Intrinsic Value (DCF)
Current$22.29
→
Intrinsic$126.82
+469%
$87.13$126.82$202.12
Market implies 1% growth for 5 years
DCF analysis suggests YELP could have 469% upside at 25% growth — verify assumptions match your view.
At $22, the market prices in only 1% growth — below historical 25%, suggesting low expectations.
Range: Bear $87 → Bull $202. Current price implies expectations below the bear case — very conservative expectations.
| Discount ↓Growth → | 21% | 23% | 25% | 27% |
|---|---|---|---|---|
| 8% | $155 | $168 | $181 | $195 |
| 10% | $109 | $118 | $127 | $136 |
| 12% | $84 | $90 | $97 | $104 |
| 14% | $68 | $73 | $78 | $84 |
Bull Case
- Bull case ($202) offers 807% upside at 30% growth, 9% discount
- Price below even worst-case scenario — strong margin of safety
- Market-implied growth (1%) ≤ historical CAGR (25%)
Bear Case
- Bear case ($87) with 20% growth, 12% discount rate
- Using 25% growth — aggressive, watch for mean reversion
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5-Year Free Cash Flow Projection
Year 1$310.58M
Year 2$388.23M
Year 3$485.29M
Year 4$606.61M
Year 5$758.26M
Terminal$11.16B
📐 Model Inputs
Growth Rate25.0%5Y CAGR (cascade: 5Y→3Y→TTM)
Discount Rate10.0%WACC estimate
Terminal Growth3.0%Perpetuity rate
Base Free Cash Flow$248.47MTTM actual
Bear g×0.8, r+2%
Base Historical CAGR
Bull g×1.2, r−1.5%
DCF estimates based on historical growth rates extrapolated forward. See FAQ below for full methodology.