Head-To-Head Comparison: Yellow (YELL) vs. Its Competitors

Yellow (NASDAQ: YELL) is one of 22 public companies in the “Trucking, except local” industry, but how does it contrast to its peers? We will compare Yellow to similar companies based on the strength of its analyst recommendations, institutional ownership, valuation, risk, dividends, profitability and earnings.

Valuation and Earnings

This table compares Yellow and its peers gross revenue, earnings per share (EPS) and valuation.

Gross Revenue Net Income Price/Earnings Ratio
Yellow $4.51 billion -$53.50 million -3.23
Yellow Competitors $2.83 billion $133.83 million 20.77

Yellow has higher revenue, but lower earnings than its peers. Yellow is trading at a lower price-to-earnings ratio than its peers, indicating that it is currently more affordable than other companies in its industry.

Analyst Recommendations

This is a breakdown of current recommendations for Yellow and its peers, as provided by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Yellow 0 2 1 0 2.33
Yellow Competitors 250 1343 1196 42 2.36

Yellow currently has a consensus target price of $13.50, indicating a potential upside of 106.74%. As a group, “Trucking, except local” companies have a potential upside of 0.67%. Given Yellow’s higher probable upside, equities analysts clearly believe Yellow is more favorable than its peers.

Profitability

This table compares Yellow and its peers’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Yellow -2.65% N/A -5.64%
Yellow Competitors 5.77% 15.49% 7.39%

Volatility & Risk

Yellow has a beta of 3.25, suggesting that its share price is 225% more volatile than the S&P 500. Comparatively, Yellow’s peers have a beta of 1.56, suggesting that their average share price is 56% more volatile than the S&P 500.

Insider and Institutional Ownership

44.7% of Yellow shares are owned by institutional investors. Comparatively, 58.3% of shares of all “Trucking, except local” companies are owned by institutional investors. 3.7% of Yellow shares are owned by company insiders. Comparatively, 20.1% of shares of all “Trucking, except local” companies are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Summary

Yellow peers beat Yellow on 10 of the 13 factors compared.

Yellow Company Profile

Yellow Corporation, through its subsidiaries, provides a range of transportation services primarily in North America. It primarily offers less-than-truckload (LTL) shipments and supply chain solutions. The company provides various services to transport industrial, commercial, and retail goods; next-day ground services; customer-specific logistics solutions, including truckload, residential, and warehouse solutions. It also offers specialized services, such as guaranteed expedited, time-specific delivery, cross-border, coast-to-coast air delivery, exhibit, product return, temperature-sensitive shipment protection, and government material shipment services. In addition, the company provides consolidation and distribution, reverse logistics, and residential white glove services. As of December 31, 2020, it had a fleet of approximately 13,500 tractors comprising 10,400 owned and 3,100 leased tractors; and 41,900 trailers consisting of 29,600 owned and 12,300 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 headquartered in Overland Park, Kansas.

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