YELP INC
YELP · Services-Personal Services · 55.0M shares · -1%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $27M (gross $200M, SBC $173M)
Reference price $24.00 · est. market cap ~$1.3B — last insider sale, 2026-06-05 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B78Clearly above-average, highly cash-generative local-advertising franchise with a strong brand but slowing growth.
Strengths
- Top-tier cash generation (OCF margin 25.4%/93.3rd pct, FCF margin 22%/84.7th) and strong returns (ROA 76.5th, ROE 20.5%)
- Debt-free balance sheet (current ratio 3.0), record revenue/net income, and ~10% share-count reduction from buybacks
Risks
- Anemic revenue growth (~4%, 38.9th pct) with management guiding flat-to-down 2026
- AI-driven search disruption and persistent RR&O/Services advertiser weakness threaten the moat
Notable findings
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Operating margin
12.6%
Net margin
9.9%
Return on equity
20.5%
Return on assets
15.2%
Revenue growth (QoQ)
0.4%
Net-income growth
9.6%
Current ratio
3.0×
Free cash flow
$324M
EBITDA
$235M
Tangible book value
$526M
Cash & investments
$319M
Stock comp / revenue
9.1%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-05 | Amara Carmen | Sell | 1.0K | $24.00 |
| 2026-06-05 | ANDERSON FRED D | Grant | 11K | — |
| 2026-06-05 | Rothstein Sharon | Grant | 11K | — |
| 2026-06-05 | IRVINE DIANE M | Grant | 11K | — |
| 2026-06-05 | Green Logan | Grant | 11K | — |
| 2026-06-05 | Barone Christine | Grant | 11K | — |
| 2026-06-05 | Jedda Dan | Grant | 11K | — |
| 2026-06-05 | Gibbs Robert Lane | Grant | 11K | — |
| 2026-06-05 | Wells Royce A. | Grant | 11K | — |
| 2026-06-01 | Barone Christine | Sell | 16K | $22.95 |
| 2026-06-01 | Amara Carmen | Sell | 500 | $22.84 |
| 2026-05-21 | Amara Carmen | Sell | 500 | $22.35 |
| 2026-05-20 | Saldanha Craig | Tax withheld | 5.7K | $22.47 |
| 2026-05-20 | Eaton Sam | Tax withheld | 11K | $22.47 |
| 2026-05-20 | Amara Carmen | Tax withheld | 5.0K | $22.47 |
| 2026-05-20 | Stoppelman Jeremy | Tax withheld | 20K | $22.47 |
| 2026-05-20 | Nachman Joseph R | Tax withheld | 10K | $22.47 |
| 2026-05-20 | Schwarzbach David A | Tax withheld | 10K | $22.47 |
| 2026-05-01 | Saldanha Craig | Sell | 1.2K | $28.17 |
| 2026-04-15 | Schwarzbach David A | Sell | 7.5K | $26.60 |
| 2026-04-01 | Saldanha Craig | Sell | 1.2K | $24.72 |
| 2026-03-23 | Schwarzbach David A | Sell | 7.5K | $25.00 |
| 2026-03-15 | Nachman Joseph R | Tax withheld | 4.0K | $23.83 |
| 2026-03-15 | Amara Carmen | Tax withheld | 1.8K | $23.83 |
| 2026-03-15 | Saldanha Craig | Tax withheld | 1.3K | $23.83 |
| 2026-03-15 | Eaton Sam | Tax withheld | 4.2K | $23.83 |
| 2026-03-15 | Stoppelman Jeremy | Tax withheld | 7.6K | $23.83 |
| 2026-03-15 | Schwarzbach David A | Tax withheld | 3.7K | $23.83 |
| 2026-03-12 | Schwarzbach David A | Sell | 10K | $25.00 |
| 2026-03-06 | Nachman Joseph R | Sell | 2.5K | $24.19 |
