Yelp - das Bewertungsportal

wieviel Potenzial hat Yelp? Kann dieses Unternehmen eine ähnliche Entwicklung wie Google oder Facebook hinlegen?
Hierzu ein erster Artikel:www.it-times.de/news/hintergrundbericht/...potential-wirklich/
Was denkt Ihr ?

www.finanzen.net/nachricht/aktien/...e-Hightech-Helden-3207364

www.wiwo.de/technologie/digitale-welt/...ftskunde/9360516.html

- Gewinn wird auf sich warten lassen

www.boerse-online.de/nachrichten/aktien/...pansionskurs-834603

Ich seh es ähnlich, wie der Autor: vorerst auf die Watch und Korrekturen abwarten  

www.finanznachrichten.de/...ear-2013-financial-results-008.htm

Ausmaß, wie es Google und/oder Facebook nie waren.  Ein Vergleich, der das deutlich macht.

• Yelp has only the 2.6-fold revenues of Local Corp, but with 5.02 billion the 133-fold market-cap of the idiotic low 37.55 million of Local Corp

Local Corp., the company that connects consumers with all local businesses, today announced financial results for the third quarter ended September 30, 2013
• Sequential revenue growth up 4% to $23.5 million in Q3-13 from $22.7 million in Q2-13.
• Adjusted EBITDA up 12% to $1.3 million in Q3-13 from $1.2 million in Q2-13.

Yelp Inc., the company that connects consumers with great local businesses, today announced financial results for the third quarter ended September 30, 2013.
• Sequential revenue growth up 11.3% to $61.2 million in Q3-13 from $55.0 million in Q2-13.
• Adjusted EBITDA for the third quarter of 2013 was approximately $8.1 million.

Ganz schlicht und einfach: Die Kriminellen aus den Investmentbankabteilungen, die damals den New-Economy-Bubble um die Jahrtausendwende aufgeblasen haben, sind zu den Inkubatoren abgewanderlt und betreiben dort jetzt ihre kriminellen Aufblasspielchen - leider fast ungestört von SEC und Finra, die sich mit dieser Kloake zu wenig beschäftigt, weil es keine Banken sind.

Ranking of Yelp by Unique Visitors: MONTHLY DECREASE OF 6 RANKS, YEARLY DECREASE OF 5 RANKS - Compare and look on market-caps
FLAGSHIP-SITE OF LOCAL CORP (MAREKT-CAP = 37.5 MILLION) HAS 22,101,600 UNIQUE VISITORS
RANK (BY UVS) 62 (MONTHLY INCREASE = +10, YEARLY INCREASE = +1)
And additional between 15 and 20 million Monthly Unique Visitors comes from the network of Local Corp of 1,600+ sites, because this numbers were count by the newspapers-sites.

YELP (MARKET-CAP 4,480 MILLION) HAS 21,685,839 UNIQUE VISITORS
RANK (BY UVS) 66 (MONTHLY DECREASE OF 6 RANKS, YEARLY DECREASE OF 5 RANKS)

ON RANK 1 WITH 178,589,147 US-UNIQUE VISITORS IS GOOGLE (market-cap = 371,540 million).

sollte man sich unbedingt anssehen:

siteanalytics.compete.com/yelp.com/

dann einmal auf folgende Adresse gehen:

siteanalytics.compete.com/local.com/

Und dann stellt sich logischerweise die Frage, warum das Unternehmen unter der letzten Adresse nur eine Marktkapitalisierung von 37,55 Millionen hat, während das Unternehmen mit der kleineren US-Userzahl eine von 5,02 Milliarden hat. Und hinzu kommt noch, dass Local Corp außer den Zahlen von der Flagship-Seite noch 15 bis 20 Millionen User im Netzwerk hat, die direkt bei den Mitgliedern des Netzwerkes (mest online gestellte Zeitungen und Zeitschriften) gezählt werden - das dürfte in etwa die ausländischen User von Yelp aufwiegen, da Local Corp im Ausland nur in Großbritannien mit einer eigenen Landesgesellschaft vertreten ist.

