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Yelp Inc (YELP)


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Upturn Advisory Summary
10/15/2025: YELP (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $34.78
1 Year Target Price $34.78
1 | Strong Buy |
1 | Buy |
8 | Hold |
1 | Sell |
1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 3.39% | Avg. Invested days 47 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.06B USD | Price to earnings Ratio 14.9 | 1Y Target Price 34.78 |
Price to earnings Ratio 14.9 | 1Y Target Price 34.78 | ||
Volume (30-day avg) 12 | Beta 0.98 | 52 Weeks Range 29.96 - 41.72 | Updated Date 10/18/2025 |
52 Weeks Range 29.96 - 41.72 | Updated Date 10/18/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 2.18 |
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 10.28% | Operating Margin (TTM) 14.4% |
Management Effectiveness
Return on Assets (TTM) 12.58% | Return on Equity (TTM) 20.13% |
Valuation
Trailing PE 14.9 | Forward PE 14.75 | Enterprise Value 1719738976 | Price to Sales(TTM) 1.42 |
Enterprise Value 1719738976 | Price to Sales(TTM) 1.42 | ||
Enterprise Value to Revenue 1.19 | Enterprise Value to EBITDA 7.09 | Shares Outstanding 63060655 | Shares Floating 61525128 |
Shares Outstanding 63060655 | Shares Floating 61525128 | ||
Percent Insiders 4.85 | Percent Institutions 100.92 |
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 a service for email-based recommendations, it pivoted to a review platform. It went public in 2012.
Core Business Areas
- Advertising: Selling advertising space to local businesses on Yelp's website and mobile app.
- Transactions: Offering tools and services for businesses to process transactions directly through Yelp, such as online ordering, reservations, and deals.
- Other Services: Providing other services like Yelp Knowledge (AI-powered answers) and other partnerships
Leadership and Structure
Jeremy Stoppelman is the CEO. The company has a standard corporate structure with departments such as Engineering, Sales, Marketing, and Operations.
Top Products and Market Share
Key Offerings
- Local Business Listings: Yelp's core product, providing business profiles with user reviews, ratings, photos, and contact information. Yelp's estimated share of the online review market is around 25-30%. Competitors include Google, TripAdvisor, and Facebook. Generates significant revenue through advertising and transactions related to these listings.
- Advertising Solutions: Ad products that allow local businesses to increase their visibility and reach on the Yelp platform. Competitors are Google Ads, Facebook Ads, and other online advertising platforms. Generates significant portion of revenue
- Request a Quote: Connects users with local service providers for quotes on projects and services. Competitors include HomeAdvisor, Thumbtack. Generates revenue through fees charged to service providers.
Market Dynamics
Industry Overview
The local search and online reviews industry is competitive and rapidly evolving, with increasing reliance on mobile devices and user-generated content.
Positioning
Yelp is a well-established player in the local search and review space, focusing on connecting consumers with local businesses. Its competitive advantages include a large user base, extensive review database, and brand recognition.
Total Addressable Market (TAM)
The TAM for local advertising is estimated to be in the hundreds of billions of dollars globally. Yelp is well positioned to capture a portion of this TAM through its advertising solutions and partnerships.
Upturn SWOT Analysis
Strengths
- Large user base
- Extensive review database
- Strong brand recognition
- Established relationships with local businesses
Weaknesses
- Dependence on user-generated content
- Negative reviews impacting business reputation
- Competition from larger tech companies
- Concerns about review authenticity
Opportunities
- Expanding into new markets
- Developing new products and services
- Leveraging data analytics
- Partnering with other businesses
Threats
- Increased competition
- Changes in search engine algorithms
- Economic downturn
- Reputation management challenges
Competitors and Market Share
Key Competitors
- GOOG
- TRIP
- META
Competitive Landscape
Yelp faces intense competition. Google has a bigger overall market share. Yelp competes with a wider variety of niche review sites.
Major Acquisitions
TurnTo Networks
- Year: 2015
- Acquisition Price (USD millions): 20
- Strategic Rationale: Enhance advertising capabilities with customer reviews
Growth Trajectory and Initiatives
Historical Growth: Historical growth needs to be added to be detailed.
Future Projections: Future projections needs to be added to be detailed.
Recent Initiatives: Recent Initiatives needs to be added to be detailed.
Summary
Yelp has a solid hold on the local reviews market with good brand recognition. Competition is fierce, especially from Google. Yelp needs to innovate new services to stay relevant and growing. Maintaining review integrity is vital.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market share data are 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.

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