Yelp, Inc. (NYSE:YELP)

CAPS Rating: 2 out of 5

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Member Avatar DeathStock (96.72) Submitted: 8/21/2015 2:43:04 PM : Underperform Start Price: $26.03 YELP Score: +3.12

Dot-Com Bust 2.0

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Member Avatar pchop12316 (83.44) Submitted: 8/13/2015 1:22:05 PM : Underperform Start Price: $24.80 YELP Score: -1.61

PE too high & business too fragile

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Member Avatar clickme999 (86.65) Submitted: 5/8/2015 12:57:00 AM : Underperform Start Price: $47.25 YELP Score: +43.69

Stock is fully valued on recent price gain due to potential sale, which is likely to prove illusory. Underlying business model weak.

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Member Avatar DukeMontrose (33.78) Submitted: 5/6/2015 9:55:37 AM : Underperform Start Price: $38.09 YELP Score: +32.63

YELP missed in TWO Qs.
Admits big error in business plan earlier this year.
Altho on My WatchList, I have a bear positioninitiated AFTER big drop to $40 = still vulnerable due to its bloated 80+PER.

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Member Avatar Rilac (97.72) Submitted: 5/5/2015 4:02:46 PM : Outperform Start Price: $39.25 YELP Score: -33.88

Yelps' subscribers base and their number of written reviews are currently in a growing trend. however, their stock price doesn't reflect its growth. Its undeniable that yelp is growing but its constant misses on expected revenues has crushed yelps common stock. Although, these revenue misses portray a slower growth aspect for Yelp, it is still undeniable that Yelp will continue to grow at an upward trend within the next 5 years. Yelp has no real competitors and they will continue to expand their user base at home and internationally.

Not surprisingly, yelp has a low marginal expense for its operations; most of their expenses are utilized on SGA expenses. I do not expect SGA expenses to grow drastically with its revenues. Given that, i would expect higher profitable margins going forward. Furthermore, Yelp is currently trading at a discounted price concerning its forward earnings. Forward 2 years, Yelp profitability is projected to quadruple from its current net income levels.

Not only it is trading at a huge discount based on PEG values, Yelp is trading at a cap of less than 3b. This cap is extremely small for its sector as many of its peers are trading at 10x of its value. Ex: Fb-220b, LNKD-25.6B Z-5.6B, Twtr- 25B. Yelp's valuation is undervalued and somewhat puzzling concerning the high sentiment of the future prospects of its sector.

Nonetheless, Yelp will maintain its profitability for 2015 and maintain its growing trend. Its small size, gives it alot of potential for growth and also be a potential M&A candidate.

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Member Avatar Har1en (99.41) Submitted: 4/30/2015 2:05:07 PM : Outperform Start Price: $39.27 YELP Score: -34.04

This site has tons of potential for targeted advertising to consumers with a current need that other sites simply lack.

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Member Avatar champagnepowder (80.34) Submitted: 3/20/2015 10:06:55 PM : Underperform Start Price: $44.86 YELP Score: +41.19

I do a lot of trading based on the 'what you see' method similar to some of Warren Buffet's principles. What I see with Yelp is a lot of people who don't trust the reviews, complain about their treatment of small business owners, and less and less people that I know using the site. Nothing is a guarantee but that is enough for me to see this under performing over the next 5 years.

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Member Avatar Chemdawg (25.99) Submitted: 2/9/2015 8:07:46 AM : Underperform Start Price: $44.91 YELP Score: +43.86

not sure how to value this ...but the market looks shaky

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Member Avatar Reddragyn (67.45) Submitted: 2/8/2015 5:27:24 PM : Underperform Start Price: $44.91 YELP Score: +43.86

Test Sell

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Member Avatar moonpiboy (59.42) Submitted: 2/8/2015 10:00:24 AM : Outperform Start Price: $44.91 YELP Score: -43.86

Oversold. Revenue up. Income up. Too much being made of visitor stats.

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Member Avatar ctrivermouth (59.96) Submitted: 12/27/2014 1:03:31 PM : Outperform Start Price: $52.77 YELP Score: -50.21

Yelp's getting killed this year as the pundits worry about competition, disgruntled businesses, slow initial international growth, and 'poor' earnings results. However, bottom line is, users love this service, and the network effect is taking off. I hope Yelp doesn't get acquired, lots of room to grow.

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Member Avatar GenZStocks (72.31) Submitted: 9/10/2014 7:55:51 PM : Outperform Start Price: $82.22 YELP Score: -70.78

Borderline Gen Z selection, biggest use is when using Siri and asking about restaurants Yelp is the answer.

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Member Avatar Kenji94 (39.03) Submitted: 8/28/2014 8:52:37 AM : Underperform Start Price: $82.03 YELP Score: +70.55

How can people sleep knowing the own shares of this company? People should seriouly ask: "how much?" before buying. SHORT! The only way ahead is DOWN!

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Member Avatar benyboy (< 20) Submitted: 8/12/2014 10:23:13 PM : Outperform Start Price: $70.32 YELP Score: -68.41

cramer aqustion

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Member Avatar TMFBwithbike (62.00) Submitted: 7/4/2014 9:33:44 PM : Outperform Start Price: $79.00 YELP Score: -70.32

Yelp me Rhonda, Yelp, Yelp me Rhonda... Seriously, Yelp is expensive, but is AWESOME. Classic Rulebreaker.

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Member Avatar TMFMileHigh (74.75) Submitted: 6/7/2014 1:00:41 PM : Outperform Start Price: $64.90 YELP Score: -65.00

Looking at the growth story, I see a range of attractive valuations: http://www.fool.com/investing/general/2014/06/07/whats-yelp-stock-worth.aspx

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Member Avatar TMFRSue (31.04) Submitted: 5/2/2014 2:07:47 PM : Outperform Start Price: $54.78 YELP Score: -62.52

Competitive advantage in local consumer review space with largest base of user-posted reviews growing 50% year over year combined with most extensive depth and breath of content base. Add to that the advantageous network effect dynamics, huge runway for business subscriber conversion growth, and the resultant attracting of larger numbers of advertising sponsors -- all together yielding a virtuous cycle contributing to bright prospects for significant future expansion and profit growth.

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Member Avatar tecmo (94.38) Submitted: 5/1/2014 1:48:36 PM : Underperform Start Price: $24.12 YELP Score: +46.01

I may have made a mistake on Yelp - they are executing well.

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Member Avatar Mrogo (31.07) Submitted: 4/28/2014 8:59:00 PM : Underperform Start Price: $55.20 YELP Score: +62.79

Came last in customer loyalty!

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Member Avatar freerasta (33.46) Submitted: 4/25/2014 1:25:46 PM : Outperform Start Price: $58.53 YELP Score: -65.94

Ease of use and ability to network with selected groups make it perfect for foodies. I imagine it will get more users and therefore earnings.

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