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Yelp Inc (YELP)



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Upturn Advisory Summary
08/14/2025: YELP (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $34.44
1 Year Target Price $34.44
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 Small-Cap Stock | Market Capitalization 1.96B USD | Price to earnings Ratio 14.29 | 1Y Target Price 34.44 |
Price to earnings Ratio 14.29 | 1Y Target Price 34.44 | ||
Volume (30-day avg) 12 | Beta 0.97 | 52 Weeks Range 29.96 - 41.72 | Updated Date 08/15/2025 |
52 Weeks Range 29.96 - 41.72 | Updated Date 08/15/2025 | ||
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 2025-08-07 | When After Market | Estimate 0.51 | Actual 0.67 |
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 14.29 | Forward PE 14.75 | Enterprise Value 1683794403 | Price to Sales(TTM) 1.35 |
Enterprise Value 1683794403 | Price to Sales(TTM) 1.35 | ||
Enterprise Value to Revenue 1.16 | Enterprise Value to EBITDA 6.94 | Shares Outstanding 63060700 | Shares Floating 61288651 |
Shares Outstanding 63060700 | Shares Floating 61288651 | ||
Percent Insiders 5 | Percent Institutions 98.11 |
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 system for email recommendations, it pivoted to local business reviews. It went public in 2012 and has grown into a platform connecting consumers with local businesses.
Core Business Areas
- Advertising: Selling advertising space to local businesses to increase their visibility on the Yelp platform. This is Yelp's primary revenue source.
- Transactions: Facilitating transactions between consumers and businesses, such as food ordering, reservations, and deals, taking a commission on these transactions.
- Other Services: Offering other services like Yelp Knowledge program that gives businesses tools to handle customer interactions.
Leadership and Structure
Jeremy Stoppelman is the co-founder and CEO. The organizational structure includes departments for engineering, product, sales, marketing, finance, and operations.
Top Products and Market Share
Key Offerings
- Yelp Website and App: The core platform where users can search for, review, and connect with local businesses. Yelp had 184 million reviews as of Q1 2024. Competitors include Google Business Profile, TripAdvisor, and Facebook.
- Yelp Ads: Advertising solutions for businesses to promote their services and reach potential customers. Competitors are Google Ads and other social media advertising platforms.
- Yelp Reservations and Waitlist: Tools allowing users to book reservations and join waitlists at restaurants. Competitors include OpenTable and Resy.
Market Dynamics
Industry Overview
The local business review and discovery industry is competitive, driven by the increasing importance of online presence for local businesses and the consumer demand for reliable recommendations.
Positioning
Yelp Inc. is positioned as a leading platform for connecting consumers with local businesses, with a large user base and extensive review content. Its competitive advantage lies in its established brand and comprehensive database of local businesses.
Total Addressable Market (TAM)
The global local advertising market is estimated to be in the hundreds of billions of dollars annually. Yelp Inc. is well-positioned to capture a portion of this market by providing effective advertising and transaction solutions for local businesses.
Upturn SWOT Analysis
Strengths
- Large user base
- Extensive database of local businesses
- Established brand recognition
- Strong review content
Weaknesses
- Dependence on advertising revenue
- Concerns about review authenticity
- Competition from larger tech companies
- Fluctuations in revenue.
Opportunities
- Expansion into new markets
- Development of new features and services
- Partnerships with other businesses
- Capitalizing on the growing demand for local experiences
Threats
- Increasing competition from Google and Facebook
- Changes in consumer behavior
- Economic downturns
- Negative publicity related to reviews
Competitors and Market Share
Key Competitors
- GOOG
- META
- TRIP
Competitive Landscape
Yelp Inc. faces intense competition from larger tech companies like Google and Facebook. Yelp's advantage lies in its specialized focus on local business reviews, while its disadvantage is its smaller scale and limited resources.
Major Acquisitions
Turnstyle Analytics
- Year: 2017
- Acquisition Price (USD millions): 20
- Strategic Rationale: Enhanced Yelp's ability to provide location-based analytics and insights to businesses.
Growth Trajectory and Initiatives
Historical Growth: Yelp Inc. has experienced moderate revenue growth in recent years, driven by increased advertising revenue and transaction volume.
Future Projections: Analyst estimates vary, but generally project continued revenue growth for Yelp Inc., driven by its core advertising business and expansion into new markets.
Recent Initiatives: Recent initiatives include enhanced advertising products, partnerships with other businesses, and expansion into new verticals.
Summary
Yelp Inc. holds a valuable position in the local business review space with its extensive database and established brand. While its reliance on advertising and competition from larger tech companies pose challenges, opportunities for expansion and innovation exist. Yelp needs to maintain user trust with review authenticity and explore new revenue streams to ensure long-term sustainability. Strong financials show signs of improvements and opportunities in the market. Therefore, Yelp Inc is showing promise.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Yelp Inc. Investor Relations
- SEC Filings
- Market Research Reports
- Industry News
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be based on thorough research and consultation with a qualified financial advisor. Data is based on publicly available information and may be subject to change.
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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