COMPARE · Reviewed August 4, 2026
GOOG vs YELP
Verdict: Side-by-side breakdown using the Bull Rankings model. GOOG scored 69.5, YELP scored 80.6 — YELP leads.
Compare another set
Different reporting periods. GOOG's fundamentals are as of June 2026, but YELP's are as of March 2026 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
GOOG
Alphabet Inc.
69.5
$375.35 · $4.6T
fundamentals as of
Score gap
11.1
YELP leads
YELP
Yelp Inc.
80.6
$26.63 · $1.5B
fundamentals as of
The model, pillar by pillar (0–100 each)
GOOG
stronger →← stronger
YELP
85
Qualityreturns · margins · balance sheet
88
66
Growthrevenue & earnings expansion
66
60
Valuevaluation vs sector peers
90
YELP is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
GOOG
YELP
$53.3bA
FCF
$281mC
+20.1%A-
Rev
+2.1%C
0.19A-
D/E
0.25A-
18.8xB
P/E
12.2xA-
0.97B+
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
GOOG
YELP
736% above
Price vs fair valuelower is cheaper
72% below
~56%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-21%/yr
-87%
1-yr DCF upside
+210%
-88%
5-yr DCF upside
+253%
-90%
10-yr DCF upside
+326%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
GOOG
Why this score
- Durable high returns
YELP
Why this score
- Buying back stock
The companies
GOOGAlphabet Inc.
Why now
Internet Content & Information · market cap $4.6T. 7% off the 52-week high of $404.47. Revenue growing +20%, comfortably above the S&P median. PEG 0.97 — paying under fair value for the growth rate. 14 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $421.79 (implying +12% upside).
Moat
Net margin 55% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 38% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $4.6T market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
P/S 10.3x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
YELPYelp Inc.
Why now
Internet Content & Information · market cap $1.5b. Down 23% from 52-week high of $34.64 — 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 +0% 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.