Inside the research

Yelp Inc.

YELP Research profile · latest available data

Price overview

$18.03

▼ -0.34 (-1.9%)

52w hi$33.83
52w lo$17.73
Vol906.90K
As of25 Sep 2026

The Verdict

Hold

Our score -0.27

Short-0.39
Medium-0.27
Long-0.05

computed 2026-09-27

Key fundamentals

Yelp Inc.

Communication Services · Internet Content & Information

Market cap$978.37M
Enterprise value$1.01B
Trailing P/E8.71x
Forward P/E4.75x
EV / EBITDA4.88x
P / S (ttm)0.66x
Profit margin8.6%
Return on equity18.2%
Revenue growth+1.4%
Earnings growth-14.9%
Debt / equity19.13

Layer Breakdown

LayerRawContribution
Fundamental+0.22
Sector+0.03
Technical-0.30
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

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, and business listing pages. The company also offers Yelp Connect that provides advertisers with a channel to market new offerings, such as new menu items and specials, and communicate business updates to customers; Yelp Guaranteed that provides limited coverage to consumers who hire a yelp guaranteed business through request-a-quote in the event; Nearby Jobs solutions; 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; and Yelp Fusion, which offers free access to basic information through publicly available APIs and paid access to content and data for consumer-facing enterprise use. In addition, it provides content licensing and consumer-interactive tools. 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 DOORDASH to provide 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 November 2005. Yelp Inc. was incorporated in 2004 and is based in San Francisco, California.

United States · www.yelp.com

Risk Metrics

Beta vs SPX0.70
Corr SPX0.29
Annual vol38.5%
Annual ret-24.7%
Sharpe-0.64
Max DD-57.0%

Window: 504 trading days (504 obs)

Material Events

DateEvent8-K
2026-08-06Earnings Release, Exhibitsread
2026-06-10Officer / Director Change, Shareholder Vote…read
2026-05-07Earnings Release, Exhibitsread
2026-04-29Officer / Director Changeread
2026-02-12Earnings Release, Exhibitsread
2026-02-06Other Material Eventread
2025-12-19Material Agreement, Material Obligationread
2025-11-06Earnings Release, Exhibitsread
2025-08-25Officer / Director Changeread
2025-08-07Earnings Release, Exhibitsread
2025-06-17Shareholder Voteread
2025-05-08Earnings Release, Exhibitsread

Insider Trades

DateInsiderRoleActionSharesValue
2026-08-03Nachman Joseph RChief Operating OfficerSell4.50K$121.09K
2026-07-02Amara CarmenChief People OfficerSell23.23K$627.29K
2026-07-01Amara CarmenChief People OfficerSell1.50K$37.42K
2026-07-01Levy Alexander ColemanChief Technology OfficerGrant14.76K—
2026-07-01Nachman Joseph RChief Operating OfficerSell4.50K$112.50K
2026-06-30Nachman Joseph RChief Operating OfficerSell9.00K$225.00K
2026-06-05Gibbs Robert LaneGrant10.65K—
2026-06-05Wells Royce A.Grant10.65K—
2026-06-05Rothstein SharonGrant10.65K—
2026-06-05Jedda DanGrant10.65K—

Flow & Concentration

Insider 180d net-$1.12M
Insider buys / sells0 / 5
Insider biasNeutral
13F holders8
Top-5 share87.4%
HHI1,995 (moderate)

Top Holders

HolderValueShares
State Street Corp$55.53M2.26M
Fidelity / FMR LLC$30.81M1.26M
Renaissance Technologies$20.70M844.23K
Millennium Management$20.44M833.70K
Capital Research / Capital World$15.18M619.18K
AQR Capital Management$10.57M431.20K
Citadel Advisors$10.06M410.38K
T. Rowe Price Group$2.13K86.87K

As of 2026-06-30

SEC Filings

DateFormDoc
2026-08-0710-Qview
2026-08-068-Kview
2026-08-054view
2026-07-063view
2026-07-064view
2026-07-064view
2026-07-024view
2026-06-108-Kview
2026-06-094view
2026-06-094view
2026-06-094view
2026-06-094view
2026-06-094view
2026-06-094view
2026-06-094view

The Long Run

FY 2012–2025 · 14 years

LineLatestCAGRTrend
Revenue$1.34B+23.8%
Operating income$79.04M+38.8%
Net income$99.17M+13.3%
Cash from ops$285.81M+10.7%

Indices

S&P SmallCap 600

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$18.27$18.67$18.02$18.03906.90K
Sep 24$17.98$18.41$17.68$18.371.89M
Sep 23$18.76$19.11$17.64$17.731.82M
Sep 22$19.73$19.74$18.73$18.961.82M
Sep 21$19.64$19.80$19.37$19.411.48M

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