Tripadvisor vs Yelp
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KIRA’s take AI analyst
I put Tripadvisor and Yelp side by side, using each one’s latest annual report. Here is what stands out:
- Tripadvisor is the larger business, with $1.9B of revenue in fiscal 2025 against $1.5B for Yelp.
- Yelp grew revenue faster (3.8%, against 3.1%).
- Yelp kept more of each dollar of sales as operating profit (12.6% operating margin, against 4.2%).
- Yelp turned more of its sales into free cash flow (22.1% FCF margin, against 8.6%).
- Investors pay more for each dollar of Tripadvisor’s earnings: a P/E of 154.0x against 9.6x for Yelp.
Who comes out ahead
Of the 7 measures where higher (or lower) is clearly better, how many each company leads.
Tripadvisor
TRIP
2/7
5-year growthShare count change
Yelp
YELP
5/7
Revenue growthOperating marginNet marginFCF marginReturn on equity
Side by side
Best in the row
| Latest fiscal year | TRIP FY25 | YELP FY25 |
|---|---|---|
| Size | ||
| Market cap | $1.1B | $1.1B |
| Revenue | $1.9B | $1.5B |
| Free cash flow | $163M | $324M |
| Net income | $40.0M | $146M |
| Growth | ||
| Revenue growth | 3.1% | 3.8% |
| 5-year growth | 25.6% | 10.9% |
| Share count change | −9.7% | −7.8% |
| Profitability | ||
| Gross margin | 92.3% | — |
| Operating margin | 4.2% | 12.6% |
| Net margin | 2.1% | 9.9% |
| FCF margin | 8.6% | 22.1% |
| Return on capital | 8.9% | — |
| Return on equity | 5.0% | 20.0% |
| Balance sheet | ||
| Net debt | $180M | — |
| Net debt / EBITDA | 1.1x | — |
| Dividends and buybacks | $90.0M | $291M |
| Valuation & quality | ||
| P/E | 154.0x | 9.6x |
| Piotroski F-score | 6 | — |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.