Stock AnalizYelp Inc. YELP
Other Consumer Services · IPO 2012 · data as of November 13, 2026
Yelp Inc. (YELP) is a consumer discretionary company listed in the US with a market value of about $1.1B. In the twelve months to September 30, 2026 it had revenue of $1.5B and net income of $122M, a net margin of 8.3%.
Its overall Stock Analiz score is 3.2 out of 5 (average). The strongest part is financial health (5/5); the weakest is shareholder returns (1/5).
Key numbers: a P/E of 9.6, a price to free cash flow of 4.2, 5-year revenue growth of 11% a year, a 5-year average ROIC of 9%. A discounted cash flow model with moderate assumptions puts its intrinsic value about 70% above the current price.
Score: 3.2 / 5
Checks passed
- P/E below 25
- P/E below the industry median
- P/FCF below 20
- Price below intrinsic value (DCF, moderate assumptions)
- Profit margin improving
- 3-year free cash flow growth above 10% a year
- Strong R&D investment or growth above 20%
- 5-year revenue growth above 8% a year
Checks not passed
- PEG below 1.5
- Revenue growth above 10% last year
- 3-year revenue growth above 10% a year
- 5-year EPS growth above 10% a year
- 5-year average ROIC above 12%
- Pays a dividend
- 20% to 100% of free cash flow returned to shareholders
- Dividend 3 years in a row
Valuation
Growth and quality
Financials, last 10 years
| Fiscal year | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.5B | $1.5B | $1.4B | $1.3B | $1.2B | $1.0B | $873M | $1.0B | $943M | $851M | $716M |
| Net income | $122M | $146M | $133M | $99M | $36M | $40M | -$19M | $41M | $55M | $153M | -$2M |
| Free cash flow | $263M | $324M | $248M | $279M | $160M | $184M | $145M | $167M | $115M | $137M | $104M |
| EPS (diluted) | $2.11 | $2.24 | $1.88 | $1.35 | $0.50 | $0.50 | $-0.27 | $0.52 | $0.62 | $1.76 | $-0.02 |
| Net margin | 8.3% | 9.9% | 9.4% | 7.4% | 3.0% | 3.8% | -2.2% | 4.0% | 5.9% | 18.0% | -0.2% |
| ROIC | — | 17.9% | 13.9% | 8.9% | 3.8% | 2.7% | -2.0% | 2.9% | 1.9% | 13.4% | -0.2% |
From the company’s 10-K and 10-Q filings with the SEC. TTM = trailing twelve months.
What analysts expect
The average 12-month price target from 8 analysts is $21.62, 6% above the current price; targets range from $17.00 to $28.00; the consensus rating is “Hold”; expected EPS is $2.10 for the fiscal year ending December 31, 2026.
Frequently asked questions
What is Yelp’s P/E ratio?
About 9.6, based on the last twelve months of diluted earnings per share (forward P/E about 9.1).
Is Yelp stock undervalued?
Our DCF model with moderate assumptions puts its intrinsic value about 70% above the current market value. A model is a range, not a promise; try your own assumptions in the DCF calculator.
Does Yelp pay a dividend?
Not currently.
Is Yelp a good stock to buy?
We do not give buy or sell advice. Yelp scores 3.2 out of 5 on our five checks (value, growth, track record, financial health and shareholder returns); the checks above show why.
Similar companies
Generated from SEC filings, analyst consensus estimates and market prices, rebuilt every day. Educational information, not investment advice.