VZ
Verizon Communications Inc.
VZ's outlook is improving, though it still trails on the overall score.
YELP
Yelp Inc.
YELP has the edge over VZ overall, supported by stronger valuation and stronger modeled upside.
VZ Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Strong | |
| Under pressure |
VZ's profitability and cash flow are currently healthy, and its revenue is stable, but its balance sheet is under pressure.
YELP Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Healthy | |
| Strong |
YELP's profitability, cash flow and balance sheet are currently healthy, and its revenue is stable.
VZ PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 8.3x | $32.43 | -30% |
| Forward | 9x | $46.55 | — |
| Fair | 11x | $43.63 | -6.3% |
| Current | 12x | $46.55 | — |
| Expensive | 14x | $56.75 | +22% |
Historical ranges are pointers, not guarantees.
VZ's PE is in its fair range at 12x. If earnings grow as analysts expect, today's price would be 9.0x next year's earnings, in its cheap range.
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 has the edge over VZ in the historical PE scenario, which offers more potential upside but is not a forecast.
VZ Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Stable | |
| Improving | |
| Limited | |
| High |
Analysts expect VZ's earnings to grow and its profitability to improve, with its revenue holding steady.
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.
VZ Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $5.19 | +32% |
| Q3 2026 | $3.93 | -16% |
| Q2 2026 | $3.85 | -10% |
| Q1 2026 | $4.11 | -2.1% |
| Q4 2025 | $4.06 | -1.9% |
| Q3 2025 | $4.68 | +103% |
| Q2 2025 | $4.29 | +61% |
| Q1 2025 | $4.20 | +57% |
| Q4 2024 | $4.14 | +51% |
VZ's earnings per share have fallen from their peak: $3.93 over the past year, against $5.34 in late 2021.
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.
VZ Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $34.3B | +1.5% |
| Q2 2026 | $34.3B | -0.7% |
| Q1 2026 | $34.4B | +2.9% |
| Q4 2025 | $36.4B | +2% |
| Q3 2025 | $33.8B | +1.5% |
| Q2 2025 | $34.5B | +5.2% |
| Q1 2025 | $33.5B | +1.5% |
| Q4 2024 | $35.7B | +1.6% |
VZ's revenue has held roughly level: $34.3B last quarter, up 1.5% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 25% | +1.3 points |
| Q2 2026 | 21% | -2.7 points |
| Q1 2026 | 24% | +0.1 points |
| Q4 2025 | 14% | -7.1 points |
| Q3 2025 | 24% | +6.2 points |
| Q2 2025 | 24% | -0.2 points |
| Q1 2025 | 24% | +1 points |
| Q4 2024 | 21% | +19 points |
VZ 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.
VZ Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $11.5B | +2.2% |
| Q2 2026 | $10.4B | +16% |
| Q1 2026 | $8B | +2.6% |
| Q4 2025 | $9.1B | -13% |
| Q3 2025 | $11.3B | +14% |
| Q2 2025 | $9B | -5.4% |
| Q1 2025 | $7.8B | +9.9% |
| Q4 2024 | $10.4B | +20% |
VZ's free cash flow has been positive every quarter for seven years: $39B over the past year, up 1.5% from the year before.
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.
VZ Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.2% | -10M shares |
| 1 year | -1.7% | -72M shares |
| 3 years | -1.3% | -55M shares |
| 5 years | +0.4% | +17M shares |
| Available history | +0.5% | +21M shares |
VZ has 4.2B diluted shares, down 1.7% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $500M |
| Q2 2026 | $1B |
| Q1 2026 | $2.5B |
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 VZ 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.
VZ Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 3.3x | Elevated |
| Q2 2026 | 3.4x | Elevated |
| Q1 2026 | 3.4x | Elevated |
| Q4 2025 | 2.9x | Moderate |
| Q3 2025 | 2.8x | Moderate |
| Q2 2025 | 3.0x | Moderate |
| Q1 2025 | 3.0x | Elevated |
| Q4 2024 | 3.0x | Elevated |
VZ's net debt is about 3.3 years of its operating earnings (EBITDA), up from 2.8 years a year ago.
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 the edge over VZ on leverage, with a lower net debt burden relative to earnings.
VZ Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 50.9 | Neutral |
| Stochastic | 44.6 | Neutral |
VZ's weekly RSI is 51 (neutral) and its Stochastic is 45 (neutral).
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).
VZ PE vs Communication Services Sector
| Metric | VZ | Sector median | Relative |
|---|---|---|---|
| PE | 12x | 16x | 28% below |
| PE % | 58 | 26 | 32 pts above |
VZ is trading at 12x earnings, a 28% discount to the Communication Services sector's median of 16x.
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 VZ on valuation relative to its sector.
VZ Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $45.1 | 3.1% above |
| 20 week MA | $46.3 | 0.5% above |
| 50 week MA | $46.1 | 1.1% above |
| 100 week MA | $44.2 | 5.4% above |
| 200 week MA | $41.4 | 12% above |
VZ has the edge over YELP on trend strength, trading above more of its moving averages.
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.
VZ Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $61.5 | $58.8 | -4.4% |
| 2021 | $58.8 | $52.7 | -10% |
| 2022 | $52.7 | $38.4 | -27% |
| 2023 | $38.4 | $37.7 | -1.8% |
| 2024 | $37.7 | $39.9 | +5.9% |
| 2025 | $39.9 | $40.5 | +1.4% |
| 2026 YTD | $40.5 | $46.6 | +15% |
VZ has the edge over YELP on returns for 2026, with the stronger performance.
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 finished lower in four of the last six years. It's down 33% so far in 2026.