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Company Analysis

Yelp Inc. YELP

A comprehensive view of key metrics, scores, and financial health for Yelp Inc.

Overview of Yelp Inc.

YELP NYQ
Communication Services Internet Content & Information Small Cap
Yelp Inc. (YELP), is a Small Cap company, in the Internet Content & Information industry, last closed at $27.74, about 126.2% undervalued vs fair value, -20.9% 1Y return, placing in the top 25% of its sector.
Metrics Rev Growth 3.8% ROE 20.0% Gross Margin 90.3%
$27.74
-4.71%
As of April 28, 2026
Previous close • Vol 90d: 38.5%
52-Week Range
Market Cap
$1.65B
Enterprise Value
$1.48B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Good
Health
Fair
Efficiency
Good
Valuation
Weak
Growth
Fair
Profitability
Good
Health
Fair
Efficiency
Good
Valuation
Weak
Completeness: 82%
Confidence: 52%
Updated: Mar 8
Top Beats

Quick Facts

Website https://www.yelp.com
HQ San Francisco, CA
Employees 5,168
Fiscal year Dec 31

Next Events

Earnings May 7 Estimated

Fair Value Snapshot

Bear Base Bull
$57
$63
$69
Current: $27.74 +126% vs base

Engine Room Money Flow™

Small Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$1.5B
3.7%%
Gross Profit
$1.3B
2.6%%
Operating Income
$185.1M
22.5%%
Net Income
$145.6M
9.6%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio
170.7%
Excellent

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$292.2M
117.6% of FCF

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
3
Active Leaks
2/3
Improving
1
High Impact
1
Critical
Locked Leak
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Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Yelp Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
81
/100
Strong
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Strong
83
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Software SaaS vs Industry Peers 97% Coverage
Trade-Off Triangle Visualization A ternary plot showing YELP's balance between Growth (27.4%), Profitability (42.5%), and Safety (30.1%). Growth 27% Safety 30% Profitability 43%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

53th percentile vs peers
54
Key Signals
Rev Growth YoY 3.8% 52p Revenue CAGR 3Y 7.1% 44p EPS CAGR 3Y 55.1% 92p EPS Growth YoY 39.6% 52p
Strengths
  • Gross Profit Margin in top 20% of peers (90.3%, 90th percentile)
  • ROIC in top 20% of peers (14.8%, 86th percentile)
  • FCF Margin in top 20% of peers (22.1%, 84th percentile)
  • Quick Ratio in top 20% of peers (3.26, 80th percentile)
Risks

No significant risks identified for this axis.

Profitability

83th percentile vs peers
84
Key Signals
Strengths
Risks
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Safety

59th percentile vs peers
59
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Yelp Inc..

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$62.74
- - -
+126.2% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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