YLLWF (Yellow Hat) Cyclically Adjusted PB Ratio: 1.39 (As of Jul. 20, 2026) — Near Median

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

YLLWF Yellow Hat Ltd YLLWF
87 GF Score
Price $8.47
GF Value $7.51
! 6 Warning Signs
View Full Analysis

What is Yellow Hat Cyclically Adjusted PB Ratio?

Yellow Hat YLLWF 87 Cyclically Adjusted PB Ratio is 1.39 as of Jul. 20, 2026, which is 9% above its 10-year median of 1.27. GuruFocus rates YLLWF with a GF Score™ of 87/100 and a GF Value™ of $7.51. The stock has 6 warning signs investors should review. Among 1,032 Vehicles & Parts companies, Yellow Hat ranks worse than 56.49% on this metric.

As of today (2026-07-20), Yellow Hat's current share price is $8.465. Yellow Hat's Cyclically Adjusted Book per Share for the quarter that ended in Mar. 2026 was $6.08. Yellow Hat's Cyclically Adjusted PB Ratio for today is 1.39.

The historical rank and industry rank for Yellow Hat's Cyclically Adjusted PB Ratio or its related term are showing as below:

YLLWF' s Cyclically Adjusted PB Ratio Range Over the Past 10 Years
Min: 0.96   Med: 1.27   Max: 1.65
Current: 1.64

During the past years, Yellow Hat's highest Cyclically Adjusted PB Ratio was 1.65. The lowest was 0.96. And the median was 1.27.

YLLWF's Cyclically Adjusted PB Ratio is ranked worse than
56.49% of 1032 companies
in the Vehicles & Parts industry
Industry Median: 1.27 vs YLLWF: 1.64

The Shiller PE Ratio was first used by professor Robert Shiller. He uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings per share of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio. The Cyclically Adjusted Book per Share is the average of the inflation adjusted book value per share of a company over the past 10 years.

Yellow Hat's adjusted book value per share data for the three months ended in Mar. 2026 was $9.127. Add all the adjusted book value per share for the past 10 years together and divide the count will get our Cyclically Adjusted Book per Share, which is $6.08 for the trailing ten years ended in Mar. 2026.

Shiller PE for Stocks: The True Measure of Stock Valuation


Yellow Hat  (OTCPK:YLLWF) Cyclically Adjusted PB Ratio Explanation

Compared with the regular PB Ratio, which works poorly for cyclical businesses, the Cyclically Adjusted PB Ratio smoothed out the fluctuations of book value during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Cyclically Adjusted PB Ratio should give similar results to regular PB Ratio.


Yellow Hat Cyclically Adjusted PB Ratio Related Terms


Yellow Hat Cyclically Adjusted PB Ratio Historical Data

* Premium members only.

The historical data trend for Yellow Hat's Cyclically Adjusted PB Ratio can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Yellow Hat Cyclically Adjusted PB Ratio Chart

Yellow Hat Annual Data
Trend Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
Cyclically Adjusted PB Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 1.02 1.07 1.06 1.34 1.39

Yellow Hat Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Cyclically Adjusted PB Ratio Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 1.34 1.47 1.58 1.50 1.39

YLLWF vs CVNA, PAG, ALTB: Cyclically Adjusted PB Ratio Comparison

For the Auto & Truck Dealerships subindustry, Yellow Hat's Cyclically Adjusted PB Ratio, along with its competitors' market caps and Cyclically Adjusted PB Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Yellow Hat Cyclically Adjusted PB Ratio vs Vehicles & Parts Industry

For the Vehicles & Parts industry and Consumer Cyclical sector, Yellow Hat's Cyclically Adjusted PB Ratio distribution charts can be found below:

* The bar in red indicates where Yellow Hat's Cyclically Adjusted PB Ratio falls into.


YLLWF
87GF Score
Yellow Hat Ltd YLLWF
Cyclically Adjusted PB Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Yellow Hat Cyclically Adjusted PB Ratio Calculation

Like the Shiller PE Ratio, the Cyclically Adjusted PB Ratio takes the Book Value per Share from the past 10 years, adjusts it for inflation, and then calculates the average. This average is then used for the P/B calculation. Because it considers this 10-year average, it's often referred to as the CAPB Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio.

