RDDT
Reddit, Inc.
RDDT has the edge over YELP overall, supported by stronger fundamentals.
YELP
Yelp Inc.
YELP has lower modeled downside risk, despite its lower overall score.
RDDT Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Strong |
RDDT's revenue, profitability, cash flow and balance sheet are all currently healthy.
YELP Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Healthy | |
| Strong |
YELP's profitability, cash flow and balance sheet are currently healthy, and its revenue is stable.
RDDT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 16x | $99.55 | — |
| Current | 20x | $99.55 | — |
| Cheap | 35x | $171 | +72% |
| Fair | 46x | $228 | +129% |
| Expensive | 53x | $262 | +163% |
Historical ranges are pointers, not guarantees.
RDDT has the edge over YELP in the historical PE scenario, which offers more potential upside but is not a forecast.
YELP PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 8.3x | $20.26 | — |
| Current | 9.7x | $20.26 | — |
| Cheap | 14x | $29.01 | +43% |
| Fair | 36x | $74.81 | +269% |
| Expensive | 70x | $147 | +627% |
Historical ranges are pointers, not guarantees.
YELP's PE is in its cheap range at 9.7x. If earnings grow as analysts expect, today's price would be 8.3x next year's earnings.
RDDT Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Low |
RDDT has the edge over YELP on the outlook, with more favorable revenue expectations.
YELP Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Stable | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect YELP's earnings to grow and its profitability to improve, with its revenue holding steady. However, they disagree widely on these estimates.
RDDT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $6.32 | +29% |
| Q3 2024 | -$7.98 | -$7.17 |
| Q2 2024 | -$8.19 | -$7.15 |
| Q1 2024 | -$8.38 | -$7.25 |
| Q4 2023 | -$0.56 | +$0.41 |
| Q3 2023 | -$0.81 | -$0.02 |
| Q2 2023 | -$1.04 | -$0.48 |
| Q1 2023 | -$1.13 | -$0.48 |
| Q4 2022 | -$0.97 | -$0.19 |
YELP has the stronger earnings trend. Trailing diluted EPS is down 39% for RDDT versus YELP down 5.4%.
YELP Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.43 | +16% |
| Q3 2026 | $2.10 | -5.4% |
| Q2 2026 | $2.08 | -4.1% |
| Q1 2026 | $2.18 | +6.9% |
| Q4 2025 | $2.24 | +19% |
| Q3 2025 | $2.22 | +33% |
| Q2 2025 | $2.17 | +14% |
| Q1 2025 | $2.04 | +30% |
| Q4 2024 | $1.88 | +39% |
YELP earned $2.10 per share over the past year, down 5.4% from the year before.
RDDT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $895M | +53% |
| Q2 2026 | $804.9M | +61% |
| Q1 2026 | $663.4M | +69% |
| Q4 2025 | $725.6M | +70% |
| Q3 2025 | $584.9M | +68% |
| Q2 2025 | $499.6M | +78% |
| Q1 2025 | $392.4M | +61% |
| Q4 2024 | $427.7M | +71% |
RDDT has the edge over YELP on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 29% | +5.5 points |
| Q2 2026 | 29% | +15 points |
| Q1 2026 | 28% | +27 points |
| Q4 2025 | 32% | +20 points |
| Q3 2025 | 24% | +22 points |
| Q2 2025 | 14% | +25 points |
| Q1 2025 | 1% | +244 points |
| Q4 2024 | 12% | +11 points |
RDDT has the edge over YELP on profitability, with a higher operating margin.
YELP Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $370.9M | -1.4% |
| Q2 2026 | $375.5M | +1.4% |
| Q1 2026 | $361.5M | +0.8% |
| Q4 2025 | $360M | -0.5% |
| Q3 2025 | $376M | +4.4% |
| Q2 2025 | $370.4M | +3.7% |
| Q1 2025 | $358.5M | +7.7% |
| Q4 2024 | $362M | +5.7% |
YELP's revenue grew through 2024 and has held roughly level since: $371M last quarter, down 1.4% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 13% | -0.9 points |
| Q2 2026 | 12% | -2.7 points |
| Q1 2026 | 7.5% | -0.7 points |
| Q4 2025 | 14% | -1.2 points |
| Q3 2025 | 14% | +1.1 points |
| Q2 2025 | 14% | +3.3 points |
| Q1 2025 | 8.2% | +4.9 points |
| Q4 2024 | 15% | +7.5 points |
YELP's operating margin was 13% last quarter, down 0.9 points from the same quarter a year ago.
RDDT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $362.6M | +98% |
| Q2 2026 | $260.7M | +135% |
| Q1 2026 | $311.2M | +146% |
| Q4 2025 | $263.6M | +196% |
| Q3 2025 | $183.1M | +161% |
| Q2 2025 | $110.8M | +308% |
| Q1 2025 | $126.6M | +333% |
| Q4 2024 | $89.2M | +$111.2M |
RDDT has the edge over YELP on cash flow, with more consistent year-over-year improvement.
