Yelp (YELP) Competitors

SPS Commerce (NASDAQ:SPSC) and Yelp (NYSE:YELP) are both mid-cap business services companies, but which is the superior business? We will compare the two businesses based on the strength of their dividends, media sentiment, valuation, risk, profitability, analyst recommendations, community ranking, earnings and institutional ownership.

Do institutionals & insiders have more ownership in SPSC or YELP?

99.0% of SPS Commerce shares are owned by institutional investors. Comparatively, 90.1% of Yelp shares are owned by institutional investors. 1.0% of SPS Commerce shares are owned by insiders. Comparatively, 7.4% of Yelp shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Do analysts rate SPSC or YELP?

SPS Commerce currently has a consensus price target of $223.63, suggesting a potential upside of 26.64%. Yelp has a consensus price target of $37.00, suggesting a potential upside of 2.92%. Given SPS Commerce's stronger consensus rating and higher probable upside, equities analysts plainly believe SPS Commerce is more favorable than Yelp.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
SPS Commerce	0 Sell rating(s)	4 Hold rating(s)	6 Buy rating(s)	0 Strong Buy rating(s)	2.60
Yelp	2 Sell rating(s)	6 Hold rating(s)	1 Buy rating(s)	0 Strong Buy rating(s)	1.89

Does the MarketBeat Community favor SPSC or YELP?

Yelp received 698 more outperform votes than SPS Commerce when rated by MarketBeat users. However, 73.70% of users gave SPS Commerce an outperform vote while only 68.17% of users gave Yelp an outperform vote.

Company	Underperform	Outperform
SPS Commerce	Outperform Votes 636 73.70%	Underperform Votes 227 26.30%
Yelp	Outperform Votes 1334 68.17%	Underperform Votes 623 31.83%

Is SPSC or YELP more profitable?

SPS Commerce has a net margin of 12.83% compared to Yelp's net margin of 8.48%. Yelp's return on equity of 16.02% beat SPS Commerce's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
SPS Commerce	12.83%	12.60%	10.31%
Yelp	8.48%	16.02%	11.94%

Which has more risk & volatility, SPSC or YELP?

SPS Commerce has a beta of 0.84, indicating that its share price is 16% less volatile than the S&P 500. Comparatively, Yelp has a beta of 1.33, indicating that its share price is 33% more volatile than the S&P 500.

Does the media favor SPSC or YELP?

In the previous week, Yelp had 17 more articles in the media than SPS Commerce. MarketBeat recorded 22 mentions for Yelp and 5 mentions for SPS Commerce. SPS Commerce's average media sentiment score of 1.13 beat Yelp's score of 0.67 indicating that SPS Commerce is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
SPS Commerce	2 Very Positive mention(s)	1 Positive mention(s)	1 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Yelp	9 Very Positive mention(s)	6 Positive mention(s)	5 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Which has stronger valuation & earnings, SPSC or YELP?

Yelp has higher revenue and earnings than SPS Commerce. Yelp is trading at a lower price-to-earnings ratio than SPS Commerce, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
SPS Commerce	$611.82M	10.84	$65.82M	$2.09	84.49
Yelp	$1.39B	1.73	$99.17M	$1.67	21.53

Summary

SPS Commerce beats Yelp on 10 of the 18 factors compared between the two stocks.