Yelp Inc.

YELP Communication Services Internet Content & Information

Yelp Inc.’s revenue for fiscal 2025 (year ended December 2025) was $1.5 billion, up 3.75% from fiscal 2024.

Revenue
+1.38%
EPS
−17.4%
Free cash flow
+35.7%

Quarter to June 2026, against a year earlier

19.18 1.34 −6.53%
Market cap
$1.1B
P/E
9.8×
Fwd P/E
10.8×
Dividend yield
—
F-score
7/9
Altman Z
5.37
Beneish M
−3.66
Dividend safety
n/a

Insider Decisions last twelve months

Sold, $m 16.79
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — — — — — — — — — —
Sell 6 6 4 4 2 2 4 1 3 — 3 1
Insider Ownership 6.25%

Capital & Financial Ratios $m

Size
Market Cap 1,110.00
Revenue ttm 1,473.00
Net income ttm 126.51
Free cash flow ttm 297.43
Net debt Q 5.86
Valuation
P/E 9.80
Forward P/E 10.80
Price / sales 0.78
Forward P/S Powerpack
Price / FCF 3.93
Price / book 1.77
Financial health
Current ratio Q 1.75 (at or above 1.5: strong)
Debt / equity Q 0.16 (at or below 0.5: strong)
Interest coverage Q —
Growth
Revenue growth Q +1.38% (above 0%: growing)
Operating income growth Q −17.94% (below 0%: shrinking)
EPS, this year −14.80% (below 0%: weak)
EPS, next year A +23.43% (at or above 15%: strong)
Revenue, next year A +0.14%
EPS, past 5 yrs —
EPS, next 5 yrs A +4.31%

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

P/E against its own 10 years 2.27%
10-year low 10-year high
P/S against its own 10 years 1.28%
10-year low 10-year high
P/B against its own 10 years 2.09%
10-year low 10-year high
EV/Sales against its own 10 years 1.61%
10-year low 10-year high
EV/FCF against its own 10 years 1.91%
10-year low 10-year high

Dividends

Yield
—
Annual rate
—
Payout ratio
—

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 441 318 319 94
Receivables 146 155 153 158
Inventory — — — —
Other — — — —
624 517 515 294
2023 2024 2025 Q'26
Payables 133 131 159 152
ST’ Debt — — — —
Other — — — —
176 155 172 168

Compound Annual Growth %

10y 5y 3y
Sales 10.30% 10.91% 7.07%
Cash Flow 20.56% 16.06% 24.60%
Earnings 0.00% 0.00% 58.82%
Book Value 0.25% (3.61%) 0.02%

Earnings Trends EPS, adjusted, against the consensus

EPS $

Mar Jun Sep Dec Year
’26 0.30 0.57 — — —
’25 0.36 0.67 0.61 0.61 2.24
’24 0.20 0.54 0.56 0.62 1.88
’23 (0.02) 0.21 0.79 0.37 1.35
’22 (0.01) 0.11 0.13 0.28 0.50
’21 (0.08) 0.05 0.23 0.30 0.50
’20 (0.22) (0.33) (0.01) 0.27 (0.27)
Fiscal quarters ending in the months shown.

Revenue $m

Mar Jun Sep Dec Year
’26 361 376 — — —
’25 359 370 376 360 1,465
’24 333 357 360 362 1,412
’23 312 337 345 342 1,337
’22 277 299 309 309 1,194
’21 232 257 269 273 1,032
’20 250 169 221 233 873
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 58 76 — — —
’25 98 58 132 84 372
’24 73 40 102 71 286
’23 74 48 105 79 306
’22 60 18 70 44 192
’21 59 50 59 45 213
’20 41 16 71 48 177
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 45 61 — — —
’25 87 45 119 72 324
’24 66 30 93 60 248
’23 67 40 99 73 279
’22 53 10 64 33 160
’21 53 43 50 38 184
’20 34 7 64 34 139
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