| 2026-03-04 | Saldanha Craig | Grant | 17K | — |
| 2026-03-04 | Eaton Sam | Grant | 24K | — |
| 2026-03-04 | Stoppelman Jeremy | Grant | 49K | — |
| 2026-03-04 | Nachman Joseph R | Grant | 25K | — |
| 2026-03-04 | Amara Carmen | Grant | 15K | — |
| 2026-03-04 | Schwarzbach David A | Grant | 24K | — |
| 2026-03-02 | Saldanha Craig | Sell | 1.2K | $21.78 |
| 2026-03-01 | Green Logan | Grant | 2.2K | — |
| 2026-03-01 | ANDERSON FRED D | Grant | 3.2K | — |
| 2026-02-23 | Jedda Dan | Sell | 1.5K | $21.02 |
| 2026-02-20 | Amara Carmen | Tax withheld | 13K | $21.25 |
| 2026-02-20 | Saldanha Craig | Tax withheld | 10K | $21.25 |
| 2026-02-20 | Eaton Sam | Tax withheld | 25K | $21.25 |
| 2026-02-20 | Stoppelman Jeremy | Tax withheld | 47K | $21.25 |
| 2026-02-20 | Nachman Joseph R | Tax withheld | 17K | $21.25 |
| 2026-02-20 | Schwarzbach David A | Tax withheld | 17K | $21.25 |
| 2026-02-06 | Nachman Joseph R | Sell | 7.0K | $24.34 |
| 2026-02-05 | Stoppelman Jeremy | Sell | 6.2K | $24.20 |
| 2026-02-05 | Stoppelman Jeremy | Option exercise | 6.2K | $20.47 |
| 2026-02-04 | Stoppelman Jeremy | Sell | 600 | $25.37 |
| 2026-02-04 | Stoppelman Jeremy | Sell | 29K | $24.78 |
| 2026-02-04 | Stoppelman Jeremy | Option exercise | 30K | $20.47 |
| 2026-02-03 | Schwarzbach David A | Grant | 27K | — |
| 2026-02-03 | Amara Carmen | Grant | 47K | — |
| 2026-02-03 | Amara Carmen | Grant | 17K | — |
| 2026-02-03 | Saldanha Craig | Grant | 54K | — |
| 2026-02-03 | Saldanha Craig | Grant | 20K | — |
| 2026-02-03 | Eaton Sam | Grant | 76K | — |
| 2026-02-03 | Eaton Sam | Grant | 27K | — |
| 2026-02-03 | Stoppelman Jeremy | Grant | 153K | — |
| 2026-02-03 | Stoppelman Jeremy | Grant | 56K | — |
| 2026-02-03 | Stoppelman Jeremy | Option exercise | 30K | $20.47 |
| 2026-02-03 | Stoppelman Jeremy | Sell | 14K | $25.68 |
| 2026-02-03 | Stoppelman Jeremy | Sell | 16K | $26.63 |
| 2026-02-03 | Nachman Joseph R | Grant | 78K | — |
| 2026-02-03 | Nachman Joseph R | Grant | 28K | — |
| 2026-02-03 | Schwarzbach David A | Grant | 76K | — |
| 2026-02-02 | Saldanha Craig | Sell | 1.2K | $27.40 |
| 2026-02-02 | Stoppelman Jeremy | Sell | 30K | $27.54 |
| 2026-02-02 | Stoppelman Jeremy | Option exercise | 30K | $20.47 |
| 2026-01-30 | Stoppelman Jeremy | Option exercise | 30K | $20.47 |
| 2026-01-30 | Stoppelman Jeremy | Sell | 30K | $27.26 |
| 2026-01-29 | Stoppelman Jeremy | Sell | 30K | $27.35 |
| 2026-01-29 | Stoppelman Jeremy | Option exercise | 30K | $20.47 |
| 2026-01-28 | Stoppelman Jeremy | Sell | 30K | $27.73 |
| 2026-01-28 | Stoppelman Jeremy | Option exercise | 30K | $20.47 |
| 2026-01-27 | Stoppelman Jeremy | Option exercise | 30K | $20.47 |
| 2026-01-27 | Stoppelman Jeremy | Sell | 28K | $27.35 |
| 2026-01-27 | Stoppelman Jeremy | Sell | 1.6K | $28.19 |
| 2026-01-26 | Stoppelman Jeremy | Option exercise | 30K | $20.47 |
| 2026-01-26 | Stoppelman Jeremy | Sell | 30K | $28.45 |
