COMPARE · Data as of August 21, 2026
YELP vs ZG
Verdict: Side-by-side breakdown using the Bull Rankings model. YELP scored 74.2, ZG scored 51.9 — YELP leads.
Compare another set
YELP
Yelp Inc.
74.2
$23.46 · $1.3B
fundamentals as of
Score gap
22.3
YELP leads
ZG
Zillow Group, Inc.
51.9
$36.78 · $8.3B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestYELP11.3x
- Fastest growthZG+17.7%
- Strongest balance sheetZG0.13
- Highest qualityYELP88 / 100
- Largest discount to fair valueYELP-72%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
YELP
stronger →← stronger
ZG
88
Qualityreturns · margins · balance sheet
35
53
Growthrevenue & earnings expansion
78
87
Valuevaluation vs sector peers
50
YELP is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
YELP
ZG
$297mC
FCF
$258mC
+1.5%C
Rev
+17.7%B+
0.19A-
D/E
0.13A-
11.3xA-
P/E
159.9xD
0.57A-
PEG
0.92B+
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
YELP
ZG
72% below
Price vs fair valuelower is cheaper
138% above
decline
Growth the price implies10-yr FCF · lower = less priced in
~40%/yr
+248%
1-yr DCF upside
-68%
+254%
5-yr DCF upside
-58%
+262%
10-yr DCF upside
-41%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
YELP
Why this score
- Buying back stock
ZG
Why this score
- Diluting shareholders
The companies
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.
ZGZillow Group, Inc.
Why now
Internet Content & Information · market cap $8.3b. Down 59% from 52-week high of $90.22 — deep drawdown territory. Revenue growing +18%, comfortably above the S&P median. PEG 0.92 — paying under fair value for the growth rate. 22 sell-side analysts rate this a Buy with a mean 1-yr target of $47.23 (implying +28% upside).
Moat
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 159.9x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Down 59% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.98 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
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 YELP and ZG diverge
On the headline score the gap is 22.3 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.
- QualityYELP 88.1 · ZG 35.4YELP +52.7
- ValueYELP 86.7 · ZG 50.2YELP +36.5
- GrowthYELP 53.4 · ZG 78.4ZG +25.0
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.