Yelp - das Bewertungsportal
Hierzu ein erster Artikel:http://www.it-times.de/news/hintergrundbericht/...potential-wirklich/
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Yelp, Inc. (YELP)-NYSE Following
53.12 4.51(7.83%) 12:14PM EDT - Nasdaq Real Time Price
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Prev Close: 57.63
Open: 57.83
Bid: 52.96 x 200
Ask: 53.00 x 200
1y Target Est: 90.42
Beta: 2.68
Next Earnings Date: 30-Apr-14
Day's Range: 52.44 - 57.90
52wk Range: 25.17 - 101.75
Volume: 5,632,244
Avg Vol (3m): 4,534,750
Market Cap: 3.79B
P/E (ttm): N/A
EPS (ttm): -0.15
Div & Yield: N/A (N/A)
Nachwievor gigantische Divergenzen, die sich lediglich halbiert haben, aber immer noch extrem absurd sind:
Yelp has only the 3.4-fold revenues of Local Corp, but with 3.97 billion the 90-fold market-cap of the idiotic low 43.9 million of Local Corp
Fiscal 2014 Financial Guidance of Local Corp:
Revenue - The company expects 2014 revenue of between $103 million and $107 million, which at the mid-point, is an increase of 11 percent, over 2013 revenue.
Fiscal 2014 Financial Guidance of Yelp:
Revenue - The company expects 2014 revenue of between $353 million and $359 million, which at the mid-point, is an increase of 53 percent, over 2013 revenue.
"Yelp Is Headed Towards Another Year Without A Profit May. 1, 2014 4:53 AM ET | 1 comment | About: YELP by: Jacob Steinberg
Summary
Yelp's quarterly results beat the analyst estimates by a little bit but the results were nothing to write home about.
The company's growth rate continues to slow down, dilution continues to increase and monetization of content is very poor.
The company's future guidance calls for further slow down in growth, more dilution and lack of profitability.
At the current valuation, the company is still too expensive and it is mostly a speculation. "
Read the complete text direct on Seeking Alpha
Guidance of 107 milllion revenues of Local Corp and more are by a market-cap of only 41.1 million last Friday only 0.38-times-revenues.
Company
Symbol
Price
Market Cap
(in millions)
2014E Sales
(in millions)
Market Cap/Sales
Marchex, Inc.
MCHX
$ 10.68
$ 392.7
$ 171.0
2.3
Local Corporation
LOCM
$ 1.83
$ 42.5
$ 107.0
0.4
Yelp, Inc.
YELP
$ 52.74
$ 3,700.0
$ 365.0
10.1
Angie’s List, Inc.
ANGI
$ 10.23
$ 597.9
$ 328.0
1.8
Blucora, Inc.
BCOR
$ 17.07
$ 720.9
$ 656.0
1.1
Travelzoo Inc.
TZOO
$ 17.48
$ 257.7
$ 163.0
1.6
Autobytel, Inc.
ABTL
$ 11.04
$ 99.1
$ 115.0
0.9
About: Yelp (YELP) by: Jacob Steinberg
Summary:
Just because a stock fell sharply recently does not mean it is cheap.
Yelp's business model of spending $50 million in marketing to generate $45 million in revenues is not sustainable.
Even if all analyst goals are met, we are still looking at a ridiculous forward valuation.
Revenue-wise the growth opportunities are limited for Yelp outside of the US.
Sell all your overvalued und from criminal incubators and criminal invesmtent banks pushed Yelpö-shares at once
Key Highlights of Q1/2014 from Local Corp
- Grew total revenue 22% year-over-year to $26.2 million.
- Increased Network revenue 78% year-over-year to $14.8 million.
- Reduced net loss 16% year-over-year, reporting net loss of $2.8 million.
- Delivered Adjusted EBITDA* of $712,000 while investing in growth.
- Reported $189 revenue per thousand visitors (RKVs), up from $178 in fourth quarter 2013.
Read additional more in the transcript of the conference call direct on Seeking Alpha;
“We entered 2014 focused on three avenues to drive long-term shareholder value:
- growing our core business,
- leveraging our Krillion® data technology and
- monetizing our intellectual property.”
Local Corp has with about 28 million Monthly US-Unique Visitors more than Yelp with about 25.7 million Monthly US-Unique Visitors
The Monthly US-Unique Visitors of Local Cors Flagshipsite increase from 20,166,283 in March to 21,016,559 in April. Together with between 7 and 8 million Monthly US-Unique Visitors from the network has Loccal Corp between 28 and 29 million Monthly US-Unique Visitors against 25, 669,108 Monthly US-Unique Visitors of Yelp.
