YE
YELP.K
—
NYSE
Online Services
Yelp Inc
Last 30 days
1D5D1M3M6MYTD1Y5YMax
Live price chart loads from the market-data widget.
Mcap
1,4B USD
P/E
—
EV / Rev
—
Div yield
—
Op margin
12,6 %
ROE
20,5 %
Net margin
9,9 %
Debt / equity
0,00
Beta
—
52w range
—
Volume
—
Day range
—
Prev close
$23,30
Open
$23,51
Next earnings
2026-07-28
Ex-dividend
—
TR 1Y
—
About
Yelp Inc operates a digital platform that connects consumers with local businesses through user-generated reviews and business listings, generating revenue primarily through advertising and subscription services.
Business. Yelp Inc (YELP.K) is a technology company operating in the online services industry, primarily generating revenue through advertising. The firm is headquartered in the United States and is listed under the ticker symbol YELP.K. Specific details regarding its operating segments and geographic revenue mix are not provided in the available data. Consequently, the company is described at the industry level as an online services provider focused on advertising-based monetization.
Classification92 %
SectorTechnology
Business sectorSoftware & IT Services
IndustryOnline Services
Generated · model-assisted
Sell-side consensus
HOLD12 analysts
2 buy8 hold2 sell
Avg 12m price target27,28
Analyst recommendations
12 analysts · consensus HoldBuy2
Hold8
Sell2
12-month price target
27,28
Consensus of sell-side coverage.
At a glance
What drives this business
The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.
— missing data
News & coverage
0Sector rotation
Sector1D1Mvs mkt
Materials+2,2 %+1,5 %+2,4 %
Energy+1,2 %+5,2 %+1,4 %
Real Estate+0,7 %+4,0 %+0,8 %
Health Care+0,7 %−0,5 %+0,8 %
Consumer Discretionary+0,3 %+8,7 %+0,5 %
Information Technology · THIS SECTOR−0,3 %+6,6 %−0,1 %
Financials−0,3 %−4,5 %−0,1 %
Consumer Staples−1,0 %+3,1 %−0,8 %
Utilities−1,5 %−21,2 %−1,3 %
Industrials−1,7 %−2,3 %−1,6 %
Communication Services———
Developing storylines
No tracked sagas currently linked to YELP.K. Browse all sagas →
Analysis
AI analysis
Generated · analysis pipeline · tier hybrid · as of 2026-07-07
↑ At a glance
Opportunity
— missing data
Upcoming catalysts
Scheduled public events. Informational only — not investment advice.
- Company
- EarningsQ2 2026 earnings (expected)2026-07-28 · estimated
- Macro
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-07-08 · AU
- Rate decisionBank of Canada rate decision (press conf.)2026-07-15 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-07-16 · EU
- Rate decisionBank of Japan rate decision (press conf.)2026-07-16 · JP
- Rate decisionFederal Reserve rate decision (press conf.)2026-07-29 · US
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
Pre-earnings brief
— missing data
Signals & dispatch
peak dispatch · —
Composite-score breakdown
Composite score100 / 100
Composite score 0-100 · Data quality 0,58
Data quality0,58 / 1.00
Synthesis
Business
Yelp Inc (YELP.K) is a technology company operating in the online services industry, primarily generating revenue through advertising. The firm is headquartered in the United States and is listed under the ticker symbol YELP.K. Specific details regarding its operating segments and geographic revenue mix are not provided in the available data. Consequently, the company is described at the industry level as an online services provider focused on advertising-based monetization.
Classification92 %
SectorTechnology
Business sectorSoftware & IT Services
IndustryOnline Services
AI synthesis
GENERATEDYelp maintains a strong liquidity position with a current ratio of 2.99 and no long-term debt, supported by $86.59 million in cash and equivalents. The company's price-to-book ratio of 1.72 and price-to-tangible-book ratio of 1.72 suggest a market valuation that is in line with its equity base, while the absence of debt implies a conservative capital structure.
Profitability metrics indicate a healthy return on equity of 20.48% and a return on assets of 15.19%, both of which exceed the typical thresholds for the Online Services industry. The operating margin of 12.6% (calculated from operating income of $184.52 million on revenue of $1.46 billion) is robust, reflecting efficient cost management and pricing power.