| 2026-01-23 | Stoppelman Jeremy | Sell | 29K | $28.72 |
| 2026-01-23 | Stoppelman Jeremy | Option exercise | 30K | $20.47 |
| 2026-01-23 | Stoppelman Jeremy | Sell | 1.4K | $29.23 |
| 2026-01-22 | Stoppelman Jeremy | Sell | 30K | $29.29 |
| 2026-01-22 | Stoppelman Jeremy | Option exercise | 30K | $20.47 |
| 2026-01-21 | Stoppelman Jeremy | Sell | 30K | $28.30 |
| 2026-01-21 | Stoppelman Jeremy | Option exercise | 30K | $20.47 |
| 2026-01-20 | Stoppelman Jeremy | Sell | 30K | $28.07 |
| 2026-01-20 | Stoppelman Jeremy | Option exercise | 30K | $20.47 |
| 2026-01-16 | Stoppelman Jeremy | Sell | 30K | $28.48 |
| 2026-01-16 | Stoppelman Jeremy | Option exercise | 30K | $20.47 |
| 2026-01-15 | Stoppelman Jeremy | Sell | 30K | $28.96 |
| 2026-01-15 | Stoppelman Jeremy | Option exercise | 30K | $20.47 |
| 2026-01-06 | Nachman Joseph R | Sell | 7.0K | $33.34 |
| 2026-01-02 | Saldanha Craig | Sell | 1.2K | $30.43 |
| 2025-12-26 | Amara Carmen | Sell | 1.5K | $30.69 |
| 2025-12-16 | Schwarzbach David A | Sell | 14K | $30.41 |
| 2025-12-05 | Nachman Joseph R | Option exercise | 13K | $20.47 |
| 2025-12-05 | Nachman Joseph R | Sell | 20K | $30.10 |
| 2025-12-03 | Amara Carmen | Sell | 1.0K | $30.00 |
| 2025-12-03 | Barone Christine | Sell | 15K | $30.00 |
| 2025-12-02 | Eaton Sam | Sell | 195 | $28.85 |
| 2025-12-01 | Saldanha Craig | Sell | 1.2K | $28.62 |
| 2025-11-26 | Schwarzbach David A | Sell | 9.6K | $29.31 |
| 2025-11-25 | Amara Carmen | Sell | 500 | $28.82 |
| 2025-11-20 | Saldanha Craig | Tax withheld | 6.8K | $28.85 |
| 2025-11-20 | Nachman Joseph R | Tax withheld | 9.8K | $28.85 |
| 2025-11-20 | Amara Carmen | Tax withheld | 5.2K | $28.85 |
| 2025-11-20 | Eaton Sam | Tax withheld | 11K | $28.85 |
| 2025-11-20 | Schwarzbach David A | Tax withheld | 9.5K | $28.85 |
| 2025-11-06 | Nachman Joseph R | Sell | 7.0K | $32.16 |
| 2025-11-03 | Saldanha Craig | Sell | 1.2K | $32.98 |
| 2025-10-27 | Amara Carmen | Sell | 1.5K | $33.04 |
| 2025-10-15 | Schwarzbach David A | Sell | 10K | $33.58 |
| 2025-10-14 | Green Logan | Grant | 697 | — |
| 2025-10-06 | Nachman Joseph R | Sell | 7.0K | $31.84 |
| 2025-10-01 | Stoppelman Jeremy | Tax withheld | 20K | $31.46 |
| 2025-10-01 | Saldanha Craig | Sell | 1.2K | $30.93 |
| 2025-09-25 | Amara Carmen | Sell | 1.5K | $31.37 |
| 2025-09-15 | Schwarzbach David A | Sell | 10K | $31.24 |
| 2025-09-11 | Green Logan | Grant | 10K | — |
| 2025-09-05 | Nachman Joseph R | Option exercise | 13K | $20.47 |
| 2025-09-05 | Nachman Joseph R | Sell | 13K | $31.95 |
| 2025-09-05 | Nachman Joseph R | Sell | 7.0K | $31.95 |
| 2025-09-02 | Saldanha Craig | Sell | 1.2K | $31.17 |
| 2025-08-27 | Schwarzbach David A | Sell | 10K | $31.43 |
| 2025-08-25 | Amara Carmen | Sell | 1.5K | $32.33 |
| 2025-08-25 | Saldanha Craig | Sell | 1.0K | $32.33 |
| 2025-08-20 | Amara Carmen | Tax withheld | 5.2K | $31.02 |
| 2025-08-20 | Saldanha Craig | Tax withheld | 6.8K | $31.02 |
