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PINS vs YELP
Which Stock Would AI Choose? Pinterest (PINS) vs. Yelp (YELP) Stock Comparison
Key Takeaways
- Pinterest (PINS) has attracted a wave of analyst upgrades in recent months, driven by accelerating user growth, advertiser adoption, and a strategic partnership with Instacart, while its stock has rebounded sharply from early-year lows.
- Yelp (YELP) continues to deliver profitable quarters and is investing heavily in AI-powered products, but slowing revenue growth and cautious forward guidance from management have tempered investor enthusiasm.
- Pinterest trades at a higher valuation multiple but offers stronger top-line growth and a more bullish analyst consensus, while Yelp trades at a discount with a significantly lower P/E (Price-to-Earnings) ratio and a consensus "Hold" rating.
- Both stocks have rallied in recent weeks, yet Pinterest's momentum is backed by expanding monetization and a growing global user base, whereas Yelp faces headwinds in its restaurant and retail advertising categories.
- From a sector perspective, Pinterest benefits from the digital advertising recovery and social commerce trends, while Yelp remains a more defensive, value-oriented play with lower beta and a mature business model.
Introduction
Comparing PINS and YELP brings two distinct internet platforms into focus: one is a visual discovery engine riding the social commerce wave, and the other is a local business review platform undergoing an AI-driven transformation. Both companies generate the majority of their revenue from digital advertising, yet they operate at vastly different scales and growth trajectories. For traders and investors weighing growth potential against valuation discipline, this stock comparison offers a timely look at how these two names stack up across momentum, fundamentals, and market positioning — areas where AI-driven analysis can help cut through the noise.
PINS Overview and Recent Performance
Pinterest operates a visual search and discovery platform that connects over 570 million monthly active users (MAUs) with ideas spanning home décor, fashion, recipes, and travel. The company generates revenue primarily through digital advertising, with a growing emphasis on shoppable content and performance marketing tools. In recent months, Pinterest has ridden a wave of positive analyst sentiment: Morgan Stanley upgraded the stock to Overweight, while UBS, KeyBanc, and Citigroup all raised their price targets, citing improving ad efficiency and accelerating monetization. A June 2025 partnership with Instacart further bolstered the bull case by enabling advertisers to target high-intent users with first-party retail data and eventually link ad exposure directly to purchase outcomes.
The stock has experienced meaningful volatility over the past year, with a 52-week range spanning roughly $13.84 to $39.93. After reaching lows earlier in the cycle, PINS mounted a substantial recovery and is now trading near the $24.50 level. Revenue for the 2025 fiscal year reached $4.22 billion, representing approximately 16% year-over-year growth, and the company has posted several consecutive quarters of expanding MAUs. With a forward P/E near 13 and a consensus analyst rating of "Buy," Pinterest is being priced for continued double-digit revenue expansion and margin improvement.
YELP Overview and Recent Performance
Yelp operates a community-driven platform that connects consumers with local businesses across categories including restaurants, home services, beauty, and professional services. The company generates revenue through cost-per-click advertising, business listing pages, and subscription-based tools such as Yelp Guest Manager. Under CEO Jeremy Stoppelman, Yelp has accelerated its product-led strategy, rolling out more than 35 AI-powered features — including Yelp Assistant, Yelp Host (a voice AI for restaurants), and augmented reality menu tools. A recent partnership with DoorDash has also expanded its food ordering capabilities to over 500,000 restaurants.
Despite these innovations, Yelp's financial growth has decelerated. Full-year 2025 revenue came in at approximately $1.46 billion, reflecting only about 4% year-over-year growth. The services segment continues to perform well with 7% revenue growth, but the restaurant, retail, and other (RRNO) categories have been pressured by a challenging macroeconomic environment, registering a 2% decline. Management's cautious forward guidance — lowered full-year revenue expectations amid persistent macro uncertainty — has weighed on sentiment. The stock's 52-week range sits between roughly $19.60 and $35.26, and shares have recently traded near $27.90. With a trailing P/E of approximately 12.6 and a forward P/E near 7.4, YELP presents a value-oriented profile, though the analyst consensus remains a "Hold" with a price target implying modest downside from current levels.
