Market Summary
USD31.17+0.44
Market Closed1.43%
YELP Alerts
YELP Stock Price
YELP RSI Chart
YELP Valuation
YELP Price/Sales (Trailing)
YELP Profitability
YELP Fundamentals
YELP Revenue
YELP Earnings
Price Action
52 Week Range
25.3039.27
(Low)(High)
Last 7 days
4.9%
Last 30 days
19.2%
Last 90 days
-19.7%
Trailing 12 Months
-3.5%
YELP Financial Health
YELP Investor Care
Peers (Alternatives to Yelp)
View All Peers In Detail| Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
|---|---|---|---|---|---|---|---|---|
| LARGE-CAP | ||||||||
GOOG | 1.3T | 275.7B | 16.48% | -22.00% | 19.5 | 4.74 | 15.26% | -5.14% |
TWTR | 41.4B | 5.2B | 27.58% | -2.03% | -370.37 | 7.92 | 17.45% | -129.08% |
SNAP | 18.1B | 4.6B | 27.60% | -61.45% | -16.16 | 3.93 | 23.31% | -79.38% |
PINS | 17.9B | 2.8B | 16.97% | -0.52% | 292.57 | 6.46 | 13.75% | -82.50% |
| MID-CAP | ||||||||
TRIP | 3.0B | 1.4B | 35.40% | -6.89% | -426.49 | 2.16 | 77.48% | 96.34% |
YELP | 2.2B | 1.2B | 19.15% | -3.50% | 55.71 | 1.9 | 16.76% | 4.85% |
| SMALL-CAP | ||||||||
CARG | 2.0B | 1.7B | 29.48% | -41.15% | 22.96 | 1.2 | 123.63% | -14.84% |
CRTO | 2.0B | 2.1B | 19.45% | -4.78% | 28.66 | 0.93 | -6.91% | -35.98% |
CARS | 1.1B | 644.0M | 27.67% | 11.96% | 1.1K | 1.7 | 4.14% | -95.27% |
EB | 846.7M | 249.0M | 61.89% | -33.49% | -11.11 | 3.4 | 61.54% | 46.49% |
QNST | 813.9M | 566.1M | 12.26% | -2.25% | -63.3 | 1.44 | -5.47% | -207.45% |
TRUE | 275.6M | 170.7M | 36.49% | -5.61% | -2.37 | 1.61 | -31.66% | -280.85% |
CDLX | 235.6M | 306.1M | 47.12% | -88.02% | -2.38 | 0.77 | 25.37% | 19.99% |
ZDGE | 29.8M | 27.4M | 32.93% | -65.53% | 3.89 | 1.22 | 25.56% | -19.10% |
Financials for Yelp
| Income Statement (Last 12 Months) | (In Millions) | |||||
|---|---|---|---|---|---|---|
| Description | (%) Q/Q | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 |
| Revenue | 3.6% | 1,158 | 1,118 | 1,076 | 1,032 | 992 |
| Cost Of Revenue | 12.6% | 78 | 69 | - | - | - |
| S&GA Expenses | 3.9% | 502 | 483 | 467 | 454 | 443 |
| R&D Expenses | - | 275 | - | - | - | - |
| Costs and Expenses | 4.5% | 1,113 | 1,065 | 1,041 | 1,000 | 965 |
| EBITDA | -6.5% | 101 | 109 | 92 | 89 | - |
| EBITDA Margin | -9.7% | 0.09* | 0.10* | 0.09* | 0.09* | - |
| Earnings Before Taxes | -10.5% | 50 | 56 | 38 | 34 | 28 |
| EBT Margin | -13.5% | 0.04* | 0.05* | 0.04* | 0.03* | - |
| Net Income | -18.5% | 39 | 48 | 45 | 40 | 38 |
| Net Income Margin | -21.3% | 0.03* | 0.04* | 0.04* | 0.04* | - |
| Free Cahsflow | 9.0% | 166 | 152 | 185 | 184 | - |
* denotes actual numbers (not divided by Millions)
| Balance Sheet | (In Millions) | |||||
|---|---|---|---|---|---|---|
| Description | (%) Q/Q | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 |
| Assets | 0.7% | 1,030 | 1,023 | 1,045 | 1,051 | 1,079 |
| Current Assets | 1.9% | 623 | 611 | 637 | 645 | 667 |
| Cash Equivalents | -21.4% | 331 | 421 | 465 | 480 | 533 |
| Net PPE | -4.3% | 79 | 82 | 83 | 84 | 92 |
| Goodwill | -3.2% | 98 | 102 | 104 | 105 | 107 |
| Liabilities | 8.0% | 329 | 305 | 321 | 299 | 297 |
| Current Liabilities | 10.8% | 199 | 180 | 196 | 164 | 151 |
| Shareholder's Equity | -2.4% | 701 | 719 | 724 | 751 | 782 |
| Retained Earnings | -5.2% | -893.97 | -849.94 | -808.20 | -760.16 | -694.09 |
