Yellow Corporation (YELLQ) Fair Value & Analysis
Industrials · US · Market cap $687K
Yellow Corporation
YELLQ · US
Fair value as of: Jul 31, 2026
From 10 valuation models · updated yesterday
Fair value updated Jul 31, 2026, revised from $0.0107 to $0.0115 (+7.5%) since Jun 26, 2026. Share price +354.5% over the past month.
What matters now
- The price sits above even our optimistic bull case ($0.0194). The favourable scenario is already priced in.
- Weak quality (31/100) and above fair value at the same time, the margin of safety is missing on both counts.
- The model range is unusually wide ($0.0036 to $0.0194). The outcome hinges heavily on assumptions, so read the point estimate with caution.
Price vs Fair Value (12 months)
12‑month range $0.0001 – $0.6500 · fair‑value band $0.0036 – $0.0194 · the $0.1000 price screens above the $0.0115 fair value. As of Jul 31, 2026.
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Yellow Corporation (YELLQ) currently trades at $0.1000, while our model-based Fair Value estimate is $0.0115, implying the stock looks roughly 88.5% overvalued today. We read business quality at 31/100 (below-average quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).
Over the trailing twelve months, Yellow Corporation generated revenue of $4.8B at a net margin of -1.7%. Revenue declined 20.9% year over year. Net debt stands at $1.5B. Fundamentals as of Jul 31, 2026
Our scenario range runs from $0.0036 (bear case) to $0.0194 (bull case); at $0.1000, the current price sits above that range. For context, the median of 10 Industrials peers we cover trades at -63% fair-value upside, at -89%, YELLQ screens richer than that median.
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 31, 2026. TTM = trailing twelve months.
Quality Score breakdown
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
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.
Full company description
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.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2018 – FY2022 · reported fiscal years
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.
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Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Trucking stocks, each showing price versus our Fair Value estimate (as of Jul 31, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Old Dominion Freight Line, Inc ODFL | $235.95 | $60.74 | -74% |
| XPO, Inc XPO | $218.94 | $28.23 | -87% |
| TFI International Inc TFII | $158.65 | $164.07 | +3% |
| Knight-Swift Transportation Holdings KNX | $78.57 | $29.20 | -63% |
| Saia, Inc SAIA | $436.05 | $129.64 | -70% |
| Schneider National, Inc SNDR | $37.21 | $22.01 | -41% |
| RXO, Inc RXO | $27.07 | $3.48 | -87% |
| Yamato Holdings YATRY | $11.50 | $5.96 | -48% |
| ArcBest Corporation ARCB | $145.60 | $56.69 | -61% |
| Werner Enterprises, Inc WERN | $42.75 | $15.23 | -64% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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