RDDT
Reddit, Inc.
RDDT has the edge over TIMB overall, supported by stronger fundamentals and stronger modeled upside.
TIMB
TIM S.A.
TIMB has lower modeled downside risk, despite its lower overall score.
RDDT Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Strong |
RDDT's revenue, profitability, cash flow and balance sheet are all currently healthy.
TIMB Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Strong | |
| Strong | |
| Healthy |
TIMB's profitability, cash flow and balance sheet are currently healthy, and its revenue is stable.
RDDT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 16x | $99.55 | — |
| Current | 20x | $99.55 | — |
| Cheap | 35x | $171 | +72% |
| Fair | 46x | $228 | +129% |
| Expensive | 53x | $262 | +163% |
Historical ranges are pointers, not guarantees.
RDDT has the edge over TIMB in the historical PE scenario, which offers more potential upside but is not a forecast.
TIMB PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 11x | $18.14 | -4.5% |
| Current | 12x | $19.00 | — |
| Fair | 14x | $22.89 | +20% |
| Expensive | 18x | $29.74 | +57% |
Historical ranges are pointers, not guarantees.
TIMB's PE is 12x, but its earnings don't support one, so it isn't a reliable read right now.
RDDT Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Low |
RDDT has the edge over TIMB on the outlook, with more favorable revenue expectations.
TIMB Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Stable | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect TIMB's earnings to grow and its profitability to improve, with its revenue holding steady. However, they disagree widely on these estimates.
RDDT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $6.32 | +29% |
| Q3 2024 | -$7.98 | -$7.17 |
| Q2 2024 | -$8.19 | -$7.15 |
| Q1 2024 | -$8.38 | -$7.25 |
| Q4 2023 | -$0.56 | +$0.41 |
| Q3 2023 | -$0.81 | -$0.02 |
| Q2 2023 | -$1.04 | -$0.48 |
| Q1 2023 | -$1.13 | -$0.48 |
| Q4 2022 | -$0.97 | -$0.19 |
TIMB has the stronger earnings trend. Trailing diluted EPS is down 39% for RDDT versus TIMB up 21%.
TIMB Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q2 2026 | $1.62 | +21% |
| Q1 2026 | $1.60 | +22% |
| Q4 2025 | $1.58 | +30% |
| Q3 2025 | $1.49 | +24% |
| Q2 2025 | $1.34 | +15% |
| Q1 2025 | $1.31 | +21% |
| Q4 2024 | $1.22 | +17% |
| Q3 2024 | $1.20 | +41% |
TIMB's earnings per share have climbed steadily: $1.62 over the past year, up 21% from the year before, and higher year over year for 12 quarters in a row.
RDDT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $895M | +53% |
| Q2 2026 | $804.9M | +61% |
| Q1 2026 | $663.4M | +69% |
| Q4 2025 | $725.6M | +70% |
| Q3 2025 | $584.9M | +68% |
| Q2 2025 | $499.6M | +78% |
| Q1 2025 | $392.4M | +61% |
| Q4 2024 | $427.7M | +71% |
RDDT has the edge over TIMB on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 29% | +5.5 points |
| Q2 2026 | 29% | +15 points |
| Q1 2026 | 28% | +27 points |
| Q4 2025 | 32% | +20 points |
| Q3 2025 | 24% | +22 points |
| Q2 2025 | 14% | +25 points |
| Q1 2025 | 1% | +244 points |
| Q4 2024 | 12% | +11 points |
RDDT has the edge over TIMB on profitability, with a higher operating margin.
TIMB Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $1.2B | +5.5% |
| Q1 2026 | $1.2B | +6.5% |
| Q4 2025 | $1.2B | +4.4% |
| Q3 2025 | $1.2B | +4.5% |
| Q2 2025 | $1.2B | +4.7% |
| Q1 2025 | $1.1B | +4.9% |
| Q4 2024 | $1.2B | +5.7% |
| Q3 2024 | $1.1B | +6% |
TIMB's revenue has grown year over year every quarter since late 2020: $1.2B last quarter, up 5.5% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 25% | +1.2 points |
| Q1 2026 | 23% | +2.9 points |
| Q4 2025 | 28% | +1.4 points |
| Q3 2025 | 25% | +1.8 points |
| Q2 2025 | 23% | +1.7 points |
| Q1 2025 | 20% | +1.9 points |
| Q4 2024 | 26% | +1.6 points |
| Q3 2024 | 23% | +2.8 points |
TIMB's operating margin was 25% last quarter, up 1.2 points from the same quarter a year ago.
RDDT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $362.6M | +98% |
| Q2 2026 | $260.7M | +135% |
| Q1 2026 | $311.2M | +146% |
| Q4 2025 | $263.6M | +196% |
| Q3 2025 | $183.1M | +161% |
| Q2 2025 | $110.8M | +308% |
| Q1 2025 | $126.6M | +333% |
| Q4 2024 | $89.2M | +$111.2M |
RDDT has the edge over TIMB on cash flow, with more consistent year-over-year improvement.
