Yelp (YELP) Competitors

Yelp (NYSE:YELP) and SPS Commerce (NASDAQ:SPSC) are both mid-cap computer and technology companies, but which is the superior investment? We will contrast the two businesses based on the strength of their analyst recommendations, dividends, profitability, earnings, institutional ownership, community ranking, media sentiment, valuation and risk.

Which has more volatility and risk, YELP or SPSC?

Yelp has a beta of 1.02, suggesting that its share price is 2% more volatile than the S&P 500. Comparatively, SPS Commerce has a beta of 0.73, suggesting that its share price is 27% less volatile than the S&P 500.

Does the media favor YELP or SPSC?

In the previous week, Yelp had 11 more articles in the media than SPS Commerce. MarketBeat recorded 19 mentions for Yelp and 8 mentions for SPS Commerce. SPS Commerce's average media sentiment score of 1.12 beat Yelp's score of 0.71 indicating that SPS Commerce is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Yelp	9 Very Positive mention(s)	4 Positive mention(s)	5 Neutral mention(s)	0 Negative mention(s)	1 Very Negative mention(s)	Positive
SPS Commerce	4 Very Positive mention(s)	0 Positive mention(s)	3 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Is YELP or SPSC more profitable?

SPS Commerce has a net margin of 12.08% compared to Yelp's net margin of 9.41%. Yelp's return on equity of 18.07% beat SPS Commerce's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Yelp	9.41%	18.07%	13.55%
SPS Commerce	12.08%	12.27%	10.10%

Do analysts prefer YELP or SPSC?

Yelp presently has a consensus price target of $34.00, suggesting a potential downside of 5.00%. SPS Commerce has a consensus price target of $192.56, suggesting a potential upside of 39.64%. Given SPS Commerce's stronger consensus rating and higher probable upside, analysts plainly believe SPS Commerce is more favorable than Yelp.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Yelp	2 Sell rating(s)	5 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	1.71
SPS Commerce	0 Sell rating(s)	4 Hold rating(s)	6 Buy rating(s)	0 Strong Buy rating(s)	2.60

Do insiders & institutionals have more ownership in YELP or SPSC?

90.1% of Yelp shares are owned by institutional investors. Comparatively, 99.0% of SPS Commerce shares are owned by institutional investors. 7.4% of Yelp shares are owned by company insiders. Comparatively, 1.0% of SPS Commerce shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Does the MarketBeat Community favor YELP or SPSC?

Yelp received 689 more outperform votes than SPS Commerce when rated by MarketBeat users. However, 73.58% of users gave SPS Commerce an outperform vote while only 68.08% of users gave Yelp an outperform vote.

Company	Underperform	Outperform
Yelp	Outperform Votes 1335 68.08%	Underperform Votes 626 31.92%
SPS Commerce	Outperform Votes 646 73.58%	Underperform Votes 232 26.42%

Which has higher valuation & earnings, YELP or SPSC?

Yelp has higher revenue and earnings than SPS Commerce. Yelp is trading at a lower price-to-earnings ratio than SPS Commerce, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Yelp	$1.44B	1.59	$132.85M	$2.08	17.21
SPS Commerce	$669.74M	7.82	$77.05M	$2.14	64.43

Summary

SPS Commerce beats Yelp on 10 of the 18 factors compared between the two stocks.