COMP <GO>
DFIN vs YELP // REVENUE GROWTH (YOY)
Donnelley Financial Solutions Inc. (NYSE) VS. Yelp Inc. (NYSE) • 15-METRIC TALLY: DFIN 4
— YELP 5
▲ REVENUE GROWTH (YOY) LEADER: YELP
LAST: $61.07 (+14.97%) • MKT CAP: $1.50B
revenue-growth
-1.90%
LAST: $18.96 (+2.93%) • MKT CAP: $1.03B
revenue-growth
3.70%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (DFIN VS. YELP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | DFIN | YELP | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 21.40% | 29.50% | -8.10 | YELP | /roic <GO> |
| EV/EBITDA & P/E Valuation | 8.7x | 3.6x | +5.10 | YELP | /valuation <GO> |
| Free Cash Flow Yield | 7.18% | — | — | TIE | /fcf-yield <GO> |
| Operating Margin | 18.40% | 12.60% | +5.80 | DFIN | /operating-margins <GO> |
| Net Profit Margin | 4.20% | 9.90% | -5.70 | YELP | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | -1.90% | 3.70% | -5.60 | YELP | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.68 | 3.20 | +1.48 | DFIN | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 6/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 64.7 | 45.9 | +18.80 | DFIN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 43.1x | 6.6x | +36.50 | YELP | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.50B | $1.03B | $472.6M | DFIN | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | DFIN REV | YELP REV | DFIN GROSS % | YELP GROSS % | DFIN FCF | YELP FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $767.0M | $1.46B | — | — | $107.8M | $323.7M |
| FY 2024 | $781.9M | $1.41B | — | — | $105.2M | $248.5M |
| FY 2023 | $797.2M | $1.34B | — | — | $124.0M | $306.3M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
DFIN // BETA —
YELP // BETA —