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Yelp Inc (YELP)

Interactive Media and Services
Comunicaciones
growth

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.

Precio Actual

$29.67
-0.97% vs día anterior

Capitalización

1.8B

Desviación

+13.62%

Y/Y Growth

3.8%

EBIT Margin

13.4%

ROIC

7%

PEG Ratio

0.82

ROE

9%

3Y EPS Growth

14.6%

Net Debt / EBITDA

-1.1x
Esta empresa tiene una posición de caja neta (más efectivo que deuda).

Proyecciones CAGR

Proyecciones de tasa de crecimiento anual compuesta basadas en diferentes modelos de valoración. CAGR EV/FCF es la métrica principal.

CAGR EV/FCF
9.5%
CAGR EV/FCF (2025):
-12.0%
CAGR Prom.:
9.7%
CAGR P/E:
9.8%
CAGR EV/EBITDA: 3.1%
CAGR EV/EBIT: 16.5%
Precio de compra para +15%:
$21.33

Múltiplos de Valoración

Múltiplos de valoración utilizados para las estimaciones de CAGR y precios objetivo.

P/E
12x
(Fair: 38x)
EV/FCF
12x
EV/EBITDA
6x
EV/EBIT
12x

Gráfico de Evolución del Precio

Precios Objetivo FCF

Precios futuros estimados de la acción basados en proyecciones de flujo de caja libre.

Calculadora de Sensibilidad

Compara el CAGR de tu valoración con el que resultaría al aplicar diferentes múltiplos (LTM y Fair P/E).

Mercado LTM P/E
13x
Fair P/E
38x
CAGR EV/FCF
Tu Múltiplo: 12x
9.5%
11.3%
37.9%
CAGR P/E
Tu Múltiplo: 12x
9.8%
11.6%
38.3%
Tu CAGR
CAGR con LTM
CAGR con Fair P/E

Notas

Rendimiento Histórico vs. Índices

Rendimiento anual (YTD) de la acción comparado con índices y materias primas de referencia.

