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Side-by-side financial comparison of YELP INC (YELP) and Zeta Global Holdings Corp. (ZETA). Click either name above to swap in a different company.
Zeta Global Holdings Corp. is the larger business by last-quarter revenue ($394.6M vs $360.0M, roughly 1.1× YELP INC). YELP INC runs the higher net margin — 10.5% vs 1.7%, a 8.8% gap on every dollar of revenue. On growth, Zeta Global Holdings Corp. posted the faster year-over-year revenue change (25.4% vs -0.5%). YELP INC produced more free cash flow last quarter ($72.3M vs $60.9M). Over the past eight quarters, Zeta Global Holdings Corp.'s revenue compounded faster (42.3% CAGR vs 4.0%).
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.
Zeta Global Holdings Corp. is an American marketing technology company which was founded in 2007. Zeta offers companies a suite of multichannel marketing tools focused on creating, maintaining, and monetizing customer relationships. The company went public on the New York Stock Exchange on June 10, 2021, at a US$1.7 billion valuation.
YELP vs ZETA — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $360.0M | $394.6M |
| Net Profit | $37.8M | $6.5M |
| Gross Margin | — | 59.5% |
| Operating Margin | 13.6% | 4.5% |
| Net Margin | 10.5% | 1.7% |
| Revenue YoY | -0.5% | 25.4% |
| Net Profit YoY | -10.5% | -57.1% |
| EPS (diluted) | $0.60 | $0.04 |
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 | $360.0M | $394.6M | ||
| Q3 25 | $376.0M | $337.2M | ||
| Q2 25 | $370.4M | $308.4M | ||
| Q1 25 | $358.5M | $264.4M | ||
| Q4 24 | $362.0M | $314.7M | ||
| Q3 24 | $360.3M | $268.3M | ||
| Q2 24 | $357.0M | $227.8M | ||
| Q1 24 | $332.8M | $194.9M |
| Q4 25 | $37.8M | $6.5M | ||
| Q3 25 | $39.3M | $-3.6M | ||
| Q2 25 | $44.1M | $-12.8M | ||
| Q1 25 | $24.4M | $-21.6M | ||
| Q4 24 | $42.2M | $15.2M | ||
| Q3 24 | $38.4M | $-17.4M | ||
| Q2 24 | $38.0M | $-28.1M | ||
| Q1 24 | $14.2M | $-39.6M |
| Q4 25 | — | 59.5% | ||
| Q3 25 | — | 60.5% | ||
| Q2 25 | — | 62.1% | ||
| Q1 25 | — | 60.9% | ||
| Q4 24 | — | 60.0% | ||
| Q3 24 | — | 60.6% | ||
| Q2 24 | — | 60.0% | ||
| Q1 24 | — | 60.6% |
| Q4 25 | 13.6% | 4.5% | ||
| Q3 25 | 14.1% | 2.6% | ||
| Q2 25 | 14.4% | -1.7% | ||
| Q1 25 | 8.2% | -6.1% | ||
| Q4 24 | 14.8% | 2.2% | ||
| Q3 24 | 12.9% | -4.6% | ||
| Q2 24 | 11.1% | -11.7% | ||
| Q1 24 | 3.4% | -18.4% |
| Q4 25 | 10.5% | 1.7% | ||
| Q3 25 | 10.5% | -1.1% | ||
| Q2 25 | 11.9% | -4.2% | ||
| Q1 25 | 6.8% | -8.2% | ||
| Q4 24 | 11.7% | 4.8% | ||
| Q3 24 | 10.7% | -6.5% | ||
| Q2 24 | 10.7% | -12.3% | ||
| Q1 24 | 4.3% | -20.3% |
| Q4 25 | $0.60 | $0.04 | ||
| Q3 25 | $0.61 | $-0.02 | ||
| Q2 25 | $0.67 | $-0.06 | ||
| Q1 25 | $0.36 | $-0.10 | ||
| Q4 24 | $0.58 | $0.10 | ||
| Q3 24 | $0.56 | $-0.09 | ||
| Q2 24 | $0.54 | $-0.16 | ||
| Q1 24 | $0.20 | $-0.23 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $319.4M | $319.8M |
| Total DebtLower is stronger | — | $197.1M |
| Stockholders' EquityBook value | $710.9M | $804.6M |
