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Upturn AI SWOT - About
YELP 
Yelp Inc (YELP)
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Upturn Advisory Summary
04/04/2025: YELP (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -10.44% | Avg. Invested days 35 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/04/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.32B USD | Price to earnings Ratio 18.97 | 1Y Target Price 40 |
Price to earnings Ratio 18.97 | 1Y Target Price 40 | ||
Volume (30-day avg) 923976 | Beta 1.08 | 52 Weeks Range 32.56 - 41.72 | Updated Date 04/6/2025 |
52 Weeks Range 32.56 - 41.72 | Updated Date 04/6/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.88 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 9.41% | Operating Margin (TTM) 15.11% |
Management Effectiveness
Return on Assets (TTM) 9.9% | Return on Equity (TTM) 17.79% |
Valuation
Trailing PE 18.97 | Forward PE 14.75 | Enterprise Value 2034326091 | Price to Sales(TTM) 1.64 |
Enterprise Value 2034326091 | Price to Sales(TTM) 1.64 | ||
Enterprise Value to Revenue 1.44 | Enterprise Value to EBITDA 9.85 | Shares Outstanding 65033200 | Shares Floating 63216800 |
Shares Outstanding 65033200 | Shares Floating 63216800 | ||
Percent Insiders 5 | Percent Institutions 99.41 |
Analyst Ratings
Rating 2.91 | Target Price 37.75 | Buy - | Strong Buy 1 |
Buy - | Strong Buy 1 | ||
Hold 8 | Sell 1 | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
Yelp Inc
Company Overview
History and Background
Yelp Inc. was founded in 2004 by former PayPal employees Russel Simmons and Jeremy Stoppelman. Initially a service for email recommendations, it pivoted to a review platform connecting consumers with local businesses. It went public in 2012.
Core Business Areas
- Advertising: This segment generates the majority of Yelp's revenue by selling advertising space to businesses on its platform. Local businesses use Yelp's ad products to attract customers. This includes cost-per-click ads and enhanced profile pages.
- Transactions: Yelp generates revenue from transaction-based services like food ordering, reservation bookings, and other services facilitated through the platform. These include commissions on completed transactions.
- Other Services: This segment comprises other revenue streams like Yelp Knowledge, a service that provides businesses with insights and data analytics about their Yelp presence and customer interactions.
Leadership and Structure
Yelp is led by CEO Jeremy Stoppelman. The organizational structure includes departments for engineering, product, sales, marketing, and finance. The company has a board of directors overseeing the management.
Top Products and Market Share
Key Offerings
- Business Listings & Reviews: Yelp's core product is its directory of business listings with user-generated reviews. It is a large market share leader among consumer review sites. Competitors: Google Reviews, TripAdvisor (TRIP), Angi (ANGI).
- Advertising Products: Includes cost-per-click ads, enhanced business profiles, and other advertising solutions for local businesses. Significant portion of revenue comes from this. Competitors: Google Ads, Facebook Ads, Local Search ads through search engines.
- Yelp Reservations: Allows users to book reservations at restaurants directly through the Yelp platform. The competitor is OpenTable (BKNG)
- Yelp Deals: Offers discounted deals and promotions from local businesses. The competitor is Groupon (GRPN)
Market Dynamics
Industry Overview
The industry consists of online review platforms and local business directories, characterized by increasing competition and the importance of mobile accessibility. The trend is towards personalized recommendations and integration with other online services.
Positioning
Yelp is a prominent player in the online review and local business directory market. Its competitive advantages include a large user base and a recognized brand. They face competition from Google, TripAdvisor, and others.
Total Addressable Market (TAM)
The total addressable market for local advertising and online reviews is estimated to be hundreds of billions of dollars globally. Yelp is positioned to capture a significant portion of this market, particularly in North America.
Upturn SWOT Analysis
Strengths
- Large user base
- Strong brand recognition
- Extensive database of local businesses
- Established review platform
- Strong brand equity
Weaknesses
- Dependence on advertising revenue
- Concerns about review authenticity
- Competition from Google and other large tech companies
- Negative perception due to alleged aggressive sales tactics
Opportunities
- Expansion into new markets
- Partnerships with other companies
- Development of new products and services
- Increased mobile usage
- Growth in local advertising spend
Threats
- Competition from Google and other search engines
- Economic downturn
- Changes in consumer behavior
- Regulations related to online reviews
- Negative reviews affecting reputation
Competitors and Market Share
Key Competitors
- GOOG
- TRIP
- ANGI
- BKNG
- GRPN
Competitive Landscape
Yelp faces intense competition from Google and other major tech companies. Its strength lies in its focus on local businesses and its established brand, but it needs to continuously innovate to stay ahead.
Major Acquisitions
Eat24
- Year: 2015
- Acquisition Price (USD millions): 134
- Strategic Rationale: Strengthen Yelp's food ordering and delivery capabilities.
Growth Trajectory and Initiatives
Historical Growth: Yelp has demonstrated growth through the expansion of its user base and the introduction of new services.
Future Projections: Future projections are based on analyst estimates. Look to financial websites for current estimates. Market conditions can change these estimates.
Recent Initiatives: Recent initiatives include focusing on enhanced advertising products, improving user experience, and expanding partnerships.
Summary
Yelp is a well-established online review platform with a large user base, but faces strong competition and has had negative sentiment due to sales tactics. It's strengths are in its brand and focus on local businesses, however, they need to continue to adapt to remain competitive. Yelp's advertising revenue is dependent on small business willingness to spend and consumer traffic. They should look out for Google, Facebook, and other large tech companies that can easily replicate their services.
Similar Companies
ANGI
ANGI Homeservices Inc
ANGI
ANGI Homeservices Inc
BKNG
Booking Holdings Inc
BKNG
Booking Holdings Inc
GOOG
Alphabet Inc Class C
GOOG
Alphabet Inc Class C
GRPN
Groupon Inc
GRPN
Groupon Inc
TRIP
TripAdvisor Inc
TRIP
TripAdvisor Inc
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Financial News Outlets
- Industry Reports
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Yelp Inc
Exchange NYSE | Headquaters San Francisco, CA, United States | ||
IPO Launch date 2012-03-02 | Co-Founder, CEO & Director Mr. Jeremy Stoppelman | ||
Sector Communication Services | Industry Internet Content & Information | Full time employees 5116 | Website https://www.yelp.com |
Full time employees 5116 | Website https://www.yelp.com | ||
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, as well as enables businesses to deliver targeted advertising to large and high-intent audience; and business listing page products. The company also offers other services comprising 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 through access to its historical data and other proprietary content; and Yelp Fusion, which offers free access to various basic information through publicly available APIs, and paid access to content and data for consumer-facing enterprise use. In addition, it provides content licensing, consumer-interactive tools, as well as allows third-party data providers to update and manage business listing information on behalf of businesses. 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 Grubhub for providing 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 August 2012. Yelp Inc. was incorporated in 2004 and is based in San Francisco, California.
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