| Additional Paid-In Capital | 1.8% | 1,616 | 1,587 | 1,547 | 1,523 | 1,490 |
| Shares Outstanding | -1.0% | 70 | 71 | 72 | 72 | 74 |
| Cashflow (Last 12 Months) | (In Millions) | |||||
|---|---|---|---|---|---|---|
| Description | (%) Q/Q | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 |
| Cashflow From Operations | 6.0% | 193 | 182 | 214 | 213 | 216 |
| Share Based Compensation | 1.4% | 155 | 153 | 153 | 152 | 149 |
| Cashflow From Investing | -306.8% | -117.70 | -28.93 | -28.25 | -27.65 | -45.31 |
| Cashflow From Financing | 5.5% | -272.31 | -288.12 | -308.16 | -300.49 | -229.89 |
| Buy Backs | -5.5% | 235 | 249 | 263 | 263 | 202 |
Risks for YELP
What is the probability of a big loss on YELP?
85.8%
Probability that Yelp stock will be more than 20% underwater in next one year
46.5%
Probability that Yelp stock will be more than 30% underwater in next one year.
19.6%
Probability that Yelp stock will be more than 40% underwater in next one year.
*Calculated based on probability distribution of losses observed in actual data in the last 5 years.
How does YELP drawdown profile look like?
Y-axis is the maximum loss one would have experienced if Yelp was unfortunately bought at previous high price.
Drawdowns
Returns for YELP
Cumulative Returns on YELP
4.1%
10-Year Cumulative Returns
5.8%
7-Year Cumulative Returns
-6.7%
5-Year Cumulative Returns
-4.2%
3-Year Cumulative Returns
What are the long-term rolling returns for YELP?
FIve years rolling returns for Yelp.
Annualized Returns
Which funds bought or sold YELP recently?
View All Details| Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
|---|---|---|---|---|---|---|
2023-01-26 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND | reduced | -0.59 | -156,614 | 633,386 | 0.01% |
2023-01-26 | NJ State Employees Deferred Compensation Plan | unchanged | - | -53,546 | 221,454 | 0.04% |
2023-01-26 | State of Tennessee, Treasury Department | added | 71.44 | 1,227,000 | 2,349,000 | 0.01% |
2023-01-26 | STRS OHIO | added | 9.44 | -72,000 | 538,000 | -% |
2023-01-26 | DUPONT CAPITAL MANAGEMENT CORP | reduced | -60.66 | -359,789 | 167,211 | 0.01% |
2023-01-26 | COMERICA BANK | reduced | -37.41 | -2,526,000 | 2,267,000 | 0.02% |
2023-01-25 | Versant Capital Management, Inc | unchanged | - | -2,138 | 6,862 | -% |
2023-01-25 | FIFTH THIRD BANCORP | reduced | -37.84 | -7,454 | 7,546 | -% |
2023-01-25 | Lindbrook Capital, LLC | added | 72.22 | 1,390 | 3,390 | -% |
2023-01-24 | Louisiana State Employees Retirement System | reduced | -1.49 | -234,000 | 905,000 | 0.03% |
Latest Funds Activity
Calls
Puts
Net Call Options
No. of Funds
YELP Alerts
Yelp News
Schedule 13G FIlings of Yelp
| Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
|---|---|---|---|---|---|
| Jan 24, 2023 | blackrock inc. | 17.7% | 12,325,976 | SC 13G/A | |
| Nov 09, 2022 | blackrock inc. | 16.4% | 11,514,202 | SC 13G/A | |
| Feb 14, 2022 | boston partners | 4.66% | 3,402,195 | SC 13G/A | |
| Feb 14, 2022 | prescott general partners llc | 5.2% | 3,811,985 | SC 13G/A | |
| Feb 14, 2022 | stoppelman jeremy | 6.2% | 4,598,767 | SC 13G/A | |
| Jan 28, 2022 | blackrock inc. | 11.0% | 8,059,568 | SC 13G/A | |
| Sep 10, 2021 | vanguard group inc | 10.21% | 7,509,730 | SC 13G/A | |
