COMPARE · Reviewed July 16, 2026
OPRA vs YELP
Verdict: Side-by-side breakdown using the Bull Rankings model. OPRA scored 74.5, YELP scored 80.5 — YELP leads.
Compare another set
OPRA
Opera Limited
74.5
$19.88 · $1.8B
Score gap
6.0
YELP leads
YELP
Yelp Inc.
80.5
$27.39 · $1.5B
The model, pillar by pillar (0–100 each)
OPRA
stronger →← stronger
YELP
69
Qualityreturns · margins · balance sheet
88
100
Growthrevenue & earnings expansion
66
60
Valuevaluation vs sector peers
90
YELP is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
OPRA
YELP
$112mC
FCF
$281mC
+27.9%A-
Rev
+2.1%C
0.01A
D/E
0.25A-
15.8xB+
P/E
12.6xA-
0.57A-
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
OPRA
YELP
31% below
Price vs fair valuelower is cheaper
71% below
~5%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-21%/yr
+11%
1-yr DCF upside
+202%
+45%
5-yr DCF upside
+244%
+112%
10-yr DCF upside
+314%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
OPRA
Why this score
- Cut its dividend
YELP
Why this score
- Buying back stock
The companies
OPRAOpera Limited
Why now
Internet Content & Information · market cap $1.8b. 6% off the 52-week high of $21.06. Revenue growing +28% — in hypergrowth territory. PEG 0.57 — paying under fair value for the growth rate. 7 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $26.29 (implying +32% upside).
Moat
Net margin 18% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 11% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 104% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
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.