Loading…
Employees: 5,168
Size Yelp (YELP) is a United States Information Technology company (Internet Software/Services) with a market value of $1.06B, the 2215th largest of 3,117 United States companies the cockpit tracks. Shares closed at $19.46 on 6 Nov 2026.
Performance Over six months the shares fell 28.1%, against -3.8% for the median peer and -1.1% for the United States market (cap-weighted) — 4th lowest of 21 in its peer set.
Growth Revenue grew 1.5% over the last twelve months (peer median +11.5%); the operating margin is 12.7% (peer median 7.5%).
Valuation It trades at 8.1× forward earnings against a peer median of 15.1× (5th cheapest of 15).
Price implies For today's price to make sense, revenue must grow about -18% a year for seven years (Req g). Recent delivered growth is +11%, so the hurdle is -29 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 15.0 points above its cost of capital (6.9% WACC).
Short interest Short interest is 21.0% of the free float (15 Oct 2026).
Next results Next results expected around 18 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $1.47B | $1.46B | $1.41B | $1.34B | $1.19B |
| Revenue growth | — | +4% | +6% | +12% | — |
| Gross profit | $1.26B | $1.27B | $1.25B | $1.18B | $1.02B |
| EBITDA | $253M | $246M | $214M | $185M | $165M |
| Net income | $127M | $146M | $133M | $99.2M | $36.3M |
| Free cash flow | $297M | $323M | $248M | $279M | $160M |
| Capital expenditure | $52.2M | $48.4M | $37.3M | $26.8M | $32.0M |
| Total debt | $123M | $24.9M | $43.1M | $87.3M | $126M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | YELP | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +0.5% | -0.2% | 11th highest of 21 |
| 6-month return | -28.1% | -3.8% | 4th lowest of 21 |
| Distance from 52-week high | -43.6% | -27.5% | 7th lowest of 21 |
| Revenue growth (TTM) | +1.5% | +11.5% | 6th lowest of 20 |
| Operating margin | 12.7% | 7.5% | 7th highest of 20 |
| Forward P/E | 8.1× | 15.1× | 5th cheapest of 15 |
| Growth the price implies (Req g, 7 yrs) | -18.4% | 7.0% | least demanding of 15 |
| Growth delivered (Del g) | +10.9% | +15.4% | 6th lowest of 15 |
| Hurdle (Req g minus delivered) | -29.3 pp | -7.9 pp | 2nd least demanding of 15 |
| ROIC minus cost of capital | +15.0 pp | +0.7 pp | 4th highest of 16 |
| EV / EBITDA | 4.3× | 9.2× | cheapest of 14 |
| Net debt / EBITDA | 0.1× | -0.2× | 7th most indebted of 16 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Yelp YELP | United States | $1.06B | -28% | +2% | 13% | 8.1× | -18.4% | +10.9% |
| EverQuote EVER | United States | $1.02B | +41% | +24% | 11% | 14.3× | -7.0% | +14.8% |
| Moonpig MOON.L | United Kingdom | $1.13B | +41% | +7% | 21% | 15.2× | 3.7% | +0.3% |
| Baltic Classifieds BCG.L | United Kingdom | $1.14B | -99% | +7% | 68% | 0.2× | 15.2% | +15.9% |
| D-MARKET Elektronik Hizmetler ve Ticaret AS Sponsored ADR HEPS | United States | $979M | -3% | +22% | -3% | n/a | n/a | n/a |
| Sify Technologies Limited Sponsored ADR SIFY | United States | $941M | -20% | +11% | 8% | n/a | n/a | n/a |
| BuySell Technologies 7685.T | Japan | $938M | -28% | +58% | 11% | 15.0× | -1.2% | +46.8% |
| Huawen Media 000793.SZ | China | $1.19B | -34% | 0% | -14% | n/a | 17.8% | -34.6% |
| Omada Health OMDA | United States | $924M | +2% | +48% | 0% | 37.1× | 28.7% | +42.9% |
| LegalZoom.com LZ | United States | $897M | -19% | +12% | 4% | 6.7× | 6.1% | +9.9% |
| TeamViewer TMV.DE | Germany | $894M | -5% | +2% | 34% | 5.2× | -11.0% | +10.4% |
| iQIYI, Inc. Sponsored ADR IQ | United States | $886M | -20% | -3% | -2% | n/a | n/a | n/a |
| Gushengtang 2273.HK | Hong Kong | $874M | +1% | +12% | 13% | 13.4× | 2.4% | +27.6% |
| Yalla Group Ltd. Sponsored ADR YALA | United States | $863M | -21% | -4% | 31% | 7.0× | n/a | n/a |
| WEBTOON Entertainment WBTN | United States | $1.31B | -27% | 0% | -3% | n/a | n/a | n/a |
| FuboTV FUBO | United States | $830M | -26% | n/a | n/a | n/a | n/a | n/a |
| NHN 181710.KS | South Korea | $1.34B | +44% | +12% | 6% | 16.3× | -4.4% | +8.9% |
| Trustpilot TRST.L | United Kingdom | $1.36B | +12% | +19% | 5% | 52.4× | 32.7% | +20.0% |
| PubMatic PUBM | United States | $811M | +82% | -1% | -5% | 360.6× | 7.8% | +13.7% |
| CarTrade Tech CARTRADE.NS | India | $1.39B | +40% | +16% | 30% | 47.7× | 34.5% | +25.6% |
| Auction Technology ATG.L | United Kingdom | $789M | +36% | +22% | 11% | 16.1× | 22.7% | +32.6% |