Comprehensive Stock Comparison
Compare Yelp Inc. (YELP) vs DoorDash, Inc. (DASH) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
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Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | DASH | 27.9% revenue growth vs YELP's 5.6% |
| Value | YELP | Lower P/E (10.8x vs 65.9x) |
| Quality / Margins | YELP | 9.9% net margin vs DASH's 6.8% |
| Stability / Safety | YELP | Beta 0.86 vs DASH's 1.38, lower leverage |
| Dividends | Tie | Neither pays a meaningful dividend |
| Momentum (1Y) | DASH | -11.1% vs YELP's -35.0% |
| Efficiency (ROA) | YELP | 15.2% ROA vs DASH's 4.8%, ROIC 20.7% vs 8.2% |
Who Each Stock Is For
Income & stability
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Defensive / Recession hedge
Business Model
What each company does and how it makes money
Yelp operates a crowd-sourced review platform connecting consumers with local businesses — primarily restaurants, retail, and services — across the U.S. and internationally. It generates revenue primarily from advertising services sold to businesses — including cost-per-click search ads and subscription-based listing enhancements — with a smaller portion from reservation and waitlist management tools. Its competitive moat lies in its massive, user-generated review database and network effects, where more reviews attract more users, which in turn attracts more businesses to advertise.
DoorDash operates a three-sided marketplace connecting restaurants, delivery drivers, and consumers for on-demand food delivery. It generates revenue primarily from commissions on orders — typically 15-30% from restaurants — plus delivery and service fees from customers, and subscription fees from its DashPass membership program. Its competitive advantage lies in its dense logistics network and scale, which creates a powerful network effect where more restaurants attract more customers, which in turn attracts more delivery drivers.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
YELP leads in 3 of 6 categories (Financial Metrics, Valuation Metrics). DASH leads in 1 (Total Returns). 1 tied.
Financial Metrics (TTM)
DASH is the larger business by revenue, generating $12.6B annually — 8.6x YELP's $1.5B. Profitability is closely matched — net margins range from 9.9% (YELP) to 6.8% (DASH). On growth, DASH holds the edge at +27.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | YELPYelp Inc. | DASHDoorDash, Inc. |
|---|---|---|
| RevenueTrailing 12 months | $1.5B | $12.6B |
| EBITDAEarnings before interest/tax | $238M | $1.3B |
| Net IncomeAfter-tax profit | $146M | $863M |
| Free Cash FlowCash after capex | $324M | $2.0B |
| Gross MarginGross profit ÷ Revenue | +90.3% | +50.5% |
| Operating MarginEBIT ÷ Revenue | +12.6% | +5.5% |
| Net MarginNet income ÷ Revenue | +9.9% | +6.8% |
| FCF MarginFCF ÷ Revenue | +22.1% | +15.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | -0.5% | +27.3% |
| EPS Growth (YoY)Latest quarter vs prior year | -1.6% | +44.7% |
Valuation Metrics
At 11.9x trailing earnings, YELP trades at a 86% valuation discount to DASH's 82.8x P/E. On an enterprise value basis, YELP's 6.3x EV/EBITDA is more attractive than DASH's 51.0x.
| Metric | YELPYelp Inc. | DASHDoorDash, Inc. |
|---|---|---|
| Market CapShares × price | $1.5B | $76.0B |
| Enterprise ValueMkt cap + debt − cash | $1.3B | $75.0B |
| Trailing P/EPrice ÷ TTM EPS | 11.86x | 82.85x |
| Forward P/EPrice ÷ next-FY EPS est. | 10.76x | 65.94x |
| PEG RatioP/E ÷ EPS growth rate | 0.40x | — |
| EV / EBITDAEnterprise value multiple | 6.26x | 50.99x |
| Price / SalesMarket cap ÷ Revenue | 1.04x | 5.54x |
| Price / BookPrice ÷ Book value/share | 2.12x | 7.72x |
| Price / FCFMarket cap ÷ FCF | 5.90x | 34.98x |
Profitability & Efficiency
YELP delivers a 20.5% return on equity — every $100 of shareholder capital generates $20 in annual profit, vs $9 for DASH. YELP carries lower financial leverage with a 0.06x debt-to-equity ratio, signaling a more conservative balance sheet compared to DASH's 0.33x. On the Piotroski fundamental quality scale (0–9), YELP scores 7/9 vs DASH's 5/9, reflecting strong financial health.
| Metric | YELPYelp Inc. | DASHDoorDash, Inc. |
|---|---|---|
| ROE (TTM)Return on equity | +20.5% | +9.1% |
| ROA (TTM)Return on assets | +15.2% | +4.8% |
| ROICReturn on invested capital | +20.7% | +8.2% |
| ROCEReturn on capital employed | +18.1% | +6.6% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 5 |
| Debt / EquityFinancial leverage | 0.06x | 0.33x |
| Net DebtTotal debt minus cash | -$174M | -$1.1B |
| Cash & Equiv.Liquid assets | $217M | $4.4B |
| Total DebtShort + long-term debt | $43M | $3.3B |
| Interest CoverageEBIT ÷ Interest expense | — | — |
Total Returns (with DRIP)
A $10,000 investment in DASH five years ago would be worth $10,449 today (with dividends reinvested), compared to $5,870 for YELP. Over the past 12 months, DASH leads with a -11.1% total return vs YELP's -35.0%. The 3-year compound annual growth rate (CAGR) favors DASH at 47.8% vs YELP's -9.4% — a key indicator of consistent wealth creation.
