Stocks · Communication Services · Internet Content & Information
Yelp Inc. YELP
$18.50 +1.31% Close, Oct 5, 2026 · NYSE · Market cap $1.00B
High qualityWeak trendInexpensive vs sector
Next earnings report: Nov 5, 2026
Scroll or pinch to zoom, drag to move. Daily prices adjusted for splits. Markers: E = earnings (green beat, red miss), S = split, D = dividend.
Three things to know
- The diluted share count fell 15.2% in a year, mainly through buybacks.
- At 8.9× trailing earnings, the shares trade at the lowest P/E of the company's past five years.
- Earnings beat analyst estimates in each of the last 10 quarters (average surprise over the last four: +32.8%).
PromtFinance scores
Each score is a percentile within the Communication Services sector (0–100). Under each score: how the stock ranks in its sector on every component. As of Oct 6, 2026.
How fast revenue, earnings and cash flow are growing.
- Revenue growth (TTM, YoY)Bottom 34%
- EPS growth (TTM, YoY)Bottom 48%
- FCF growth (TTM, YoY)Bottom 45%
- Revenue growth, 3-year CAGRTop 45%
- Revenue growth accelerationBottom 40%
Returns on capital, margins, earnings quality and balance-sheet strength.
- Return on invested capitalTop 11%
- Gross marginTop 8%
- Operating marginTop 35%
- Cash conversion (OCF / net income)Top 39%
- Accruals (lower is better)Top 17%
- Net debt / EBITDA (lower is better)Top 25%
- Interest coverTop 3%
How cheap the shares are relative to earnings, cash flow and their own history.
- Earnings yieldTop 10%
- Free-cash-flow yieldTop 8%
- EBITDA / enterprise valueTop 7%
- Sales / enterprise valueTop 13%
- P/E vs own 5-year history (lower is better)Top 11%
Strength and persistence of the price trend, including versus the S&P 500.
- 12-month return excluding last monthBottom 22%
- 6-month returnBottom 15%
- 1-year return vs S&P 500Bottom 20%
- Distance from 52-week highBottom 25%
- Trend checklist (0–4)Bottom 18%
Earnings surprises and analyst sentiment (estimate-revision history is being collected).
- Average EPS surprise, last 4 quartersTop 30%
- Consecutive EPS beatsTop 9%
- Share of analysts rating BuyBottom 31%
- Upside to consensus price targetTop 36%
Low volatility, shallow drawdowns, low market sensitivity and modest leverage.
- Volatility, 60 days (lower is better)Top 50%
- Maximum drawdown, 3 yearsBottom 40%
- Beta vs S&P 500 (lower is better)Top 18%
- Net debt / EBITDA (lower is better)Top 25%
What changed
Latest four quarters versus the same period a year earlier (growth: versus one quarter earlier).
| Measure | Before | Now | |
|---|---|---|---|
| Revenue growth (YoY) | 2.1% | 1.5% | ↓ |
| EPS growth (YoY) | 4.8% | -5.9% | ↓ |
| Gross margin | 90.6% | 88.5% | ↓ |
| Operating margin | 12.6% | 12.1% | ↓ |
| FCF margin | 19.6% | 20.1% | ↑ |
Fundamental momentum
| Measure | Now (TTM) | Year / quarter before | Sector rank | |
|---|---|---|---|---|
| Revenue growth (TTM, YoY) | 1.5% | 2.1% | ↓ | Bottom 34% |
| EPS growth (TTM, YoY) | -5.9% | 4.8% | ↓ | Bottom 48% |
| Gross margin | 88.5% | 90.6% | ↓ | Top 8% |
| Operating margin | 12.1% | 12.6% | ↓ | Top 35% |
| Net margin | 8.6% | 10.3% | ↓ | — |
| Free-cash-flow margin | 20.1% | 19.6% | ↑ | — |
| Return on invested capital | 14.7% | — | Top 11% | |
| Revenue growth, 3-year CAGR | 7.1% | — | Top 45% |
Quality of earnings and balance sheet
- Cash conversion (OCF / net income)Above 1× means profits are backed by cash.
