Mediaalpha vs Yelp
Yelp is the larger business, with $1.46bn of revenue in fiscal 2025 against $1.11bn for Mediaalpha (1.3 times as much). Mediaalpha grew faster (28.8% against 3.7%). Yelp kept more of each dollar of sales as profit: a net margin of 9.9% against 2.3%. Yelp carries less debt relative to equity (0.0% against 3687.7%).
| Latest fiscal year | MediaalphaMAX, 2025 | YelpYELP, 2025 |
|---|---|---|
| Revenue | $1.11bn | $1.46bn |
| Revenue growth | 28.8% | 3.7% |
| Net income | $25.6m | $146m |
| Operating margin | 2.0% | 12.6% |
| Net margin | 2.3% | 9.9% |
| Return on equity | — | 20.0% |
| Free cash flow | $65.3m | $324m |
| Cash | $46.9m | $216m |
| Total debt | $153m | $0 |
| Debt to equity | 3687.7% | 0.0% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $47.3m | $291m |
| Employees | 147 | 5,168 |
| Market value | $946m | $1.09bn |
| Price vs our value range | Below our value range | Below our value range |
| Moat score | 39 (Weak) | 64 (Moderate) |
| Insider trades, 12 months | 0 buys, 323 sales | 0 buys, 57 sales |