Yelp Inc. (YELP)

From the record

Yelp Inc.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

From the record

Yelp Inc.'s 10 filed years say what it did: revenue went from $716 million in fiscal 2016 to $1.5 billion in fiscal 2025, up 8.3% a year; it rose in 8 of 9 years; the deepest fall was 14% from fiscal 2019 to fiscal 2020; net income was positive in 8 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-31, Yelp Inc.'s diluted share count shrank about 3.9% a year, and dividends and buybacks returned about 77% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 57 sales (57 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-11-04 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-31, Yelp Inc. earned about 20 cents of profit for every dollar of shareholders' money. Leverage: it owed about 26 cents per dollar of assets, and net share issuance: its share count shrank 7.8% over the year (the filed statements).

From the record

Yelp Inc.'s standing among 11 graded names in its industry family: revenue of $1.5 billion in fiscal 2025 ranks in the top 35% by size; a net margin of 9.9% ranks in the top 32%; revenue growth of 7.1% a year over the last 3 filed years ranks in the top 32% (its annual reports).

From the record

Yelp Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Stoppelman, Jeremy (Chief Executive Officer, as filed), filing under that title since 2012-03-01, 14.7 years (top 25% of its family); the 16 officers and directors filing in the last fifteen months have been on the record a median of 6.4 years (top 50%); 7 officer or director changes were reported on Form 8-K since 2023-11-13, against the 16 people in charge now (top 35%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Yelp Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $216 million against no long-term debt tagged leaves 22.5% of its assets as net cash, top 15% of its family; cash from operations less capital spending is 22.1% of revenue (top 5%); research spending of 20.3% of revenue (top 50%) (its annual report).

From the record

Yelp Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 7.1% a year over the last three filed years against 8.3% over all 10, slowing (top 45% of its family); the newest year grew 3.7% (bottom 45%); research spending grew 0.4% a year (top 25%); capital spending grew 14.8% a year (top 15%) (its annual reports). Yelp Inc. reported 3 product lines in fiscal 2025: Advertising Services at $948 million (65%), Advertising Restaurants and Other at $444 million (30%), Other Revenue at $74 million (5%); 2 of 3 grew against the year before (its annual report).

From the record

Yelp Inc.'s newest year against its own record: revenue of $1.5 billion in fiscal 2025 came in 4.6% below the $1.5 billion its prior three years' pace pointed to (bottom 5% of its family); net income of $146 million against a prior three-year average of $89 million (top 25%); a net margin of 9.9% against 6.6% before (top 35%) (its annual reports).