Yelp runs the local business review platform behind its Yelp.com and mobile apps, earning most of its revenue from advertising that local merchants buy to appear in search results and business profiles, alongside a smaller stream from its Yelp Guest Center and Reservations products. The moat rests on a large base of user-written reviews and a long-established brand in restaurant and home-services discovery, with gross margins of 89.6% showing how little it costs to serve each incremental ad impression. Growth is the problem: revenue is up only 1.4%, so the case depends on monetization gains and margin expansion rather than volume, and the score of 53 out of 100 reflects that stall. The stock trades at 9.8 times trailing earnings and 14.7 times forward earnings, a multiple that implies the market expects earnings to fall, not rise, so the forward figure deserves scrutiny before anyone treats the discount as cheap. With a 12.7% operating margin and an 18.2% return on equity, the business is profitable, but it is not in the index memberships screen, which leaves it in a small-cap value niche where the research burden is to show that revenue can re-accelerate.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
Trades are only made public after a delay. We show the delay so you know how old the news is.
Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.
| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 20 Oct 2026, 16:04 CEST | Rating | Undervalued | first publication | $19.57 |
| 20 Oct 2026, 16:04 CEST | Fair value | $44.04 | $35.47 | $19.57 |
| 16 Oct 2026, 00:00 CEST | Fair value | $35.47 | $34.25 | $19.45 |
| 13 Oct 2026, 00:00 CEST | ACCE price target | $20.00 | first publication | $18.59 |
| 11 Oct 2026, 00:00 CEST | Fair value | $34.25 | $29.27 | $18.59 |
| 4 Oct 2026, 00:00 CEST | Fair value | $29.27 | $28.98 | $18.26 |
| 30 Sept 2026, 00:00 CEST | Fair value | $28.98 | $29.38 | $17.59 |
| 27 Sept 2026, 00:00 CEST | Fair value | $29.38 | $29.01 | $18.03 |
| 25 Sept 2026, 00:00 CEST | Fair value | $29.01 | $32.52 | $17.73 |
| 20 Sept 2026, 00:00 CEST | Fair value | $32.52 | $33.60 | $19.63 |
Answered from Yelp Inc. Common Stock fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| YELP Yelp Inc. Common Stock | $19.99 | $44 | 55% below | 10.0x | 18.2% | 81 | 53 |
| HEM.ST Hemnet Group AB (publ) | kr 75.65 | kr 98 | 23% below | 19.9x | 39.6% | 96 | 49 |
| STUB StubHub Holdings Inc. Class A Common Stock | $5.85 | - | - | - | -103.0% | 48 | 46 |
| RUM Rumble Inc. Class A Common Stock | $5.64 | - | - | - | -18.4% | 31 | 31 |
| ATHM Autohome Inc. American Depositary Shares each representing four class A ordinary shares. | $20.36 | $22 | 8% below | 17.7x | 3.7% | 69 | 53 |
| CARG CarGurus Inc. Class A Common Stock | $31.52 | $39 | 20% below | 16.8x | 53.5% | 93 | 72 |
| SEK.AX SEEK Limited | A$13.69 | A$7 | 88% above | - | -12.7% | 52 | 55 |
Where YELP ranks against its sector peers on each metric.