Hello Group vs Yelp
Hello Group and Yelp are similar in size: $1.48bn and $1.46bn of revenue in their latest fiscal years. Yelp grew faster (3.7% against 2.4%). Yelp kept more of each dollar of sales as profit: a net margin of 9.9% against 7.8%. Yelp carries less debt relative to equity (0.0% against 0.0%).
| Latest fiscal year | Hello GroupMOMO, 2025 | YelpYELP, 2025 |
|---|---|---|
| Revenue | $1.48bn | $1.46bn |
| Revenue growth | 2.4% | 3.7% |
| Net income | $115m | $146m |
| Operating margin | 13.1% | 12.6% |
| Net margin | 7.8% | 9.9% |
| Return on equity | 7.3% | 20.0% |
| Free cash flow | $98.8m | $324m |
| Cash | $761m | $216m |
| Total debt | $448,000 | $0 |
| Debt to equity | 0.0% | 0.0% |
| Dividend per share | — | — |
| Dividend yield | 6.6% | — |
| Share buybacks | $107m | $291m |
| Employees | — | 5,168 |
| Market value | $747m | $1.09bn |
| Price vs our value range | Below our value range | Below our value range |
| Moat score | — | 64 (Moderate) |
| Insider trades, 12 months | 0 buys, 1 sales | 0 buys, 57 sales |