Assessing Yelp (YELP) Valuation After Prolonged Share Price Weakness

Simply Wall St.02-09

AdvertisementWhat Yelp’s Recent Share Performance Tells Investors Yelp (YELP) is drawing attention after a period of weak share performance, with the stock showing negative returns over the past week,...

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This...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4077":"互动媒体与服务","YELP":"Yelp Inc.","BK4585":"ETF&股票定投概念"},"translate_title":"在股价长期疲软后评估Yelp(YELP)估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"YELP":1.5},"content_text":"AdvertisementWhat Yelp’s Recent Share Performance Tells Investors Yelp (YELP) is drawing attention after a period of weak share performance, with the stock showing negative returns over the past week, month, past 3 months, year, and on a 3 and 5 year basis. See our latest analysis for Yelp. At the latest share price of $24.42, Yelp’s 7 day share price return of a 10.88% decline and year to date share price return of a 19.14% decline sit alongside a 1 year total shareholder return of a 38.43% loss. This suggests momentum has been fading rather than building. If this mixed picture has you looking beyond a single stock, it could be a good moment to scan our list of 22 top founder-led companies and see what else stands out. So with Yelp trading at $24.42, a large intrinsic discount flagged and a sizable gap to analyst targets, is the recent share weakness a potential reset for buyers, or is the market already pricing in its future growth? Most Popular Narrative: 29.1% Undervalued With Yelp’s fair value narrative sitting at $34.44 against a last close of $24.42, the story assumes the current share price leaves meaningful upside on the table.  The rapid adoption and expansion of AI-powered features like Yelp Assistant and the rollout of new entry points (including to logged-out users) are expected to boost overall user engagement and the stickiness of the platform, which should contribute to increased lead generation and higher advertising revenues over time. Strong momentum in AI search API usage and data licensing revenue demonstrates Yelp's growing value as a data partner for emerging AI-powered search players, with a $10 million annual run-rate already achieved and significant upside potential for diversifying and expanding revenue streams.  Read the complete narrative. Want to see what kind of revenue mix and margin profile that vision leans on, and which future earnings level underpins $34.44 per share? The full narrative lays out the growth cadence, the profitability step up and the valuation multiple that need to line up for that fair value to make sense. Result: Fair Value of $34.44 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, the story can change if revenue softness in core restaurant and retail categories persists, or if rising AI and marketing costs pressure margins instead of lifting earnings. Find out about the key risks to this Yelp narrative.  Build Your Own Yelp Narrative If you see the numbers differently or prefer to test your own assumptions, you can build a custom story for Yelp in just a few minutes, starting with Do it your way. A good starting point is our analysis highlighting 5 key rewards investors are optimistic about regarding Yelp. Looking for more investment ideas? If you are rethinking your watchlist after looking at Yelp, this is a great time to widen your search and see what other opportunities the data is surfacing.  Target potential value setups by scanning our list of 52 high quality undervalued stocks that currently screen well on both quality and price. Prioritize resilience by reviewing a solid balance sheet and fundamentals stocks screener (45 results) that could help you focus on companies with room to handle tougher conditions. Spot opportunities others might be overlooking by checking our screener containing 24 high quality undiscovered gems before these names end up on everyone else’s radar.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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