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Head-to-Head Comparison
When placed side by side, PINS and YELP reveal contrasting investment profiles. Pinterest's business model is built around visual discovery and social commerce — a high-growth segment of the digital advertising market that benefits from the intersection of AI-driven content recommendations and expanding e-commerce integrations. The company's 570-million-plus global MAU base and its rapidly growing average revenue per user (ARPU) outside North America represent significant untapped monetization runway. In contrast, Yelp operates a more mature, domestically focused advertising platform where growth is increasingly dependent on product innovation in AI and services categories rather than user-base expansion.
On the momentum front, Pinterest has garnered broad analyst support and a string of price-target increases tied to concrete catalysts such as the Instacart deal and improving ad technology. Yelp, meanwhile, has seen mixed analyst coverage — with JPMorgan neutral, BofA and Morgan Stanley on the underweight/underperform side — and management's own guidance suggests near-term growth constraints. Risk factors also diverge: Pinterest carries a higher beta (approximately 0.89), making it more sensitive to broader market swings, while Yelp's lower beta (roughly 0.46) reflects its more defensive posture. From a valuation standpoint, Yelp's single-digit forward P/E makes it appear cheap, but that discount is tied to its weaker growth narrative, while Pinterest's premium multiple is supported by a stronger top-line expansion story.
Tickeron AI Verdict
Based on observable trend consistency, relative momentum, and the balance of near-term catalysts, Tickeron's AI analytical framework would likely favor PINS over YELP in the current market environment. Pinterest exhibits a stronger alignment of positive signals: upward analyst revisions, expanding user metrics, a meaningful strategic partnership, and sustained double-digit revenue growth. While Yelp offers a compelling valuation and an expanding suite of AI-powered products, its growth deceleration and cautious forward guidance introduce a level of uncertainty that AI models typically penalize in relative rankings. This assessment reflects a probabilistic view of trend quality and catalyst strength rather than a definitive prediction, and market conditions can shift rapidly. Traders seeking AI-driven insights on these tickers may wish to monitor Tickeron's platform for real-time signal changes as new data emerges.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PINS is a Hold and YELP is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
PINS’s FA Score shows that 1 FA rating(s) are green whileYELP’s FA Score has 0 green FA rating(s).
- PINS’s FA Score: 1 green, 4 red.
- YELP’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
PINS’s TA Score shows that 6 TA indicator(s) are bullish while YELP’s TA Score has 7 bullish TA indicator(s).
- PINS’s TA Score: 6 bullish, 4 bearish.
- YELP’s TA Score: 7 bullish, 3 bearish.
Price Growth
PINS (@Internet Software/Services) experienced а +8.50% price change this week, while YELP (@Internet Software/Services) price change was +5.30% for the same time period.
The average weekly price growth across all stocks in the @Internet Software/Services industry was +2.50%. For the same industry, the average monthly price growth was -5.61%, and the average quarterly price growth was -12.78%.
Reported Earning Dates
PINS is expected to report earnings on Aug 04, 2026.
YELP is expected to report earnings on Aug 06, 2026.
Industries' Descriptions
@Internet Software/Services (+2.50% weekly)Companies in this industry typically license software on a subscription basis and it is centrally hosted. Such products usually go by the names web-based software, on-demand software and hosted software. Cloud computing has emerged as a major force in this space, making it possible to save files to a remote database (without requiring them to be saved on local storage device); as long as a device has access to the web, it can access the data and the software programs to run it. This has in many cases facilitated cost efficiency, speed and security of data for businesses and consumers. Alphabet Inc., Facebook, Inc. and Yahoo! Inc. are some well-known names in the internet software/services industry.
