COMPARE · Reviewed August 3, 2026
PINS vs YELP
Verdict: Side-by-side breakdown using the Bull Rankings model. PINS scored 71.7, YELP scored 80.6 — YELP leads.
Compare another set
PINS
Pinterest, Inc.
71.7
$24.16 · $13.5B
fundamentals as of
Score gap
8.9
YELP leads
YELP
Yelp Inc.
80.6
$26.43 · $1.5B
fundamentals as of
The model, pillar by pillar (0–100 each)
PINS
stronger →← stronger
YELP
66
Qualityreturns · margins · balance sheet
88
94
Growthrevenue & earnings expansion
66
59
Valuevaluation vs sector peers
90
YELP is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
PINS
YELP
$1.2bC+
FCF
$281mC
+16.3%B+
Rev
+2.1%C
0.42B+
D/E
0.25A-
50.3xC
P/E
12.1xA-
0.39A
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
PINS
YELP
48% below
Price vs fair valuelower is cheaper
72% below
~-5%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-21%/yr
+61%
1-yr DCF upside
+213%
+94%
5-yr DCF upside
+256%
+153%
10-yr DCF upside
+329%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
PINS
No notable signals flagged.
YELP
Why this score
- Buying back stock
The companies
PINSPinterest, Inc.
Why now
Internet Content & Information · market cap $13.5b. Down 39% from 52-week high of $39.83 — deep drawdown territory. Revenue growing +16%, comfortably above the S&P median. PEG 0.39 — paying under fair value for the growth rate. 36 sell-side analysts rate this a Buy with a mean 1-yr target of $27.64 (implying +14% upside).
Moat
ROE 12% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. 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
Trailing P/E 50.3x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Down 39% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
YELPYelp Inc.
Why now
Internet Content & Information · market cap $1.5b. Down 24% 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 +1% 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.