Yellow Corporation (YELLQ) fair value: what the stock is really worth
As of Jul 2, 2026: fair value of Yellow Corporation $0.01, price $0.10, upside -88.5%, quality 43 out of 100. Calculated from audited financials with 26 valuation models and 37 quality factors, updated daily.
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Price vs Fair Value
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 24, 2026.
How to read this chart
60‑month range $0.0001 – $14.64 · fair‑value band $0.0080 – $0.0154 · the $0.1000 price screens above the $0.0115 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 24, 2026.
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Yellow Corporation does not have significant operations. Previously, the company was involved in providing transportation services primarily in North America. The company primarily offered less-than-truckload (LTL) shipments and supply chain solutions to ship industrial, commercial, and retail goods.
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Yellow Corporation does not have significant operations. Previously, the company was involved in providing transportation services primarily in North America. The company primarily offered less-than-truckload (LTL) shipments and supply chain solutions to ship industrial, commercial, and retail goods. It also provided customer-specific logistics solutions, including truckload, residential, and warehouse solutions, as well as apparels, appliances, automotive parts, chemicals, food, furniture, glass, machinery, metal, metal products, non-bulk petroleum products, rubber, textiles, wood, and other manufactured products or components. In addition, the company offered specialized services, such as guaranteed expedited, time-specific delivery, cross-border, exhibit, product return, and government material shipment services; and consolidation and distribution, reverse logistics, and residential white glove services. As of December 31, 2022, it had a fleet of approximately 12,700 tractors comprising 11,700 owned and 1,000 leased tractors; and approximately 42,000 trailers consisting of 34,800 owned and 7,200 leased trailers. The company was formerly known as YRC Worldwide Inc. and changed its name to Yellow Corporation in February 2021. Yellow Corporation was founded in 1924 and is based in Overland Park, Kansas. On August 6, 2023, Yellow Corporation, along with its affiliates, filed a voluntary petition for reorganization under Chapter 11 in the U.S. Bankruptcy Court for the District of Delaware.
Stock analysis
Yellow Corporation (YELLQ) currently trades at $0.1000, while our model-based Fair Value estimate is $0.0115, 88.5% below the price, so the stock looks overvalued today.
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Valuation
Bull case: the Multiples group reads highest at a median of $0.0207 per share, and 0 of the 9 models we run sit above the $0.1000 price.
Bear case: the Earnings-Based group reads lowest at $0.0044, and 9 of the 9 models stay below the price. Evidence for this calculation is low.
Scenario range: $0.0080 (bear) to $0.0154 (bull), the price of $0.1000 sits above it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 43/100 (below-average quality), in the Industrials sector.
Weak Growth: Revenue growth is weak: less than 2 % a year.
Yellow Corporation reported revenue of $5.2B in FY2022 versus $5.1B in FY2018, a compound +0.7%/yr. Reported net income was $21.8M in FY2022, compounding +1.9%/yr from FY2018.
Our AI-assisted moat analysis scores the competitive advantage at 24 out of 100 (medium confidence).
What moves the price
The share trades about 85% below its 52-week high and 890% above its 52-week low, currently below its 200-day average.
For context, the median of 10 Industrials peers we cover trades at −60% fair-value upside, at −89%, YELLQ screens richer than that median.
Fair Value models
The price assumes far more growth than our models allow for, so the models scatter widely ($0.0044 to $0.0495). Read the Fair Value as a cautious anchor, not a price target; the Growth Forecast section shows what the price assumes.
Bear $0.0080Fair Value $0.0115Bull $0.0154
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above is their evidence-weighted blend, not the output of a single model.Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. If a model's bull case is above four times its base value, the table shows that limit with a > sign (like the overall Bull above): beyond it no assumption holds.Evidence ⓘEvidence = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.20/100
Revenue growth is weak: less than 2 % a year.
Revenue growth 1 year
+2.4%
Revenue growth 3 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+2.5%
Revenue growth 5 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+1.4%
Revenue growth 6 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+1.9%
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What shareholders gained per year (last 5 years) ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 5 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate.
−7.7%
Earnings growth per share plus dividend.
Earnings per share, growth per year−7.7%
Dividend (yield on the price)0.0%
Profit margin 2017 to 2022 ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.2% → 4%
Price, fair value, quality and upside side by side.
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Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Trucking · 45 stocks
Beats the industry median on 0/6 measures
Overall it trails its industry peers.
Valuation
Quality Score43 · Below median
Fair Value upside−88.5% · Bottom 25%
Profitability
Return on equity (TTM)Negative equity ⓘThe company's equity is below zero, for example after large share buybacks. A ratio to negative equity has no meaning, so we show no number here and do not rank it against the peer group.
Return on assets0.0% · Below median
Net margin (TTM)−1.7% · Below median
Operating margin (TTM)−3.4% · Bottom 25%
Growth and dividend
Revenue growth−20.9% · Bottom 25%
Balance sheet
Debt / equityNegative equity ⓘThe company's equity is below zero, for example after large share buybacks. A ratio to negative equity has no meaning, so we show no number here and do not rank it against the peer group.
Valuation Multiplesvs Trucking median · lower = cheaper
P/BNegative equity ⓘThe company's equity is below zero, for example after large share buybacks. A ratio to negative equity has no meaning, so we show no number here and do not rank it against the peer group.
For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.
Cite: Fair Value Calculator (2026). "Yellow Corporation Fair Value". https://www.fairvalue-calculator.com/stock/YELLQ
Frequently asked questions
Is Yellow Corporation (YELLQ) overvalued or undervalued?
