COMPARE · Reviewed July 16, 2026
APP vs YELP
Verdict: Side-by-side breakdown using the Bull Rankings model. APP scored 80.2, YELP scored 80.5 — YELP leads.
Compare another set
APP
AppLovin Corporation
80.2
$434.48 · $146.0B
Score gap
0.3
YELP leads
YELP
Yelp Inc.
80.5
$27.39 · $1.5B
The model, pillar by pillar (0–100 each)
APP
stronger →← stronger
YELP
89
Qualityreturns · margins · balance sheet
88
98
Growthrevenue & earnings expansion
66
59
Valuevaluation vs sector peers
90
APP is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
APP
YELP
$4.4bB
FCF
$281mC
+66.4%A
Rev
+2.1%C
1.63C
D/E
0.25A-
37.8xC+
P/E
12.6xA-
1.23B
PEG
0.57A-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
APP
YELP
145% above
Price vs fair valuelower is cheaper
71% below
~41%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-21%/yr
-68%
1-yr DCF upside
+202%
-59%
5-yr DCF upside
+244%
-42%
10-yr DCF upside
+314%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
APP
Why this score
- Durable high returns
YELP
Why this score
- Buying back stock
The companies
APPAppLovin Corporation
Why now
Advertising Agencies · market cap $146.0b. Down 42% from 52-week high of $745.61 — deep drawdown territory. Revenue growing +66% — in hypergrowth territory. 30 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $654.60 (implying +51% upside).
Moat
Net margin 64% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. FCF converts 112% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined. $146.0b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Down 42% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 2.48 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Trailing P/E 38x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
YELPYelp Inc.
Why now
Internet Content & Information · market cap $1.5b. Down 23% from 52-week high of $35.39 — deep drawdown territory. PEG 0.57 — paying under fair value for the growth rate. 7 sell-side analysts rate this a Hold with a mean 1-yr target of $26.71 (implying -2% upside).
Moat
ROE 22% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.