Yellow Corporation (YELL)
For informational purposes only. Not financial advice. Analysis by Sedat Aydin, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Yellow Corporation (YELL) with AI Score 46/100 (Weak). Yellow Corporation provides transportation services, primarily less-than-truckload (LTL) shipments, in North America. Market cap: 0, Sector: Industrials.
Last analyzed: Mar 16, 2026Yellow Corporation (YELL) Industrial Operations Profile
Yellow Corporation, established in 1924, provides less-than-truckload (LTL) transportation and supply chain solutions in North America. With a fleet of over 14,000 tractors and 42,000 trailers, the company serves industrial, commercial, and retail sectors, offering specialized services like expedited delivery and cross-border shipping.
Investment Thesis
Yellow Corporation presents a speculative investment opportunity within the trucking industry, trading at a P/E ratio of 0.82 and a market capitalization of $0.06 billion as of March 16, 2026. The company's low profit margin of 0.4% and gross margin of 8.9% indicate potential areas for operational improvement. Growth catalysts include expansion of specialized services and optimization of its extensive fleet. However, the company faces risks related to high beta of 2.81, indicating high volatility compared to the market, and competitive pressures within the LTL transportation sector. Investors should closely monitor the company's ability to improve profitability and manage its debt load.
Based on FMP financials and quantitative analysis
Key Highlights
- Market capitalization of $0.06 billion indicates a small-cap company with potential for high growth but also higher risk.
- P/E ratio of 0.82 suggests the company may be undervalued compared to its earnings, but requires further investigation into earnings quality and sustainability.
- Gross margin of 8.9% is relatively low compared to industry peers, indicating potential inefficiencies in cost management.
- Fleet of approximately 14,200 tractors and 42,000 trailers represents a significant asset base for providing transportation services.
- Beta of 2.81 indicates high volatility, suggesting the stock price is highly sensitive to market movements.
Competitors & Peers
Strengths
- Established presence in the North American LTL market.
- Extensive fleet of tractors and trailers.
- Wide range of transportation and logistics services.
- Long-standing customer relationships.
Weaknesses
- Low profit margin compared to industry peers.
- High debt levels.
- Exposure to fluctuations in fuel prices.
- Intense competition in the trucking industry.
Catalysts
- Ongoing: Implementation of fleet modernization initiatives to improve fuel efficiency and reduce maintenance costs.
- Ongoing: Expansion of specialized service offerings, such as expedited delivery and cross-border shipping, to attract new customers.
- Upcoming: Potential strategic partnerships or acquisitions to expand geographic reach and service capabilities (within the next 12-24 months).
Risks
- Potential: Economic downturns leading to reduced freight demand and lower revenues.
- Ongoing: Fluctuations in fuel prices impacting operating costs and profitability.
- Ongoing: Intense competition in the trucking industry, putting pressure on pricing and margins.
- Potential: Regulatory changes affecting the trucking industry, such as stricter emissions standards or safety regulations.
Growth Opportunities
- Expansion of Specialized Services: Yellow Corporation can grow by expanding its specialized services, such as guaranteed expedited, time-specific delivery, and cross-border transportation. The market for expedited delivery services is projected to reach $40 billion by 2028, offering a significant growth avenue. By investing in technology and infrastructure to support these services, Yellow Corporation can attract customers seeking reliable and time-sensitive shipping solutions. This expansion can be achieved within the next 2-3 years.
- Optimization of Fleet Management: Implementing advanced fleet management technologies can significantly improve efficiency and reduce operational costs. The market for fleet management solutions is expected to reach $30 billion by 2027. By leveraging data analytics and real-time tracking, Yellow Corporation can optimize routes, reduce fuel consumption, and improve vehicle maintenance schedules. This initiative can be implemented within the next 1-2 years, leading to substantial cost savings and improved profitability.
- Strategic Partnerships and Acquisitions: Yellow Corporation can pursue strategic partnerships or acquisitions to expand its geographic reach and service offerings. Collaborating with regional carriers or acquiring complementary businesses can provide access to new markets and customer segments. The mergers and acquisitions activity in the transportation sector is expected to remain strong in the coming years, presenting opportunities for Yellow Corporation to enhance its competitive position. These strategic moves can be explored and executed within the next 3-5 years.
