"Yelp, with a market cap of just under $2 billion and a revenue growth rate of 26% since 2010, has transformed its business by shifting focus from restaurants to services like plumbing and legal, while boosting its operating profit from -$40 million to $183 million. Its 12% buyback yield further evidences its capital discipline."
Yelp is spotlighted as a turnaround small cap with impressive growth and operational improvements. Its evolving revenue mix and strong share repurchase program suggest an undervalued opportunity amid industry headwinds in restaurant advertising.
6 Future Share Cannibals; Ryan’s New Favorite Small-Cap; Mark Leonard Tribute $CSU
September 26, 2025
Company Opinion