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Side-by-side financial comparison of BRC Group Holdings, Inc. (RILY) 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 $188.3M, roughly 1.9× BRC Group Holdings, Inc.). BRC Group Holdings, Inc. runs the higher net margin — 47.9% vs 10.5%, a 37.4% gap on every dollar of revenue. On growth, YELP INC posted the faster year-over-year revenue change (-0.5% vs -21.9%). Over the past eight quarters, YELP INC's revenue compounded faster (4.0% CAGR vs -15.4%).
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.
RILY vs YELP — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $188.3M | $360.0M |
| Net Profit | $90.3M | $37.8M |
| Gross Margin | 79.5% | — |
| Operating Margin | 32.3% | 13.6% |
| Net Margin | 47.9% | 10.5% |
| Revenue YoY | -21.9% | -0.5% |
| Net Profit YoY | 1710.8% | -10.5% |
| EPS (diluted) | $2.78 | $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.
| Q4 25 | $188.3M | $360.0M | ||
| Q3 25 | $215.3M | $376.0M | ||
| Q2 25 | $188.2M | $370.4M | ||
| Q1 25 | $197.2M | $358.5M | ||
| Q4 24 | $241.0M | $362.0M | ||
| Q3 24 | $225.5M | $360.3M | ||
| Q2 24 | $256.0M | $357.0M | ||
| Q1 24 | $263.4M | $332.8M |
| Q4 25 | $90.3M | $37.8M | ||
| Q3 25 | $91.1M | $39.3M | ||
| Q2 25 | $139.5M | $44.1M | ||
| Q1 25 | $-10.0M | $24.4M | ||
| Q4 24 | $-5.6M | $42.2M | ||
| Q3 24 | $-284.4M | $38.4M | ||
| Q2 24 | $-433.6M | $38.0M | ||
| Q1 24 | $-49.2M | $14.2M |
| Q4 25 | 79.5% | — | ||
| Q3 25 | 83.7% | — | ||
| Q2 25 | 81.3% | — | ||
| Q1 25 | 81.4% | — | ||
| Q4 24 | 79.8% | — | ||
| Q3 24 | 82.1% | — | ||
| Q2 24 | 84.5% | — | ||
| Q1 24 | 85.3% | — |
| Q4 25 | 32.3% | 13.6% | ||
| Q3 25 | 30.4% | 14.1% | ||
| Q2 25 | 5.7% | 14.4% | ||
| Q1 25 | -31.2% | 8.2% | ||
| Q4 24 | -69.2% | 14.8% | ||
| Q3 24 | -36.4% | 12.9% | ||
| Q2 24 | -90.8% | 11.1% | ||
| Q1 24 | -6.1% | 3.4% |
| Q4 25 | 47.9% | 10.5% | ||
| Q3 25 | 42.3% | 10.5% | ||
| Q2 25 | 74.1% | 11.9% | ||
| Q1 25 | -5.1% | 6.8% | ||
| Q4 24 | -2.3% | 11.7% | ||
| Q3 24 | -126.1% | 10.7% | ||
| Q2 24 | -169.4% | 10.7% | ||
| Q1 24 | -18.7% | 4.3% |
| Q4 25 | $2.78 | $0.60 | ||
| Q3 25 | $2.91 | $0.61 | ||
| Q2 25 | $4.50 | $0.67 | ||
| Q1 25 | $-0.39 | $0.36 | ||
| Q4 24 | $-0.01 | $0.58 | ||
| Q3 24 | $-9.39 | $0.56 | ||
| Q2 24 | $-14.35 | $0.54 | ||
| Q1 24 | $-1.71 | $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 | $226.6M | $319.4M |
| Total DebtLower is stronger | $1.4B | — |
| Stockholders' EquityBook value | $-171.5M | $710.9M |
| Total Assets | $1.7B | $958.5M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $226.6M | $319.4M | ||
| Q3 25 | $184.2M | $333.6M | ||
| Q2 25 | $267.4M | $301.1M | ||
| Q1 25 | $138.3M | $324.4M | ||
| Q4 24 | $146.9M | $317.9M | ||
| Q3 24 | $159.2M | $397.0M | ||
| Q2 24 | $236.9M | $384.8M | ||
| Q1 24 | $190.7M | $420.8M |
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.3B | — | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $-171.5M | $710.9M | ||
| Q3 25 | $-260.5M | $733.2M | ||
| Q2 25 | $-351.7M | $746.4M | ||
| Q1 25 | $-496.8M | $728.0M | ||
| Q4 24 | $-488.2M | $744.0M | ||
| Q3 24 | $-497.6M | $739.5M | ||
| Q2 24 | $-218.3M | $735.3M | ||
| Q1 24 | $228.4M | $722.0M |
| Q4 25 | $1.7B | $958.5M | ||
| Q3 25 | $1.7B | $989.9M | ||
| Q2 25 | $1.5B | $980.2M | ||
| Q1 25 | $1.5B | $985.2M | ||
| Q4 24 | $1.8B | $983.6M | ||
| Q3 24 | $2.2B | $980.2M | ||
| Q2 24 | $3.2B | $965.0M | ||
| Q1 24 | $5.0B | $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 | — | $72.3M |
| FCF MarginFCF / Revenue | — | 20.1% |
| Capex IntensityCapex / Revenue | — | 3.4% |
| Cash ConversionOCF / Net Profit | 0.29× | 2.24× |
| TTM Free Cash FlowTrailing 4 quarters | — | $323.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $26.2M | $84.5M | ||
| Q3 25 | $-60.6M | $131.5M | ||
| Q2 25 | $-25.6M | $58.0M | ||
| Q1 25 | $184.0K | $98.0M | ||
| Q4 24 | $-2.7M | $71.0M | ||
| Q3 24 | $19.5M | $102.3M | ||
| Q2 24 | $111.5M | $39.7M | ||
| Q1 24 | $135.4M | $72.9M |
| Q4 25 | — | $72.3M | ||
| Q3 25 | — | $118.9M | ||
| Q2 25 | — | $45.0M | ||
| Q1 25 | — | $87.5M | ||
| Q4 24 | — | $60.0M | ||
| Q3 24 | — | $92.5M | ||
| Q2 24 | — | $30.1M | ||
| Q1 24 | — | $65.9M |
| Q4 25 | — | 20.1% | ||
| Q3 25 | — | 31.6% | ||
| Q2 25 | — | 12.2% | ||
| Q1 25 | — | 24.4% | ||
| Q4 24 | — | 16.6% | ||
| Q3 24 | — | 25.7% | ||
| Q2 24 | — | 8.4% | ||
| Q1 24 | — | 19.8% |
| Q4 25 | — | 3.4% | ||
| Q3 25 | — | 3.3% | ||
| Q2 25 | — | 3.5% | ||
| Q1 25 | — | 2.9% | ||
| Q4 24 | — | 3.0% | ||
| Q3 24 | — | 2.7% | ||
| Q2 24 | — | 2.7% | ||
| Q1 24 | — | 2.1% |
| Q4 25 | 0.29× | 2.24× | ||
| Q3 25 | -0.66× | 3.34× | ||
| Q2 25 | -0.18× | 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
RILY
| Transferred At Point In Time | $101.4M | 54% |
| Wealth Management Segment | $30.7M | 16% |
| Corporate Finance Consulting And Investment Banking Fees | $27.1M | 14% |
| Services And Fees | $24.8M | 13% |
| Commissions Fees And Reimbursed Expenses | $4.8M | 3% |
YELP
| Advertising Services | $231.4M | 64% |
| Advertising Restaurants And Other | $106.8M | 30% |
| Other Revenue | $21.8M | 6% |