| Metric | YELPYelp Inc. | DASHDoorDash, Inc. |
|---|---|---|
| YTD ReturnYear-to-date | -26.2% | -19.7% |
| 1-Year ReturnPast 12 months | -35.0% | -11.1% |
| 3-Year ReturnCumulative with dividends | -25.7% | +222.9% |
| 5-Year ReturnCumulative with dividends | -41.3% | +4.5% |
| 10-Year ReturnCumulative with dividends | +10.1% | -6.9% |
| CAGR (3Y)Annualised 3-year return | -9.4% | +47.8% |
Risk & Volatility
YELP is the less volatile stock with a 0.86 beta — it tends to amplify market swings less than DASH's 1.38 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. DASH currently trades 61.8% from its 52-week high vs YELP's 54.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | YELPYelp Inc. | DASHDoorDash, Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.86x | 1.38x |
| 52-Week HighHighest price in past year | $41.22 | $285.50 |
| 52-Week LowLowest price in past year | $19.60 | $155.40 |
| % of 52W HighCurrent price vs 52-week peak | +54.1% | +61.8% |
| RSI (14)Momentum oscillator 0–100 | 40.3 | 46.1 |
| Avg Volume (50D)Average daily shares traded | 1.1M | 4.0M |
Analyst Outlook
Wall Street rates YELP as "Hold" and DASH as "Buy". Consensus price targets imply 48.2% upside for DASH (target: $262) vs 46.3% for YELP (target: $33).
| Metric | YELPYelp Inc. | DASHDoorDash, Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $32.60 | $261.50 |
| # AnalystsCovering analysts | 67 | 38 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +17.1% | 0.0% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Jan 21 | Feb 26 | Change |
|---|---|---|---|
| Yelp Inc. (YELP) | 100 | 91.98 | -8.0% |
| DoorDash, Inc. (DASH) | 73.45 | 109.58 | +49.2% |
DoorDash, Inc. (DASH) returned +4% over 5 years vs Yelp Inc. (YELP)'s -41%. A $10,000 investment in DASH 5 years ago would be worth $10,449 today (including dividends reinvested).
Chart 2Revenue Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Yelp Inc. (YELP) | $713M | $1.4B | +98.0% |
| DoorDash, Inc. (DASH) | $291M | $13.7B | +4613.7% |
Chart 3Net Margin Trend — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Yelp Inc. (YELP) | -0.7% | 9.4% | +1536.6% |
| DoorDash, Inc. (DASH) | -70.1% | 6.8% | +109.7% |
Chart 4P/E Ratio History — 7 Years
| Stock | 2017 | 2024 | Change |
|---|---|---|---|
| Yelp Inc. (YELP) | 24 | 20.6 | -14.2% |
Yelp Inc. has traded in a 21x–73x P/E range over 7 years; current trailing P/E is ~12x.
Chart 5EPS Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Yelp Inc. (YELP) | -0.06 | 1.88 | +3207.4% |
| DoorDash, Inc. (DASH) | -4.67 | 2.13 | +145.6% |
Chart 6Free Cash Flow — 5 Years
Yelp Inc. generated $248M FCF in 2024 (+35% vs 2021). DoorDash, Inc. generated $2B FCF in 2025 (+378% vs 2021).
YELP vs DASH: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is YELP or DASH a better buy right now?
Yelp Inc. (YELP) offers the better valuation at 11.9x trailing P/E (10.8x forward), making it the more compelling value choice. Analysts rate DoorDash, Inc. (DASH) a "Buy" — based on 38 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — YELP or DASH?
On trailing P/E, Yelp Inc. (YELP) is the cheapest at 11.9x versus DoorDash, Inc. at 82.8x. On forward P/E, Yelp Inc. is actually cheaper at 10.8x.
03Which is the better long-term investment — YELP or DASH?
Over the past 5 years, DoorDash, Inc. (DASH) delivered a total return of +4.5%, compared to -41.3% for Yelp Inc. (YELP). A $10,000 investment in DASH five years ago would be worth approximately $10K today (assuming dividends reinvested). Over 10 years, the gap is even starker: YELP returned +10.1% versus DASH's -6.9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — YELP or DASH?
By beta (market sensitivity over 5 years), Yelp Inc. (YELP) is the lower-risk stock at 0.86β versus DoorDash, Inc.'s 1.38β — meaning DASH is approximately 60% more volatile than YELP relative to the S&P 500. On balance sheet safety, Yelp Inc. (YELP) carries a lower debt/equity ratio of 6% versus 33% for DoorDash, Inc. — giving it more financial flexibility in a downturn.
05Which has better profit margins — YELP or DASH?
Yelp Inc. (YELP) is the more profitable company, earning 9.4% net margin versus 6.8% for DoorDash, Inc. — meaning it keeps 9.4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: YELP leads at 10.7% versus 5.3% for DASH. At the gross margin level — before operating expenses — YELP leads at 91.2%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Is YELP or DASH more undervalued right now?
On forward earnings alone, Yelp Inc. (YELP) trades at 10.8x forward P/E versus 65.9x for DoorDash, Inc. — 55.2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for DASH: 48.2% to $261.50.
07Which pays a better dividend — YELP or DASH?
None of the stocks in this comparison currently pay a material dividend. All are effectively zero-yield and should be held for capital appreciation rather than income.
08Is YELP or DASH better for a retirement portfolio?
For long-horizon retirement investors, Yelp Inc. (YELP) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.86)). Both have compounded well over 10 years (YELP: +10.1%, DASH: -6.9%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
09What are the main differences between YELP and DASH?
Both stocks operate in the Communication Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. In terms of investment character: YELP is a small-cap deep-value stock; DASH is a mid-cap quality compounder stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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