Yelp Inc (YELP) Fair Value & Analysis
Communication Services · US · Market cap $1.3B
Yelp Inc
YELP · US
Fair value as of: Jul 25, 2026
From 24 valuation models · updated 16 days ago
Share price +0.1% over the past month.
A strong business, screening 123% undervalued on our models.
What matters now
- The rarer combination: high quality (88/100) AND below fair value. That earns a closer look rather than a quick verdict.
- The price is below even our cautious bear case ($43.66). The market is more pessimistic than our downside scenario.
- A fairly wide model range ($43.66 to $80.41) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 25, 2026.
How to read this chart
60‑month range $19.78 – $48.43 · fair‑value band $43.66 – $80.41 · the $25.56 price screens below the $57.06 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 25, 2026.
Analysis
Yelp Inc (YELP) currently trades at $25.56, while our model-based Fair Value estimate is $57.06, implying the stock looks roughly 123.2% undervalued today. The Quality Score stands at 88/100 (high quality), in the Communication Services sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.
Over the trailing twelve months, Yelp Inc generated revenue of $1.5B at a net margin of 9.5%. Revenue grew 0.8% year over year. It earns a return on equity of 20.5%. The balance sheet holds a net cash position of $191M. Fundamentals as of Jul 25, 2026
Our scenario range runs from $43.66 (bear case) to $80.41 (bull case); at $25.56, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 29% below its 52-week high and 30% above its 52-week low, currently below its 200-day average. For context, the median of 10 Communication Services peers we cover trades at 2% fair-value upside, at 123%, YELP screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 24 models by family
Widest divergence: DCF Models ($85.80) versus Asset-Based ($8.66). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 25, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 87 · Market factors (momentum, volatility) 36
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
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.
Full company description
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.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Yelp Inc reported revenue of $1.5B in FY2025 versus $1.0B in FY2021, a compound +9.2%/yr. Reported net income was $146M in FY2025, compounding +38.4%/yr from FY2021.
Watch YELP: get an alert when its fair value changes →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Yelp shares rise 5% on strong Q2, ignoring warnings that economic conditions could pressure revenue
- Yelp Inc (YELP) (Q2 2026) Earnings Call Highlights: Strong Revenue and EBITDA Beat, AI ...
- Yelp (YELP) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
- Yelp (YELP) Surpasses Q2 Earnings and Revenue Estimates
Peer Group
Internet Content & Information · 151 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Internet Content & Information median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Insider activity: 40/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Internet Content & Information stocks, each showing price versus our Fair Value estimate (as of Jul 25, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Alphabet Inc GOOGL | $354.46 | $145.14 | -59% |
| Meta Platforms, Inc META | $669.21 | $534.91 | -20% |
| Tencent Holdings 0700 | HK$460.20 | HK$467.50 | +2% |
| Spotify Technology S.A SPOT | $485.38 | $209.56 | -57% |
| Baidu, Inc BIDU | $113.30 | $451.51 | +299% |
| Reddit, Inc RDDT | $195.34 | $39.59 | -80% |
| Kuaishou Technology, an investment holding company, 1024 | HK$44.70 | HK$101.03 | +126% |
| NAVER Corporation 035420 | 191,300 KRW | 231,585 KRW | +21% |
| Tencent Music Entertainment Group 1698 | HK$34.74 | HK$65.78 | +89% |
| REA Group REA | A$149.14 | A$88.53 | -41% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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