TIMB Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $390.4M | +4.4% |
| Q1 2026 | $234.9M | +13% |
| Q4 2025 | $523.5M | -7.1% |
| Q3 2025 | $488.6M | +5.7% |
| Q2 2025 | $374M | +19% |
| Q1 2025 | $207.1M | +297% |
| Q4 2024 | $563.4M | -12% |
| Q3 2024 | $462.2M | +3.8% |
TIMB generated $1.6B in free cash flow over the past year, up 1.9% from the year before.
RDDT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.1% | -169K shares |
| 1 year | -0.4% | -868K shares |
| 3 years | +24% | +38.5M shares |
| 5 years | +24% | +38.5M shares |
RDDT has 202M diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $100.4M |
| Q2 2026 | $234.6M |
| Q1 2026 | $5M |
| Q4 2023 | — |
| Q3 2023 | — |
| Q2 2023 | — |
| Q1 2023 | $4.2M |
| Q4 2022 | — |
TIMB Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -123K shares |
| 1 year | -1.3% | -6.3M shares |
| 3 years | -1.3% | -6.4M shares |
| 5 years | -1.3% | -6.2M shares |
| Available history | -2.2% | -10.7M shares |
TIMB has the edge over RDDT on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q2 2026 | $23,991 |
| Q1 2026 | $20,052 |
| Q4 2025 | $70.2M |
| Q3 2025 | $55.2M |
| Q2 2025 | $6.2M |
| Q1 2025 | $2.3M |
| Q4 2024 | $5.8M |
| Q3 2024 | $4.8M |
TIMB spent $125M buying back its own shares over the past year, about seven times what it spent the year before.
RDDT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.5x | Net Cash |
| Q2 2026 | -1.9x | Net Cash |
| Q1 2026 | -2.2x | Net Cash |
| Q4 2025 | -2.1x | Net Cash |
| Q3 2025 | -3.3x | Net Cash |
| Q2 2025 | -5.0x | Net Cash |
| Q1 2025 | -13.1x | Net Cash |
RDDT has the edge over TIMB on leverage, with a lower net debt burden relative to earnings.
TIMB Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | 0.9x | Very low |
| Q1 2026 | 0.9x | Very low |
| Q4 2025 | 2.0x | Healthy |
| Q3 2025 | 0.9x | Very low |
| Q2 2025 | 1.0x | Very low |
| Q1 2025 | 1.0x | Very low |
| Q4 2024 | 0.9x | Very low |
| Q3 2024 | 1.0x | Healthy |
TIMB's net debt is less than a year of its operating earnings (EBITDA).
RDDT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 34.8 | Neutral |
| Stochastic | 6.5 | Oversold |
RDDT's weekly RSI is 35 (neutral) and its Stochastic is 6 (oversold).
TIMB Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 46.1 | Neutral |
| Stochastic | 52.1 | Neutral |
TIMB's weekly RSI is 46 (neutral) and its Stochastic is 52 (neutral).
RDDT PE vs Communication Services Sector
| Metric | RDDT | Sector median | Relative |
|---|---|---|---|
| PE | 20x | 16x | 23% above |
| PE % | 5 | 23 | 18 pts below |
RDDT is trading at 20x earnings, a 23% premium to the Communication Services sector's median of 16x, though its earnings don't support one.
TIMB PE vs Communication Services Sector
| Metric | TIMB | Sector median | Relative |
|---|---|---|---|
| PE | 12x | 16x | 29% below |
| PE % | 22 | 26 | 4 pts below |
TIMB has the edge over RDDT on valuation relative to its sector.
RDDT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $130.6 | 24% below |
| 20 week MA | $151.7 | 34% below |
| 50 week MA | $165.0 | 40% below |
| 100 week MA | $167.1 | 40% below |
TIMB has stronger trend alignment. RDDT is above 0 of 4 weekly averages versus TIMB above 2 of 5.
TIMB Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $18.3 | 3.7% above |
| 20 week MA | $19.0 | 0.2% below |
| 50 week MA | $21.8 | 13% below |
| 100 week MA | $19.8 | 4% below |
| 200 week MA | $17.6 | 8.1% above |
TIMB's trend is mixed: it's above two of its five weekly moving averages, and 8.1% above its 200-week average.
RDDT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2024 | $46.0 | $173.5 | +277% |
| 2025 | $173.5 | $225.8 | +30% |
| 2026 YTD | $225.8 | $99.6 | -56% |
RDDT has finished every year since 2024 higher, and it's down 56% so far in 2026.
TIMB Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $19.1 | $13.8 | -28% |
| 2021 | $13.8 | $11.3 | -18% |
| 2022 | $11.3 | $11.9 | +5.7% |
| 2023 | $11.9 | $18.5 | +55% |
| 2024 | $18.5 | $11.9 | -36% |
| 2025 | $11.9 | $20.3 | +71% |
| 2026 YTD | $20.3 | $19.0 | -6.3% |
TIMB has the edge over RDDT on returns for 2026, with the stronger performance.