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Side-by-side financial comparison of APOGEE ENTERPRISES, INC. (APOG) and YELP INC (YELP). Click either name above to swap in a different company.
YELP INC is the larger business by last-quarter revenue ($360.0M vs $351.4M, roughly 1.0× APOGEE ENTERPRISES, INC.). YELP INC runs the higher net margin — 10.5% vs 4.7%, a 5.8% gap on every dollar of revenue. On growth, APOGEE ENTERPRISES, INC. posted the faster year-over-year revenue change (1.6% vs -0.5%). Over the past eight quarters, YELP INC's revenue compounded faster (4.0% CAGR vs 2.9%).
Apogee Electronics is an American manufacturer of audio interfaces, analog-to-digital and digital-to-analog converters, USB & iOS microphones, and audio production software.
Yelp Inc. is an American company that develops the Yelp.com website and the Yelp mobile app, which publishes crowd-sourced reviews about businesses. It also operates Yelp Guest Manager, a table reservation service. It is headquartered in San Francisco.
APOG vs YELP — Head-to-Head
Income Statement — Q4 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $351.4M | $360.0M |
| Net Profit | $16.6M | $37.8M |
| Gross Margin | 22.4% | — |
| Operating Margin | 7.3% | 13.6% |
| Net Margin | 4.7% | 10.5% |
| Revenue YoY | 1.6% | -0.5% |
| Net Profit YoY | 568.8% | -10.5% |
| EPS (diluted) | $0.78 | $0.60 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $351.4M | — | ||
| Q4 25 | $348.6M | $360.0M | ||
| Q3 25 | $358.2M | $376.0M | ||
| Q2 25 | $346.6M | $370.4M | ||
| Q1 25 | $345.7M | $358.5M | ||
| Q4 24 | $341.3M | $362.0M | ||
| Q3 24 | $342.4M | $360.3M | ||
| Q2 24 | $331.5M | $357.0M |
| Q1 26 | $16.6M | — | ||
| Q4 25 | $16.5M | $37.8M | ||
| Q3 25 | $23.6M | $39.3M | ||
| Q2 25 | $-2.7M | $44.1M | ||
| Q1 25 | $2.5M | $24.4M | ||
| Q4 24 | $21.0M | $42.2M | ||
| Q3 24 | $30.6M | $38.4M | ||
| Q2 24 | $31.0M | $38.0M |
| Q1 26 | 22.4% | — | ||
| Q4 25 | 23.8% | — | ||
| Q3 25 | 23.1% | — | ||
| Q2 25 | 21.7% | — | ||
| Q1 25 | 21.6% | — | ||
| Q4 24 | 26.1% | — | ||
| Q3 24 | 28.4% | — | ||
| Q2 24 | 29.8% | — |
| Q1 26 | 7.3% | — | ||
| Q4 25 | 7.1% | 13.6% | ||
| Q3 25 | 7.5% | 14.1% | ||
| Q2 25 | 2.0% | 14.4% | ||
| Q1 25 | 1.8% | 8.2% | ||
| Q4 24 | 8.4% | 14.8% | ||
| Q3 24 | 12.3% | 12.9% | ||
| Q2 24 | 12.5% | 11.1% |
| Q1 26 | 4.7% | — | ||
| Q4 25 | 4.7% | 10.5% | ||
| Q3 25 | 6.6% | 10.5% | ||
| Q2 25 | -0.8% | 11.9% | ||
| Q1 25 | 0.7% | 6.8% | ||
| Q4 24 | 6.1% | 11.7% | ||
| Q3 24 | 8.9% | 10.7% | ||
| Q2 24 | 9.4% | 10.7% |
| Q1 26 | $0.78 | — | ||
| Q4 25 | $0.77 | $0.60 | ||
| Q3 25 | $1.10 | $0.61 | ||
| Q2 25 | $-0.13 | $0.67 | ||
| Q1 25 | $0.12 | $0.36 | ||
| Q4 24 | $0.96 | $0.58 | ||
| Q3 24 | $1.40 | $0.56 | ||
| Q2 24 | $1.41 | $0.54 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $39.5M | $319.4M |
| Total DebtLower is stronger | $232.3M | — |
| Stockholders' EquityBook value | $511.8M | $710.9M |
