Weibo vs Yelp
Weibo is the larger business, with $1.76bn of revenue in fiscal 2025 against $1.46bn for Yelp (1.2 times as much). Yelp grew faster (3.7% against 0.1%). Weibo kept more of each dollar of sales as profit: a net margin of 25.6% against 9.9%. Yelp carries less debt relative to equity (0.0% against 53.5%).
| Latest fiscal year | WeiboWB, 2025 | YelpYELP, 2025 |
|---|---|---|
| Revenue | $1.76bn | $1.46bn |
| Revenue growth | 0.1% | 3.7% |
| Net income | $449m | $146m |
| Operating margin | 26.5% | 12.6% |
| Net margin | 25.6% | 9.9% |
| Return on equity | 12.1% | 20.0% |
| Free cash flow | $477m | $324m |
| Cash | $2.30bn | $216m |
| Total debt | $2.10bn | $0 |
| Debt to equity | 53.5% | 0.0% |
| Dividend per share | — | — |
| Dividend yield | 12.6% | — |
| Share buybacks | — | $291m |
| Employees | — | 5,168 |
| Market value | $1.54bn | $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, 0 sales | 0 buys, 57 sales |