Yelp Inc.

NYSE:YELP Stock Report

Market Cap: US$2.6b

Yelp Past Earnings Performance

Past criteria checks 4/6

Yelp has been growing earnings at an average annual rate of 42.6%, while the Interactive Media and Services industry saw earnings growing at 13.4% annually. Revenues have been growing at an average rate of 9.2% per year. Yelp's return on equity is 16%, and it has net margins of 8.5%.

Key information

42.6%

Earnings growth rate

44.7%

EPS growth rate

Interactive Media and Services Industry Growth6.2%
Revenue growth rate9.2%
Return on equity16.0%
Net Margin8.5%
Last Earnings Update30 Sep 2024

Recent past performance updates

Recent updates

Yelp: Terrific Value Investment For 2025, Even Amid A Tough Restaurant Environment

Dec 18

Yelp: Proven Advertiser At Compelling Price

Dec 11

Here's Why Yelp (NYSE:YELP) Has Caught The Eye Of Investors

Dec 10
Here's Why Yelp (NYSE:YELP) Has Caught The Eye Of Investors

Yelp Inc. (NYSE:YELP) Doing What It Can To Lift Shares

Nov 07
Yelp Inc. (NYSE:YELP) Doing What It Can To Lift Shares

Yelp Stock: 3 Reasons We've Turned Bearish (Rating Downgrade)

Oct 23

Is Now An Opportune Moment To Examine Yelp Inc. (NYSE:YELP)?

Aug 05
Is Now An Opportune Moment To Examine Yelp Inc. (NYSE:YELP)?

Yelp Inc.'s (NYSE:YELP) Price Is Out Of Tune With Earnings

Jul 18
Yelp Inc.'s (NYSE:YELP) Price Is Out Of Tune With Earnings

Investors Will Want Yelp's (NYSE:YELP) Growth In ROCE To Persist

Jun 30
Investors Will Want Yelp's (NYSE:YELP) Growth In ROCE To Persist

Here's Why We Think Yelp (NYSE:YELP) Might Deserve Your Attention Today

Jun 12
Here's Why We Think Yelp (NYSE:YELP) Might Deserve Your Attention Today

Yelp: Be Patient For This Stock To Unlock Its Value

May 21

Is It Time To Consider Buying Yelp Inc. (NYSE:YELP)?

May 04
Is It Time To Consider Buying Yelp Inc. (NYSE:YELP)?

Yelp Inc. (NYSE:YELP) Not Flying Under The Radar

Apr 17
Yelp Inc. (NYSE:YELP) Not Flying Under The Radar

Yelp Should Outperform Despite Lowered Expectations

Apr 09

Yelp's Record Year In 2023 Coupled With Uncertain Growth Path Puts Pressure On Stock Price

Mar 26

Yelp: Upside Potential To FY24 Guidance

Mar 07

We Like These Underlying Return On Capital Trends At Yelp (NYSE:YELP)

Feb 09
We Like These Underlying Return On Capital Trends At Yelp (NYSE:YELP)

Is Yelp Inc. (NYSE:YELP) Potentially Undervalued?

Jan 24
Is Yelp Inc. (NYSE:YELP) Potentially Undervalued?

Yelp: Incredibly Strong Advertising Execution

Jan 15

If EPS Growth Is Important To You, Yelp (NYSE:YELP) Presents An Opportunity

Dec 15
If EPS Growth Is Important To You, Yelp (NYSE:YELP) Presents An Opportunity

Rare Stock Picks In October 2023 - From 31 Discerning Analysts

Nov 04

Yelp's (NYSE:YELP) Returns On Capital Are Heading Higher

Oct 29
Yelp's (NYSE:YELP) Returns On Capital Are Heading Higher

Yelp: Bullish Growth Catalysts Moving Into Q4

Oct 11

Is Yelp Inc. (NYSE:YELP) Potentially Undervalued?

Oct 11
Is Yelp Inc. (NYSE:YELP) Potentially Undervalued?

Yelp: Resilient Performance Should Continue

Sep 29

Is There An Opportunity With Yelp Inc.'s (NYSE:YELP) 37% Undervaluation?

Sep 07
Is There An Opportunity With Yelp Inc.'s (NYSE:YELP) 37% Undervaluation?

Yelp (NYSE:YELP) Might Have The Makings Of A Multi-Bagger

Jul 30
Yelp (NYSE:YELP) Might Have The Makings Of A Multi-Bagger

Yelp: More Valuable To Another Party

Jul 18

Yelp: Momentum Is Picking Up Steam

Jul 11

Is Yelp Inc. (NYSE:YELP) Potentially Undervalued?

Jun 27
Is Yelp Inc. (NYSE:YELP) Potentially Undervalued?

Yelp: Activist Pressure Might Lead To A Company Sale

Jun 16

Are Investors Undervaluing Yelp Inc. (NYSE:YELP) By 41%?

Jun 09
Are Investors Undervaluing Yelp Inc. (NYSE:YELP) By 41%?

The Return Trends At Yelp (NYSE:YELP) Look Promising

Apr 23
The Return Trends At Yelp (NYSE:YELP) Look Promising

Revenue & Expenses Breakdown

How Yelp makes and spends money. Based on latest reported earnings, on an LTM basis.

Earnings and Revenue History

NYSE:YELP Revenue, expenses and earnings (USD Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
30 Sep 241,392118755329
30 Jun 241,377138750333
31 Mar 241,357115737336
31 Dec 231,33799734333
30 Sep 231,30492720326
30 Jun 231,26843707321
31 Mar 231,22936694313
31 Dec 221,19436669306
30 Sep 221,15839646304
30 Jun 221,11848620297
31 Mar 221,07645600289
31 Dec 211,03240579276
30 Sep 2199238568265
30 Jun 2194318556248
31 Mar 21855-10531233
31 Dec 20873-19568233
30 Sep 20909-23596235
30 Jun 20950-12631239
31 Mar 201,02824662239
31 Dec 191,01441636230
30 Sep 1998956627224
30 Jun 1996861612221
31 Mar 1995659608219
31 Dec 1894355604212
30 Sep 18918165592206
30 Jun 18901158580198
31 Mar 18876155563187
31 Dec 17851153547176
30 Sep 1782620529165
30 Jun 1778914512155
31 Mar 177537499146
31 Dec 16716-2480139
30 Sep 16672-35468131
30 Jun 16629-45447123
31 Mar 16590-47417116
31 Dec 15550-33382108
30 Sep 155062234498
30 Jun 154653431087
31 Mar 154203828375
31 Dec 143783625965
30 Sep 14338224158
30 Jun 14297-421652
31 Mar 14263-819645
31 Dec 13233-1017538

Quality Earnings: YELP has high quality earnings.

Growing Profit Margin: YELP's current net profit margins (8.5%) are higher than last year (7%).

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Earnings Trend: YELP's earnings have grown significantly by 42.6% per year over the past 5 years.

Accelerating Growth: YELP's earnings growth over the past year (28.4%) is below its 5-year average (42.6% per year).

Earnings vs Industry: YELP earnings growth over the past year (28.4%) exceeded the Interactive Media and Services industry -2.5%.

Return on Equity

High ROE: YELP's Return on Equity (16%) is considered low.

Return on Assets

Return on Capital Employed

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/18 23:20
End of Day Share Price 2024/12/18 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Yelp Inc. is covered by 59 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Benjy ScurlockArete Research Services LLP
Colin SebastianBaird
Ishan MajumdarBaptista Research