YELP Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $84.5M | -29% |
| Q2 2026 | $61.1M | +36% |
| Q1 2026 | $45.2M | -48% |
| Q4 2025 | $72.3M | +21% |
| Q3 2025 | $118.9M | +29% |
| Q2 2025 | $45M | +50% |
| Q1 2025 | $87.5M | +33% |
| Q4 2024 | $60M | -18% |
YELP's free cash flow has been positive every quarter for seven years: $263M over the past year, down 16% from the year before.
RDDT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.1% | -169K shares |
| 1 year | -0.4% | -868K shares |
| 3 years | +24% | +38.5M shares |
| 5 years | +24% | +38.5M shares |
RDDT has 202M diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $100.4M |
| Q2 2026 | $234.6M |
| Q1 2026 | $5M |
| Q4 2023 | — |
| Q3 2023 | — |
| Q2 2023 | — |
| Q1 2023 | $4.2M |
| Q4 2022 | — |
YELP Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.7% | -939K shares |
| 1 year | -15% | -9.4M shares |
| 3 years | -26% | -18.8M shares |
| 5 years | -29% | -22.6M shares |
| Available history | -25% | -18.2M shares |
YELP has the edge over RDDT on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $26.1M |
| Q2 2026 | $50M |
| Q1 2026 | $124M |
| Q4 2025 | $87.5M |
| Q3 2025 | $75M |
| Q2 2025 | $66M |
| Q1 2025 | $62.5M |
| Q4 2024 | $62.8M |
YELP spent $288M buying back its own shares over the past year, up 8% from the year before.
RDDT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.5x | Net Cash |
| Q2 2026 | -1.9x | Net Cash |
| Q1 2026 | -2.2x | Net Cash |
| Q4 2025 | -2.1x | Net Cash |
| Q3 2025 | -3.3x | Net Cash |
| Q2 2025 | -5.0x | Net Cash |
| Q1 2025 | -13.1x | Net Cash |
RDDT has the edge over YELP on leverage, with a lower net debt burden relative to earnings.
YELP Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | 0.0x | Very low |
| Q1 2026 | 0.1x | Very low |
| Q4 2025 | -0.9x | Net Cash |
| Q3 2025 | -1.0x | Net Cash |
| Q2 2025 | -0.9x | Net Cash |
| Q1 2025 | -1.1x | Net Cash |
| Q4 2024 | -1.1x | Net Cash |
YELP has more cash than debt.
RDDT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 34.8 | Neutral |
| Stochastic | 6.5 | Oversold |
RDDT's weekly RSI is 35 (neutral) and its Stochastic is 6 (oversold).
YELP Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 42.0 | Neutral |
| Stochastic | 23.7 | Neutral |
YELP's weekly RSI is 42 (neutral) and its Stochastic is 24 (neutral).
RDDT PE vs Communication Services Sector
| Metric | RDDT | Sector median | Relative |
|---|---|---|---|
| PE | 20x | 16x | 23% above |
| PE % | 5 | 23 | 18 pts below |
RDDT is trading at 20x earnings, a 23% premium to the Communication Services sector's median of 16x, though its earnings don't support one.
YELP PE vs Communication Services Sector
| Metric | YELP | Sector median | Relative |
|---|---|---|---|
| PE | 9.7x | 16x | 41% below |
| PE % | 3 | 26 | 23 pts below |
YELP has the edge over RDDT on valuation relative to its sector.
RDDT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $130.6 | 24% below |
| 20 week MA | $151.7 | 34% below |
| 50 week MA | $165.0 | 40% below |
| 100 week MA | $167.1 | 40% below |
YELP has stronger trend alignment. RDDT is above 0 of 4 weekly averages versus YELP above 1 of 5.
YELP Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $19.2 | 5.5% above |
| 20 week MA | $22.2 | 8.6% below |
| 50 week MA | $24.4 | 17% below |
| 100 week MA | $29.5 | 31% below |
| 200 week MA | $33.6 | 40% below |
YELP has bounced recently, but its long-term trend is still down: it's above its 8-week average, but 40% below its 200-week average.
RDDT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2024 | $46.0 | $173.5 | +277% |
| 2025 | $173.5 | $225.8 | +30% |
| 2026 YTD | $225.8 | $99.6 | -56% |
RDDT has finished every year since 2024 higher, and it's down 56% so far in 2026.
YELP Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $34.9 | $28.0 | -20% |
| 2021 | $28.0 | $37.1 | +33% |
| 2022 | $37.1 | $26.4 | -29% |
| 2023 | $26.4 | $47.3 | +79% |
| 2024 | $47.3 | $38.8 | -18% |
| 2025 | $38.8 | $30.4 | -22% |
| 2026 YTD | $30.4 | $20.3 | -33% |
YELP has the edge over RDDT on returns for 2026, with the stronger performance.