Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
- Analyst Ratings
Upturn AI SWOT - About
YELP 
Yelp Inc (YELP)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
06/03/2025: YELP (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
12 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $38.57
1 Year Target Price $38.57
| 1 | Strong Buy |
| 1 | Buy |
| 8 | Hold |
| 1 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 4.79% | Avg. Invested days 47 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/03/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.19B USD | Price to earnings Ratio 16.88 | 1Y Target Price 38.57 |
Price to earnings Ratio 16.88 | 1Y Target Price 38.57 | ||
Volume (30-day avg) 12 | Beta 1.02 | 52 Weeks Range 32.28 - 41.72 | Updated Date 07/1/2025 |
52 Weeks Range 32.28 - 41.72 | Updated Date 07/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 2.03 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 9.95% | Operating Margin (TTM) 8.37% |
Management Effectiveness
Return on Assets (TTM) 11.18% | Return on Equity (TTM) 19.74% |
Valuation
Trailing PE 16.88 | Forward PE 14.75 | Enterprise Value 1886978007 | Price to Sales(TTM) 1.53 |
Enterprise Value 1886978007 | Price to Sales(TTM) 1.53 | ||
Enterprise Value to Revenue 1.31 | Enterprise Value to EBITDA 8.32 | Shares Outstanding 63842400 | Shares Floating 62058032 |
Shares Outstanding 63842400 | Shares Floating 62058032 | ||
Percent Insiders 5.01 | Percent Institutions 98.28 |
Analyst Ratings
Rating 4 | Target Price 38.57 | Buy 1 | Strong Buy 1 |
Buy 1 | Strong Buy 1 | ||
Hold 8 | Sell 1 | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
Yelp Inc
Company Overview
History and Background
Yelp Inc. was founded in 2004 by former PayPal employees Russel Simmons and Jeremy Stoppelman. Initially, it was an email-based service for requesting local business recommendations. It evolved into a review platform with features for businesses to manage their online presence and connect with customers. Yelp went public in March 2012.
Core Business Areas
- Advertising: Yelp generates revenue through advertising services sold to local businesses. These ads appear on Yelp's website and mobile app, allowing businesses to increase their visibility to potential customers.
- Transactions: Yelp facilitates transactions like food ordering, reservations, and deals, generating revenue through commissions and fees.
- Other Services: Includes various subscription services for businesses, such as Yelp Knowledge, which provides insights and analytics, and Yelp Guest Manager, a waitlist and table management system.
Leadership and Structure
Jeremy Stoppelman is the CEO. The organizational structure involves departments for engineering, product development, sales, marketing, finance, and operations. Key executives oversee these areas.
Top Products and Market Share
Key Offerings
- Yelp Website and App: Yelp's core product is its online platform and mobile app, where users can find and review local businesses. Yelpu2019s app has ~159 million reviews and ~25.9 million app unique devices. Competitors include Google Maps, TripAdvisor, and other local business directories.
- Yelp Ads: Advertising solutions for businesses to promote themselves on Yelp, including cost-per-click ads and enhanced profile features. Market share data specific to Yelp Ads is difficult to pinpoint, but they compete with other digital advertising platforms like Google Ads and Facebook Ads.
- Yelp Reservations: A reservation platform for restaurants and other businesses. The competition include OpenTable, Resy and Tock.
Market Dynamics
Industry Overview
The industry consists of online review platforms, local search engines, and digital advertising services. Growth is driven by the increasing importance of online reviews and local search for consumer decision-making. The industry is competitive, with many players vying for market share.
Positioning
Yelp is positioned as a leading online review platform focused on connecting consumers with local businesses. Its competitive advantage lies in its large user base, extensive review database, and established brand recognition.
Total Addressable Market (TAM)
The total addressable market is estimated at hundreds of billions of dollars when considering all digital advertising and local search opportunities. Yelp's position within this TAM is significant, focusing on local businesses and user-generated content.
