COMP <GO>
YELP vs V // OPERATING MARGIN
Yelp Inc. (NYSE) VS. Visa Inc. (NYSE) • 15-METRIC TALLY: YELP 2
— V 9
▲ OPERATING MARGIN LEADER: V
LAST: $18.96 (+2.93%) • MKT CAP: $1.03B
operating-margins
12.60%
LAST: $410.54 (+2.48%) • MKT CAP: $733.53B
operating-margins
60.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (YELP VS. V)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | YELP | V | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 29.50% | 32.30% | -2.80 | V | /roic <GO> |
| EV/EBITDA & P/E Valuation | 3.6x | 28.9x | -25.30 | YELP | /valuation <GO> |
| Free Cash Flow Yield | — | 2.90% | — | TIE | /fcf-yield <GO> |
| Operating Margin ACTIVE | 12.60% | 60.00% | -47.40 | V | /operating-margins <GO> |
| Net Profit Margin | 9.90% | 50.10% | -40.20 | V | /net-margins <GO> |
| Revenue Growth (YoY) | 3.70% | 11.30% | -7.60 | V | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.63% | -0.63 | V | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.20 | 9.09 | -5.89 | V | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 9/9 | -3.00 | V | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 46.9 | 65.6 | -18.75 | V | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.06 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 6.6x | 34.0x | -27.40 | YELP | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.03B | $733.53B | -$732.51B | V | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | YELP REV | V REV | YELP GROSS % | V GROSS % | YELP FCF | V FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.46B | $40.00B | — | — | $323.7M | $21.26B |
| FY 2024 | $1.41B | $35.93B | — | — | $248.5M | $18.33B |
| FY 2023 | $1.34B | $32.65B | — | — | $306.3M | $19.29B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
YELP // BETA —
V // BETA 1.06