Why is Yellow Pages Ltd. ?
1
High Management Efficiency with a high ROE of 78.36%
2
Company's ability to service its debt is strong with a healthy EBIT to Interest (avg) ratio of 36.05
3
With ROE of 32.35%, it has a very attractive valuation with a 2.94 Price to Book Value
- The stock is trading at a fair value compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of 21.08%, its profits have fallen by -19%
How much should you buy?
- Overall Portfolio exposure to Yellow Pages Ltd. should be less than 10%
- Overall Portfolio exposure to Computers - Software & Consulting should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Computers - Software & Consulting)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is Yellow Pages Ltd. for you?
Medium Risk, High Return
Absolute
Risk Adjusted
Volatility
Yellow Pages Ltd.
-100.0%
2.20
22.44%
S&P/TSX 60
29.63%
2.33
12.07%
Quality key factors
Factor
Value
Sales Growth (5y)
-9.37%
EBIT Growth (5y)
-22.04%
EBIT to Interest (avg)
40.22
Debt to EBITDA (avg)
0
Net Debt to Equity (avg)
-0.73
Sales to Capital Employed (avg)
3.81
Tax Ratio
13.14%
Dividend Payout Ratio
74.92%
Pledged Shares
0
Institutional Holding
0
ROCE (avg)
304.29%
ROE (avg)
78.36%
Valuation Key Factors 
Factor
Value
P/E Ratio
9
Industry P/E
Price to Book Value
2.94
EV to EBIT
4.43
EV to EBITDA
3.10
EV to Capital Employed
15.44
EV to Sales
0.64
PEG Ratio
NA
Dividend Yield
NA
ROCE (Latest)
348.85%
ROE (Latest)
32.35%
Technical key factors
Indicator
Weekly
Monthly
MACD
Bullish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Bullish
Bullish
Moving Averages
Bullish (Daily)
KST
Mildly Bearish
Bullish
Dow Theory
Mildly Bearish
No Trend
OBV
No Trend
No Trend
Technical Movement
5What is working for the Company
RAW MATERIAL COST(Y)
Fallen by 0.19% (YoY
DEBTORS TURNOVER RATIO(HY)
Highest at 5.81 times
PRE-TAX PROFIT(Q)
At CAD 5.98 MM has Grown at 97.03%
NET PROFIT(Q)
At CAD 4.36 MM has Grown at 103.6%
-4What is not working for the Company
OPERATING CASH FLOW(Y)
Lowest at CAD 26.78 MM
OPERATING PROFIT MARGIN(Q)
Lowest at 19.07 %
Here's what is working for Yellow Pages Ltd.
Pre-Tax Profit
At CAD 5.98 MM has Grown at 97.03%
Year on Year (YoY)MOJO Watch
Near term Pre-Tax Profit trend is positive
Pre-Tax Profit (CAD MM)
Net Profit
At CAD 4.36 MM has Grown at 103.6%
Year on Year (YoY)MOJO Watch
Near term Net Profit trend is positive
Net Profit (CAD MM)
Debtors Turnover Ratio
Highest at 5.81 times
in the last five Semi-Annual periodsMOJO Watch
Company has been able to sell its Debtors faster
Debtors Turnover Ratio
Raw Material Cost
Fallen by 0.19% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin
Raw Material Cost as a percentage of Sales
Here's what is not working for Yellow Pages Ltd.
Operating Cash Flow
Lowest at CAD 26.78 MM and Fallen
In each year in the last three yearsMOJO Watch
The company's cash revenues from business operations are falling
Operating Cash Flows (CAD MM)
Operating Profit Margin
Lowest at 19.07 %
in the last five periodsMOJO Watch
Company's profit margin has deteriorated
Operating Profit to Sales






