Yelp Inc. operates a platform that connects consumers with local businesses in the United States, Canada, and internationally.
Flawless balance sheet and good value.
Share Price & News
How has Yelp's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: YELP's share price has been volatile over the past 3 months.
7 Day Return
US Interactive Media and Services
1 Year Return
US Interactive Media and Services
Return vs Industry: YELP underperformed the US Interactive Media and Services industry which returned 32.4% over the past year.
Return vs Market: YELP underperformed the US Market which returned 8.5% over the past year.
Price Volatility Vs. Market
How volatile is Yelp's share price compared to the market and industry in the last 5 years?
Simply Wall St News
1 month ago | Simply Wall StShould You Worry About Yelp Inc.'s (NYSE:YELP) CEO Salary Level?
2 months ago | Simply Wall StShould You Worry About Yelp Inc.’s (NYSE:YELP) ROCE?
2 months ago | Simply Wall StA Sliding Share Price Has Us Looking At Yelp Inc.'s (NYSE:YELP) P/E Ratio
Is Yelp undervalued compared to its fair value and its price relative to the market?
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: YELP ($22.81) is trading below our estimate of fair value ($28.75)
Significantly Below Fair Value: YELP is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: YELP is poor value based on its PE Ratio (68.5x) compared to the Interactive Media and Services industry average (29.6x).
PE vs Market: YELP is poor value based on its PE Ratio (68.5x) compared to the US market (15.8x).
Price to Earnings Growth Ratio
PEG Ratio: YELP is good value based on its PEG Ratio (0.8x)
Price to Book Ratio
PB vs Industry: YELP is good value based on its PB Ratio (2.2x) compared to the US Interactive Media and Services industry average (2.6x).
How is Yelp forecast to perform in the next 1 to 3 years based on estimates from 19 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: YELP's forecast earnings growth (88.4% per year) is above the savings rate (2.2%).
Earnings vs Market: YELP's earnings (88.4% per year) are forecast to grow faster than the US market (22.1% per year).
High Growth Earnings: earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: YELP's revenue (6% per year) is forecast to grow slower than the US market (8.9% per year).
High Growth Revenue: YELP's revenue (6% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: YELP's Return on Equity is forecast to be low in 3 years time (5.9%).
How has Yelp performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: YELP has high quality earnings.
Growing Profit Margin: YELP's current net profit margins (2.3%) are lower than last year (6.2%).
Past Earnings Growth Analysis
Earnings Trend: YELP's earnings have grown significantly by 33% per year over the past 5 years.
Accelerating Growth: YELP's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: YELP had negative earnings growth (-59.3%) over the past year, making it difficult to compare to the Interactive Media and Services industry average (-16.7%).
Return on Equity
High ROE: YELP's Return on Equity (3.1%) is considered low.
How is Yelp's financial position?
Financial Position Analysis
Short Term Liabilities: YELP's short term assets ($594.9M) exceed its short term liabilities ($140.7M).
Long Term Liabilities: YELP's short term assets ($594.9M) exceed its long term liabilities ($182.1M).
Debt to Equity History and Analysis
Debt Level: YELP is debt free.
Reducing Debt: YELP has not had any debt for past 5 years.
Debt Coverage: YELP has no debt, therefore it does not need to be covered by operating cash flow.
Interest Coverage: YELP has no debt, therefore coverage of interest payments is not a concern.
What is Yelp's current dividend yield, its reliability and sustainability?
Dividend Yield vs Market
Notable Dividend: Unable to evaluate YELP's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.
High Dividend: Unable to evaluate YELP's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.
Stability and Growth of Payments
Stable Dividend: Insufficient data to determine if YELP's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if YELP's dividend payments have been increasing.
Current Payout to Shareholders
Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of YELP's dividend in 3 years as they are not forecast to pay a notable one for the US market.
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Jeremy Stoppelman (42yo)
Mr. Jeremy Stoppelman founded Yelp Inc. in 2004 and serves as Chief Executive Officer since inception in 2004. Prior to Yelp, he completed his first year of Harvard Business School, but dropped out after f ...
