Yelp (YELP) Competitors

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

Does the media prefer YELP or SPSC?

In the previous week, Yelp had 4 more articles in the media than SPS Commerce. MarketBeat recorded 16 mentions for Yelp and 12 mentions for SPS Commerce. SPS Commerce's average media sentiment score of 1.02 beat Yelp's score of 0.55 indicating that SPS Commerce is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Yelp	6 Very Positive mention(s)	5 Positive mention(s)	4 Neutral mention(s)	0 Negative mention(s)	1 Very Negative mention(s)	Positive
SPS Commerce	8 Very Positive mention(s)	0 Positive mention(s)	3 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Does the MarketBeat Community favor YELP or SPSC?

Yelp received 698 more outperform votes than SPS Commerce when rated by MarketBeat users. However, 73.61% of users gave SPS Commerce an outperform vote while only 68.17% of users gave Yelp an outperform vote.

Company	Underperform	Outperform
Yelp	Outperform Votes 1334 68.17%	Underperform Votes 623 31.83%
SPS Commerce	Outperform Votes 636 73.61%	Underperform Votes 228 26.39%

Do analysts recommend YELP or SPSC?

Yelp presently has a consensus target price of $37.00, suggesting a potential downside of 6.72%. SPS Commerce has a consensus target price of $220.78, suggesting a potential upside of 11.05%. Given SPS Commerce's stronger consensus rating and higher probable upside, analysts clearly believe SPS Commerce is more favorable than Yelp.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Yelp	2 Sell rating(s)	6 Hold rating(s)	1 Buy rating(s)	0 Strong Buy rating(s)	1.89
SPS Commerce	0 Sell rating(s)	5 Hold rating(s)	6 Buy rating(s)	0 Strong Buy rating(s)	2.55

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

90.1% of Yelp shares are owned by institutional investors. Comparatively, 99.0% of SPS Commerce shares are owned by institutional investors. 7.4% of Yelp shares are owned by insiders. Comparatively, 1.0% of SPS Commerce shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Which has more volatility and risk, YELP or SPSC?

Yelp has a beta of 1.35, meaning that its share price is 35% more volatile than the S&P 500. Comparatively, SPS Commerce has a beta of 0.86, meaning that its share price is 14% less volatile than the S&P 500.

Is YELP or SPSC 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
Yelp	8.48%	16.02%	11.94%
SPS Commerce	12.83%	12.60%	10.31%

Which has preferable valuation and earnings, YELP or SPSC?

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
Yelp	$1.39B	1.87	$99.17M	$1.67	23.75
SPS Commerce	$611.82M	12.21	$65.82M	$2.09	95.12

Summary

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