YELP INC(YELP)Stock Analysis
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Rank #1,188 of 2,962 stocksTOP 50%
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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
YELP Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for YELP INC (YELP), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores YELP at 56.3/100 on a 32-signal composite quality model, placing it at rank #1,188 of 2,962 stocks — the top half of the AI-ranked universe. YELP scores in the top quartile across balance sheet strength (90.1), earnings quality (77.5). Areas of concern include institutional flow (28.3) and revenue growth (37.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 17.2/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), YELP INC reports quarterly revenue of $375.5M, net income of $31.7M, an operating margin of 11.7%. Top institutional holders of YELP by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, DIMENSIONAL FUND ADVISORS, based on the most recent SEC filings. YELP trades on the NYSE exchange and files with the SEC under CIK 1345016. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate YELP daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for YELP INC directly from SEC EDGAR. YELP INC's 13F Pro composite quality score has ranged between 37 and 73 since 2021, currently 56.3 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.
Revenue
Q2 2026
$375.5M
Net Income
Q2 2026
$31.7M
Free Cash Flow
Q2 2026
$61.1M
Operating Margin
Q2 2026
11.7%
ROIC
Q2 2026
27.1%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+3.7% YoYNet Income
+9.6% YoYOperating Income
+22.2% YoYEPS (Diluted)
+19.1% YoYTotal Assets
-2.6% YoYOp. Cash Flow
+30.2% YoYFree Cash Flow
+30.3% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $1.46B +3.7% | $1.41B +5.6% | $1.34B +12.0% | $1.19B +15.7% | $1.03B +18.2% | $872.9M |
| Net Income | $145.6M +9.6% | $132.8M +34.0% | $99.2M +172.9% | $36.3M -8.4% | $39.7M +304.2% | $-19.4M |
| Operating Income | $184.5M +22.2% | $151.0M +91.1% | $79.0M +35.5% | $58.4M +85.2% | $31.5M +181.2% | $-38.8M |
| EPS (Diluted) | $2.24 +19.1% | $1.88 +39.3% | $1.35 +170.0% | $0.50 +0.0% | $0.50 +285.2% | $-0.27 |
| Total Assets | $958.5M -2.6% | $983.6M -3.1% | $1.01B -0.1% | $1.02B -3.3% | $1.05B -9.0% | $1.15B |
| Operating Cash Flow | $372.0M +30.2% | $285.8M -6.7% | $306.3M +59.3% | $192.3M -9.6% | $212.7M +20.3% | $176.7M |
| Free Cash Flow | $323.7M +30.3% | $248.5M -11.1% | $279.4M +74.3% | $160.3M -13.0% | $184.4M +27.4% | $144.7M |
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Top Institutional Holders of YELP
BlackRock, Inc.
$236.8M9,659,418 shVANGUARD PORTFOLIO MANAGEMENT LLC
$102.1M4,164,770 shDIMENSIONAL FUND ADVISORS LP
$76.9M3,138,146 shLSV ASSET MANAGEMENT
$68.1M2,777,340 shVANGUARD CAPITAL MANAGEMENT LLC
$57.9M2,362,967 shSTATE STREET CORP
$55.5M2,264,536 shACADIAN ASSET MANAGEMENT LLC
$53.3M2,172,958 shAMERICAN CENTURY COMPANIES INC
$45.6M1,857,840 shGEODE CAPITAL MANAGEMENT, LLC
$45.4M1,849,722 shAllianz Asset Management GmbH
$37.0M1,507,599 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $236.8M | 9,659,418 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $102.1M | 4,164,770 |
| DIMENSIONAL FUND ADVISORS LP | $76.9M | 3,138,146 |
| LSV ASSET MANAGEMENT | $68.1M | 2,777,340 |
| VANGUARD CAPITAL MANAGEMENT LLC | $57.9M | 2,362,967 |
| STATE STREET CORP | $55.5M | 2,264,536 |
| ACADIAN ASSET MANAGEMENT LLC | $53.3M | 2,172,958 |
| AMERICAN CENTURY COMPANIES INC | $45.6M | 1,857,840 |
| GEODE CAPITAL MANAGEMENT, LLC | $45.4M | 1,849,722 |
| Allianz Asset Management GmbH | $37.0M | 1,507,599 |
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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Popular Research
Is YELP a good stock to buy?
13F Pro's AI-powered analysis of YELP INC (YELP) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for YELP are available on the YELP stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. YELP is classified as a small company.
Which hedge funds own YELP?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling YELP. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of YELP INC's investment landscape.