| Total Assets | $958.5M | $1.5B |
| Debt / EquityLower = less leverage | — | 0.24× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $319.4M | $319.8M | ||
| Q3 25 | $333.6M | $385.2M | ||
| Q2 25 | $301.1M | $365.3M | ||
| Q1 25 | $324.4M | $364.4M | ||
| Q4 24 | $317.9M | $366.2M | ||
| Q3 24 | $397.0M | $418.5M | ||
| Q2 24 | $384.8M | $154.7M | ||
| Q1 24 | $420.8M | $141.6M |
| Q4 25 | — | $197.1M | ||
| Q3 25 | — | $196.9M | ||
| Q2 25 | — | $196.7M | ||
| Q1 25 | — | $196.5M | ||
| Q4 24 | — | $196.3M | ||
| Q3 24 | — | $196.1M | ||
| Q2 24 | — | $184.4M | ||
| Q1 24 | — | $184.2M |
| Q4 25 | $710.9M | $804.6M | ||
| Q3 25 | $733.2M | $689.2M | ||
| Q2 25 | $746.4M | $673.3M | ||
| Q1 25 | $728.0M | $676.6M | ||
| Q4 24 | $744.0M | $676.8M | ||
| Q3 24 | $739.5M | $474.9M | ||
| Q2 24 | $735.3M | $217.0M | ||
| Q1 24 | $722.0M | $191.6M |
| Q4 25 | $958.5M | $1.5B | ||
| Q3 25 | $989.9M | $1.2B | ||
| Q2 25 | $980.2M | $1.1B | ||
| Q1 25 | $985.2M | $1.1B | ||
| Q4 24 | $983.6M | $1.1B | ||
| Q3 24 | $980.2M | $869.1M | ||
| Q2 24 | $965.0M | $583.9M | ||
| Q1 24 | $993.5M | $550.3M |
| Q4 25 | — | 0.24× | ||
| Q3 25 | — | 0.29× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | — | 0.29× | ||
| Q4 24 | — | 0.29× | ||
| Q3 24 | — | 0.41× | ||
| Q2 24 | — | 0.85× | ||
| Q1 24 | — | 0.96× |
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 | $84.5M | $64.1M |
| Free Cash FlowOCF − Capex | $72.3M | $60.9M |
| FCF MarginFCF / Revenue | 20.1% | 15.4% |
| Capex IntensityCapex / Revenue | 3.4% | 0.8% |
| Cash ConversionOCF / Net Profit | 2.24× | 9.81× |
| TTM Free Cash FlowTrailing 4 quarters | $323.7M | $185.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $84.5M | $64.1M | ||
| Q3 25 | $131.5M | $57.9M | ||
| Q2 25 | $58.0M | $42.0M | ||
| Q1 25 | $98.0M | $34.8M | ||
| Q4 24 | $71.0M | $43.7M | ||
| Q3 24 | $102.3M | $34.4M | ||
| Q2 24 | $39.7M | $31.1M | ||
| Q1 24 | $72.9M | $24.7M |
| Q4 25 | $72.3M | $60.9M | ||
| Q3 25 | $118.9M | $52.4M | ||
| Q2 25 | $45.0M | $39.7M | ||
| Q1 25 | $87.5M | $32.1M | ||
| Q4 24 | $60.0M | $35.4M | ||
| Q3 24 | $92.5M | $29.5M | ||
| Q2 24 | $30.1M | $24.4M | ||
| Q1 24 | $65.9M | $18.9M |
| Q4 25 | 20.1% | 15.4% | ||
| Q3 25 | 31.6% | 15.6% | ||
| Q2 25 | 12.2% | 12.9% | ||
| Q1 25 | 24.4% | 12.1% | ||
| Q4 24 | 16.6% | 11.3% | ||
| Q3 24 | 25.7% | 11.0% | ||
| Q2 24 | 8.4% | 10.7% | ||
| Q1 24 | 19.8% | 9.7% |
| Q4 25 | 3.4% | 0.8% | ||
| Q3 25 | 3.3% | 1.6% | ||
| Q2 25 | 3.5% | 0.8% | ||
| Q1 25 | 2.9% | 1.0% | ||
| Q4 24 | 3.0% | 2.6% | ||
| Q3 24 | 2.7% | 1.8% | ||
| Q2 24 | 2.7% | 3.0% | ||
| Q1 24 | 2.1% | 3.0% |
| Q4 25 | 2.24× | 9.81× | ||
| Q3 25 | 3.34× | — | ||
| Q2 25 | 1.32× | — | ||
| Q1 25 | 4.02× | — | ||
| Q4 24 | 1.68× | 2.87× | ||
| 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
YELP
| Advertising Services | $231.4M | 64% |
| Advertising Restaurants And Other | $106.8M | 30% |
| Other Revenue | $21.8M | 6% |
ZETA
Segment breakdown not available.