- 2.76×
- Accruals (net income − OCF) / assetsLower is better; high accruals can signal weaker earnings quality.
- -22.5%
- Stock-based compensation / revenueA cost to shareholders through dilution.
- 6.1%
- Receivables growth vs revenue growthReceivables growing much faster than sales can be a warning.
- -0.4 pp
- Net debt / EBITDABelow 1× is conservative; above 3× is high leverage.
- 0.11×
- Interest cover (operating income / interest)How many times operating profit covers interest.
- 111.6×
Shareholder returns
- Dividend yield (dividends paid, TTM)
- 0.00%
- Net buyback yield (TTM)
- 34.01%
- Shareholder yield
- 34.01%
- Share count change, 1 year
- -15.2%
- Share count change, 3-year CAGR
- -7.9%
Shareholder yield = dividends + net buybacks over the last four quarters, divided by market cap.
Based on the four quarters through Jun 30, 2026 (filed Aug 7, 2026).
Earnings and expectations
Earnings momentum
- Consecutive EPS beats
- 10
- Beats in the last 8 reports
- 8 of 8
- Average EPS surprise, last 4
- +32.8%
- Average 2-day reaction, last 8
- -0.2%
- Positive 20 days after report
- 3 of 8
Analysts
- Consensus price target
- $27.33
- Target vs current price
- +47.7%
- Analysts with a rating
- 67
- Share rating Buy or Strong Buy
- 42%
- Consensus rating
- Hold
How the stock reacted to recent reports
| Report date | EPS surprise | 2 days | 5 days | 20 days | 60 days |
|---|---|---|---|---|---|
| Aug 6, 2026 | +56.4% | -2.5% | -8.0% | -12.7% | — |
| May 7, 2026 | +15.4% | +0.7% | -19.3% | -16.5% | -5.3% |
| Feb 12, 2026 | +29.8% | -1.6% | -7.5% | +3.6% | +16.7% |
| Nov 6, 2025 | +29.8% | -0.1% | -7.6% | -6.8% | -22.0% |
| Aug 7, 2025 | +39.6% | +0.1% | -6.3% | -7.2% | -5.7% |
| May 8, 2025 | +16.1% | +0.6% | +15.2% | +3.6% | -4.6% |
| Feb 13, 2025 | +17.0% | +2.2% | -7.8% | -14.3% | -1.7% |
| Nov 7, 2024 | +33.3% | -0.7% | +0.7% | +4.4% | +8.7% |
Returns from the close before each report. Past reactions do not determine future ones.
Earnings history
| Report date | EPS | Estimate | Surprise | Revenue |
|---|---|---|---|---|
| Aug 6, 2026 | $0.57 | $0.36 | +56.4% | $375.5M |
| May 7, 2026 | $0.30 | $0.26 | +15.4% | $361.5M |
| Feb 12, 2026 | $0.61 | $0.47 | +29.8% | $360.0M |
| Nov 6, 2025 | $0.61 | $0.47 | +29.8% | $376.0M |
| Aug 7, 2025 | $0.67 | $0.48 | +39.6% | $370.4M |
| May 8, 2025 | $0.36 | $0.31 | +16.1% | $358.5M |
| Feb 13, 2025 | $0.62 | $0.53 | +17.0% | $362.0M |
| Nov 7, 2024 | $0.56 | $0.42 | +33.3% | $360.3M |
Valuation in context
| Multiple | Now | 5-year median | 5-year percentile | Sector rank (cheapness) |
|---|---|---|---|---|
| P/E (trailing) | 8.9× | 27.4× | 0th | Top 10% |
| P/E (forward) | 10.3× | — | — | — |
| EV / EBITDA | 3.9× | — | — | Top 7% |
| EV / Sales | 0.70× | — | — | Top 13% |
| Free-cash-flow yield | 29.56% | — | — | Top 8% |
| Earnings yield | 11.24% | — | — | Top 10% |
P/E over the past five years
Range 9.9× – 170.9× since Jun 30, 2021. Each point: price on the filing date divided by trailing-twelve-month EPS known then.