Geographically, Yelp's revenue is concentrated in the United States, with no material disclosures of international operations in the latest financial filings. The company's business is segmented into advertising and subscription services, with no material diversification across product lines or geographic regions.
Looking ahead, Yelp is projected to maintain stable revenue growth, with no significant changes expected in the near term. The company's free cash flow of $147.35 million and operating cash flow of $372.03 million support its ability to fund operations and invest in growth initiatives.
The risk assessment indicates a low probability of dilution and no immediate liquidity concerns. The absence of long-term debt and the presence of a strong cash position reduce financial risk. However, the company's reliance on a single geographic market and a narrow product offering could expose it to sector-specific volatility.
Recent filings and transcripts do not highlight any material events that would significantly alter the company's trajectory. Analysts have assigned a mean price target of $27.28, with a median of $25.50, suggesting a generally positive outlook despite a lack of strong buy recommendations.
Key takeaways
- Yelp has a strong liquidity position with no long-term debt and a current ratio of 2.99.
- The company's return on equity of 20.48% and return on assets of 15.19% indicate strong profitability.
- Yelp's revenue is concentrated in the United States, with no material international operations disclosed.
- Analysts project a mean price target of $27.28, suggesting a generally positive outlook.
- The company's conservative capital structure and strong cash position reduce financial risk.
Bull / Bear case
Generated · model-assisted— missing data
In focus — financials by report
Valuation
Market price
$24,28
Market cap
$1.22B
Enterprise valueⓘ
$1.13B
P/Eⓘ
—
Non-GAAP P/Eⓘ
—
EV / Revenueⓘ
—
EV / Op incomeⓘ
—
EV / OCFⓘ
3.0x
P / Bⓘ
1.7x
P / Tangible bookⓘ
1.7x
Tangible book
$710.9M
Net cashⓘ
$86.6M
Current ratioⓘ
3.0
Debt / equityⓘ
0.0
ROAⓘ
15.2%
ROEⓘ
20.5%
Cash conversionⓘ
256.0%
CapEx / revenueⓘ
-3.3%
SBC / revenueⓘ
—
Dilution ratioⓘ
0.0%
Revenue by segment
Digital Advertising Services95,0 %
low · business_description · 2026-07-03
Internet Data & Analytics—
low · business_description · 2026-07-03
Business relationships
Business relationships4 disclosed relationships · 1 type · extracted from filings & disclosures
Partners4
Apple Inc.AAPL.OPartner98%Source ↗
DOORDASH, INC.DASH.OPartner98%Source ↗
Sprinklr IncCXM.OPartner95%Source ↗
Thryv Holdings IncTHRY.OPartner95%Source ↗
Supply chain
Vendors → YELP ↔ Partners → Customers · click any node to drill
4 mentions in 10-K0 from corporate websites0 from news dispatches
Updated 2026-06-24Peer comparison
Peer comparison8 peers · vs YELP · multiples and returns
GO
GOOG—
GOOG.O
—
—P/E
—
— vs self
Div yield
—
— vs self
ROE
—
— vs self
GO
GOOGL—
ALPHABET INC.
$368,80
4,51T USDP/E
69,6x
+61,2 vs self
Div yield
0,2 %
— vs self
ROE
13,1 %
-7,4 vs self
ME
META—
META PLATFORMS, INC.
$594,16
1,52T USDP/E
56,2x
+47,8 vs self
Div yield
0,4 %
— vs self
ROE
11,0 %
-9,5 vs self
BA
BABA—
Alibaba Group Holding
$96,20
—P/E
—
— vs self
Div yield
—
— vs self
ROE
—
— vs self
BB
BBAAY—
BBAAY.PK
—
—P/E
—
— vs self
Div yield
—
— vs self
ROE
—
— vs self
PD
PDD—
PDD Holdings Inc.
$82,97
117,8B USDP/E
5,1x
-3,3 vs self
Div yield
—
— vs self
ROE
12,8 %
-7,7 vs self
UB
UBER—
UBER TECHNOLOGIES, INC.
$69,69
141,9B USDP/E
—
— vs self
Div yield
0,0 %
— vs self
ROE
-5,9 %
-26,4 vs self
NF
NFLX—
NETFLIX, INC.