- Leveraging Technology for Supply Chain Solutions: Investing in technology to enhance its supply chain solutions can attract customers seeking integrated logistics services. The market for supply chain management software is projected to reach $25 billion by 2029. By offering advanced tracking, inventory management, and data analytics capabilities, Yellow Corporation can provide value-added services that differentiate it from competitors. This technological upgrade can be implemented within the next 2-3 years.
- Focus on E-commerce Logistics: With the continued growth of e-commerce, Yellow Corporation can capitalize on the increasing demand for last-mile delivery and warehousing solutions. The e-commerce logistics market is expected to reach $1.1 trillion by 2027. By developing specialized services tailored to e-commerce businesses, such as reverse logistics and residential white glove services, Yellow Corporation can capture a significant share of this rapidly growing market. This strategic focus can be implemented within the next 1-2 years.
Opportunities
- Expansion of specialized services, such as expedited delivery.
- Optimization of fleet management through technology.
- Strategic partnerships and acquisitions.
- Growth in e-commerce logistics.
Threats
- Economic downturns impacting freight demand.
- Rising fuel costs.
- Regulatory changes affecting the trucking industry.
- Increased competition from new entrants.
Competitive Advantages
- Extensive network of terminals and transportation infrastructure across North America.
- Long-standing relationships with a diverse customer base across various industries.
- Specialized service offerings, such as expedited delivery and cross-border shipping, provide a competitive edge.
About YELL
Yellow Corporation, formerly known as YRC Worldwide Inc., was founded in 1924 and is headquartered in Overland Park, Kansas. The company rebranded to Yellow Corporation in February 2021, marking a strategic shift in its corporate identity. Yellow Corporation operates primarily in North America, offering a comprehensive suite of transportation services, with a focus on less-than-truckload (LTL) shipments. These services cater to a diverse range of industries, including industrial, commercial, and retail sectors. The company's offerings extend beyond basic transportation to include complete supply chain solutions, encompassing truckload, residential, and warehouse services. Yellow Corporation handles a wide array of goods, including apparel, appliances, automotive parts, chemicals, food, furniture, glass, machinery, metal, and various manufactured products. In addition to standard shipping, Yellow Corporation provides specialized services such as guaranteed expedited delivery, time-specific delivery, cross-border transportation, exhibit shipping, product return services, and government material shipment services. They also offer consolidation and distribution, reverse logistics, and residential white glove services. As of December 31, 2021, Yellow Corporation managed a substantial fleet of approximately 14,200 tractors (12,200 owned and 2,000 leased) and approximately 42,000 trailers (32,900 owned and 9,100 leased).
What They Do
- Provides less-than-truckload (LTL) shipments across North America.
- Offers supply chain solutions for industrial, commercial, and retail goods.
- Provides customer-specific logistics solutions, including truckload and warehouse services.
- Ships a wide range of goods, including apparel, appliances, and automotive parts.
- Offers specialized services like expedited delivery and cross-border shipping.
- Provides consolidation and distribution, reverse logistics, and residential white glove services.
Business Model
- Generates revenue primarily from less-than-truckload (LTL) shipping services.
- Offers customized logistics solutions to businesses, generating service fees.
- Provides specialized transportation services, such as expedited and cross-border shipping, for premium charges.
Industry Context
Yellow Corporation operates in the highly competitive trucking industry, which is influenced by factors such as fuel prices, regulatory changes, and economic cycles. The less-than-truckload (LTL) segment, where Yellow primarily operates, is characterized by complex logistics and network optimization requirements. The industry is experiencing increased demand due to e-commerce growth and supply chain disruptions. Yellow Corporation competes with other major players like BEST, EPOW, LEV, LLAP, and NM, all vying for market share in a fragmented landscape. The industry is also seeing technological advancements in fleet management and logistics solutions, requiring companies to invest in innovation to remain competitive.