What moved the stock over the past year
- Price return, 1 year
- -41.7%
- Earnings per share growth (TTM)
- -5.9%
- Change in P/E multiple
- -12.5%
Most of the move came from a change in the valuation multiple.
Technical state
Trend checklist
- ✗ Price above 20-day average
- ✗ Price above 50-day average
- ✗ Price above 200-day average
- ✗ 50-day average above 200-day
- ✓ MACD histogram positive
Trend quality
- Days above the 50-day average
- 0
- Days above the 200-day average
- 0
- 50-day average slope (20 days)
- -10.1%
- 200-day average slope (20 days)
- -3.9%
- Distance from 50-day average
- -17.3%
- Distance from 200-day average
- -25.3%
- RSI (14)
- 37.3
- Relative volume
- 0.95×
Risk and drawdowns
- Volatility, 60 days (annualized)
- 45.5%
- Volatility vs own 5-year history
- 80th percentile · High for this stock
- Beta vs S&P 500 (2 years, weekly)
- 0.48
- Correlation with S&P 500
- 0.20
- Current drawdown from 1-year high
- -45.3%
- Maximum drawdown, 3 years
- -63.7%
Largest declines in the past six years
| From peak | To low | Decline | Length | Recovery |
|---|---|---|---|---|
| Dec 22, 2023 | Sep 28, 2026 | -63.7% | 691 days | Not yet recovered |
| Mar 17, 2021 | Dec 20, 2022 | -41.0% | 445 days | 150 days (Jul 28, 2023) |
| Nov 27, 2020 | Dec 21, 2020 | -21.7% | 16 days | 24 days (Jan 27, 2021) |
| Aug 7, 2023 | Oct 26, 2023 | -12.6% | 57 days | 17 days (Nov 20, 2023) |
Declines of 10% or more from a closing high, measured on daily closes.
Financial statements
- Market cap
- $1.00B
- P/E (TTM)
- 8.9
- EPS, diluted (TTM)
- $2.08
- Revenue (TTM)
- $1.47B
- 52-week range
- $17.27 – $34.49
| FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|
| Revenue | $1.03B | $1.19B | $1.34B | $1.41B | $1.46B |
| Gross profit | $953.7M | $1.09B | $1.22B | $1.29B | $1.32B |
| Operating income | $31.5M | $58.4M | $79.0M | $151.0M | $185.1M |
| Net income | $39.7M | $36.3M | $99.2M | $132.8M | $145.6M |
| EPS (diluted) | $0.50 | $0.50 | $1.35 | $1.88 | $2.24 |
| Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $360.3M | $362.0M | $358.5M | $370.4M | $376.0M | $360.0M | $361.5M | $375.5M |
| Net income | $38.4M | $42.2M | $24.4M | $44.1M | $39.3M | $37.8M | $17.7M | $31.7M |
| EPS (diluted) | $0.56 | $0.62 | $0.36 | $0.67 | $0.60 | $0.61 | $0.30 | $0.57 |
| FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|
| Operating cash flow | $212.7M | $192.3M | $306.3M | $285.8M | $371.4M |
| Capital expenditure | -$28.3M | -$32.0M | -$26.8M | -$37.3M | -$48.4M |
| Free cash flow | $184.4M | $160.3M | $279.4M | $248.5M | $323.0M |
| Dividends paid | $0 | $0 | $0 | $0 | $0 |
| Net share buybacks | -$262.9M | -$200.0M | -$200.0M | -$251.2M | -$272.5M |
Cash outflows are shown as negative numbers.
- Cash and short-term investments
- $94.1M
- Total assets
- $990.6M
- Total liabilities
- $346.0M
- Total debt
- $123.3M
- Net debt
- $29.2M
- Shareholders’ equity
- $644.5M
As of Jun 30, 2026 (filed Aug 7, 2026).
Short interest
- Shares sold short
- 10,372,166
- Days to cover
- 8.07
- Change vs previous report
- +12.9%
FINRA short interest, settlement date Sep 15, 2026.