Yelp Inc
NYSE:YELP

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Yelp Inc
NYSE:YELP
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Price: 33.91 USD -0.67% Market Closed
Market Cap: 2.3B USD
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Intrinsic Value

The intrinsic value of one YELP stock under the Base Case scenario is 47.02 USD. Compared to the current market price of 33.91 USD, Yelp Inc is Undervalued by 28%.

The Intrinsic Value is calculated as the average of DCF and Relative values:

YELP Intrinsic Value
47.02 USD
Undervaluation 28%
Intrinsic Value
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Yelp Inc

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Backtest Conclusion
Very Attractive
Current Valuation
+45%
Avg Valuation
-12%
Worst Valuation
-49%
Best Valuation
+45%

Stock is trading at its lowest valuation over the past 5 years.

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Fundamental Analysis

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Financials
Annual
Quarterly
TTM
Annual
Quarterly
TTM

Balance Sheet Decomposition
Yelp Inc

Current Assets 583.7m
Cash & Short-Term Investments 384.8m
Receivables 153.9m
Other Current Assets 45m
Non-Current Assets 381.3m
PP&E 111.3m
Intangibles 109.5m
Other Non-Current Assets 160.5m
Current Liabilities 158.1m
Accounts Payable 12.5m
Accrued Liabilities 140.4m
Other Current Liabilities 5.2m
Non-Current Liabilities 71.6m
Other Non-Current Liabilities 71.6m
Efficiency

Earnings Waterfall
Yelp Inc

Revenue
1.4B USD
Cost of Revenue
-115.9m USD
Gross Profit
1.3B USD
Operating Expenses
-1.1B USD
Operating Income
137.9m USD
Other Expenses
-91k USD
Net Income
137.8m USD

Free Cash Flow Analysis
Yelp Inc

Last Value
3-Years Average
FCF Margin
Conversion Rate
Earnings Calls

Yelp reported record net revenue of $357 million for Q2 2024, a 6% increase year-over-year, and net income of $38 million. The Services segment saw 11% growth, driven by Home Services, which grew approximately 15%. Yelp plans to focus on higher-ROI leads for continued growth. However, the Restaurants, Retail & Other segments faced a 3% revenue decline due to a tough operating environment. For Q3, Yelp anticipates revenue between $357 million and $362 million, and for the full year, $1.410 billion to $1.425 billion. Adjusted EBITDA is expected between $82 million and $87 million for Q3, with a full-year projection between $325 million and $335 million.

What is Earnings Call?
Fundamental Scores

YELP Profitability Score
Profitability Due Diligence

Yelp Inc's profitability score is 61/100. The higher the profitability score, the more profitable the company is.

61/100
Profitability
Score

Yelp Inc's profitability score is 61/100. The higher the profitability score, the more profitable the company is.

YELP Solvency Score
Solvency Due Diligence

Yelp Inc's solvency score is 80/100. The higher the solvency score, the more solvent the company is.

High Altman Z-Score
Long-Term Solvency
Low D/E
Short-Term Solvency
80/100
Solvency
Score

Yelp Inc's solvency score is 80/100. The higher the solvency score, the more solvent the company is.

Wall St
Price Targets

YELP Price Targets Summary
Yelp Inc

Wall Street analysts forecast YELP stock price to rise over the next 12 months.

According to Wall Street analysts, the average 1-year price target for YELP is 39.05 USD with a low forecast of 30.3 USD and a high forecast of 50.4 USD.

Lowest
Price Target
30.3 USD
11% Downside
Average
Price Target
39.05 USD
15% Upside
Highest
Price Target
50.4 USD
49% Upside
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Dividends

Yelp Inc
does not pay dividends
Shareholder Yield

Current shareholder yield for YELP is .

Shareholder yield represents the total return a company provides to its shareholders, calculated as the sum of dividend yield, buyback yield, and debt paydown yield. What is shareholder yield?

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Dividend Yield
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Ownership

YELP Insider Trading
Buy and sell transactions by insiders

Cumulative Transactions Amount
Period Sold Bought Net
3 Months
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YELP News

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Profile

Yelp Inc Logo
Yelp Inc

Country

United States of America

Industry

Media

Market Cap

2.3B USD

Dividend Yield

0%

Description

Yelp, Inc. operates a platform that connects consumers with local businesses in the United States and internationally. The company is headquartered in San Francisco, California and currently employs 4,400 full-time employees. The company went IPO on 2012-03-02. The firm provides a one-stop local platform for consumers to discover, connect, and transact with local businesses of all sizes by making it easy to request a quote, join a waitlist, and make a reservation, appointment, or purchase. The firm's products include cost-per-click (CPC) Search Advertising, Multi-location Ad Products, Business Page Products, Upgrade Package, Branded Profile and Yelp Verified License. Business Highlights, Yelp Portfolio, Yelp Connect, and Yelp Logo. The firm provides product experiences for both consumers and businesses in its services category, such as home, local, auto, professional, pets, events, real estate and financial services. The firm has also launched services products, such as Cost Guides, which help consumers make informed decisions when hiring service professionals, and themed Ads.

Contact

CALIFORNIA
San Francisco
350 Mission Street, 10Th Floor
+14159083801.0
www.yelp.com

IPO

2012-03-02

Employees

4 400

Officers

Co-Founder, CEO & Director
Mr. Jeremy Stoppelman
Chief Financial Officer
Mr. David A. Schwarzbach
Chief Operating Officer
Mr. Joseph R. Nachman
Chief Technology Officer
Mr. Sam Eaton
Chief Product Officer
Mr. Craig Saldanha
Senior VP, General Counsel & Corporate Secretary
Mr. Aaron Schur
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Senior Vice President, Corporate Communications
Ms. Amy Sezak
Senior Vice President of Business & Corporate Development
Mr. Chad Richard
Senior Vice President of Marketing
Ms. Brigitte Ehman
Chief People Officer
Ms. Carmen Amara
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Discover More
What is the Intrinsic Value of one YELP stock?

The intrinsic value of one YELP stock under the Base Case scenario is 47.02 USD.

Is YELP stock undervalued or overvalued?

Compared to the current market price of 33.91 USD, Yelp Inc is Undervalued by 28%.

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