COMPARE · Data as of August 21, 2026
STUB vs YELP
Verdict: Side-by-side breakdown using the Bull Rankings model. STUB scored 58.3, YELP scored 74.2 — YELP leads.
Compare another set
STUB
StubHub Holdings, Inc.
58.3
$6.68 · $2.6B
fundamentals as of
Score gap
15.9
YELP leads
YELP
Yelp Inc.
74.2
$23.46 · $1.3B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthSTUB+7.9%
- Strongest balance sheetYELP0.19
- Highest qualityYELP88 / 100
- Largest discount to fair valueSTUB-83%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
STUB
stronger →← stronger
YELP
35
Qualityreturns · margins · balance sheet
88
60
Growthrevenue & earnings expansion
53
94
Valuevaluation vs sector peers
87
STUB is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
STUB
YELP
$634mC+
FCF
$297mC
+7.9%B
Rev
+1.5%C
0.67B
D/E
0.19A-
1.3xB+
P/S
—
—
PEG
0.57A-
—
P/E
11.3xA-
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
STUB
YELP
83% below
Price vs fair valuelower is cheaper
72% below
decline
Growth the price implies10-yr FCF · lower = less priced in
decline
+344%
1-yr DCF upside
+248%
+483%
5-yr DCF upside
+254%
+772%
10-yr DCF upside
+262%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
STUB
Why this score
- Diluting shareholders
- Short track record
YELP
Why this score
- Buying back stock
The companies
STUBStubHub Holdings, Inc.
Why now
Internet Content & Information · market cap $2.6b. Down 76% from 52-week high of $27.89 — deep drawdown territory. 12 sell-side analysts rate this a Buy with a mean 1-yr target of $11.63 (implying +74% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Currently unprofitable (margin -91.3%) — path to GAAP profitability is the core thesis risk. Down 76% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. ROE -109% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
YELPYelp Inc.
Why now
Internet Content & Information · market cap $1.3b. Down 32% from 52-week high of $34.49 — 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 $26.00 (implying +11% upside).
Moat
ROE 20% 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
Down 32% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
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.
Where STUB and YELP diverge
On the headline score the gap is 15.9 points in favor of YELP. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- QualitySTUB 34.8 · YELP 88.1YELP +53.3
- ValueSTUB 94.3 · YELP 86.7STUB +7.6
- GrowthSTUB 60.3 · YELP 53.4STUB +6.9
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.