Media vs. Bitcoin
-182.22%
Media vs. Gold
-9.83%
Media vs. Bono USA 7-10y
+5.66%
Media vs. Bono USA 1-3y
+5.11%
Media vs. Bono USA 20+y
+7.24%
Media vs. Dow Jones
-6.26%
Media vs. S&P 500
-9.13%
Media vs. NASDAQ 100
-14.55%
Media vs. MSCI World
-6.51%
Media vs. Russell 2000
-4.64%
Media vs. STOXX Europe 600
-0.33%
Rendimiento anual de cada inversión. La línea discontinua marca el 0% (punto de equilibrio).
Año
Rendimiento YELP
Rendimiento Bitcoin
Rendimiento vs. Bitcoin
Rendimiento Gold
Rendimiento vs. Gold
Rendimiento Bono USA 7-10y
Rendimiento vs. Bono USA 7-10y
Rendimiento Bono USA 1-3y
Rendimiento vs. Bono USA 1-3y
Rendimiento Bono USA 20+y
Rendimiento vs. Bono USA 20+y
Rendimiento Dow Jones
Rendimiento vs. Dow Jones
Rendimiento S&P 500
Rendimiento vs. S&P 500
Rendimiento NASDAQ 100
Rendimiento vs. NASDAQ 100
Rendimiento MSCI World
Rendimiento vs. MSCI World
Rendimiento Russell 2000
Rendimiento vs. Russell 2000
Rendimiento STOXX Europe 600
Rendimiento vs. STOXX Europe 600
2025
YTD en Vivo
-24.03%-1.40%-22.63%57.46%-81.49%4.29%-28.33%0.99%-25.02%0.69%-24.72%13.12%-37.16%16.85%-40.88%22.29%-46.32%20.22%-44.25%12.99%-37.02%13.34%-37.37%
2024
-16.54%110.77%-127.31%26.96%-43.50%-3.73%-12.81%0.05%-16.59%-11.17%-5.37%12.80%-29.35%24.01%-40.55%30.78%-47.32%17.88%-34.42%10.80%-27.34%5.50%-22.05%
2023
70.72%153.66%-82.94%11.76%+58.96%-0.15%+70.86%0.98%+69.73%-2.54%+73.26%13.74%+56.98%24.73%+45.99%44.52%+26.20%21.92%+48.79%15.78%+54.93%11.67%+59.04%
2022
-25.95%-65.23%+39.28%0.78%-26.73%-15.93%-10.02%-5.00%-20.95%-31.00%+5.06%-9.40%-16.55%-19.95%-5.99%-33.89%+7.95%-19.70%-6.25%-22.50%-3.45%-13.29%-12.66%
2021
21.65%60.33%-38.68%-6.24%+27.89%-4.15%+25.80%-0.98%+22.64%-5.94%+27.59%20.23%+1.42%28.79%-7.14%23.20%-1.55%21.22%+0.43%15.39%+6.27%21.66%-0.01%
2020
-6.04%301.93%-307.97%23.90%-29.94%8.33%-14.37%2.02%-8.06%15.12%-21.16%6.02%-12.06%15.29%-21.33%41.75%-47.79%12.94%-18.98%18.48%-24.52%-4.64%-1.40%
2019
0.75%88.85%-88.10%17.78%-17.03%5.55%-4.80%1.20%-0.44%10.91%-10.16%21.91%-21.16%28.34%-27.58%34.60%-33.85%25.23%-24.48%23.05%-22.30%23.42%-22.66%
2018
-19.08%-71.79%+52.71%-3.12%-15.96%-0.97%-18.11%-0.24%-18.84%-3.17%-15.91%-6.03%-13.05%-7.01%-12.07%-5.30%-13.78%-11.16%-7.92%-13.00%-6.08%-13.42%-5.66%
2017
9.79%1,184.56%-1,174.78%11.93%-2.15%0.76%+9.02%-0.63%+10.41%6.03%+3.75%24.33%-14.55%18.42%-8.63%27.16%-17.37%19.45%-9.67%12.45%-2.67%7.16%+2.63%
2016
38.15%109.91%-71.76%6.53%+31.62%-1.15%+39.30%-0.02%+38.18%-1.91%+40.06%15.24%+22.91%11.24%+26.91%9.79%+28.36%6.53%+31.62%22.42%+15.74%1.33%+36.82%
Media4.94%187.16%-182.22%14.77%-9.83%-0.71%+5.66%-0.16%+5.11%-2.30%+7.24%11.20%-6.26%14.07%-9.13%19.49%-14.55%11.45%-6.51%9.59%-4.64%5.27%-0.33%

Historial de Valoración

Historial de cambios significativos en los factores de valoración y precios objetivo a lo largo del tiempo. Los valores resaltados indican un cambio respecto a la valoración anterior.

Fecha de Valoración
Y/Y Growth
EBIT Margin
Net Debt/EBITDA
P/E
EV/FCF
EV/EBITDA
EV/EBIT
Objetivo 2025
Objetivo 2026
Objetivo 2027
Objetivo 2028
Objetivo 2029
9/30/20253.8%13.4%-1.1x12x(16x)12x6x12x$26.11$32.29$36.73$39.70$42.91

Análisis de Outperformance

Rendimiento histórico vs índices principales y métricas de consistencia

Outperformance Promedio vs Índices

Rendimiento promedio comparado con los principales índices del mercado

Outperformance
Underperformance

Evolución del Rendimiento Año a Año

Rendimiento histórico con marcadores de mejores y peores años

🏆Best Year
2023
+70.72%
📉Worst Year
2022
-25.95%

Consistencia de Rendimiento

Porcentaje de años con rendimientos positivos

50%
5 of 10 years positive
Consistency ScoreGood
0%50%70%100%

YELP shows moderate consistency with positive returns in 50% of years.