| PINS | YELP | PINS / YELP | |
| Capitalization | 13.4B | 1.45B | 922% |
| EBITDA | 350M | 245M | 143% |
| Gain YTD | -7.261 | -13.031 | 56% |
| P/E Ratio | 50.02 | 12.12 | 413% |
| Revenue | 4.37B | 1.47B | 298% |
| Total Cash | 1.3B | 110M | 1,181% |
| Total Debt | 1.21B | 155M | 777% |
PINS | YELP | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 47 | 33 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 69 Overvalued | 58 Fair valued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 76 | 45 | |
PRICE GROWTH RATING 1..100 | 48 | 60 | |
P/E GROWTH RATING 1..100 | 4 | 81 | |
SEASONALITY SCORE 1..100 | n/a | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
YELP's Valuation (58) in the Internet Software Or Services industry is in the same range as PINS (69). This means that YELP’s stock grew similarly to PINS’s over the last 12 months.
YELP's Profit vs Risk Rating (100) in the Internet Software Or Services industry is in the same range as PINS (100). This means that YELP’s stock grew similarly to PINS’s over the last 12 months.
YELP's SMR Rating (45) in the Internet Software Or Services industry is in the same range as PINS (76). This means that YELP’s stock grew similarly to PINS’s over the last 12 months.
PINS's Price Growth Rating (48) in the Internet Software Or Services industry is in the same range as YELP (60). This means that PINS’s stock grew similarly to YELP’s over the last 12 months.
PINS's P/E Growth Rating (4) in the Internet Software Or Services industry is significantly better than the same rating for YELP (81). This means that PINS’s stock grew significantly faster than YELP’s over the last 12 months.
| PINS | YELP | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 72% | 4 days ago 61% |
| Stochastic ODDS (%) | 4 days ago 79% | 4 days ago 73% |
| Momentum ODDS (%) | 4 days ago 73% | 4 days ago 63% |
| MACD ODDS (%) | 4 days ago 77% | 4 days ago 58% |
| TrendWeek ODDS (%) | 4 days ago 73% | 4 days ago 62% |
| TrendMonth ODDS (%) | 4 days ago 77% | 4 days ago 59% |
| Advances ODDS (%) | 6 days ago 74% | 6 days ago 60% |
| Declines ODDS (%) | 4 days ago 75% | 12 days ago 63% |
| BollingerBands ODDS (%) | 4 days ago 72% | 4 days ago 76% |
| Aroon ODDS (%) | 4 days ago 73% | 4 days ago 54% |
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PINS and
Correlation & Price change
A.I.dvisor indicates that over the last year, PINS has been loosely correlated with CARG. These tickers have moved in lockstep 44% of the time. This A.I.-generated data suggests there is some statistical probability that if PINS jumps, then CARG could also see price increases.
| Ticker / NAME | Correlation To PINS | 1D Price Change % | ||
|---|---|---|---|---|
| PINS | 100% | -1.72% | ||
| CARG - PINS | 44% Loosely correlated | +0.67% | ||
| YELP - PINS | 42% Loosely correlated | +0.61% | ||
| Z - PINS | 41% Loosely correlated | +1.04% | ||
| ZG - PINS | 41% Loosely correlated | +1.88% | ||
| THRY - PINS | 41% Loosely correlated | N/A | ||
More | ||||
YELP and
Correlation & Price change
A.I.dvisor indicates that over the last year, YELP has been loosely correlated with NRDS. These tickers have moved in lockstep 45% of the time. This A.I.-generated data suggests there is some statistical probability that if YELP jumps, then NRDS could also see price increases.
| Ticker / NAME | Correlation To YELP | 1D Price Change % | ||
|---|---|---|---|---|
| YELP | 100% | +0.61% | ||
| NRDS - YELP | 45% Loosely correlated | N/A | ||
| PPLI - YELP | 43% Loosely correlated | +0.29% | ||
| TWLO - YELP | 42% Loosely correlated | +3.36% | ||
| CARG - YELP | 42% Loosely correlated | +0.67% | ||
| ZG - YELP | 42% Loosely correlated | +1.88% | ||
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