People Inc. vs Yelp
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The short version
- People Inc. is the larger business, with $2.4B of revenue in fiscal 2025 against $1.5B for Yelp, about 1.6 times as much.
- Yelp grew revenue faster (3.8%, against β8.7%).
- Yelp kept more of each dollar of sales as operating profit (12.6% operating margin, against β4.1%).
- Yelp turned more of its sales into free cash flow (22.1% FCF margin, against 1.9%).
- Investors pay more for each dollar of Yelpβs earnings: a P/E of 9.6x against 8.5x for People Inc..
| Latest fiscal year | PPLI Β· FY25 | YELP Β· FY25 |
|---|---|---|
| Size | ||
| Market cap | $2.9B | $1.1B |
| Revenue | $2.4B | $1.5B |
| Free cash flow | $44.8M | $324M |
| Net income | β$104M | $146M |
| Growth | ||
| Revenue growth | β8.7% | 3.8% |
| 5-year growth | β2.8% | 10.9% |
| Share count change | β3.7% | β7.8% |
| Profitability | ||
| Gross margin | 66.2% | β |
| Operating margin | β4.1% | 12.6% |
| Net margin | β4.4% | 9.9% |
| FCF margin | 1.9% | 22.1% |
| Return on capital | β1.3% | β |
| Return on equity | β2.0% | 20.0% |
| Balance sheet | ||
| Net debt | $481M | β |
| Net debt / EBITDA | 14.5x | β |
| Dividends and buybacks | $315M | $291M |
| Valuation & quality | ||
| P/E | 8.5x | 9.6x |
| Piotroski F-score | 6 | β |
Revenue
FY16
PPLI β
YELP $716M
FY17
PPLI β
YELP $851M
FY18
PPLI $2.5B
YELP $943M
FY19
PPLI $2.5B
YELP $1.0B
FY20
PPLI $2.8B
YELP $873M
FY21
PPLI $3.7B
YELP $1.0B
FY22
PPLI $5.2B
YELP $1.2B
FY23
PPLI $2.9B
YELP $1.3B
FY24
PPLI $2.6B
YELP $1.4B
FY25
PPLI $2.4B
YELP $1.5B
PPLI
YELP
Operating margin
FY16
PPLI β
YELP β0.3%
FY17
PPLI β
YELP 21.1%
FY18
PPLI 1.4%
YELP 2.8%
FY19
PPLI 0.2%
YELP 3.5%
FY20
PPLI β19.5%
YELP β4.4%
FY21
PPLI β3.7%
YELP 3.1%
FY22
PPLI β9.1%
YELP 4.9%
FY23
PPLI β8.1%
YELP 5.9%
FY24
PPLI β1.1%
YELP 10.7%
FY25
PPLI β4.1%
YELP 12.6%
PPLI
YELP
Free cash flow
FY16
PPLI β
YELP $104M
FY17
PPLI β
YELP $137M
FY18
PPLI $315M
YELP $115M
FY19
PPLI $157M
YELP $167M
FY20
PPLI $93.9M
YELP $145M
FY21
PPLI $28.7M
YELP $184M
FY22
PPLI β$223M
YELP $160M
FY23
PPLI $95.9M
YELP $279M
FY24
PPLI $340M
YELP $248M
FY25
PPLI $44.8M
YELP $324M
PPLI
YELP
Return on capital
FY16
PPLI β
YELP β
FY17
PPLI β
YELP β
FY18
PPLI β
YELP β
FY19
PPLI β
YELP β
FY20
PPLI β16.1%
YELP β
FY21
PPLI β1.9%
YELP β
FY22
PPLI β5.0%
YELP β
FY23
PPLI β2.4%
YELP β
FY24
PPLI β0.3%
YELP β
FY25
PPLI β1.3%
YELP β
PPLI
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.