The Bid & Ask

Quotations, Dispatches, and the Daily Tape

Friday, August 14, 2026

Subject of the day

YELP

Concerning the House

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

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%
Quotation

$24.39

+0.75 (+3.2%)

52w hi$33.83
52w lo$19.78
Vol794.38K
As ofAug 13
The Verdict

Hold

Our score -0.24

Short-0.02
Medium-0.42
Long-0.33

computed 2026-08-13

By the Numbers

Yelp Inc.

Communication Services · Internet Content & Information

Market cap$1.32B
Enterprise value$1.31B
Trailing P/E11.78x
Forward P/E6.36x
EV / EBITDA6.36x
P / S (ttm)0.90x
Profit margin8.6%
Return on equity18.2%
Revenue growth+1.4%
Earnings growth-14.9%
Debt / equity19.13
Risk Metrics
Beta vs SPX0.70
Corr SPX0.31
Annual vol37.4%
Annual ret-7.1%
Sharpe-0.19
Max DD-52.0%

Window: 504 trading days (504 obs)

Layer Breakdown
LayerRawContribution
Fundamental+0.22
Sector-0.02
Technical+0.00
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-08-13

Recent Sessions
DateOpenHighLowCloseVol
Aug 13$23.38$24.43$23.36$24.39794.38K
Aug 12$23.19$23.71$22.54$23.641.48M
Aug 11$24.41$24.97$23.57861.26K
Aug 10$25.22$25.22$23.90$24.551.64M
Aug 7$27.11$29.23$25.50$25.562.13M