Yellow Pages (YMI) AI Stock Analysis

Yellow Pages

(Frankfurt:YMI)

Rating:―N/A

Action:N/A

Date:―

No summary available

Positive Factors

Cash generationHigh cash conversion (FCF ~91% of net income) indicates the business reliably turns reported profits into cash. Over months this supports debt service, operational flexibility, and funding for marketing or product investment without depending on external financing, strengthening durability.

Negative Factors

Sustained revenue declineA persistent multi-year top-line decline erodes scale and pricing leverage. Over a 2–6 month horizon this trend undermines reinvestment capacity, raises unit costs, and makes margin recovery harder absent meaningful customer or product growth, risking longer-term competitiveness.

Yellow Pages (YMI) vs. iShares MSCI Germany ETF (EWG)

Market Cap: EUR 116.27M
Dividend Yield: 7.32%
Average Volume (3M): 14
Price to Earnings (P/E): 10.0
Beta (1Y): -0.20
Revenue Growth: -13.06%
EPS Growth: 14.60%
Country: Germany
Employees: 452
Sector: Communication Services
Sector Strength: 60
Industry: Publishing

Yellow Pages Business Overview & Revenue Model

Company Description

Yellow Pages Limited, a Canadian company headquartered in Montreal and founded in 1908, is a prominent provider of digital media and marketing solutions. It offers a comprehensive suite of digital and traditional marketing services specifically tailo...

Yellow Pages Earnings Call Summary

Earnings Call Date:Aug 05, 2026(Q2-2026)|% Change Since:13.67%|Next Earnings Date:Nov 04, 2026

Earnings Call SentimentNeutral

The call presented a balanced picture: operational and financial discipline delivered solid profitability, a stronger cash position (~$38M), a repurchase program and a declared dividend, and net income materially improved. However, recurring topline weakness remains a significant concern — total revenue fell 8% YoY, print declined 14.8%, and adjusted EBITDA and margins contracted. Management highlighted continued macro uncertainty and product-mix pressure that could keep margins constrained. Overall the positives (cash generation, shareholder returns, net income gain, and cost actions) are offset by persistent revenue declines and margin pressure.

Positive Updates

Maintained Profitability and Cash Generation

Adjusted EBITDA of $9.1M for Q2 2026 with an adjusted EBITDA margin of 19.1%; company reports solid profitability and steady cash generation despite revenue pressures.

Negative Updates

Topline Revenue Decline

Total revenues decreased by $4.1M, or 8.0% year-over-year, to $47.6M for Q2 2026, with the overall revenue decline rate worsening versus the 7.4% decline reported in the same period last year.

Company Guidance

Management's forward-looking message was cautious: they expect ongoing macroeconomic uncertainty, continuing revenue pressure and an unfavorable product mix to put "some pressure on margins in upcoming quarters" despite ongoing cost discipline and operating efficiencies; Q2 revenue fell 8% YoY to $47.6M (digital $38.4M, –6.2%; print $9.1M, –14.8%), adjusted EBITDA was $9.1M (–15.1% YoY) at a 19.1% margin (down from 20.7%), adjusted EBITDA less capex was $8.6M (down $1.7M), net income was $3.3M (vs. $1.5M), cash on hand was ~ $38M (as of July 31, 2026), the company repurchased 2,037,489 shares at $12.27/share for $25.3M and contributed $2M to the pension, and the Board declared a $0.25 per-share dividend payable Sept 15, 2026 (record Aug 17, 2026).

Yellow Pages Peers Comparison

Overall Rating

UnderperformOutperform

Sector (60)

Financial Indicators

DE:YMI against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
TSE:GVC	67Neutral	CAD 48.52M	2.48	48.45%	―	-4.53%	―
Sector *	60Neutral	$48.67B	4.58	-11.27%	4.14%	2.83%	-41.78%
TSE:ZOMD	60Neutral	CAD 37.93M	5.86	16.27%	―	-45.64%	-72.40%
TSE:FORA	60Neutral	CAD 55.66M	-5.14	-10.41%	―	-16.37%	-105.29%
TSE:PNC.B	48Neutral	CAD 8.92M	-0.09	23.06%	―	10.94%	-171.99%

* Communication Services Sector Average

Performance Comparison

DE:YMI and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
DE:YMI	Yellow Pages Limited	8.75	2.57	41.54%
TSE:GVC	Glacier Media	0.37	0.21	131.25%
TSE:PNC.A	Postmedia Ntwrk C	0.12	-0.96	-89.25%
TSE:PNC.B	Postmedia Network Canada Corp	0.09	-0.91	-91.00%
TSE:ZOMD	Zoomd Technologies Ltd.	0.38	-2.04	-84.50%
TSE:FORA	VerticalScope Holdings, Inc.	2.56	-1.13	-30.62%

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

Yellow Pages AI Stock Analysis