COMPARE · Reviewed July 16, 2026
META vs YELP
Verdict: Side-by-side breakdown using the Bull Rankings model. META scored 77.7, YELP scored 80.5 — YELP leads.
Compare another set
META
Meta Platforms, Inc.
77.7
$664.54 · $1.7T
Score gap
2.8
YELP leads
YELP
Yelp Inc.
80.5
$27.39 · $1.5B
The model, pillar by pillar (0–100 each)
META
stronger →← stronger
YELP
89
Qualityreturns · margins · balance sheet
88
97
Growthrevenue & earnings expansion
66
55
Valuevaluation vs sector peers
90
META and YELP split the three pillars evenly.
Fundamentals, head-to-head
META
YELP
$48.3bA
FCF
$281mC
+26.2%A-
Rev
+2.1%C
0.36B+
D/E
0.25A-
24.1xB
P/E
12.6xA-
0.96B+
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
META
YELP
127% above
Price vs fair valuelower is cheaper
71% below
~30%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-21%/yr
-61%
1-yr DCF upside
+202%
-56%
5-yr DCF upside
+244%
-47%
10-yr DCF upside
+314%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
META
Why this score
- Durable high returns
YELP
Why this score
- Buying back stock
The companies
METAMeta Platforms, Inc.
Why now
Internet Content & Information · market cap $1.7T. 17% off the 52-week high of $796.25. Revenue growing +26% — in hypergrowth territory. PEG 0.96 — paying under fair value for the growth rate. 58 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $826.63 (implying +24% upside).
Moat
Net margin 33% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 29% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $1.7T 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
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.
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.