That is a divergence with the factor 51 (!!!!!!!!!!!!!!!!!!!!) and the result is: Every one $ revenues of Yelp has the 51-fold valuation of one $ reveneus of Local Corp.

www.webpronews.com/yelp-earnings-released-revenue-up-72-2014-02

hätte ich nicht gedacht. Bin weiter am Start...

http://www.ariva.de/local_corp-aktie/...or=None&compare=106920042

geht - und das wird sich auch in Zukunft noch heftig fortsetzen:

http://www.ariva.de/local_corp-aktie/...vents=None&indicator=None

Yelp has 20-times-revenues - Local Corp 0.4-times

"As if Yelp wasn't already ridiculously overpriced, the company also keeps increasing the dilution for the shareholders. This comes from issuing new shares and paying many employees in stock options. In fact, issuing and selling stocks have become something like a business plan for the company, and perhaps its only hope of making a profit. In 2011, Yelp had 15.29 million outstanding shares which rose sharply to 54.15 million in 2012 and it rose further to 65.69 million in 2013. Currently, Yelp has 68.86 million outstanding shares, giving the company a market value of $5.51 billion (compared to the company's book value of $486 million). Currently, Yelp trades for 10 times its book value and 22 times its revenue."

Source: Read the complete text direct on Seeking Alpha

da frage ich mich, wie seriöse Analysten dieses Papier empfehlen können ?
Der Kurs der letzten Tage sollte jeden wachgerüttelt haben.

sind Mafiosis, die mit den Inkubatoren, die ihre Aktien teuer blöden Anleger andrehen wollen im Hurenbet liegen.

krillion.com/

Sprachlos ist man auch, dass Local Corp nur mit dem O,4-fachen Umsatz bewertet wird, Yelp auch nach dem Absturz noch mit 18-fachen.

wenn man sich die Kursentwicklung von Yelp in den letzten Wochen ansieht.

halbiert:

Yelp, Inc. (YELP)-NYSE  Following
53.12  4.51(7.83%) 12:14PM EDT - Nasdaq Real Time Price
Get the big picture on all your investments.
Sync your Yahoo portfolio now
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.

zeigen die folgenden Ausführungen:


"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  

www.comdirect.de/inf/aktien/detail/...nchmarks=true&e&

Guidance of Yelp of reveneus of 365 million for 2014 are by the market-cap of 3.89 billion on Friday 10.66-times-revenues - the 28-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 milllion revenues of Local Corp and more are by a market-cap of only 41.1 million last Friday only 0.38-times-revenues.

247wallst.com/technology-3/2014/05/12/...er-buyout-candidates/

Yelp extreme overvalued in compare

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

Jacob Steinberg (Source. Read the complete text direct at Seeking Alpha)

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.

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. Less

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.

Idiotic Divergence

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

Michael Ranalli

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

This development will continue:

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

NEW YORK (TheStreet) -- TheStreet Ratings team reiterates Yelp Inc. (YELP_) as a "sell" with a ratings score of D+.

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

Hey Leute,

die letzten posts bzgl Yelp sind recht negativ. Seid ihr noch investiert?

Asiatischer Markt wurde bisher noch nicht erschlossen und ein starkes Umsatzwachstum (CAGR 470% 2010-2013) sind m.M.n. vorhanden. (Laut Q2 Report)

Freue mich auf eure aktuellen Meinungen.

Yelp gefällt mir sehr gut. Interessantes Geschäftsfeld und das Unternehmen wächst dynamisch. Im Bereich Internetaktien sicher ein Kauf, wenn auch nicht ALLIn wegen vorhandener Risiken (hohe Bewertung).

Yelp könnte an Widerstandslinie abprallen:
www.lynxbroker.de/lynx-boersenblick/...amp;eatglc=yzxgu7hp7mzo

Yelp vom Handel ausgesetzt, stellt sich angeblich selbst zum Verkauf
Yelp Inc. 18:47:45 39,30 $ 2,83%
vor 1 Min (19:00) - Echtzeitnachricht

Hätte Twitter auch passieren müssen nach dem Fiasko ! Wer weiß vielleicht ist Google ja tatsächlich dran...  

Laut der Börsensimulation Informunity ist Yelp mittlerweile der US-Nebenwert mit dem höchsten Shortanteil, 65 % der in Yelp investierten Investoren sind dort Short:

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.

Binnen 2 Tagen fällt die Shortratio nun wieder auf 50 %. Demnach müsste ja wieder alles repariert sein.

Oder die Übernahmegerüchrte schrecken vom Shorten ab.

Ein Bild sagt mehr als tausend Worte: