ZoomInfo vs Yelp
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KIRA’s take AI analyst
I put ZoomInfo and Yelp side by side, using each one’s latest annual report. Here is what stands out:
- Yelp is the larger business, with $1.5B of revenue in fiscal 2025 against $1.2B for ZoomInfo.
- Yelp grew revenue faster (3.8%, against 2.9%).
- ZoomInfo kept more of each dollar of sales as operating profit (18.1% operating margin, against 12.6%).
- ZoomInfo turned more of its sales into free cash flow (31.2% FCF margin, against 22.1%).
Who comes out ahead
Of the 7 measures where higher (or lower) is clearly better, how many each company leads.
ZoomInfo
GTM
4/7
5-year growthOperating marginFCF marginShare count change
Yelp
YELP
2/7
Revenue growthReturn on equity
Side by side
Best in the row
| Latest fiscal year | GTM FY25 | YELP FY25 |
|---|---|---|
| Size | ||
| Market cap | $1.3B | $1.1B |
| Revenue | $1.2B | $1.5B |
| Free cash flow | $389M | $324M |
| Net income | $124M | $146M |
| Growth | ||
| Revenue growth | 2.9% | 3.8% |
| 5-year growth | 21.3% | 10.9% |
| Share count change | −10.5% | −7.8% |
| Profitability | ||
| Gross margin | 84.0% | — |
| Operating margin | 18.1% | 12.6% |
| Net margin | 9.9% | 9.9% |
| FCF margin | 31.2% | 22.1% |
| Return on capital | 5.3% | — |
| Return on equity | 7.8% | 20.0% |
| Balance sheet | ||
| Net debt | $1.1B | — |
| Net debt / EBITDA | 3.6x | — |
| Dividends and buybacks | $411M | $291M |
| Valuation & quality | ||
| P/E | — | 9.3x |
| Piotroski F-score | 7 | — |
Ten years
Revenue
FY16
GTM —
YELP $716M
FY17
GTM —
YELP $851M
FY18
GTM $144M
YELP $943M
FY19
GTM $293M
YELP $1.0B
FY20
GTM $476M
YELP $873M
FY21
GTM $747M
YELP $1.0B
FY22
GTM $1.1B
YELP $1.2B
FY23
GTM $1.2B
YELP $1.3B
FY24
GTM $1.2B
YELP $1.4B
FY25
GTM $1.2B
YELP $1.5B
GTM
YELP
Operating margin
FY16
GTM —
YELP −0.3%
FY17
GTM —
YELP 21.1%
FY18
GTM 18.4%
YELP 2.8%
FY19
GTM 12.3%
YELP 3.5%
FY20
GTM 7.8%
YELP −4.4%
FY21
GTM 15.2%
YELP 3.1%
FY22
GTM 16.0%
YELP 4.9%
FY23
GTM 20.9%
YELP 5.9%
FY24
GTM 8.0%
YELP 10.7%
FY25
GTM 18.1%
YELP 12.6%
GTM
YELP
Free cash flow
FY16
GTM —
YELP $104M
FY17
GTM —
YELP $137M
FY18
GTM $39.2M
YELP $115M
FY19
GTM $30.8M
YELP $167M
FY20
GTM $153M
YELP $145M
FY21
GTM $276M
YELP $184M
FY22
GTM $388M
YELP $160M
FY23
GTM $408M
YELP $279M
FY24
GTM $305M
YELP $248M
FY25
GTM $389M
YELP $324M
GTM
YELP
Return on capital
FY16
GTM —
YELP —
FY17
GTM —
YELP —
FY18
GTM —
YELP —
FY19
GTM —
YELP —
FY20
GTM 2.5%
YELP —
FY21
GTM 5.0%
YELP —
FY22
GTM 3.0%
YELP —
FY23
GTM 4.5%
YELP —
FY24
GTM 3.2%
YELP —
FY25
GTM 5.3%
YELP —
GTM
YELP
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.