CEO Compensation Analysis
Compensation vs Market: Jeremy's total compensation ($USD6.31M) is above average for companies of similar size in the US market ($USD4.77M).
Compensation vs Earnings: Jeremy's compensation has been consistent with company performance over the past year.
|Chief Operating Officer||3.83yrs||US$3.25m||0.16% $2.8m|
|Chief Administrative Officer||2.67yrs||US$2.28m||0.17% $3.0m|
|Chief Product Officer||no data||US$2.77m||0.074% $1.3m|
|Vice President of Financial Planning & Analysis||no data||US$1.70m||0.0066% $114.3k|
|Chief Financial Officer||0.33yr||no data||no data|
|Investor Relations||no data||no data||no data|
|Senior Vice President of Communications & Public Affairs||no data||no data||no data|
|Senior Vice President of Business & Corporate Development||4.33yrs||no data||no data|
|Senior Vice President of Marketing||no data||no data||no data|
Experienced Management: YELP's management team is considered experienced (3.8 years average tenure).
|Independent Director||9.33yrs||US$39.47k||0.0062% $106.9k|
|Independent Non-Executive Director||1.25yrs||US$350.59k||0.0017% $29.5k|
|Independent Chairperson of the Board||4.75yrs||US$65.76k||0.023% $393.6k|
|Independent Director||1.25yrs||US$354.70k||no data|
|Independent Director||1.25yrs||US$353.33k||0.00097% $16.8k|
|Independent Director||8.08yrs||US$36.94k||0.0054% $93.3k|
|Independent Director||0.25yr||no data||no data|
Experienced Board: YELP's board of directors are considered experienced (3 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: YELP insiders have only sold shares in the past 3 months.
Recent Insider Transactions
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Yelp Inc.'s company bio, employee growth, exchange listings and data sources
- Name: Yelp Inc.
- Ticker: YELP
- Exchange: NYSE
- Founded: 2004
- Industry: Interactive Media and Services
- Sector: Media
- Market Cap: US$1.735b
- Shares outstanding: 71.89m
- Website: https://www.yelp.com
Number of Employees
- Yelp Inc.
- 140 New Montgomery Street
- 9th Floor
- San Francisco
- United States
|Ticker||Exchange||Primary Security||Security Type||Country||Currency||Listed on|
|YELP||NYSE (New York Stock Exchange)||Yes||Common Stock||US||USD||Mar 2012|
|Y9L||DB (Deutsche Boerse AG)||Yes||Common Stock||DE||EUR||Mar 2012|
|YELP||SWX (SIX Swiss Exchange)||Yes||Common Stock||CH||CHF||Mar 2012|
|YELP||WBAG (Wiener Boerse AG)||Yes||Common Stock||AT||EUR||Mar 2012|
|YELP||BASE (Buenos Aires Stock Exchange)||CEDEAR EACH 2 REP 1 COM USD0.000001||AR||ARS||Apr 2019|
Yelp Inc. operates a platform that connects consumers with local businesses in the United States, Canada, and internationally. The company’s platform covers various local business categories, including restaurants, shopping, home and local services, beauty and fitness, health, and other categories. It provides free and paid advertising products to businesses, as well as enables businesses to deliver targeted search advertising to local audiences through its Website and mobile application; and business listing products. The company’s Yelp platform enables consumers to order flowers, purchase event tickets, and book spa and salon appointments. In addition, it offers Yelp Deals that allow local business owners to create promotional discounted deals for their products and services; and Gift Certificates. Further, the company provides other services comprising Yelp Reservations that provide restaurants, nightlife, and other venues with the ability to offer online reservations directly from their Yelp business listing 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; and Yelp Knowledge program that offers business owners local analytics and insights through access to its historical data and other proprietary content. Additionally, it provides content licensing, as well as allows third-party data providers to update and manage business listing information on behalf of businesses. 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 selection of restaurants and delivery options. Yelp Inc. was founded in 2004 and is headquartered in San Francisco, California.
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2020/06/04 04:27|
|End of Day Share Price||2020/06/03 00:00|
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.