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Communication Services - Internet Content & Information - NYSE - US
$ 33.42
-6.28 %
$ 2.17 B
Market Cap
17.78
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one YELP stock under the worst case scenario is HIDDEN Compared to the current market price of 33.4 USD, Yelp Inc. is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one YELP stock under the base case scenario is HIDDEN Compared to the current market price of 33.4 USD, Yelp Inc. is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one YELP stock under the best case scenario is HIDDEN Compared to the current market price of 33.4 USD, Yelp Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart YELP

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$42.0$42.0$41.0$41.0$40.0$40.0$39.0$39.0$38.0$38.0$37.0$37.0$36.0$36.0$35.0$35.0$34.0$34.0$33.0$33.015 Oct15 OctNov '24Nov '2415 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '25
FINANCIALS
1.41 B REVENUE
5.61%
151 M OPERATING INCOME
91.09%
133 M NET INCOME
33.96%
286 M OPERATING CASH FLOW
-6.68%
-77.3 M INVESTING CASH FLOW
-41.30%
-304 M FINANCING CASH FLOW
-23.11%
362 M REVENUE
0.45%
53.4 M OPERATING INCOME
14.53%
42.2 M NET INCOME
0.00%
71 M OPERATING CASH FLOW
-30.62%
-42.8 M INVESTING CASH FLOW
-275.86%
-70.8 M FINANCING CASH FLOW
14.29%
Balance Sheet Yelp Inc.
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Current Assets 517 M
Cash & Short-Term Investments 318 M
Receivables 155 M
Other Current Assets 43.6 M
Non-Current Assets 467 M
Long-Term Investments 0
PP&E 99.8 M
Other Non-Current Assets 367 M
32.32 %15.79 %4.44 %10.14 %37.30 %Total Assets$983.6m
Current Liabilities 155 M
Accounts Payable 11.9 M
Short-Term Debt 20.7 M
Other Current Liabilities 122 M
Non-Current Liabilities 84.6 M
Long-Term Debt 22.5 M
Other Non-Current Liabilities 62.2 M
4.97 %8.63 %51.08 %9.38 %25.94 %Total Liabilities$239.6m
EFFICIENCY
Earnings Waterfall Yelp Inc.
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Revenue 1.41 B
Cost Of Revenue 124 M
Gross Profit 1.29 B
Operating Expenses 1.14 B
Operating Income 151 M
Other Expenses 18.2 M
Net Income 133 M
2b2b1b1b1b1b1b1b800m800m600m600m400m400m200m200m001b(124m)1b(1b)151m(18m)133mRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
91.24% GROSS MARGIN
91.24%
10.70% OPERATING MARGIN
10.70%
9.41% NET MARGIN
9.41%
17.86% ROE
17.86%
13.51% ROA
13.51%
12.91% ROIC
12.91%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Yelp Inc.
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300m300m250m250m200m200m150m150m100m100m50m50m0020162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income 133 M
Depreciation & Amortization 55.5 M
Capital Expenditures -37.3 M
Stock-Based Compensation 158 M
Change in Working Capital 0
Others -35.8 M
Free Cash Flow 248 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Yelp Inc.
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Wall Street analysts predict an average 1-year price target for YELP of $33.7 , with forecasts ranging from a low of $23 to a high of $47 .
YELP Lowest Price Target Wall Street Target
23 USD -31.18%
YELP Average Price Target Wall Street Target
33.7 USD 0.77%
YELP Highest Price Target Wall Street Target
47 USD 40.63%
Price
Max Price Target
Min Price Target
Average Price Target
5050454540403535303025252020May '24May '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26
4. DIVIDEND ANALYSIS
5. COMPETITION
slide 2 of 14
6. Ownership
Insider Ownership Yelp Inc.
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Sold
0-3 MONTHS
2.98 M USD 5
3-6 MONTHS
2.92 M USD 5
6-9 MONTHS
1.08 M USD 2
9-12 MONTHS
2.21 M USD 4
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Should You Hold on to YELP Stock Despite Its 11% Dip in a Year? Yelp is navigating the macroeconomic and competitive headwinds on the back of its robust advertising services division. zacks.com - 1 month ago
VIIRL Marketing has been awarded by Yelp as the 2024 Advertising Partner of the Year for the second consecutive year SCOTTSDALE, Ariz., March 06, 2025 (GLOBE NEWSWIRE) -- This award recognizes VIIRL's efforts as a digital marketing agency generating great results for hundreds of clients ranging from home services to health and beauty. globenewswire.com - 1 month ago
Yelp: Tough Macro, But Guidance Can Improve From Here Yelp has crashed ~15% after issuing a sour FY25 outlook, which calls for ~5% revenue growth and slight adjusted EBITDA contraction. To me, this outlook is quite conservative, given Yelp's recent acceleration in ad clicks in Q4, plus its plan to hold headcount flat in FY25. Historically, Yelp has also guided conservatively, with the company outperforming its original adjusted EBITDA target for FY24 by 10%. seekingalpha.com - 1 month ago
Yelp to Participate in the Morgan Stanley Technology, Media & Telecom Conference SAN FRANCISCO--(BUSINESS WIRE)--Yelp Inc. (NYSE: YELP), the company that connects people with great local businesses, today announced that management will present at the Morgan Stanley Technology, Media & Telecom Conference on March 5, 2025 at 2:30 p.m. Eastern Time. The live and archived webcasts of the presentation will be available on the company's investor relations website at www.yelp-ir.com. The archived webcast will remain available for 180 days after the conclusion of the live prese. businesswire.com - 1 month ago
Yelp Stock Gains as Q4 Earnings and Revenues Beat Estimates While a rise in ad clicks boosts YELP's Q4 revenues, a decline in total costs and expenses drives earnings per share. zacks.com - 2 months ago
Yelp (YELP) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates While the top- and bottom-line numbers for Yelp (YELP) give a sense of how the business performed in the quarter ended December 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values. zacks.com - 2 months ago
Yelp Inc. (YELP) Q4 2024 Earnings Call Transcript Yelp Inc. (NYSE:YELP ) Q4 2024 Results Conference Call February 13, 2025 5:00 PM ET Company Participants Kate Krieger - Director, IR Jeremy Stoppelman - CEO David Schwarzbach - CFO Jed Nachman - COO Conference Call Participants Eric Sheridan - Goldman Sachs Jason Cryer - Craig Hallam Sergio Segura - KeyBanc Capital Markets Shweta Khajuria - Wolfe Research Kishan Patel - Raymond James Nitin Bansal - Bank of America. Colin Sebastian - Baird Operator Good day, everyone, and welcome to the Q4 2024 Yelp Earnings Conference call. seekingalpha.com - 2 months ago
Yelp (YELP) Q4 Earnings and Revenues Surpass Estimates Yelp (YELP) came out with quarterly earnings of $0.62 per share, beating the Zacks Consensus Estimate of $0.51 per share. This compares to earnings of $0.37 per share a year ago. zacks.com - 2 months ago
Yelp: Strong Q4, Beats on Revenue Yelp (YELP 2.22%), an online platform for local business reviews and advertising, released its earnings for the fourth quarter of 2024 on Feb. 13, 2025. The company reported impressive results that beat analyst estimates, showcasing strong performance in its Services segment. fool.com - 2 months ago
Yelp Gears Up to Report Q4 Earnings: Is a Beat in the Cards? YELP's fourth-quarter 2024 results are likely to reflect benefits from increasing advertising revenues and its AI and machine learning efforts. zacks.com - 2 months ago
Ahead of Yelp (YELP) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics Beyond analysts' top -and-bottom-line estimates for Yelp (YELP), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended December 2024. zacks.com - 2 months ago
Yelp (YELP) Reports Next Week: Wall Street Expects Earnings Growth Yelp (YELP) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations. zacks.com - 2 months ago
8. Profile Summary

