Obermatt

Yelp

NYQ:YELP · US9858171054
Interactive Media & ServicesLarge

360

73
EV / EBIT67
Price / Owner Earnings46
Owner Earnings Yield82
Dividend Yield1
Price/Sales69
EV / Gross Profit87
Price/Book69
Return on Capital79
Cash Return on Capital76
Return on Equity81
EBIT Margin57
Gross Profitability91
Cash Conversion63
Accruals25
Owner Earnings Margin51
Sales growth19
Profit Growth47
Long-Term EPS Growth45
Owner Earnings Growth51
Reinvestment41
Price momentum20
Debt load68
Refinancing61
Debt Payback36
Liquidity96
Analyst ratings11
Opinion Changes50
Price Target Upside12
Market mood19
Value Creation12/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Yelp clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryUSA
IndustryInteractive Media & Services
SizeLarge
TypePublic Company
ExchangeNYSE
Founded2004
Employees5,996
Websiteyelp.com
ISINUS9858171054
Last UpdateApr 2, 2026
Index & Theme
Customer AnalyticsSearch Engine OptimizationAd TargetingAd ExchangeBrand MarketingAd ServerArtificial IntelligenceMachine LearningAd NetworkLocation Based ServicesAppsInternetMobileSearch Engine

Description

Yelp Inc. (‘Yelp’) provide scalable services across platforms and devices using a combination of proprietary, open source and third-party technology solutions and products. The company has built one of the best-known Internet brands in the United St…

Analysis

Middle-of-the-road

Yelp Inc. is a middle-of-the-road business: neither the economics nor the price stand out from the peer group. One caution: reported profits have recently run ahead of actual cash, which we track closely.

The price is attractive. You pay 11.6× its owner earnings: the cash an owner could take out each year, which is in the historically attractive zone. At today's price, the market is assuming roughly -1% yearly growth; analysts expect 8%. The price, in other words, assumes less than the experts do.

The trajectory is tepid and the balance sheet is sturdy. The company scores 12/20 on our value-creation score: creating some value.

What to watch: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
57
2023202420252026

All-time high

85

Jan 2023

All-time low

57

Jun 2026

Average rank

73

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
69
66
63
78
Price/Earnings
72
78
49
41
Price/Book
69
54
47
67
Dividend Yield
1
1
1
1
Value (overall)
66
63
60
52

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →