COMP <GO>
YELP vs DFIN // EV/EBITDA & P/E VALUATION
Yelp Inc. (NYSE) VS. Donnelley Financial Solutions Inc. (NYSE) • 15-METRIC TALLY: YELP 5
— DFIN 4
▲ EV/EBITDA & P/E VALUATION LEADER: YELP
LAST: $18.96 (+2.93%) • MKT CAP: $1.03B
valuation
3.6x
LAST: $61.07 (+14.97%) • MKT CAP: $1.50B
valuation
8.7x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (YELP VS. DFIN)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | YELP | DFIN | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 29.50% | 21.40% | +8.10 | YELP | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 3.6x | 8.7x | -5.10 | YELP | /valuation <GO> |
| Free Cash Flow Yield | — | 7.18% | — | TIE | /fcf-yield <GO> |
| Operating Margin | 12.60% | 18.40% | -5.80 | DFIN | /operating-margins <GO> |
| Net Profit Margin | 9.90% | 4.20% | +5.70 | YELP | /net-margins <GO> |
| Revenue Growth (YoY) | 3.70% | -1.90% | +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 | 3.20 | 4.68 | -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 | 46.9 | 81.9 | -35.01 | DFIN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 6.6x | 43.1x | -36.50 | YELP | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.03B | $1.50B | -$472.6M | DFIN | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | YELP REV | DFIN REV | YELP GROSS % | DFIN GROSS % | YELP FCF | DFIN FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.46B | $767.0M | — | — | $323.7M | $107.8M |
| FY 2024 | $1.41B | $781.9M | — | — | $248.5M | $105.2M |
| FY 2023 | $1.34B | $797.2M | — | — | $306.3M | $124.0M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
YELP // BETA —
DFIN // BETA —