YELP
Asymmetric In WatchlistYelp Inc.
Company Overview
yelp.comYelp Inc. operates a platform that connects consumers with local businesses in the United States and internationally. Its platform covers various 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 advertising and multi-location Ad products, RepairPal network, as well as... enables businesses to deliver targeted advertising to large and high-intent audience; and business listing page products. The company also offers Yelp Connect that provides advertisers with a channel to market new offerings, such as new menu items and specials, and communicate business updates to customers; Yelp Guaranteed, a guarantee program that provides limited coverage to consumers who hire a yelp guaranteed business through request-a-quote in the event; Nearby Jobs solutions; Yelp Guest Manager, a subscription-based suite of front-of-house management tools for restaurants, nightlife, and certain other venues, which include online reservations, a waitlist management solution, as well as through hostless kiosks, and seating and server rotation management tools; Yelp Fusion Insights 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 access to various basic information through publicly available APIs, and paid access to content and data for consumer-facing enterprise use. In addition, it provides content licensing, consumer-interactive tools, 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 and business app, as well as non-advertising partner arrangements. It has partnership with DOORDASH to provide co
Fundamental Snapshot
Company Info
Valuation
Profitability
Risk / Health
Interpretation:
8-9: Very Strong
5-7: Stable
0-4: Weak (Risk)
Interpretation:
> 3.0: Safe Zone
1.8 - 3.0: Grey Zone
< 1.8: Distress Zone (High Risk)
Interpretation:
< -1.78: Unlikely Manipulator
> -1.78: Possible Manipulator
Price (1Y)
Revenue Growth (YoY)
-0.5%
Revenue CAGR (3Y)
6.8%
Revenue CAGR (5Y)
11.2%
Earnings CAGR (3Y)
62.8%
FCF CAGR (3Y)
24.2%
FCF CAGR (5Y)
13.0%
Industry Benchmark: Software (Internet)
29 firms | Source: DamodaranPE (Current)
163.0x
PE (Forward)
64.8x
P/S
8.76x
EV/EBITDA
30.3x
ROE
-1.5%
Net Margin
-0.9%
Income & Cash Flow
Revenue ($B)
Gross Profit ($B)
Operating Income ($B)
Net Income ($B)
Free Cash Flow ($B)
Op. Cash Flow ($B)
Expenses
Cost of Revenue ($B)
Operating Expenses ($B)
R&D Expense ($B)
SG&A Expense ($B)
Cash & Debt
Cash & Equivalents ($B)
Total Debt ($B)
Net Debt ($B)
Shareholders' Equity ($B)
Shares, Dividends & Valuation
Shares Outstanding (B)
Dividends Paid ($B)
P/E Ratio
P/S Ratio
EV/EBITDA
Price vs FCF Fair Value
Avg: 11.7xPrice vs OCF Fair Value
Avg: 13.9xPrice vs Earnings Fair Value
Avg: 41.8xPrice vs EBIT Fair Value
Avg: 35.2xPrice vs EBITDA Fair Value
Avg: 25.2xPrice vs Sales Fair Value
Avg: 2.5xSegment KPIs
Coming soon - custom metrics from company filings