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YELP
$24.00+$1.08 (+4.71%)prev close
Held · Bookmarked
1 · 0
portfolio · users
Avg position size
0.1%
of holders' portfolios
13F filers
2
institutions
Market cap
$1.3B
55M shares
52-week range
$19.60 – $35.99
27% from low
Sector
SERVICES-PERSONAL SERVICES
Exchange
NYSE
CS
Borrow rate
0.38%
Easy to borrow
Price (6 mo)
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Change$-15.96
Valuation
Financials
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Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $942.8M | $1.01B | $872.9M | $1.03B | $1.19B | $1.34B | $1.41B | $1.46B |
| Cost of revenue | $57.9M | $62.4M | $57.2M | $78.1M | $105.7M | $114.2M | $123.7M | $142.6M |
| Gross profit | $884.9M | $951.8M | $815.7M | $953.7M | $1.09B | $1.22B | $1.29B | $1.32B |
| Gross margin | 93.9% | 93.8% | 93.4% | 92.4% | 91.1% | 91.5% | 91.2% | 90.3% |
| R&D | $212.3M | $230.4M | $232.6M | $276.5M | $305.6M | $332.6M | $326.0M | $313.7M |
| Operating income | $25.9M | $35.5M | −$38.8M | $31.5M | $58.4M | $79.0M | $151.0M | $185.1M |
| EBITDA | $68.7M | $84.9M | $15.7M | $126.6M | $163.3M | $175.3M | $238.5M | $264.5M |
| Net income | $55.4M | $40.9M | −$19.4M | $39.7M | $36.3M | $99.2M | $132.8M | $145.6M |
| Net margin | 5.9% | 4.0% | -2.2% | 3.8% | 3.0% | 7.4% | 9.4% | 9.9% |
| EPS (diluted) | 0.62 | 0.52 | -0.27 | 0.50 | 0.50 | 1.35 | 1.88 | 2.24 |
Annual figures · source: Financial Modeling Prep
Analyst estimates (consensus)
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $1.5B | $1.88 | $1.87–$1.89 | 6 |
| 2027 | $1.5B | $2.62 | $2.29–$3.14 | 7 |
| 2028 | $1.6B | $3.12 | $2.14–$3.87 | 3 |
Forward consensus · source: Financial Modeling Prep
DCF fair valuemodel estimate
Intrinsic value
$205.29
Price
$24.00
Implied upside
+755%
Peer comparison
YELP INC.
Yelp Inc operates in the online content market based in the United States. It provides a web-based platform and mobile application to bridge the gap between businesses and consumers. The platform assists consumers through product reviews, tips, photos and videos thereby enabling them in making appropriate buying decisions and posting their feedbacks. Its products and services includes Advertising Products and Business Page Products. In addition, it also lets the buyers directly transact with businesses directly through its platform. Yelp generates revenue mainly from the sale of advertising on its website and mobile app to businesses. The company generates majority of the revenue from United States, and also has its presence in other countries.
www.yelp.com- Employees
- 5,168
- IPO / List date
- Mar 2, 2012
- HQ
- SAN FRANCISCO, CA
Held by traders on TradeandTell
| Trader / Portfolio | Conviction |
|---|---|
| Robinhood Roth IraLiam | — |
Super investors & insiders
Institutions holding (13F)
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 844,234 | $20.9M |
| Bridgewater Associatesas of 2026-03-31 | 91,380 | $2.3M |
Insider activity (SEC Form 4)
Recent trades on TradeandTell
- 6/28/2026in Robinhood Roth Ira →