Key Customers
- Industrial companies requiring transportation of raw materials and components.
- Commercial businesses needing to ship finished goods to retailers.
- Retail companies seeking efficient distribution of products to consumers.
Financials
Chart & Info
Yellow Corporation (YELL) stock price: Price data unavailable
Latest News
Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for YELL.
Price Targets
Wall Street price target analysis for YELL.
MoonshotScore
What does this score mean?
The MoonshotScore rates YELL's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Competitors & Peers
Leadership: Darren D. Hawkins
Chief Executive Officer
Darren D. Hawkins serves as the Chief Executive Officer of Yellow Corporation. His career spans several decades in the transportation and logistics industry. Prior to his role as CEO, Hawkins held various leadership positions within Yellow Corporation, including serving as President. His extensive experience in operations, sales, and management has been instrumental in shaping the company's strategic direction. He has deep understanding of the complexities of the LTL market.
Track Record: Under Darren Hawkins' leadership, Yellow Corporation has focused on modernizing its fleet and technology infrastructure. He has overseen the implementation of new operational strategies aimed at improving efficiency and customer service. A key achievement has been navigating the challenges of a competitive market while maintaining a focus on long-term growth and sustainability. He has also been focused on improving the company's financial performance.
YELL Industrials Stock FAQ
What does Yellow Corporation do?
Yellow Corporation is a transportation and logistics company operating primarily in North America. It specializes in less-than-truckload (LTL) shipments, providing transportation services for industrial, commercial, and retail goods. The company offers a range of supply chain solutions, including truckload, residential, and warehouse services, as well as specialized services like expedited delivery and cross-border shipping. Yellow Corporation operates a large fleet of tractors and trailers, serving a diverse customer base across various industries.
What do analysts say about YELL stock?
Analyst coverage of Yellow Corporation is limited, reflecting its small-cap status and financial challenges. The consensus view is cautiously optimistic, acknowledging the company's potential for turnaround but also highlighting the risks associated with its high debt levels and competitive environment. Key valuation metrics, such as the P/E ratio, suggest the stock may be undervalued, but investors should carefully consider the company's profitability and growth prospects. Analysts are closely monitoring Yellow Corporation's progress in implementing its modernization initiatives and improving its financial performance.
What are the main risks for YELL?
Yellow Corporation faces several significant risks, including economic downturns that could reduce freight demand, fluctuations in fuel prices that impact operating costs, and intense competition in the trucking industry that puts pressure on pricing and margins. The company's high debt levels also pose a risk, limiting its financial flexibility and increasing its vulnerability to adverse economic conditions. Regulatory changes, such as stricter emissions standards or safety regulations, could also increase compliance costs and impact profitability. Investors should carefully assess these risks before investing in Yellow Corporation.
What are the key factors to evaluate for YELL?
Yellow Corporation (YELL) currently holds an AI score of 46/100, indicating low score. Key strength: Established presence in the North American LTL market.. Primary risk to monitor: Potential: Economic downturns leading to reduced freight demand and lower revenues.. This is not financial advice.
How frequently does YELL data refresh on this page?
YELL prices update in real time during U.S. market hours (9:30 AM-4:00 PM ET, weekdays). Fundamentals refresh after quarterly or annual filings. Analyst ratings and AI insights update daily. News is aggregated continuously from financial sources.
What has driven YELL's recent stock price performance?
Recent price movement in Yellow Corporation (YELL) can be influenced by earnings results, analyst revisions, sector rotation, and broader market sentiment. Notable catalyst: Established presence in the North American LTL market.. Check the News and Technical Analysis tabs for the latest drivers. Past performance does not predict future results.
Should investors consider YELL overvalued or undervalued right now?
Determining whether Yellow Corporation (YELL) is overvalued or undervalued requires examining multiple metrics. Compare valuation ratios (P/E, P/S, EV/EBITDA) against sector peers for a comprehensive view.
What research should beginners do before buying YELL?
Before investing in Yellow Corporation (YELL), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Financial data is based on information available as of December 31, 2021, and may not reflect current performance.
- AI analysis is pending and could provide additional insights.