…delayed/challenged, 4) valuation of Yahoo! Japan falls, and 5) valuation of Excalibur patent portfolio falls. Yelp (YELP) Our $43 price objective is based on 14x 2018E EV/EBITDA, slightly above online media comps, which we believe is warran...
Yelp
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…delayed/challenged, 4) valuation of Yahoo! Japan falls, and 5) valuation of Excalibur patent portfolio falls. Yelp (YELP) Our $43 price objective is based on 14x 2018E EV/EBITDA,
.5x 2018E EV/Sales multiple. We note that 3.5x is roughly in line with the lead generation peer group average 2018E EV/Sales multiple. We think our EV/Sales multiple is warranted as a balance between Trivago's higher growth and lower profit...
…Snap SNAP 20.7 TripAdvisor TRIP 41.76 Trivago TRVG 12.81 Twitter TWTR 14.53 Wayfair W 40.21 Yahoo! YHOO 46.38 Yelp YELP 33.22 Zillow A ZG 33.49 Zillow C Z 33.47 ZYNGA ZNGA 2.78 Source: BofA Merrill Lynch Global Research, Prices as of 5 Apri...
…erhang to the valuation. Leading indicator data points: Salesforce growth decelerating While it possible that Yelp sees improving productivity per salesperson, and the mix shift to national and self-serve reduces reliance on direct sales, t...
…ents to bear fruit. • Stock comp could create overhang: With Alphabet’s decision to only report GAAP profits, Yelp’s high stock comp (67% of 2017E EBITDA) could create overhang to the valuation. Leading indicator data points: Salesforce gro...
…eetings with the CFO seem to suggest that 4Q issues did not signal a break in the model (see On the road with Yelp), and we expect an improvement q/q customer adds. We think the company should be able achieve Street 1Q revenue and EBITDA es...
…dia peers, with potential M&A adding some offsetting downside support. 44 Internet/e-Commerce | 06 April 2017 Yelp (Neutral, $43 PO) Stock view: Likely to be some improvement vs last quarter Yelp is coming off of a quarter with decelerating...
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