YELP
Yelp Inc.
YELP
18.26USD
+0.83%
Oct 05, 2026
Price
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Price Action
Constructive pullback in an uptrend
Longer-term context reads early recovery, with a near-term setup of failed reclaim.
The setup is constructive, but the underlying structure is still poor.
EntryReset + recovery
The stock is still rebuilding below its long-term weekly base, and the recent reset toward the daily SMA200 aligned with support at the weekly EMA21. Daily structure is recovering above the fast averages, improving the current entry location.
Key Financials
- Market Cap
- $990.9M
- Avg Volume (60D)
- 1.3M
- Revenue Growth YoY
- +3.7%
- Gross Margin
- +85.6%
- Operating Margin
- +11.7%
- Free Cash Flow Yield
- +30.0%
- P/E
- 7.8x
- EV / EBITDA
- 4.3x
- EV / Sales
- 0.7x
60 sessions
FY2025 vs FY2024
Trailing twelve months
Trailing twelve months
Market metrics as of Oct 2, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026
Fundamentals & Valuation
All three valuation perspectives agree this company is cheap.
Yelp Inc. has a Cheap valuation stance because current market expectations look undemanding relative to the cash the business actually produces. It trades at a 30.0% free-cash-flow yield and 4.3x EBITDA, which the underlying economics comfortably support.
Company Research
Thesis
Yelp is a consumer-facing local-business discovery platform and advertising marketplace. It monetizes paid advertising and transaction/lead-generation activity while using its reviews, business listings, photos, and local-intent data to support AI-assisted recommendations, bookings, and local-business tools.
Opportunity
Moderate opportunity
The shift from keyword search and directory browsing toward AI-assisted answers that recommend, compare, and help consumers complete local-service, dining, health, and appointment transactions.
Key risk
Dependence on local business advertising budgets.
Narrative & Theme
AI-Mediated Consumer Discovery
Part of AI-Powered Local Discovery and Transaction, with moderate fit.
Yelp has a credible but still developing exposure to AI-mediated local discovery: it is embedding AI into consumer search and action flows, expanding booking integrations, and pursuing data-licensing/distribution relationships with AI search providers.
Narrative HeatNeutral5.8 / 10
Theme HeatNeutral5.0 / 10
This is the company’s own research reading. The canonical heat measurement for this story has not run.
Business & Markets
Communication Services · Internet Content & Information
What they do
Yelp Inc. operates an online platform that connects consumers with local businesses across various categories by providing business information, reviews, and advertising services.
How it earns
The company generates revenue primarily through paid advertising products sold to businesses on a cost-per-click and subscription basis.
Products & services
Cost-per-click advertising
Multi-location Ad products
RepairPal network
Business listing pages
Yelp Connect
Customers & end markets
Local businesses
Consumers seeking local services
Market position
Yelp is a recognized leader in the online local business review and advertising market.
Demand drivers
Medium cyclicality
Business advertising spend can be sensitive to economic cycles, impacting revenue.