COMPARE · Reviewed July 16, 2026
NFLX vs YELP
Verdict: Side-by-side breakdown using the Bull Rankings model. NFLX scored 77.9, YELP scored 80.5 — YELP leads.
Compare another set
NFLX
Netflix, Inc.
77.9
$74.35 · $313.1B
Score gap
2.6
YELP leads
YELP
Yelp Inc.
80.5
$27.39 · $1.5B
The model, pillar by pillar (0–100 each)
NFLX
stronger →← stronger
YELP
93
Qualityreturns · margins · balance sheet
88
92
Growthrevenue & earnings expansion
66
55
Valuevaluation vs sector peers
90
NFLX is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
NFLX
YELP
$11.9bA-
FCF
$281mC
+16.7%B+
Rev
+2.1%C
0.54B
D/E
0.25A-
24.0xB
P/E
12.6xA-
1.44B
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
NFLX
YELP
129% above
Price vs fair valuelower is cheaper
71% below
~28%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-21%/yr
-59%
1-yr DCF upside
+202%
-56%
5-yr DCF upside
+244%
-53%
10-yr DCF upside
+314%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
NFLX
Why this score
- Durable high returns
YELP
Why this score
- Buying back stock
The companies
NFLXNetflix, Inc.
Why now
Entertainment · market cap $313.1b. Down 42% from 52-week high of $127.75 — deep drawdown territory. Revenue growing +17%, comfortably above the S&P median. 44 sell-side analysts rate this a Buy with a mean 1-yr target of $111.03 (implying +49% upside).
Moat
Net margin 29% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 43% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $313.1b 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
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 1.52 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
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.