$76,77
323,3B USDP/E
184,0x
+175,6 vs self
Div yield
—
— vs self
ROE
9,7 %
-10,8 vs self
Market position
Stress test
— missing data
Predictor forecast
Next quarternear-term
Earnings · next quarterconf 45 %
EPS
Consensus EPS
2,07
Predicted surprise
0,00
Beat probability
45 %
Analysts
12
Other metrics
Revenue
—
no estimate
Segment revenue
—
no estimate
Margin
—
no estimate
Segment margin
—
no estimate
as of 2026-05-25 · Earnings Surprise V1
Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
Full fiscal year~1 year ahead
Full fiscal year · our forecast vs guidance vs consensus
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | 2,07 |
| Revenue | —no estimate | —no estimate | 1,5B USD |
| Operating income | —no estimate | —no estimate | 177,1M USD |
Full-year consensus mean (period as reported by source) · consensus in USD. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
Probabilistic model output (TimesFM V1) — not investment advice. · generated 2026-07-07
Options
— missing data
Short squeeze
— missing data
Earnings-call key lines
— missing data
Consensus distribution
sell-side coverageRecommendation distribution12 analysts
Strong buy0
Buy2
Hold8
Sell2
Strong sell0
12-month price target$27,28 · Median $25,50
Low $24,00High $35,26
Operating income · consensus177,1M USD
EPS surprise
+8,1 %
reported vs consensus · beat
Revenue surprise
−0,2 %
reported vs consensus · miss
Estimate revisions
consensus EPS · 26-week trend— missing data
Sell-side observations
Low$24,00
Mean$27,28
Median$25,50
High$35,26
Spot$24,28
+12.4 %implied to mean12-month sell-side price targets · ▲ spot
Themes
— missing data
ESG
— missing data
Risk factors
Dilution riskLow
Liquidity riskLow
Filing-based flags
- No immediate filing-based liquidity or dilution flags were detected.
Benchmarks vs cohort
Op Margin12,6 %Above P75
Net Margin9,9 %Above median
ROE20,5 %Best in class
Capex / Rev-3,3 %Below median
D/E0,00Above P75
Cash Conv2,56Above P75
Corporate actions / M&A
— missing data
FX exposure
— missing data
Comparable transactions
— missing data
Derivatives & instruments
— missing data
Actions
Ask Handelsavisen
— missing data
Data sources
- Market data
- Market data cache
- Issuer disclosures
- Public news
- Earnings transcripts
- Consensus estimates
- ESG data
How metrics are computed
- Ev To Operating Cash Flowenterprise_value / operating_cash_flow
- Return On Equitynet_income / total_equity
- Price To Earningsmarket_price / (net_income / shares_outstanding_diluted)
- Price To Bookmarket_price / (adjusted_book_value / shares_outstanding_diluted)
- Dilution Ratio(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
- Market Priceinput from market-data provider (delayed close or quote-shim mid)
Source documents
- Yelp Inc Market data — financials · 2026-05-30
- Yelp Inc Market data — analyst estimates · 2026-05-30
- Yelp Inc Market data — ESG · 2026-05-30
Ownership & reference
Top holders
- Investment Managers · as of 2026-03-310,02 %$37M
- Investment Managers · as of 2026-03-310,01 %$66M
- Investment Managers · as of 2024-06-300,01 %$424M
- Investment Managers · as of 2026-03-310,01 %$20M
- Investment Managers · as of 2026-03-310,01 %$13M
- Institutional Investor · as of 2022-09-300,01 %$0M
- Investment Managers · as of 2024-12-310,01 %$25M
