Superworth

Yelp YELP

Personal Products & Services, Consumer Cyclical
$19.99
−3.43%
Market cap
$1.1B
PE
9.6×
9y median 45.4×
Forward PE
n/m
not a meaningful number
Price to sales
0.7×
EV/EBIT
6.4×
Revenue, 12 months
$1.5B
+2% on a year ago
Net margin
8.6%
Free cash flow yield
27.4%

Yelp trades at 9.6× trailing earnings, cheaper than 98% of the last ten years. Revenue was $1.5B over the last twelve months, up 2% on a year earlier with a 9% net margin.

Charts

Financials

Income statement for YELP, by quarter
Income statementQ3 FY23Q4 FY23Q1 FY24Q2 FY24Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
$345.1M+12%$342.4M+11%$332.8M+7%$357M+6%$360.3M+4%$362M+6%$358.5M+8%$370.4M+4%$376M+4%$360M−1%$361.5M+1%$375.5M+1%
Cost of revenue$28.4M+6%$29.6M+4%$27.4M+5%$30.7M+2%$32.4M+14%$33.3M+12%$34.8M+27%$35.4M+16%$36.3M+12%$36M+8%$38.4M+10%$41.8M+18%
Gross profit$316.8M+12%$312.8M+12%$305.4M+7%$326.3M+6%$328M+4%$328.7M+5%$323.7M+6%$334.9M+3%$339.8M+4%$324M−1%$323M−0%$333.7M−0%
R&Dn/an/an/an/an/an/an/an/an/an/an/an/a
SG&A$183.4M+1%$199.1M+21%$193M−1%$194.9M+1%$194.2M+6%$188.8M−5%$198M+3%$190.9M−2%$196.2M+1%$188.9M+0%$202.4M+2%$201.4M+6%
$41.9M+212%$25M−25%$11.2M$39.7M+112%$46.7M+11%$53.4M+114%$29.5M+163%$53.3M+34%$52.9M+13%$48.9M−9%$27.3M−7%$43.7M−18%
Interest expensen/an/an/an/an/an/an/a$121Kn/an/an/a$1.6M+1219%
Pre-tax income$48M+198%$33.8M−8%$18.9M$50.1M+103%$53.9M+12%$60.1M+78%$35.2M+86%$59M+18%$58.2M+8%$51.6M−14%$29.9M−15%$44.5M−25%
−$10.2M$6.4M−62%$4.8M$12M+21%$15.4M$17.8M+180%$10.8M+126%$14.9M+24%$18.9M+23%$13.8M−23%$12.1M+12%$12.8M−14%
Net income$58.2M+539%$27.4M+36%$14.2M$38M+158%$38.4M−34%$42.2M+54%$24.4M+72%$44.1M+16%$39.3M+2%$37.8M−11%$17.7M−27%$31.7M−28%
$0.79+508%$0.36+29%$0.20$0.54+157%$0.56−29%$0.61+69%$0.36+80%$0.67+24%$0.61+9%$0.61+0%$0.30−17%$0.57−15%
73.6M+1%75.6M+4%72.2M+4%70.4M−1%69.2M−6%69.1M−9%67.3M−7%65.7M−7%64.2M−7%62.5M−10%59.4M−12%55.7M−15%

Gross profit: 62 periods, Q1 FY11 to Q2 FY26: not printed by the filing, worked out from its own lines.

Income tax: Q4 FY19: the year less its other three quarters as the newest filings print them.

Net income: Q4 FY15 and Q4 FY16: not printed by the filing, worked out from its own lines.

EPS, diluted: 14 periods, Q4 FY11 to Q4 FY25: quarter's net income to common over its shares, to the cent.

Diluted shares: 4 periods, Q4 FY11 to Q4 FY15: a loss quarter: its basic count, share-days: the 12-month average less the 9-month, weighted by days. 9 periods, Q4 FY14 to Q4 FY25: share-days: the 12-month average less the 9-month, weighted by days.

From each company's 10-Q and 10-K filings, the newest version of each figure. Quarters are as filed (a fourth quarter is the year less its first nine months), fiscal years as the 10-K prints them, restated where a later 10-K restated them, and balance sheet lines as of the period's end. A quarter whose 10-Q isn't filed yet is from the company's results release. Growth is on the same period a year earlier. A dash is a period with no figure for the line: the filing doesn't print it, or it hasn't been read yet.

Peers

Companies in Personal Products & Services nearest Yelp's size, closest first.

CompanyMarket capPEIts 10y median PEFwd PEP/SRevenue growthNet margin
YELPYelp$1.1B9.6×45.4×0.7×+2%8.6%
EVIEVI Industries$259.4M41.7×56.6×0.6×+15%1.7%
UNFUnifirst$5.1B44.4×26.9×2.0×+1%4.6%
HRBH&R Block$6.1B8.7×12.2×1.6×+5%18.6%
Peer median$5.1B41.7×26.9×1.6×+5%4.6%

More on Yelp

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About

Industry
Personal Products & Services
Sector
Consumer Cyclical

Valuation data, not investment advice. Prices as of .