Yellow Pages (YLWDF) AI Stock Analysis

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Yellow Pages

(Other OTC:YLWDF)

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Positive Factors

Cash generation and profitabilityThe company remains profitable and converts most reported earnings into free cash flow, providing internal funding for operations and capital allocation. Although cash-flow momentum has weakened, this conversion profile supports resilience and gives management flexibility over the next several quarters.

Negative Factors

Persistent revenue erosionRepeated top-line contraction indicates that Yellow Pages is operating in a shrinking revenue base rather than experiencing a temporary slowdown. Continued customer losses or weaker demand would reduce the scale available to support fixed costs, investment, and sustained earnings growth.

Yellow Pages (YLWDF) vs. SPDR S&P 500 ETF (SPY)

Market Cap: $116.27M
Dividend Yield: 7.49%
Average Volume (3M): 382
Price to Earnings (P/E): 9.7
Beta (1Y): -0.09
Revenue Growth: -6.58%
EPS Growth: 55.42%
Country: US
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:Nov 12, 2026(Q3-2026)|% Change Since:1.31%|Next Earnings Date:Feb 17, 2027

Earnings Call SentimentNeutral

The call presented a mixed outlook. Yellow Pages maintained profitability, generated strong cash, increased net income, launched an AI-powered product, and continued cost optimization efforts. However, these positives were offset by a 7% reported revenue decline, a 7.8% underlying decline, continued digital and print customer losses, a 15.3% Adjusted EBITDA decline, margin compression, and expected ongoing margin pressure.

Positive Updates

Continued Profitability and Cash Generation

Yellow Pages reported good profitability and strong cash generation in the third quarter despite ongoing revenue pressures. Adjusted EBITDA was CAD 8.5 million, representing 18.8% of revenue.

Negative Updates

Total Revenue Decline

Total revenue decreased by CAD 3.3 million, or 7% year-over-year, to CAD 45 million. Excluding the prior-year Canada Post labor disruption timing impact, which deferred approximately CAD 0.5 million of print revenue from the third quarter to the fourth quarter of 2025, the underlying revenue decline was 7.8%.

Company Guidance

For upcoming quarters, management said that “Revenue pressures and change in product mix, partially offset by continued optimizations and cost reductions, will continue to cause pressure on margins,” and said it would release Q4 results in February of 2027; the board declared a cash dividend of CAD 0.25 per common share payable on December 15, 2026, to shareholders of record as at November 23, 2026.

Yellow Pages Peers Comparison

Overall Rating

UnderperformOutperform

Sector (60)

Financial Indicators

YLWDF against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
TSE:ZOMD	67Neutral	CAD 53.54M	5.58	16.27%	―	-45.64%	-72.40%
TSE:GVC	66Neutral	CAD 46.55M	3.25	32.02%	―	-5.93%	―
Sector *	60Neutral	$48.67B	4.58	-11.27%	4.14%	2.83%	-41.78%
TSE:FORA	50Neutral	CAD 48.05M	-4.24	-10.41%	―	-14.66%	-33.41%
TSE:PNC.B	48Neutral	CAD 9.91M	-0.10	23.06%	―	10.94%	-171.99%

* Communication Services Sector Average

Performance Comparison

YLWDF and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
YLWDF	Yellow Pages Limited	9.63	2.09	27.77%
TSE:GVC	Glacier Media	0.35	0.17	94.44%
TSE:PNC.A	Postmedia Ntwrk C	0.13	-0.93	-87.74%
TSE:PNC.B	Postmedia Network Canada Corp	0.10	-0.88	-89.74%
TSE:ZOMD	Zoomd Technologies Ltd.	0.37	-1.53	-80.53%
TSE:FORA	VerticalScope Holdings, Inc.	2.16	-0.89	-29.18%

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