Idiotic Divergence
Guidance of Yelp of revenues of 365 million for 2014 are by the market-cap of 4.41 billion on Friday 12.09-times-revenues - the 32-fold valuation of every $ revenues of the idiotic low 0.38-times-revenues of Local Corp. Such a divergence will never lasting. Guidance of 107 million revenues and more of Local Corp are by a market-cap of only 41.0 million last Friday only 0.38-times-revenues.
Guidance of Yelp of revenues of 365 million for 2014 are by the market-cap of 4.87 billion 13.34-times-revenues - the 34.2-fold valuation of every $ revenues of the idiotic low 0.39-times-revenues of Local Corp. Such a divergence will never lasting. Guidance of 107 million revenues and more of Local Corp are by a market-cap of only 41.9 million only 0.39-times-revenues
Yelp, Inc.: In A State Of Cognitive Dissonance
Jun. 6, 2014 4:25 PM ET
Summary
• There is a major disconnect between management’s rosy assessment of its total addressable market (TAM) and Yelp’s customer capture rate.
• Yelp has a presence in 120 cities, of which, 59 are international, yet in Q1 FY2014, revenue from international cities accounted for only 3% of revenue.
• The FTC is investigating Yelp regarding the 2,045 complaints it received between 2008 and early 2014.
• $928 million in insider selling for a company with market capitalization of $4.6 billion would make Grover Norquist blush.
Source: Read the complete text direct at Seeking Alpha
Local Corp: The share price increased in the last 3 months
Date Open High Low Close Volume Adj Close*
Jun 13, 2014 1.99 2.00 1.85 1.92 99,500 1.92
Mar 12, 2014 1.88 1.90 1.80 1.81 381,200 1.81
Yelp: The share price decreased in the last three month
Date Open High Low Close Volume Adj Close*
Jun 13, 2014 73.00 75.68 71.83 74.92 18,652,400 74.92
Mar 12, 2014 89.85 93.48 87.55 92.79 3,066,900 92.79
Shares of Yelp are higher by 2.36% to $76.40 in early afternoon trading on Wednesday.
TheStreet Ratings Team has this to say about their recommendation:
"We rate YELP INC (YELP) a SELL. This is driven by several weaknesses, which we believe should have a greater impact than any strengths, and could make it more difficult for investors to achieve positive results compared to most of the stocks we cover. The area that we feel has been the company's primary weakness has been its disappointing return on equity."
Yelp extreme overvalued in compare
Guidance of Yelp of revenues of 365 million for 2014 are by the market-cap of 5.52 billion on Friday 15.12-times-revenues - the 36-fold valuation of every $ revenues of the idiotic low 0.38-times-revenues of Local Corp. Such a divergence will never lasting. Guidance of 107 million revenues and more of Local Corp are by a market-cap of only 44.9 million yesterday only 0.42-times-revenues.
"Yelp's market valuation is out of touch and prices the company for perfection
Investors reacted extremely emotional to Priceline's acquisition offer for OpenTable, which, by the way, was profoundly endorsed by Wall Street, and investors quickly looked for other potential acquisition targets. However, I can hardly see how Yelp's already inflated market valuation will help the company attract a buyer.
Yelp currently has a market capitalization of $5.4 billion and trades at approximately 250 times forward earnings and 19 times sales according to Morningstar. Truly stunning valuation metrics for a company that continues to post sequential losses and which can hardly be justified."
Read the complete article "Yelp: Hope Dies Last" direct at Seeking Alpha
http://www.lynxbroker.de/lynx-boersenblick/...amp;eatglc=yzxgu7hp7mzo
Yelp Inc. 18:47:45 39,30 $ 2,83%
vor 1 Min (19:00) - Echtzeitnachricht
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http://www.informunity.de/...0&NS=0&VT=P&SC=C2R&SID=0
Angesichts der jüngsten Verluste die Yelp einfuhr wird die ganze Bewertung fragwürdig, weshalb die Shorties hier wohl richtig liegen.
Aktuel hatt Yelp eine Marktkapitalisierung von 2,8 Mrd . Um diese zu rechtfertigen müssten sie eigentlich schon mindestens 175 Mio. im Jahr verdienen (KGV 16). Wenn man nun aber nur +/- Null macht oder gar Verluste im Jahr 2015 wird die Marktkapitalisierung und der Aktienkurs in sich zusammenfallen wie ein Kartenhaus.
