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Side-by-side financial comparison of iRhythm Holdings, Inc. (IRTC) 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 $208.9M, roughly 1.7× iRhythm Holdings, Inc.). YELP INC runs the higher net margin — 10.5% vs 2.7%, a 7.8% gap on every dollar of revenue. On growth, iRhythm Holdings, Inc. posted the faster year-over-year revenue change (27.1% vs -0.5%). YELP INC produced more free cash flow last quarter ($72.3M vs $14.5M). Over the past eight quarters, iRhythm Holdings, Inc.'s revenue compounded faster (25.8% CAGR vs 4.0%).
iRhythm Holdings is a digital healthcare company focused on cardiac care, developing and commercializing wearable ambulatory heart monitoring devices paired with AI-powered analytical tools. It primarily serves healthcare providers and patients across the United States, helping to detect undiagnosed arrhythmias such as atrial fibrillation through convenient long-term heart rhythm tracking that delivers actionable clinical insights.
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.
IRTC vs YELP — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $208.9M | $360.0M |
| Net Profit | $5.6M | $37.8M |
| Gross Margin | 70.9% | — |
| Operating Margin | 1.1% | 13.6% |
| Net Margin | 2.7% | 10.5% |
| Revenue YoY | 27.1% | -0.5% |
| Net Profit YoY | 518.5% | -10.5% |
| EPS (diluted) | $0.18 | $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.
| Q4 25 | $208.9M | $360.0M | ||
| Q3 25 | $192.9M | $376.0M | ||
| Q2 25 | $186.7M | $370.4M | ||
| Q1 25 | $158.7M | $358.5M | ||
| Q4 24 | $164.3M | $362.0M | ||
| Q3 24 | $147.5M | $360.3M | ||
| Q2 24 | $148.0M | $357.0M | ||
| Q1 24 | $131.9M | $332.8M |
| Q4 25 | $5.6M | $37.8M | ||
| Q3 25 | $-5.2M | $39.3M | ||
| Q2 25 | $-14.2M | $44.1M | ||
| Q1 25 | $-30.7M | $24.4M | ||
| Q4 24 | $-1.3M | $42.2M | ||
| Q3 24 | $-46.2M | $38.4M | ||
| Q2 24 | $-20.1M | $38.0M | ||
| Q1 24 | $-45.7M | $14.2M |
| Q4 25 | 70.9% | — | ||
| Q3 25 | 71.1% | — | ||
| Q2 25 | 71.2% | — | ||
| Q1 25 | 68.8% | — | ||
| Q4 24 | 70.0% | — | ||
| Q3 24 | 68.8% | — | ||
| Q2 24 | 69.9% | — | ||
| Q1 24 | 66.3% | — |
| Q4 25 | 1.1% | 13.6% | ||
| Q3 25 | -4.4% | 14.1% | ||
| Q2 25 | -10.0% | 14.4% | ||
| Q1 25 | -20.5% | 8.2% | ||
| Q4 24 | -2.5% | 14.8% | ||
| Q3 24 | -34.1% | 12.9% | ||
| Q2 24 | -15.5% | 11.1% | ||
| Q1 24 | -28.9% | 3.4% |
| Q4 25 | 2.7% | 10.5% | ||
| Q3 25 | -2.7% | 10.5% | ||
| Q2 25 | -7.6% | 11.9% | ||
| Q1 25 | -19.3% | 6.8% | ||
| Q4 24 | -0.8% | 11.7% | ||
| Q3 24 | -31.3% | 10.7% | ||
| Q2 24 | -13.6% | 10.7% | ||
| Q1 24 | -34.6% | 4.3% |
| Q4 25 | $0.18 | $0.60 | ||
| Q3 25 | $-0.16 | $0.61 | ||
| Q2 25 | $-0.44 | $0.67 | ||
| Q1 25 | $-0.97 | $0.36 | ||
| Q4 24 | $-0.03 | $0.58 | ||
| Q3 24 | $-1.48 | $0.56 | ||
| Q2 24 | $-0.65 | $0.54 | ||