| 2025-08-20 | Eaton Sam | Tax withheld | 11K | $31.02 |
| 2025-08-20 | Stoppelman Jeremy | Tax withheld | 20K | $31.02 |
| 2025-08-20 | Nachman Joseph R | Tax withheld | 9.8K | $31.02 |
| 2025-08-20 | Schwarzbach David A | Tax withheld | 9.5K | $31.02 |
| 2025-08-06 | Nachman Joseph R | Sell | 7.0K | $33.74 |
| 2025-07-23 | Saldanha Craig | Sell | 1.0K | $35.23 |
| 2025-07-17 | Schwarzbach David A | Sell | 10K | $34.68 |
| 2025-07-07 | Nachman Joseph R | Sell | 7.0K | $35.11 |
| 2025-06-23 | Saldanha Craig | Sell | 1.0K | $34.34 |
| 2025-06-16 | Jedda Dan | Sell | 2.8K | $35.68 |
| 2025-06-16 | Schwarzbach David A | Sell | 10K | $35.68 |
| 2025-06-13 | Wells Royce A. | Grant | 7.0K | — |
| 2025-06-13 | Gibbs Robert Lane | Grant | 7.0K | — |
| 2025-06-13 | Jedda Dan | Grant | 7.0K | — |
| 2025-06-13 | Barone Christine | Grant | 7.0K | — |
| 2025-06-13 | IRVINE DIANE M | Grant | 7.0K | — |
| 2025-06-13 | ANDERSON FRED D | Grant | 7.0K | — |
| 2025-06-13 | Rothstein Sharon | Grant | 7.0K | — |
| 2025-06-06 | Nachman Joseph R | Option exercise | 13K | $20.47 |
| 2025-06-06 | Nachman Joseph R | Sell | 13K | $36.96 |
| 2025-06-06 | Nachman Joseph R | Sell | 7.0K | $36.96 |
| 2025-06-03 | Eaton Sam | Sell | 461 | $37.02 |
| 2025-05-27 | Schwarzbach David A | Sell | 10K | $38.20 |
| 2025-05-27 | Amara Carmen | Sell | 6.9K | $38.19 |
| 2025-05-23 | Saldanha Craig | Sell | 1.0K | $37.53 |
| 2025-05-23 | Amara Carmen | Sell | 2.3K | $37.63 |
| 2025-05-22 | Eaton Sam | Sell | 13K | $38.18 |
| 2025-05-20 | Nachman Joseph R | Tax withheld | 9.8K | $38.59 |
| 2025-05-20 | Amara Carmen | Tax withheld | 5.2K | $38.59 |
| 2025-05-20 | Saldanha Craig | Tax withheld | 6.8K | $38.59 |
| 2025-05-20 | Eaton Sam | Tax withheld | 11K | $38.59 |
| 2025-05-20 | Stoppelman Jeremy | Tax withheld | 20K | $38.59 |
| 2025-05-20 | Schwarzbach David A | Tax withheld | 9.5K | $38.59 |
| 2025-05-06 | Nachman Joseph R | Sell | 7.0K | $34.90 |
| 2025-04-23 | Saldanha Craig | Sell | 1.0K | $34.45 |
| 2025-04-14 | Schwarzbach David A | Sell | 10K | $34.31 |
| 2025-04-07 | Nachman Joseph R | Sell | 5.4K | $33.59 |
| 2025-04-07 | Nachman Joseph R | Sell | 1.6K | $34.35 |
| 2025-03-24 | Saldanha Craig | Sell | 1.0K | $36.34 |
| 2025-03-17 | Schwarzbach David A | Sell | 10K | $35.10 |
| 2025-03-15 | Amara Carmen | Tax withheld | 1.5K | $35.04 |
| 2025-03-15 | Nachman Joseph R | Tax withheld | 3.1K | $35.04 |
| 2025-03-15 | Schwarzbach David A | Tax withheld | 3.0K | $35.04 |
| 2025-03-15 | Stoppelman Jeremy | Tax withheld | 6.2K | $35.04 |
| 2025-03-15 | Eaton Sam | Tax withheld | 3.3K | $35.04 |
| 2025-03-15 | Saldanha Craig | Tax withheld | 1.1K | $35.04 |
| 2025-03-07 | Amara Carmen | Sell | 11K | $35.00 |
| 2025-03-06 | Nachman Joseph R | Sell | 514 | $34.37 |
| 2025-03-06 | Schwarzbach David A | Grant | 19K | — |
| 2025-03-06 | Saldanha Craig | Grant | 14K | — |
| 2025-03-06 | Amara Carmen | Grant | 12K | — |
