Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
YELP
Strong BuyFLAGYelp Inc. · Communication Services · United States · $1.3B · Avg Vol: $23M/d
Yelp generates real free cash flow and buys back stock with a strong quality score (Q80), but its traffic depends on search referrals that AI answer surfaces and search-engine changes are actively disrupting, and advertiser counts have been flat to declining. Consensus has been trimmed. That platform dependency is specific and current, so this is a flag.
COMPANY DESCRIPTION
Yelp Inc. operates a leading online platform that connects consumers with local businesses by providing comprehensive reviews, ratings, and business information across various service categories. The company benefits from powerful network effects, driven by its vast user base and extensive business listings, which create a trusted resource for local decision-making. Its robust data and established brand solidify its position as a go-to platform for discovering and evaluating local services.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.2B | 1.3B | 1.4B | 1.5B | 7.1% | 1.5B | 1.5B | 1.5B | 1.6% |
| EPS | 0.51 | 1.43 | 1.97 | 2.30 | 65.2% | 1.98 | 1.81 | 2.54 | 5.2% |
| Shares | 69.8M | 68.9M | 65.8M | 60.0M | -14.1% | 54.3M | — | — | — |
| Debt | 126.3M | 87.3M | 43.1M | 24.9M | -41.8% | 123.3M | — | — | — |
| Equity | 710.3M | 749.5M | 744.0M | 710.9M | 0.0% | — | — | — | — |
| Op CF | 192.3M | 306.3M | 285.8M | 372.0M | 24.6% | 349.6M | — | — | — |
| Inv CF | -126.1M | -54.7M | -77.3M | -45.7M | — | — | — | — | — |
| Fin CF | -237.5M | -246.8M | -303.8M | -330.0M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Communication Services, ranked by industry match, size, and score similarity. Cross-listings of YELP are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| YELP | Yelp Inc.(you) | $1.3B | 88 | Strong Buy |
| TBLA | Taboola.com Ltd. | $1.0B | 93 | Strong Buy |
| EVER | EverQuote, Inc. | $904M | 97 | Strong Buy |
| NRDS | NerdWallet, Inc. | $633M | 95 | Strong Buy |
| CARS | Cars.com Inc. | $639M | 96 | Strong Buy |
| UPWK | Upwork Inc. | $1.1B | 60 | Hold |
| MAX | MediaAlpha, Inc. | $681M | 63 | Hold |
| PPLI | People Incorporated | $2.9B | 56 | Hold |
| MTCH | Match Group, Inc. | $9.7B | 98 | Strong Buy |
| NXDR | Nextdoor Holdings, Inc. | $878M | 42 | Hold |
Peer medians: ROE 6.2% · P/E 19.3x · Gross margin 56.9%