| Q1 24 | $-1.47 | $0.20 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $583.8M | $319.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $152.7M | $710.9M |
| Total Assets | $1.0B | $958.5M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $583.8M | $319.4M | ||
| Q3 25 | $565.2M | $333.6M | ||
| Q2 25 | $545.5M | $301.1M | ||
| Q1 25 | $520.6M | $324.4M | ||
| Q4 24 | $535.6M | $317.9M | ||
| Q3 24 | $522.0M | $397.0M | ||
| Q2 24 | $561.5M | $384.8M | ||
| Q1 24 | $569.1M | $420.8M |
| Q4 25 | $152.7M | $710.9M | ||
| Q3 25 | $121.9M | $733.2M | ||
| Q2 25 | $103.7M | $746.4M | ||
| Q1 25 | $86.7M | $728.0M | ||
| Q4 24 | $90.9M | $744.0M | ||
| Q3 24 | $71.8M | $739.5M | ||
| Q2 24 | $99.2M | $735.3M | ||
| Q1 24 | $90.3M | $722.0M |
| Q4 25 | $1.0B | $958.5M | ||
| Q3 25 | $995.2M | $989.9M | ||
| Q2 25 | $964.0M | $980.2M | ||
| Q1 25 | $926.1M | $985.2M | ||
| Q4 24 | $931.4M | $983.6M | ||
| Q3 24 | $909.7M | $980.2M | ||
| Q2 24 | $919.2M | $965.0M | ||
| Q1 24 | $909.8M | $993.5M |
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 | $26.2M | $84.5M |
| Free Cash FlowOCF − Capex | $14.5M | $72.3M |
| FCF MarginFCF / Revenue | 6.9% | 20.1% |
| Capex IntensityCapex / Revenue | 5.6% | 3.4% |
| Cash ConversionOCF / Net Profit | 4.70× | 2.24× |
| TTM Free Cash FlowTrailing 4 quarters | $34.5M | $323.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $26.2M | $84.5M | ||
| Q3 25 | $34.9M | $131.5M | ||
| Q2 25 | $27.7M | $58.0M | ||
| Q1 25 | $-7.9M | $98.0M | ||
| Q4 24 | $19.2M | $71.0M | ||
| Q3 24 | $24.3M | $102.3M | ||
| Q2 24 | $11.8M | $39.7M | ||
| Q1 24 | $-52.0M | $72.9M |
| Q4 25 | $14.5M | $72.3M | ||
| Q3 25 | $20.1M | $118.9M | ||
| Q2 25 | $17.3M | $45.0M | ||
| Q1 25 | $-17.3M | $87.5M | ||
| Q4 24 | $12.4M | $60.0M | ||
| Q3 24 | $15.5M | $92.5M | ||
| Q2 24 | $3.4M | $30.1M | ||
| Q1 24 | $-61.8M | $65.9M |
| Q4 25 | 6.9% | 20.1% | ||
| Q3 25 | 10.4% | 31.6% | ||
| Q2 25 | 9.3% | 12.2% | ||
| Q1 25 | -10.9% | 24.4% | ||
| Q4 24 | 7.5% | 16.6% | ||
| Q3 24 | 10.5% | 25.7% | ||
| Q2 24 | 2.3% | 8.4% | ||
| Q1 24 | -46.8% | 19.8% |
| Q4 25 | 5.6% | 3.4% | ||
| Q3 25 | 7.7% | 3.3% | ||
| Q2 25 | 5.6% | 3.5% | ||
| Q1 25 | 5.9% | 2.9% | ||
| Q4 24 | 4.2% | 3.0% | ||
| Q3 24 | 6.0% | 2.7% | ||
| Q2 24 | 5.7% | 2.7% | ||
| Q1 24 | 7.4% | 2.1% |
| Q4 25 | 4.70× | 2.24× | ||
| Q3 25 | — | 3.34× | ||
| Q2 25 | — | 1.32× | ||
| Q1 25 | — | 4.02× | ||
| Q4 24 | — | 1.68× | ||
| Q3 24 | — | 2.66× | ||
| Q2 24 | — | 1.04× | ||
| Q1 24 | — | 5.15× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
IRTC
| Commercial Payors | $111.7M | 53% |
| Centers For Medicare And Medicaid | $49.2M | 24% |
| Healthcare Institutions | $34.3M | 16% |
| Non Contracted Third Party Payors | $13.7M | 7% |
YELP
| Advertising Services | $231.4M | 64% |
| Advertising Restaurants And Other | $106.8M | 30% |
| Other Revenue | $21.8M | 6% |