- Investment Managers · as of 2026-03-310,01 %$13M
- Investment Managers · as of 2026-03-310,00 %$27M
- Investment Managers · as of 2025-12-310,00 %$250M
- Investment Managers · as of 2026-03-310,00 %$19M
- Investment Managers · as of 2026-03-310,00 %$23M
- Investment Managers · as of 2026-03-310,00 %$5M
- Investment Managers · as of 2026-03-310,00 %$45M
- Investment Managers · as of 2026-03-310,00 %$59M
- Investment Managers · as of 2026-03-310,00 %$15M
- Investment Managers · as of 2026-03-310,00 %$3M
- Investment Managers · as of 2026-03-310,00 %$29M
- Institutional Investor · as of 2026-03-310,00 %$9M
- Institutional Investor · as of 2026-03-310,00 %$6M
- Investment Managers · as of 2026-03-310,00 %$4M
- Funds · as of 2026-03-310,00 %$7M
- Institutional Investor · as of 2026-03-310,00 %$17M
- Brokerage Firms · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$1M
- Institutional Investor · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$0M
- Brokerage Firms · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$0M
- Institutional Investor · as of 2026-03-310,00 %$0M
Insider activity
Net selling0 buys · 8 sellsnet -$853K14 insiders · last 365d
- Director · Common StockOther 10 646 · 2026-06-05
- Director · Common StockOther 10 646 · 2026-06-05
- Director · Common StockOther 10 646 · 2026-06-05
- Director · Common StockOther 10 646 · 2026-06-05
- Director · Common StockOther 10 646 · 2026-06-05
- Director · Common StockOther 10 646 · 2026-06-05
- Chief People Officer · Common StockSold 1 000 @ $24,00$24K · 2026-06-05
- Director · Common StockOther 10 646 · 2026-06-05
- Director · Common StockOther 10 646 · 2026-06-05
- Director · Common StockSold 15 507 @ $22,95$356K · 2026-06-01
- Chief People Officer · Common StockSold 500 @ $22,84$11K · 2026-06-01
- Chief People Officer · Common StockSold 500 @ $22,35$11K · 2026-05-21
- Chief People Officer · Common StockOther 4 955 @ $22,47$111K · 2026-05-20
- Chief Product Officer · Common StockOther 5 740 @ $22,47$129K · 2026-05-20
- Chief Technology Officer · Common StockOther 11 266 @ $22,47$253K · 2026-05-20
- Chief Operating Officer · Common StockOther 10 332 @ $22,47$232K · 2026-05-20
- Chief Financial Officer · Common StockOther 10 012 @ $22,47$225K · 2026-05-20
- Director, Chief Executive Officer · Common StockOther 20 480 @ $22,47$460K · 2026-05-20
- Chief Product Officer · Common StockSold 1 200 @ $28,17$34K · 2026-05-01
- Chief Financial Officer · Common StockSold 7 500 @ $26,60$199K · 2026-04-15
- Chief Product Officer · Common StockSold 1 200 @ $24,72$30K · 2026-04-01
- Chief Financial Officer · Common StockSold 7 500 @ $25,00$188K · 2026-03-23
- Chief People Officer · Common StockOther 1 805 @ $23,83$43K · 2026-03-15
- Chief Product Officer · Common StockOther 1 315 @ $23,83$31K · 2026-03-15
- Chief Technology Officer · Common StockOther 4 228 @ $23,83$101K · 2026-03-15
Short positioning
8.2Mshares short-0.8% vs prior
6.77days to cover
68.8%short of daily vol
6.6Kfails-to-deliver
as of 2026-06-15 · short-interest report (free)
Geographic breakdown
— missing data
Listings · one canonical issuer
all listings resolve to the canonical
YELP.KCanonical
NYSE · USD
Intel & risk
peak dispatch · —
OSINT findings
Dilution riskLow
Liquidity riskLow
No immediate filing-based liquidity or dilution flags were detected.