Yelp Inc. YELP

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COUNTRY US
INDUSTRY Internet Content & Information
MARKET CAP $ 2.17 B
Dividend Yield 0.00%
Description Yelp Inc. operates a platform that connects consumers with local businesses in the United States and internationally. The company's platform covers various local business categories, including restaurants, shopping, beauty and fitness, health, and other categories, as well as home, local, auto, professional, pets, events, real estate, and financial services. It provides free and paid advertising products to businesses, which include cost-per-click search advertising and multi-location Ad products, as well as enables businesses to deliver targeted search advertising to local audiences; and business listing page products. The company also offers other services comprising Yelp Reservations that provide online reservations for restaurants, nightlife, and other venues directly from their Yelp business pages; Yelp Waitlist, a subscription-based waitlist management solution that allows consumers to check wait times and join waitlists remotely, as well as businesses to manage seating and server rotation; Yelp Knowledge program that offers business owners local analytics and insights through access to its historical data and other proprietary content; and Yelp Fusion, which offers free and paid access to content and data for consumer-facing enterprise use through publicly available APIs. In addition, it provides content licensing, as well as allows third-party data providers to update and manage business listing information on behalf of businesses. Further, the company offers its products directly through its sales force; indirectly through partners; and online through its website, as well as non-advertising partner arrangements. It has strategic partnership with Grubhub for providing consumers with a service to place food orders for pickup and delivery. Yelp Inc. was incorporated in 2004 and is headquartered in San Francisco, California.
Contact 10th Floor, San Francisco, CA, 94105 https://www.yelp.com
IPO Date March 2, 2012
Employees 5116
Officers Ms. Carmen Amara Chief People Officer Ms. Amy Sezak Senior Vice President, Corporate Communications Ms. Brigitte Ehman Senior Vice President of Marketing Mr. Joseph R. Nachman Chief Operating Officer Mr. David A. Schwarzbach Chief Financial Officer Mr. Chad Richard Senior Vice President of Business & Corporate Development Mr. Aaron Schur Senior Vice President, General Counsel & Corporate Secretary Mr. Jeremy Stoppelman Co-Founder, Chief Executive Officer & Director Mr. Sam Eaton Chief Technology Officer Mr. Craig Saldanha Chief Product Officer