| 2025-03-06 | Eaton Sam | Grant | 19K | — |
| 2025-03-06 | Stoppelman Jeremy | Grant | 40K | — |
| 2025-03-06 | Nachman Joseph R | Grant | 20K | — |
| 2025-03-06 | Nachman Joseph R | Option exercise | 13K | $20.47 |
| 2025-03-06 | Nachman Joseph R | Sell | 20K | $33.97 |
| 2025-03-04 | Amara Carmen | Sell | 1.5K | $33.16 |
| 2025-03-01 | ANDERSON FRED D | Grant | 2.0K | — |
| 2025-03-01 | Gibbs Robert Lane | Grant | 1.9K | — |
| 2025-02-26 | Schwarzbach David A | Sell | 10K | $34.80 |
| 2025-02-24 | Saldanha Craig | Sell | 1.0K | $35.75 |
| 2025-02-24 | Nachman Joseph R | Sell | 7.0K | $35.49 |
| 2025-02-21 | Eaton Sam | Sell | 824 | $36.63 |
| 2025-02-21 | Eaton Sam | Sell | 21K | $35.66 |
| 2025-02-20 | Amara Carmen | Tax withheld | 5.0K | $36.59 |
| 2025-02-20 | Schwarzbach David A | Tax withheld | 24K | $36.59 |
| 2025-02-20 | Saldanha Craig | Tax withheld | 4.1K | $36.59 |
| 2025-02-20 | Eaton Sam | Tax withheld | 28K | $36.59 |
| 2025-02-20 | Stoppelman Jeremy | Tax withheld | 53K | $36.59 |
| 2025-02-20 | Nachman Joseph R | Tax withheld | 25K | $36.59 |
| 2025-02-07 | Saldanha Craig | Grant | 34K | — |
| 2025-02-07 | Amara Carmen | Grant | 29K | — |
| 2025-02-07 | Eaton Sam | Grant | 32K | — |
| 2025-02-07 | Eaton Sam | Grant | 48K | — |
| 2025-02-07 | Stoppelman Jeremy | Grant | 76K | — |
| 2025-02-07 | Stoppelman Jeremy | Grant | 97K | — |
| 2025-02-07 | Nachman Joseph R | Grant | 38K | — |
| 2025-02-07 | Nachman Joseph R | Grant | 49K | — |
| 2025-02-07 | Schwarzbach David A | Grant | 36K | — |
| 2025-02-07 | Schwarzbach David A | Grant | 48K | — |
| 2025-01-23 | Saldanha Craig | Sell | 1.0K | $38.40 |
| 2025-01-15 | Schwarzbach David A | Sell | 10K | $39.51 |
| 2025-01-06 | Nachman Joseph R | Sell | 7.0K | $39.92 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-10 | Exec/director changeShareholder voteExhibits | filing ↗ |
| 2026-05-07 | ResultsExhibits | filing ↗ |
| 2026-04-29 | Exec/director change | filing ↗ |
| 2026-02-27 | Exhibits | filing ↗ |
| 2026-02-12 | ResultsExhibits | filing ↗ |
| 2026-02-06 | Other | filing ↗ |
| 2025-12-19 | Material agreementDebt obligation | filing ↗ |
| 2025-11-06 | ResultsExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-10 | 2026-06-05 | 0001345016-26-000051 ↗ |
| 10-Q | 2026-05-08 | 2026-03-31 | 0001345016-26-000040 ↗ |
| 8-K | 2026-05-07 | 2026-05-07 | 0001345016-26-000037 ↗ |
| 8-K | 2026-04-29 | 2026-04-23 | 0001345016-26-000033 ↗ |
| 10-K | 2026-02-27 | 2025-12-31 | 0001345016-26-000019 ↗ |
| 8-K/A | 2026-02-27 | 2026-02-12 | 0001345016-26-000018 ↗ |
| 8-K | 2026-02-12 | 2026-02-12 | 0001345016-26-000011 ↗ |
| 8-K | 2026-02-06 | 2026-02-02 | 0001345016-26-000007 ↗ |
| 8-K | 2025-12-19 | 2025-12-18 | 0001345016-25-000086 ↗ |
| 10-Q | 2025-11-07 | 2025-09-30 | 0001345016-25-000071 ↗ |
| 8-K | 2025-11-06 | 2025-11-06 | 0001345016-25-000067 ↗ |
| 8-K/A | 2025-09-18 | 2025-08-19 | 0001345016-25-000051 ↗ |