Relationship graph
This companySectorPartners
Evidence & claims
From filings & derived data- Total liabilities (YoY) (2025-12-31 vs 2024-12-31): 3.4%Derived (calculated)
- Operating income (YoY) (2025-12-31 vs 2024-12-31): 22.2%Derived (calculated)
- R&D expense (YoY) (2025-12-31 vs 2024-12-31): -4.1%Derived (calculated)
- Revenue (YoY) (2025-12-31 vs 2024-12-31): 3.7%Derived (calculated)
- Shareholders' equity (YoY) (2025-12-31 vs 2024-12-31): -4.5%Derived (calculated)
- Total assets (YoY) (2025-12-31 vs 2024-12-31): -2.6%Derived (calculated)
- Net margin (FY 2025-12-31): 9.9%Derived (calculated)
- Return on equity (FY 2025-12-31): 20.5%Derived (calculated)
- Return on assets (FY 2025-12-31): 15.2%Derived (calculated)
- Current ratio (FY 2025-12-31): 2.99xDerived (calculated)
- Debt-to-equity (FY 2025-12-31): 0.35xDerived (calculated)
- Capex (YoY) (2025-12-31 vs 2024-12-31): 29.5%Derived (calculated)
- Cash & equivalents (YoY) (2025-12-31 vs 2024-12-31): -0.6%Derived (calculated)
- EPS (basic) (YoY) (2025-12-31 vs 2024-12-31): 16.8%Derived (calculated)
- EPS (diluted) (YoY) (2025-12-31 vs 2024-12-31): 19.1%Derived (calculated)
- Net income (YoY) (2025-12-31 vs 2024-12-31): 9.6%Derived (calculated)
- Operating cash flow (YoY) (2025-12-31 vs 2024-12-31): 30.2%Derived (calculated)
- Shares outstanding (annual): 59.95MSEC XBRL filing
- Cash & equivalents (annual): USD 216.06MSEC XBRL filing
- Shareholders' equity (annual): USD 710.85MSEC XBRL filing
- Capex (annual): USD 48.35MSEC XBRL filing
- EPS (diluted) (annual): USD-PER-SHARES 2SEC XBRL filing
- Net income (annual): USD 145.6MSEC XBRL filing
- Operating income (annual): USD 184.52MSEC XBRL filing
Showing 24 of 52 surfaced claims.
Atomic claims from regulatory filings and derived calculations. Provenance shown as source kind only.
The Thread
Everything we know, in order2026-07-28EVENTUpcomingQ2 2026 earnings (expected) estimated date
2026-06-30 06:00 UTCEARNINGSUpcomingForecast: price_forecast (90d)
2026-06-30 06:00 UTCEARNINGSUpcomingForecast: price_forecast (1d)
2026-06-30 06:00 UTCEARNINGSUpcomingForecast: price_forecast (30d)
2026-06-30 06:00 UTCEARNINGSUpcomingForecast: price_forecast (5d)
2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
2026-06-05 00:00 UTCINSIDER11 insider transactions — 2026-06 · net sell $391k
2026-06-05INSIDERRothstein Sharon transacted 10.6k sh — Director
2026-06-05INSIDERJedda Dan transacted 10.6k sh — Director
2026-06-05INSIDERIRVINE DIANE M transacted 10.6k sh — Director
2026-06-05INSIDERGibbs Robert Lane transacted 10.6k sh — Director
2026-06-05INSIDERBarone Christine transacted 10.6k sh — Director
2026-06-05INSIDERANDERSON FRED D transacted 10.6k sh — Director
2026-06-05INSIDERAmara Carmen sold 1.0k sh — Chief People Officer ~$24k
2026-06-05INSIDERGreen Logan transacted 10.6k sh — Director
2026-06-05INSIDERWells Royce A. transacted 10.6k sh — Director
2026-06-01INSIDERBarone Christine sold 15.5k sh — Director ~$356k
2026-06-01INSIDERAmara Carmen sold 500 sh — Chief People Officer ~$11k
2026-05-21 00:00 UTCINSIDER8 insider transactions — 2026-05 · net sell $1.5M
2026-05-21INSIDERAmara Carmen sold 500 sh — Chief People Officer ~$11k
2026-05-20INSIDERAmara Carmen transacted 5.0k sh — Chief People Officer ~$111k
2026-05-20INSIDERSaldanha Craig transacted 5.7k sh — Chief Product Officer ~$129k
2026-05-20INSIDEREaton Sam transacted 11.3k sh — Chief Technology Officer ~$253k
2026-05-20INSIDERNachman Joseph R transacted 10.3k sh — Chief Operating Officer ~$232k
2026-05-20INSIDERSchwarzbach David A transacted 10.0k sh — Chief Financial Officer ~$225k
2026-05-20INSIDERStoppelman Jeremy transacted 20.5k sh — Director, Chief Executive Officer ~$460k
2026-05-01INSIDERSaldanha Craig sold 1.2k sh — Chief Product Officer ~$34k
Showing the 40 most recent of 55 entries.
The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-07-07
Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data
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