As of Sep 24, 2026, our model estimates a fair value of $0.0115 versus the last price from Jul 2, 2026 of $0.1000, about −89% upside (overvalued).
What is the fair value of YELLQ?
Our model-based fair value for Yellow Corporation is $0.0115 (as of Sep 24, 2026), built from audited fundamentals. Last price (from Jul 2, 2026): $0.1000.
What is the quality score of YELLQ?
Yellow Corporation has a Quality Score of 43/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for Yellow Corporation (YELLQ)?
Our model-based price target is the fair value of $0.0115 (as of Sep 24, 2026) from 9 valuation models. Cautious scenario $0.0080, optimistic scenario $0.0154. It is a calculation from audited fundamentals, not an analyst target.
What is the Yellow Corporation stock forecast for 2026?
Our models put fair value at $0.0115, about −89% upside versus the last price from Jul 2, 2026 of $0.1000 (overvalued). Cautious scenario $0.0080, optimistic scenario $0.0154. The calculation is refreshed regularly with new filings.
What is the revenue of Yellow Corporation (YELLQ)?
Yellow Corporation reported trailing-twelve-month revenue of about $4.8B (latest available figure, as of Sep 24, 2026).
What is the intrinsic value of Yellow Corporation (YELLQ)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For Yellow Corporation it is $0.0115 per share (as of Sep 24, 2026), against a price of $0.1000. It is the blended result of 9 valuation models (cash flow, earnings, asset, dividend).
Is Yellow Corporation stock overvalued or undervalued in 2026?
As of Sep 24, 2026, YELLQ trades above its calculated fair value: price $0.1000, fair value $0.0115, a gap of about −89% (overvalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of YELLQ?
No. The price is what the market pays today ($0.1000); the fair value is what the company's own numbers justify ($0.0115). For Yellow Corporation the two are $0.0885 per share apart. That gap is exactly why we show both numbers side by side.
How much is Yellow Corporation worth?
The market values Yellow Corporation at about $687K (market capitalisation, as of Sep 24, 2026). Per share that is $0.1000; our models calculate a fair value of $0.0115 per share.
What do the bullish and bearish scenarios say about YELLQ?
Our models span a range for Yellow Corporation: cautious scenario $0.0080, base $0.0115, optimistic $0.0154 per share (as of Sep 24, 2026, price $0.1000). The range comes from different growth and margin assumptions, not from analyst opinions.
How solid is the balance sheet of Yellow Corporation (YELLQ)?
Balance-sheet figures for Yellow Corporation (as of Sep 24, 2026): negative equity, so no return on equity and no debt-to-equity ratio. They feed the Quality Score of 43/100, which measures business quality independently of the share price.
How far is YELLQ from its 52-week high?
Yellow Corporation trades at $0.1000, about 85% below its 52-week high of $0.6500 and 890% above the low of $0.0101 (as of Jul 2, 2026). Distance from the high says nothing about value: that is what the fair value of $0.0115 is for.
Which stocks are comparable to Yellow Corporation?
From the same area (Industrials) we also value Old Dominion Freight Line, Inc, XPO, Inc, Knight-Swift Transportation Holdings, TFI International Inc, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is Yellow Corporation stock attractive at the current price?
The data as of Sep 24, 2026: price $0.1000, calculated fair value $0.0115 (−89%), Quality Score 43/100, from 9 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of YELLQ calculated?
We run Yellow Corporation through 9 models from four families: discounted cash flow, earnings models, asset and balance-sheet models, and dividend models. Every model gets the same audited fundamentals; the result is the weighted average of $0.0115, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 14.5 % above its aggregate fair value. Yellow Corporation itself currently trades above fair value. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of Yellow Corporation (YELLQ)?
The latest price we hold is from Jul 2, 2026 and stands at $0.1000. Our model-based fair value is $0.0115, about −89% upside (overvalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with Yellow Corporation right now?
The price sits above even our optimistic bull case ($0.0154). The favourable scenario is already priced in. Weak quality (43/100) and above fair value at the same time, the margin of safety is missing on both counts. The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution. A fairly wide model range ($0.0080 to $0.0154) leaves room in how you read the outcome.
Key figures of Yellow Corporation
How large is the market capitalisation of Yellow Corporation (YELLQ)?
The market capitalisation of Yellow Corporation is $687K. The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What are the earnings per share of Yellow Corporation (YELLQ)?
Earnings per share at Yellow Corporation are $−0.0500. Earnings per share over the last twelve months: total profit spread across every single share.
What is the net margin of Yellow Corporation (YELLQ)?
The net margin of Yellow Corporation is 0.4% (fiscal year 2022). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the EBIT return on assets of Yellow Corporation (YELLQ)?
On an EBIT basis the return on assets of Yellow Corporation is 4.2% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of Yellow Corporation (YELLQ)?
The operating margin of Yellow Corporation is −3.4% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at Yellow Corporation (YELLQ)?
Revenue at Yellow Corporation is growing −20.9% versus a year earlier (3y avg +2.5%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How much free cash flow does Yellow Corporation (YELLQ) generate?
The free cash flow of Yellow Corporation is −$72.2M (fiscal year 2022). The cash truly left after running and investing in the business, this is what pays dividends and buybacks.
How much net debt does Yellow Corporation (YELLQ) carry?
The net debt of Yellow Corporation is $1.5B (fiscal year 2022). Debt minus cash on hand. The note shows how many years of free cash flow could in theory pay it off.
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Thin data
Sep 24, 2026