COMPARE · Data as of August 21, 2026
YELP vs Z
Verdict: Side-by-side breakdown using the Bull Rankings model. YELP scored 74.2, Z scored 51.7 — YELP leads.
Compare another set
YELP
Yelp Inc.
74.2
$23.46 · $1.3B
fundamentals as of
Score gap
22.5
YELP leads
Z
Zillow Group, Inc.
51.7
$35.88 · $8.1B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestYELP11.3x
- Fastest growthZ+17.7%
- Strongest balance sheetZ0.13
- 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
Z
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
Z
$297mC
FCF
$258mC
+1.5%C
Rev
+17.7%B+
0.19A-
D/E
0.13A-
11.3xA-
P/E
156.0xD
0.57A-
PEG
0.93B+
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
Z
72% below
Price vs fair valuelower is cheaper
132% above
decline
Growth the price implies10-yr FCF · lower = less priced in
~39%/yr
+248%
1-yr DCF upside
-67%
+254%
5-yr DCF upside
-57%
+262%
10-yr DCF upside
-39%
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
Z
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.
ZZillow Group, Inc.
Why now
Internet Content & Information · market cap $8.1b. Down 62% from 52-week high of $93.88 — deep drawdown territory. Revenue growing +18%, comfortably above the S&P median. PEG 0.93 — paying under fair value for the growth rate. 6 sell-side analysts rate this a Hold with a mean 1-yr target of $46.00 (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 156.0x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Down 62% 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 Z diverge
On the headline score the gap is 22.5 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 · Z 35.4YELP +52.7
- ValueYELP 86.7 · Z 49.8YELP +36.9
- GrowthYELP 53.4 · Z 78.4Z +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.