Upturn SWOT Analysis
Strengths
- Large user base and extensive review database
- Strong brand recognition
- Established relationships with local businesses
- Mobile app presence
Weaknesses
- Negative reviews can deter potential customers
- Reliance on user-generated content, leading to potential inaccuracies
- Competition from larger tech companies (Google, Meta)
- Dependence on advertising revenue
Opportunities
- Expansion into new markets and verticals
- Further development of transaction-based services
- Integration with other platforms and technologies
- Leveraging data analytics to provide more insights to businesses
Threats
- Increased competition from other review platforms and search engines
- Changes in search engine algorithms affecting visibility
- Potential for fake or biased reviews
- Economic downturn impacting local business spending
Competitors and Market Share
Key Competitors
- GOOGL
- TRIP
- ANGI
Competitive Landscape
Yelp's advantages include its large user base and established brand. Disadvantages include competition from larger tech companies and reliance on user-generated content.
Major Acquisitions
Turnstyle Analytics
- Year: 2017
- Acquisition Price (USD millions): 20
- Strategic Rationale: Acquired for its location analytics and marketing automation capabilities to enhance Yelp's business offerings.
Growth Trajectory and Initiatives
Historical Growth: Yelp has experienced moderate growth in revenue over the past few years, driven by increased advertising sales and adoption of transaction-based services.
Future Projections: Future growth is projected to be driven by continued expansion in advertising, growth in transactional services, and strategic partnerships. Analyst estimates vary based on macroeconomic conditions and competitive pressures.
Recent Initiatives: Recent initiatives include expanding Yelp Knowledge, improving its mobile app, and forging partnerships with other companies to integrate Yelp's services.
Summary
Yelp is a significant player in the online review and local search space, leveraging a large user base and established brand. Its reliance on advertising revenue and competition from larger companies pose challenges. The company is strategically focusing on growth through transaction-based services and data analytics, but it must continue to manage its content effectively to maintain user trust and engagement. Further innovation and adaptation to changing consumer preferences will be critical for Yelp's long-term success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Yelp Inc. SEC Filings
- Analyst Reports
- Industry Research Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market share data is based on estimates and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Yelp Inc
Exchange NYSE | Headquaters San Francisco, CA, United States | ||
IPO Launch date 2012-03-02 | Co-Founder, CEO & Director Mr. Jeremy Stoppelman | ||
Sector Communication Services | Industry Internet Content & Information | Full time employees 5116 | Website https://www.yelp.com |
Full time employees 5116 | Website https://www.yelp.com | ||
Yelp Inc. operates a platform that connects consumers with local businesses in the United States and internationally. Its platform covers various categories, including restaurants, shopping, beauty and fitness, health, and other categories, as well as home, local, auto, professional, pets, events, real estate, and financial services. It provides free and paid advertising products to businesses, which include cost-per-click advertising and multi-location Ad products, RepairPal network, as well as enables businesses to deliver targeted advertising to large and high-intent audience; and business listing page products. The company also offers other services comprising Yelp Guest Manager, a subscription-based suite of front-of-house management tools for restaurants, nightlife, and certain other venues, which include online reservations, a waitlist management solution, as well as through hostless kiosks, and seating and server rotation management tools; Yelp Fusion Insights program that offers business owners local analytics and insights through access to its historical data and other proprietary content; and Yelp Fusion, which offers free access to various basic information through publicly available APIs, and paid access to content and data for consumer-facing enterprise use. In addition, it provides content licensing, consumer-interactive tools, as well as allows third-party data providers to update and manage business listing information on behalf of businesses. Further, the company offers its products directly through its sales force; indirectly through partners; and online through its website and business app, as well as non-advertising partner arrangements. It has partnership with Grubhub for providing consumers with a service to place food orders for pickup and delivery. The company was formerly known as Yelp! Inc. and changed its name to Yelp Inc. in August 2012. Yelp Inc. was incorporated in 2004 and is based in San Francisco, California.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.