| Feb 16, 2021 | d. e. shaw & co, l.p. | 4.6% | 3,367,886 | SC 13G/A | |
| Feb 16, 2021 | stoppelman jeremy | 5.7% | 4,400,202 | SC 13G/A | |
| Feb 16, 2021 | prescott general partners llc | 6.9% | 5,151,016 | SC 13G/A |
YELP Fair Value
Recent SEC filings of Yelp
View All Filings| Date Filed | Form Type | Document | |
|---|---|---|---|
| Jan 25, 2023 | 4 | Insider Trading | |
| Jan 25, 2023 | 4 | Insider Trading | |
| Jan 24, 2023 | SC 13G/A | Major Ownership Report | |
| Jan 20, 2023 | 4 | Insider Trading | |
| Jan 17, 2023 | 4 | Insider Trading | |
| Jan 17, 2023 | 4 | Insider Trading | |
| Jan 11, 2023 | 4 | Insider Trading | |
| Jan 05, 2023 | 4 | Insider Trading | |
| Dec 22, 2022 | 4 | Insider Trading | |
| Dec 05, 2022 | 4 | Insider Trading |
Latest Insider Trading transactions for YELP
Filter Transactions| Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
|---|---|---|---|---|---|---|
2023-01-25 | Stoppelman Jeremy | acquired | 1,059,000 | 21.18 | 50,000 | chief executive officer |
2023-01-25 | Stoppelman Jeremy | sold | -1,486,110 | 29.7222 | -50,000 | chief executive officer |
2023-01-24 | Stoppelman Jeremy | sold | -1,484,160 | 29.6831 | -50,000 | chief executive officer |
2023-01-24 | Stoppelman Jeremy | acquired | 1,059,000 | 21.18 | 50,000 | chief executive officer |
2023-01-23 | Stoppelman Jeremy | sold | -1,492,450 | 29.849 | -50,000 | chief executive officer |
2023-01-23 | Nachman Joseph R | sold | -102,882 | 29.8037 | -3,452 | chief operating officer |
2023-01-23 | Stoppelman Jeremy | acquired | 1,059,000 | 21.18 | 50,000 | chief executive officer |
2023-01-20 | Stoppelman Jeremy | sold | -1,476,850 | 29.537 | -50,000 | chief executive officer |
2023-01-20 | Stoppelman Jeremy | acquired | 1,059,000 | 21.18 | 50,000 | chief executive officer |
2023-01-19 | Stoppelman Jeremy | acquired | 1,059,000 | 21.18 | 50,000 | chief executive officer |
Yelp Inc. operates a platform that connects consumers with local businesses in the United States and internationally. The company's platform covers various local business 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 search advertising and multi-location Ad products, as well as enables businesses to deliver targeted search advertising to local audiences; and business listing page products. The company also offers other services comprising Yelp Reservations that provide online reservations for restaurants, nightlife, and other venues directly from their Yelp business pages; Yelp Waitlist, a subscription-based waitlist management solution that allows consumers to check wait times and join waitlists remotely, as well as businesses to manage seating and server rotation; Yelp Knowledge 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 and paid access to content and data for consumer-facing enterprise use through publicly available APIs. In addition, it provides content licensing, 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, as well as non-advertising partner arrangements. It has strategic partnership with Grubhub for providing consumers with a service to place food orders for pickup and delivery. Yelp Inc. was incorporated in 2004 and is headquartered in San Francisco, California.
