CarGurus
CARG · Interactive Media & Services
$31.52
3.7%Yelp
YELP · Interactive Media & Services
$19.99
3.4%The short version
- Yelp is the larger business, with $1.5B of revenue in fiscal 2025 against $907M for CarGurus, about 1.6 times as much.
- CarGurus grew revenue faster (13.7%, against 3.8%).
- CarGurus kept more of each dollar of sales as operating profit (27.0% operating margin, against 12.6% operating margin).
- CarGurus turned more of its sales into free cash flow (31.9% FCF margin, against 22.1% FCF margin).
- Investors pay more for each dollar of CarGurus’s earnings: a P/E of 17.1x against 9.6x for Yelp.
| Latest fiscal year | CARG · FY25 | YELP · FY25 |
|---|---|---|
| Size | ||
| Market cap | $2.9B | $1.1B |
| Revenue | $907M | $1.5B |
| Free cash flow | $289M | $324M |
| Net income | $156M | $146M |
| Growth | ||
| Revenue growth | 13.7% | 3.8% |
| 5-year growth | 10.5% | 10.9% |
| Share count change | −5.5% | −7.8% |
| Profitability | ||
| Gross margin | 92.8% | — |
| Operating margin | 27.0% | 12.6% |
| Net margin | 17.2% | 9.9% |
| FCF margin | 31.9% | 22.1% |
| Return on capital | 90.3% | — |
| Return on equity | 34.0% | 20.0% |
| Balance sheet | ||
| Net debt | −$191M | — |
| Net debt / EBITDA | −0.7x | — |
| Dividends and buybacks | $352M | $291M |
| Valuation & quality | ||
| P/E | 17.1x | 9.6x |
| Piotroski F-score | 7 | — |
FY16
CARG $198M
YELP $716M
FY17
CARG $317M
YELP $851M
FY18
CARG $454M
YELP $943M
FY19
CARG $589M
YELP $1.0B
FY20
CARG $552M
YELP $873M
FY21
CARG $951M
YELP $1.0B
FY22
CARG $1.7B
YELP $1.2B
FY23
CARG $698M
YELP $1.3B
FY24
CARG $798M
YELP $1.4B
FY25
CARG $907M
YELP $1.5B
CARG
YELP
FY16
CARG 4.3%
YELP −0.3%
FY17
CARG 4.8%
YELP 21.1%
FY18
CARG 5.1%
YELP 2.8%
FY19
CARG 5.8%
YELP 3.5%
FY20
CARG 17.7%
YELP −4.4%
FY21
CARG 15.6%
YELP 3.1%
FY22
CARG 6.6%
YELP 4.9%
FY23
CARG 17.2%
YELP 5.9%
FY24
CARG 19.7%
YELP 10.7%
FY25
CARG 27.0%
YELP 12.6%
CARG
YELP
FY16
CARG $14.2M
YELP $104M
FY17
CARG $20.5M
YELP $137M
FY18
CARG $45.8M
YELP $115M
FY19
CARG $58.9M
YELP $167M
FY20
CARG $154M
YELP $145M
FY21
CARG $90.6M
YELP $184M
FY22
CARG $250M
YELP $160M
FY23
CARG $100.0M
YELP $279M
FY24
CARG $180M
YELP $248M
FY25
CARG $289M
YELP $324M
CARG
YELP
FY16
CARG —
YELP —
FY17
CARG —
YELP —
FY18
CARG —
YELP —
FY19
CARG —
YELP —
FY20
CARG —
YELP —
FY21
CARG —
YELP —
FY22
CARG 28.0%
YELP —
FY23
CARG 28.1%
YELP —
FY24
CARG 44.3%
YELP —
FY25
CARG 90.3%
YELP —
CARG
YELP
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.