3.1
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Ten-year view Analyst estimates Powerpack
Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 TTM Jun ’26 Trend 10 yrs 2026e 2027e 2028e Next 3/yr
Income, $m
Income, $m Revenue 716 851 943 1,014 873 1,032 1,194 1,337 1,412 1,465 1,473 +8.3% 1,467 1,511 1,549 +1.9%
Gross margin, % 91.57 91.71 93.86 93.85 93.45 92.43 91.14 91.46 91.24 90.27 89.65 (1.3) pt
EBT 0 184 40 50 (35) 34 67 105 183 204 184 n/m
EBT margin, % (0.05) 21.68 4.24 4.91 (4.02) 3.27 5.60 7.86 12.96 13.93 12.50 +14.0 pt
Net income (2) 153 55 41 (19) 40 36 99 133 146 127 n/m
Per share, $
Per share, $ Revenue 9.28 10.43 11.28 13.59 11.96 13.90 16.84 19.32 20.95 23.13 26.63 +10.7%
Earnings (0.02) 1.87 0.66 0.55 (0.27) 0.53 0.51 1.43 1.97 2.30 2.11 n/m
Cash flow 1.64 2.05 1.92 2.74 2.42 2.87 2.71 4.42 4.24 5.87 6.32 +15.2%
Capex (0.48) (0.37) (0.54) (0.50) (0.52) (0.38) (0.45) (0.39) (0.55) (0.76) (0.94) +5.2%
Free cash flow 1.16 1.68 1.38 2.24 1.90 2.48 2.26 4.04 3.69 5.11 5.38 +17.9%
Book value 10.46 13.59 12.87 10.12 11.71 10.12 10.02 10.83 11.04 11.22 11.65 +0.8%
Shares, m 77 82 84 75 73 74 71 69 67 63 60 (2.2%)
Valuation, ×
Valuation, × P/E 0.00 23.50 52.22 62.20 0.00 67.11 53.33 32.43 19.55 13.21 9.80 32.4
P/S 4.12 4.15 3.10 2.56 2.73 2.61 1.65 2.40 1.85 1.31 0.78 2.6
P/B 3.65 3.18 2.72 3.44 2.79 3.58 2.77 4.28 3.51 2.71 1.77 3.3
EV/Sales 3.45 3.18 2.30 2.33 2.22 2.27 1.38 2.11 1.66 1.14 0.78 2.2
EV/FCF 27.86 19.85 18.99 14.21 14.05 13.16 10.76 10.37 9.72 5.25 3.95 14.4
Cash, $m
Cash, $m Operating cash flow 127 168 160 205 177 213 192 306 286 372 350 +12.7%
Capex (37) (30) (45) (38) (38) (28) (32) (27) (37) (48) (52) +3.0%
Free cash flow 90 137 115 167 139 184 160 279 248 324 297 +15.3%
Balance, $m
Balance, $m Working capital 501 827 795 399 570 481 413 448 362 343 126 (4.1%)
Net debt (480) (821) (756) (412) (596) (480) (401) (441) (318) (319) 6 (4.4%)
Shareholders’ equity 807 1,109 1,076 755 855 751 710 750 744 711 645 (1.4%)
Returns, %
Returns, % ROA (0.21) 14.50 4.61 3.64 (1.75) 3.60 3.52 9.77 13.30 14.99 12.84 +15.2 pt
ROIC (0.39) 39.05 5.06 6.48 (9.37) 7.25 11.78 16.03 22.16 29.46 16.61 +29.8 pt
ROE (0.23) 15.97 5.07 4.47 (2.41) 4.94 4.97 13.59 17.79 20.02 18.19 +20.3 pt
People
People Employees 4,256 5,323 6,030 5,950 3,900 4,400 4,900 4,872 5,116 5,168 — +2.2%
Revenue/emp, $m 0.17 0.16 0.16 0.17 0.22 0.23 0.24 0.27 0.28 0.28 — +6.0%
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Yelp Inc. vs peers in Internet Content & Information (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
UPWK Upwork Inc. $1.3B 12.4× 11.1× −8.00% (below 0%: shrinking) +15.59% (above 0%: growing) −22.44% (below 0%: shrinking) 76.13% 18.64% Compare
OPRA Opera Limited Sponsored ADR $1.3B 8.7× 13.1× +24.57% (above 0%: growing) +72.22% (above 0%: growing) −35.11% (below 0%: shrinking) 64.54% 14.55% Compare
WBTN WEBTOON Entertainment Inc. $1.3B — (loss-making) — (loss-making) −2.82% (below 0%: shrinking) n/m −532.72% (below 0%: shrinking) 26.04% (4.60%) Compare
DJT Trump Media & Technology Group Corp. $1.1B — (loss-making) — +89.03% (above 0%: growing) n/m −1,903.38% (below 0%: shrinking) 70.06% (9,792.42%) Compare
YELP Yelp Inc. $1.1B 9.8× 10.8× +1.38% (above 0%: growing) −17.39% (below 0%: shrinking) +35.69% (above 0%: growing) 88.88% 11.65%
EVER EverQuote, Inc. $1.1B 9.5× 11.7× +25.37% (above 0%: growing) −1.33% (below 0%: shrinking) +109.31% (above 0%: growing) 97.88% 10.98% Compare
WB Weibo Corporation $1.0B 4.8× 7.3× +2.03% (above 0%: growing) −47.17% (below 0%: shrinking) +231.81% (above 0%: growing) 71.40% 26.19% Compare
MAX MediaAlpha, Inc. $855.3M 7.0× 9.3× +22.65% (above 0%: growing) +112.73% (above 0%: growing) −8.83% (below 0%: shrinking) 14.72% 7.67% Compare
NXDR Nextdoor Holdings, Inc. $820.1M — (loss-making) — (loss-making) +14.33% (above 0%: growing) n/m +373.18% (above 0%: growing) 83.26% (5.33%) Compare
Median of peers $1.1B 8.7× 11.1× +18.49% +15.59% −15.63% 70.73% 9.33%

All 68 Internet Content & Information stocks →

Pay and ownership Proxy statement filed 17 April 2026

Chief executive’s pay

Year Total pay Actually paid $100 invested
2025 10.26m 2.19m 93.02
2024 9.66m — 118.46
2023 11.18m 25.37m 144.90
2022 10.85m 4.65m 83.69
2021 10.05m 11.92m 110.93

Ownership

Directors and executive officers, together 8.30%
The Vanguard Group, Inc. 15.30%
BlackRock, Inc. 14.70%
Jeremy Stoppelman 6.40%
Total pay is as the Summary Compensation Table states it; actually paid revalues the year’s share awards at its end, as the SEC’s pay-versus-performance rule asks. $100 invested is what $100 in the company’s shares at the start of the earliest year shown was worth at each year’s end. Ownership is the proxy’s own table: the directors and officers as a group, and every holder of 5% or more. Read the proxy statement

Yelp Inc. (YELP) Latest News

6 Nov

Impact 3 · · The Motley Fool transcript

23 Oct

22 Oct

15 Oct

12 Oct

Impact 3 · · StockStory

23 Sep

Impact 3 · · StockStory

13 Aug

Impact 4 · · The Motley Fool transcript

9 Aug

Impact 3 · · MarketBeat
stockrow.com/YELP · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com