2,719 -1,247 -660 15,468
Etsy (ETSY) 6,880 67% 66.4 4% 1,499 1,110 548 368 65 105 6,979
Alliance Data Systems (ADS) 6,663 35% 1.1 2% 27,158 25,661 6,176 2,138 465 1,473 1,611
Grubhub (GRUB) 5,193 0% 49.8 0% 2,379 878 971 0 9 106 5,294
CDK Global (CDK) 5,735 49% 18.7 4% 3,059 3,730 2,176 1,076 124 445 8,346
Athenahealth (ATHN) 5,427 54% 28.0 8% 1,589 521 1,311 705 126 192 5,382
Maximus (MMS) 5,086 23% 14.7 14% 1,746 498 2,887 671 241 338 4,970
Trinet Group (TNET) 4,652 23% 17.2 9% 2,245 1,768 3,755 870 193 235 4,050
HealthEquity (HQY) 4,032 63% 51.5 2% 2,560 1,542 407 257 53 99 5,107
Envestnet (ENV) 2,988 52% 131.4 -1% 1,787 926 870 455 -21 22 2,916
Ritchie Bros Auctioneers (RBA) 4,292 64% 18.5 6% 2,358 1,515 1,342 864 133 245 4,530
HMS Holdings (HMSY) 3,319 26% 19.8 9% 1,197 363 619 163 103 153 3,039
Sotheby's (BID) 2,655 0% 22.0 4% 2,311 1,869 1,003 0 82 145 3,190
WNS (WNS) 2,617 0% 786 233 0 0 0 0 2,573
EXL Service (EXLS) 2,287 34% 21.6 4% 1,146 498 969 327 50 113 2,438
GreenSky (GSKY) 1,158 20% 8.5 13% 897 964 506 100 114 133 1,128

Balance Sheet ($MM)2014-06-302014-12-312015-12-312016-12-312017-12-312018-12-31
Cash2072021692402345
Accounts Receivable3836426196111
Inventory
PP&E3816194771119
Assets8869801,0601,1981,5442,066
Accounts Payable2388827
Long-Term Debt174342
Liabilities205209183225426623
Stockholders' Equity6817718789721,1181,442
Income Statement ($MM)2014-06-302014-12-312015-12-312016-12-312017-12-312018-12-31
Revenue2543624936831,007
Cost of Revenue
Gross Profit
R&D
SG&A99132160216300
Tax1249-93
Net Income2438509978
Cash Flow ($MM)2014-06-302014-12-312015-12-312016-12-312017-12-312018-12-31
Cash Operating734598153226
Cash Investing-119-116-46-337-594
Cash Financing1613919178347