COMP <GO>
YELP vs CSV // EV/EBITDA & P/E VALUATION
Yelp Inc. (NYSE) VS. Carriage Services Inc. (NYSE) • 15-METRIC TALLY: YELP 5
— CSV 6
▲ EV/EBITDA & P/E VALUATION LEADER: YELP
LAST: $18.96 (+2.93%) • MKT CAP: $1.03B
valuation
3.6x
LAST: $35.44 (-2.74%) • MKT CAP: $562.9M
valuation
4.9x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (YELP VS. CSV)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | YELP | CSV | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 35.10% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 29.50% | 29.80% | -0.30 | CSV | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 3.6x | 4.9x | -1.30 | YELP | /valuation <GO> |
| Free Cash Flow Yield | — | 7.12% | — | TIE | /fcf-yield <GO> |
| Operating Margin | 12.60% | 23.40% | -10.80 | CSV | /operating-margins <GO> |
| Net Profit Margin | 9.90% | 12.30% | -2.40 | CSV | /net-margins <GO> |
| Revenue Growth (YoY) | 3.70% | 3.30% | +0.40 | YELP | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.25% | -1.25 | CSV | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.20 | 1.16 | +2.04 | YELP | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 7/9 | -1.00 | CSV | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 46.9 | 51.1 | -4.28 | CSV | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 6.6x | 10.1x | -3.50 | YELP | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.03B | $562.9M | $466.0M | YELP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | YELP REV | CSV REV | YELP GROSS % | CSV GROSS % | YELP FCF | CSV FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.46B | $417.4M | — | 35.1% | $323.7M | $40.1M |
| FY 2024 | $1.41B | $404.2M | — | 35.5% | $248.5M | $35.9M |
| FY 2023 | $1.34B | $382.5M | — | — | $306.3M | $75.6M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
YELP // BETA —
CSV // BETA —