Yelp Inc. (YELP) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

$18.96 +2.93% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot)

Yelp Inc. (YELP) earns a Roarable Rating of B (Buy) with 75/100 RQD Confidence. High-quality cash engine (steady margins, 30% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.

ROARABLE B • BUY Cap $1.03B
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
RQD QUANT TACHOMETERBUY • B
025507510075
3-of-3 JEV AI Jury Bullish
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw B+ · Rk B
Cash (19)Whales (14)SEC (14)Macro (15)CEO (13)
Each axis scored 0–20
12M PRICE TARGET CONE+7.6% Base Target
$36 Bull$20 Base$16 Bear
📬 FREE YELP RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for YELP)Realized 20D OHLCV Swing Band: ±9.8%
SEC FORM 4 × 13F HEDGE FUNDS × CONGRESSIONAL STOCK ACT

YELP Smart-Money Thermometer: HEAVY INSIDER & 13F ACCUMULATION

Explore All 13F & Congress Whales →
▲ Disclosed Buys: 0 ($0)▼ Disclosed Sales: 0 ($0)

Wide-Open SEC Form 4, 13F & Congressional Disclosure Ledger (YELP)

No recent open-market Form 4 cluster sales or emergency dumps flagged on YELP. Visit the Global 13F & Congressional Whale Ledger for cross-market smart-money filings.

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk

Scheduled RQD Strong Buys & Whale Accumulation Briefing (YELP Tape Review)

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YELP // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -31.30%📐 HORIZONTAL RANGE
2026-10-30O $18.92H $19.27L $18.65C $18.96VOL 1.29M
RES: $29.10SUP: $15.58SMA50: $20.12SMA200: $23.72
$30.23$26.72$23.20$19.69$16.18RES $29.10SUP $15.58$18.962026-04-302026-06-152026-07-312026-09-162026-10-30
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

YELP Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
-7.7%/yr Implied 5Y Growth

vs. +3.7% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on YELP today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for YELP. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for YELP today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (YELP)

Consumer Discretionary Rank #86 of 1011 ⚔️ CRAI vs YELP Full Matrix →

1. Head-to-Head Consumer Discretionary Peer Comparison (YELP vs. CRAI, DFIN, CSV, EVH)

Industry: Other Consumer Services (73 Tracked Issuers)

Across 1011 tracked Consumer Discretionary securities in the Roarable RQD universe, Yelp Inc. (YELP) ranks #86 by composite RQD confidence (75/100, grade B) and #507 by equity capitalization ($1.03B). Within this direct 5-issuer industry benchmark cohort, YELP leads on earnings valuation at 7.1x trailing P/E, while CRAI leads on capital efficiency and profitability with 33.6% ROIC and — gross margin. DFIN currently holds the highest overall quantitative score in the immediate peer group at 81/100 (A-) compared with YELP at 75/100 (B).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
YELP ACTIVE
Yelp Inc.
B 75/100 7.1x — 29.5% +2.93% $1.03B Benchmark Subject
CRAI
CRA International Inc.
C+ 67/100 22.5x — 33.6% +2.04% $1.24B /crai-vs-yelp →
DFIN
Donnelley Financial Solutions Inc.
A- 81/100 46.3x — 21.4% +14.97% $1.50B /dfin-vs-yelp →
CSV
Carriage Services Inc.
C 64/100 10.9x 35.1% 29.8% -2.74% $562.9M /csv-vs-yelp →
EVH
Evolent Health Inc (Class A)
D- 35/100 — 21.3% -26.3% -1.85% $480.5M /evh-vs-yelp →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001345016

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Yelp Inc. (YELP) reported GAAP revenue of $1.46B (+3.7% vs. FY2024 revenue of $1.41B , and +9.6% cumulative change since FY2023) , GAAP net income of $145.6M, operating cash flow of $372.0M, and free cash flow of $323.7M (+30.3% YoY). On the balance sheet, YELP closed FY2025 with $958.5M in total assets against $0 in total debt (Altman Z-Score: 3.20, Piotroski F-Score: 6/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2025-12-31 $1.46B $145.6M $372.0M $323.7M $958.5M —
FY2024 (FY) 2024-12-31 $1.41B $132.8M $285.8M $248.5M $983.6M —
FY2023 (FY) 2023-12-31 $1.34B $99.2M $306.3M $306.3M — —

3. YELP Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is YELP stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-01, Yelp Inc. (NYSE: YELP) is rated B (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 75/100 at a spot price of $18.96 (+2.93% 1D, market cap $1.03B). Pillar breakdown: Fundamental Cash Engine 19/20, Institutional 13F & Options Flow 14/20, Executive Insider Alignment 14/20, FRED Macro Regime Fit 15/20, and SEC Balance-Sheet Forensics 13/20. Across 1011 tracked Consumer Discretionary issuers, YELP ranks #86 in composite RQD confidence.

How does YELP compare to CRAI and DFIN in the Consumer Discretionary sector?

Within the Consumer Discretionary sector (Other Consumer Services), YELP carries a Roarable B (75/100 RQD), trailing P/E of 7.1x, gross margin of —, and ROIC of 29.5%. By comparison, CRAI (CRA International Inc.) holds a C+ grade (67/100 RQD, P/E 22.5x, ROIC 33.6%, cap $1.24B) and DFIN (Donnelley Financial Solutions Inc.) posts a A- grade (81/100 RQD, P/E 46.3x, ROIC 21.4%, cap $1.50B). Among the 5-stock peer group, YELP leads on earnings multiple (7.1x) while CRAI leads on capital efficiency (33.6% ROIC).

What are the biggest fundamental strengths and SEC risk factors for YELP?

Per YELP's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001345016), Yelp Inc. generated $1.46B in revenue (+3.7% YoY), $145.6M in net income, and $323.7M in free cash flow against $958.5M in total assets and $0 in total debt. Key quantitative strengths: Strong cash generator (steady margins)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is YELP trading relative to its 50-day, 200-day, and 52-week technical levels?

YELP last traded at $18.96 (+2.93% on volume of 1,149,780 shares), positioning the stock -5.77% below its 50-day simple moving average ($20.12) and -20.07% below its 200-day simple moving average ($23.72). Across its 52-week range of $17.27 to $34.49, YELP sits at the 9.8% percentile with a 14-day RSI of 46.9 (NEUTRAL RANGE) and an implied next-earnings move of ±9.8% ($17.10 to $20.82).

YELP Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

Are YELP insiders and hedge funds buying or selling?

Roarable's SEC Form 4 and 13F Whale Thermometer currently classifies YELP leadership and institutional positioning as: HEAVY INSIDER & 13F ACCUMULATION.

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