QuinStreet
QNST · Interactive Media & Services
$16.52
2.1%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 $1.3B for QuinStreet.
- QuinStreet grew revenue faster (18.3%, against 3.8%).
- Yelp kept more of each dollar of sales as operating profit (12.6% operating margin, against 2.7% operating margin).
- Yelp turned more of its sales into free cash flow (22.1% FCF margin, against 9.9% FCF margin).
- Investors pay more for each dollar of QuinStreet’s earnings: a P/E of 11.8x against 9.6x for Yelp.
| Latest fiscal year | QNST · FY26 | YELP · FY25 |
|---|---|---|
| Size | ||
| Market cap | $961M | $1.1B |
| Revenue | $1.3B | $1.5B |
| Free cash flow | $128M | $324M |
| Net income | $81.2M | $146M |
| Growth | ||
| Revenue growth | 18.3% | 3.8% |
| 5-year growth | 17.5% | 10.9% |
| Share count change | −0.2% | −7.8% |
| Profitability | ||
| Gross margin | 11.3% | — |
| Operating margin | 2.7% | 12.6% |
| Net margin | 6.3% | 9.9% |
| FCF margin | 9.9% | 22.1% |
| Return on capital | 17.4% | — |
| Return on equity | 28.7% | 20.0% |
| Balance sheet | ||
| Net debt | −$58.3M | — |
| Net debt / EBITDA | −1.0x | — |
| Dividends and buybacks | $31.4M | $291M |
| Valuation & quality | ||
| P/E | 11.8x | 9.6x |
| Piotroski F-score | 7 | — |
FY17
QNST $300M
YELP $851M
FY18
QNST $404M
YELP $943M
FY19
QNST $455M
YELP $1.0B
FY20
QNST $490M
YELP $873M
FY21
QNST $579M
YELP $1.0B
FY22
QNST $582M
YELP $1.2B
FY23
QNST $581M
YELP $1.3B
FY24
QNST $614M
YELP $1.4B
FY25
QNST $1.1B
YELP $1.5B
FY26
QNST $1.3B
YELP —
QNST
YELP
FY17
QNST −3.6%
YELP 21.1%
FY18
QNST 3.9%
YELP 2.8%
FY19
QNST 2.4%
YELP 3.5%
FY20
QNST 1.3%
YELP −4.4%
FY21
QNST 2.4%
YELP 3.1%
FY22
QNST −0.8%
YELP 4.9%
FY23
QNST −3.6%
YELP 5.9%
FY24
QNST −4.6%
YELP 10.7%
FY25
QNST 0.6%
YELP 12.6%
FY26
QNST 2.7%
YELP —
QNST
YELP
FY17
QNST $17.4M
YELP $137M
FY18
QNST $26.4M
YELP $115M
FY19
QNST $36.0M
YELP $167M
FY20
QNST $45.7M
YELP $145M
FY21
QNST $48.7M
YELP $184M
FY22
QNST $25.8M
YELP $160M
FY23
QNST $8.8M
YELP $279M
FY24
QNST $6.7M
YELP $248M
FY25
QNST $82.9M
YELP $324M
FY26
QNST $128M
YELP —
QNST
YELP
FY17
QNST —
YELP —
FY18
QNST —
YELP —
FY19
QNST —
YELP —
FY20
QNST —
YELP —
FY21
QNST —
YELP —
FY22
QNST —
YELP —
FY23
QNST —
YELP —
FY24
QNST —
YELP —
FY25
QNST —
YELP —
FY26
QNST 17.4%
YELP —
QNST
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.