YELP Income Statement
2022-09-30CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS - USD ($) shares in Thousands, $ in Thousands | 3 Months Ended | 9 Months Ended | ||
|---|---|---|---|---|
Sep. 30, 2022 | Sep. 30, 2021 | Sep. 30, 2022 | Sep. 30, 2021 | |
| Income Statement [Abstract] | ||||
| Net revenue | $ 308,891 | $ 269,155 | $ 884,403 | $ 758,439 |
| Costs and expenses: | ||||
| Cost of revenue (exclusive of depreciation and amortization shown separately below) | 26,805 | 21,185 | 77,222 | 54,052 |
| Sales and marketing | 133,061 | 114,295 | 388,570 | 340,845 |
| Product development | 75,803 | 69,402 | 233,336 | 206,089 |
| General and administrative | 48,381 | 30,001 | 126,141 | 106,957 |
| Depreciation and amortization | 11,417 | 12,627 | 34,165 | 38,543 |
| Restructuring | 0 | 0 | 0 | 32 |
| Total costs and expenses | 295,467 | 247,510 | 859,434 | 746,518 |
| Income from operations | 13,424 | 21,645 | 24,969 | 11,921 |
| Other income, net | 2,691 | 331 | 4,947 | 1,578 |
| Income before income taxes | 16,115 | 21,976 | 29,916 | 13,499 |
| Provision for (benefit from) income taxes | 7,007 | 3,911 | 13,714 | (2,982) |
| Net income attributable to common stockholders | $ 9,108 | $ 18,065 | $ 16,202 | $ 16,481 |
| Net income per share attributable to common stockholders | ||||
| Basic (in USD per share) | $ 0.13 | $ 0.24 | $ 0.23 | $ 0.22 |
| Diluted (in USD per share) | $ 0.13 | $ 0.23 | $ 0.22 | $ 0.21 |
| Weighted-average shares used to compute net income per share attributable to common stockholders | ||||
| Basic (in shares) | 70,630 | 73,904 | 71,158 | 74,647 |
| Diluted (in shares) | 72,658 | 77,422 | 73,577 | 79,007 |
YELP Balance Sheet
2022-09-30CONDENSED CONSOLIDATED BALANCE SHEETS - USD ($) shares in Thousands, $ in Thousands | Sep. 30, 2022 | Dec. 31, 2021 |
|---|---|---|
| Current assets: | ||
| Cash and cash equivalents | $ 330,970 | $ 479,783 |
| Short-term marketable securities | 90,871 | 0 |
| Accounts receivable (net of allowance for doubtful accounts of $8,739 and $7,153 at September 30, 2022 and December 31, 2021, respectively) | 127,232 | 107,358 |
| Prepaid expenses and other current assets | 74,028 | 57,536 |
| Total current assets | 623,101 | 644,677 |
| Property, equipment and software, net | 78,699 | 83,857 |
| Operating lease right-of-use assets | 104,412 | 140,785 |
| Goodwill | 98,256 | 105,128 |
| Intangibles, net | 9,338 | 10,673 |
| Restricted cash | 1,146 | 858 |
| Other non-current assets | 115,382 | 64,550 |
| Total assets | 1,030,334 | 1,050,528 |
| Current liabilities: | ||
| Accounts payable and accrued liabilities | 150,804 | 119,620 |
| Operating lease liabilities — current | 40,177 | 40,237 |
| Deferred revenue | 8,403 | 4,156 |
| Total current liabilities | 199,384 | 164,013 |
| Operating lease liabilities — long-term | 95,139 | 127,979 |
| Other long-term liabilities | 34,433 | 7,218 |
| Total liabilities | 328,956 | 299,210 |
| Commitments and contingencies (Note 12) | ||
| Stockholders' equity: | ||
| Common stock, $0.000001 par value — 200,000 shares authorized, 70,399 shares issued and outstanding at September 30, 2022, and 72,171 shares issued and outstanding at December 31, 2021 | 0 | 0 |
| Additional paid-in capital | 1,615,970 | 1,522,572 |
| Accumulated other comprehensive loss | (20,624) | (11,090) |
| Accumulated deficit | (893,968) | (760,164) |
| Total stockholders' equity | 701,378 | 751,318 |
| Total liabilities and stockholders' equity | $ 1,030,334 | $ 1,050,528 |
| Common stock, shares outstanding (in shares) | 70,399 | 72,171 |