| Total Assets | $1.1B | $958.5M |
| Debt / EquityLower = less leverage | 0.45× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $39.5M | — | ||
| Q4 25 | $41.3M | $319.4M | ||
| Q3 25 | $39.5M | $333.6M | ||
| Q2 25 | $32.8M | $301.1M | ||
| Q1 25 | $41.4M | $324.4M | ||
| Q4 24 | $43.9M | $317.9M | ||
| Q3 24 | $51.0M | $397.0M | ||
| Q2 24 | $30.4M | $384.8M |
| Q1 26 | $232.3M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $285.0M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $511.8M | — | ||
| Q4 25 | $512.3M | $710.9M | ||
| Q3 25 | $500.2M | $733.2M | ||
| Q2 25 | $481.8M | $746.4M | ||
| Q1 25 | $487.9M | $728.0M | ||
| Q4 24 | $522.1M | $744.0M | ||
| Q3 24 | $506.4M | $739.5M | ||
| Q2 24 | $480.0M | $735.3M |
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $958.5M | ||
| Q3 25 | $1.2B | $989.9M | ||
| Q2 25 | $1.2B | $980.2M | ||
| Q1 25 | $1.2B | $985.2M | ||
| Q4 24 | $1.2B | $983.6M | ||
| Q3 24 | $917.1M | $980.2M | ||
| Q2 24 | $889.0M | $965.0M |
| Q1 26 | 0.45× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.58× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $122.5M | $84.5M |
| Free Cash FlowOCF − Capex | — | $72.3M |
| FCF MarginFCF / Revenue | — | 20.1% |
| Capex IntensityCapex / Revenue | 7.8% | 3.4% |
| Cash ConversionOCF / Net Profit | 7.37× | 2.24× |
| TTM Free Cash FlowTrailing 4 quarters | — | $323.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $122.5M | — | ||
| Q4 25 | $29.3M | $84.5M | ||
| Q3 25 | $57.1M | $131.5M | ||
| Q2 25 | $-19.8M | $58.0M | ||
| Q1 25 | $30.0M | $98.0M | ||
| Q4 24 | $31.0M | $71.0M | ||
| Q3 24 | $58.7M | $102.3M | ||
| Q2 24 | $5.5M | $39.7M |
| Q1 26 | — | — | ||
| Q4 25 | $22.9M | $72.3M | ||
| Q3 25 | $52.4M | $118.9M | ||
| Q2 25 | $-26.9M | $45.0M | ||
| Q1 25 | $19.1M | $87.5M | ||
| Q4 24 | $22.0M | $60.0M | ||
| Q3 24 | $50.2M | $92.5M | ||
| Q2 24 | $-1.8M | $30.1M |
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | 20.1% | ||
| Q3 25 | 14.6% | 31.6% | ||
| Q2 25 | -7.8% | 12.2% | ||
| Q1 25 | 5.5% | 24.4% | ||
| Q4 24 | 6.4% | 16.6% | ||
| Q3 24 | 14.7% | 25.7% | ||
| Q2 24 | -0.5% | 8.4% |
| Q1 26 | 7.8% | — | ||
| Q4 25 | 1.9% | 3.4% | ||
| Q3 25 | 1.3% | 3.3% | ||
| Q2 25 | 2.1% | 3.5% | ||
| Q1 25 | 3.2% | 2.9% | ||
| Q4 24 | 2.6% | 3.0% | ||
| Q3 24 | 2.5% | 2.7% | ||
| Q2 24 | 2.2% | 2.7% |
| Q1 26 | 7.37× | — | ||
| Q4 25 | 1.77× | 2.24× | ||
| Q3 25 | 2.41× | 3.34× | ||
| Q2 25 | — | 1.32× | ||
| Q1 25 | 12.08× | 4.02× | ||
| Q4 24 | 1.48× | 1.68× | ||
| Q3 24 | 1.92× | 2.66× | ||
| Q2 24 | 0.18× | 1.04× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
APOG
| Architectural Services | $127.1M | 36% |
| Architectural Metals | $110.0M | 31% |
| Architectural Glass | $67.4M | 19% |
| Performance Surfaces | $54.3M | 15% |
YELP
| Advertising Services | $231.4M | 64% |
| Advertising Restaurants And Other | $106.8M | 30% |
| Other Revenue | $21.8M | 6% |
