Yelp, which made a name for itself giving restaurant recs, just bought an auto services website. In the company’s earnings report on Thursday, Yelp revealed that it agreed to buy RepairPal, a site for car repair estimates, for $80 million in cash. The acquisition is expected to close by the end of the year, subject to customary closing conditions. “We believe RepairPal will accelerate our broader services efforts by expanding our offerings in the multi-billion dollar U.S. auto services advertising vertica ...

净收入相关 - 第三季度净收入增长4%达3.6亿美元[1] - 净收入为3800万美元 利润率为11%[1] - 2023年9月30日结束的九个月净收入为90630美元2024年同期为71767美元[11] - 2023年9月30日结束的九个月净收入利润率为7%2024年同期为9%[15] - 全年净收入展望调整为13.97亿 - 14.02亿美元 调整后息税折旧摊销前利润为3.41亿 - 3.46亿美元[1] 调整后息税折旧摊销前利润相关 - 调整后息税折旧摊销前利润为1.01亿美元 利润率为28%[1] - 2023年9月30日结束的九个月调整后的EBITDA为234439美元2024年同期为256935美元[15] - 2023年9月30日结束的九个月调整后的EBITDA利润率为24%2024年同期为24%[15] 服务类收入相关 - 服务类广告收入同比增长11%达2.28亿美元[2] - 家庭服务类收入同比增长约15%[2] - 服务类连续14个季度实现两位数收入增长[2] 现金及资产相关 - 现金及现金等价物为261588美元（2024年9月30日）[9] - 总资产为980208美元（2024年9月30日）[9] - 2023年9月30日结束的九个月经营活动提供的净现金为227110美元2024年同期为214842美元[11] - 2023年9月30日结束的九个月投资活动使用的净现金为46465美元2024年同期为34440美元[11] - 2023年9月30日结束的九个月融资活动使用的净现金为183232美元2024年同期为233007美元[11] - 2023年9月30日结束的九个月现金及等价物和受限现金的期初余额为307138美元期末余额为305454美元2024年期末余额为261977美元[11] 收购相关 - 以8000万美元现金收购RepairPal[1] 自由现金流相关 - 2023年9月30日结束的九个月自由现金流为206260美元2024年同期为188505美元[16]

文章核心观点 - 公司预计第三季度收入为3.57亿美元至3.62亿美元,同比增长5% [1] - 预计每股收益为0.40美元,同比下降49.4% [1] - 公司过去4个季度的业绩均超出预期,平均超出11.7% [2] 广告收入表现 - 广告收入有望受益于广告客户的增加和广告形式的优化 [3][4] - 公司正在向无固定期限的广告计划转型,有利于增加广告客户数量 [3] - 成本-每次点击广告客户的留存率持续提升,有利于收入增长 [4] 业务增长动力 - 家居服务和Request-a-Quote项目持续增长,带动公司业务发展 [5] - 公司持续投资AI和机器学习,优化广告投放,有利于吸引更多广告客户 [6] - 第三季度通常是公司最强劲的季节性旺季 [6] 业绩预期 - 公司有望在本季度业绩中战胜预期 [7][8] - 公司目前评级为Zacks Rank 1,预计将实现业绩超预期 [8]

核心观点 - Yelp被升级为Zacks Rank 1（强力买入）这一评级升级反映出盈利预期的上升趋势可能转化为购买压力和股价上涨投资者可考虑买入Yelp股票[1][2] 关于Zacks评级 - Zacks评级的核心是公司盈利状况的变化该系统追踪卖方分析师对股票当前和未来几年每股收益预期的共识衡量指标Zacks Consensus Estimate对个人投资者有用因为华尔街分析师的评级升级大多受主观因素驱动难以实时观测和衡量而Zacks评级基于盈利预期变化[1] - Zacks评级系统利用与盈利预期相关的四个因素将股票分为五组从Zacks Rank 1（强力买入）到Zacks Rank 5（强力卖出）自1988年以来Zacks Rank 1的股票平均年回报率为+25%[4] - Zacks评级系统在任何时候对其覆盖的4000多只股票保持相同比例的“买入”和“卖出”评级无论市场状况如何只有排名前5%的股票获得“强力买入”评级前20%表明其盈利预期修正特征优越有望在短期内获得超越市场的回报[6] 关于盈利预期与股价关系 - 公司未来盈利潜力的变化（反映在盈利预期修正中）与其股票的近期价格走势被证明有很强的相关性部分原因是机构投资者利用盈利和盈利预期来计算公司股票的公允价值他们的买卖行为导致股票价格波动[3] - 对于Yelp盈利预期上升和随之而来的评级升级从根本上意味着公司基础业务的改善投资者对这种业务改善趋势的看好应会推动股价上涨[3] 关于Yelp的盈利预期修正 - 截至2024年12月的财年这家在线商业评论公司预计每股盈利1.69美元较上年报告数字变化25.2%过去三个月Zacks Consensus Estimate对该公司的预期增长了13.7%[5] Yelp评级升级的意义 - Yelp被升级为Zacks Rank 1使其在估计修正方面位于Zacks覆盖股票的前5%意味着该股票在近期可能会走高[6]

Republican presidential nominee and former U.S. President Donald Trump works behind the counter during a visit to McDonalds in Feasterville-Trevose, Pennsylvania, U.S. October 20, 2024.Yelp temporarily disabled new reviews on the Feasterville, Pennsylvania McDonald's that former President Trump visited on Sunday, following an influx of unusual comments describing the former President's criminal convictions, demeanor and customer service skills with mostly one-star reviews."The fries were too salty as if som ...

Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors use tried-and-true metrics a ...

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Yelp (YELP) . This company, which is in the Zacks Internet - Content industry, shows potential for another earnings beat.When looking at the last two reports, this online business reviews company has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 267.39%, on average, in the last ...

Investors interested in Internet - Content stocks are likely familiar with Yelp (YELP) and RELX PLC (RELX) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The proven Zacks Rank emphasizes companies with positive estimate revision t ...

Yelp Inc. (YELP) , a well-known online platform connecting consumers with local businesses, has seen its share price plunge 26.2% year to date (YTD). It has significantly underperformed both the broader tech sector and the S&P 500, which have shown gains despite global economic concerns.At the closing price of $34.91 on Sept. 27, Yelp currently trades near its 52-week low of $32.56 and nearly 29% lower than its 52-week high of $48.99. The stock’s underperformance can largely be attributed to growing global ...

The proven Zacks Rank system focuses on earnings estimates and estimate revisions to find winning stocks. Nevertheless, we know that our readers all have their own perspectives, so we are always looking at the latest trends in value, growth, and momentum to find strong picks.Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors use tried-and-true metrics and fundamental analysis to find companies that they believe are undervalued at ...