Yellow Hat's Cyclically Adjusted PB Ratio for today is calculated as

Cyclically Adjusted PB Ratio=Share Price/ Cyclically Adjusted Book per Share
=8.465/6.08
=1.39

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Yellow Hat's Cyclically Adjusted Book per Share for the quarter that ended in Mar. 2026 is calculated as:

For example, Yellow Hat's adjusted Book Value per Share data for the three months ended in Mar. 2026 was:

Adj_Book=Book Value per Share/CPI of Mar. 2026 (Change)*Current CPI (Mar. 2026)
=9.127/112.7000*112.7000
=9.127

Current CPI (Mar. 2026) = 112.7000.

Yellow Hat Quarterly Data

Book Value per Share CPI Adj_Book
201606 6.539 98.100 7.512
201609 6.845 98.000 7.872
201612 6.208 98.400 7.110
201703 6.515 98.100 7.485
201706 6.679 98.500 7.642
201709 6.789 98.800 7.744
201712 6.931 99.400 7.858
201803 7.502 99.200 8.523
201806 7.274 99.200 8.264
201809 7.259 99.900 8.189
201812 7.513 99.700 8.493
201903 7.701 99.700 8.705
201906 8.004 99.800 9.039
201909 8.300 100.100 9.345
201912 8.384 100.500 9.402
202003 8.501 100.300 9.552
202006 8.538 99.900 9.632
202009 8.913 99.900 10.055
202012 9.438 99.300 10.712
202103 9.111 99.900 10.278
202106 9.037 99.500 10.236
202109 9.165 100.100 10.319
202112 9.192 100.100 10.349
202203 8.979 101.100 10.009
202206 8.045 101.800 8.906
202209 7.639 103.100 8.350
202212 8.440 104.100 9.137
202303 8.642 104.400 9.329
202306 8.298 105.200 8.890
202309 8.098 106.200 8.594
202312 8.560 106.800 9.033
202403 8.411 107.200 8.843
202406 0.000 108.200 0.000
202409 8.969 108.900 9.282
202412 8.717 110.700 8.874
202503 9.125 111.100 9.256
202506 9.380 111.700 9.464
202509 9.423 112.000 9.482
202512 9.222 113.000 9.198
202603 9.127 112.700 9.127

Add all the adjusted book value per share together and divide the count will get our Cyclically Adjusted Book per Share.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.

What does a Cyclically Adjusted PB Ratio of 1.39 mean?
Yellow Hat (YLLWF) has a Cyclically Adjusted PB Ratio of 1.39 as of Jul. 20, 2026. Cyclically Adjusted PB Ratio is the ratio of share price to a company's inflation-adjusted book value per share over a 10-year period. View historical data on Yellow Hat and its competitors. This is near median its historical median of 1.27. Over the past decade, Yellow Hat's Cyclically Adjusted PB Ratio has ranged from 0.96 to 1.65. According to the industry distribution chart, Yellow Hat ranks #583 out of 1032 companies in the Vehicles & Parts industry, placing it in the top 56.5%.
Is Yellow Hat's Cyclically Adjusted PB Ratio too high?
Yellow Hat's current Cyclically Adjusted PB Ratio of 1.39 is near median its 10-year median of 1.27. Over the past 10 years, this metric has ranged from a low of 0.96 to a high of 1.65. The Vehicles & Parts industry median Cyclically Adjusted PB Ratio is 1.27. Yellow Hat's value of 1.39 is 9.4% above this industry median. Based on the distribution chart, Yellow Hat ranks #583 out of 1032 companies in the Vehicles & Parts industry, which is below the industry midpoint. Overall, Yellow Hat has a GF Score™ of 87/100, reflecting its overall financial health beyond just this single metric.
How does Yellow Hat's Cyclically Adjusted PB Ratio compare to CVNA and PAG?
According to the Vehicles & Parts industry distribution chart, Yellow Hat ranks #583 out of 1032 companies for Cyclically Adjusted PB Ratio. This places Yellow Hat in the lower half of its industry. The industry median Cyclically Adjusted PB Ratio is 1.27. Yellow Hat's value of 1.39 is 9.4% above this benchmark. Historically, Yellow Hat's own Cyclically Adjusted PB Ratio has ranged from 0.96 to 1.65 over the past decade. While the company's 10-year median is 1.27 vs. the industry median of 1.27, Yellow Hat has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Cyclically Adjusted PB Ratio for a Vehicles & Parts company?
The median Cyclically Adjusted PB Ratio among Vehicles & Parts companies is 1.27, based on 1,032 companies in the industry. Companies in the top quartile (top 25%) have a Cyclically Adjusted PB Ratio significantly above this median, while those in the bottom quartile fall well below. However, Cyclically Adjusted PB Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Yellow Hat's current Cyclically Adjusted PB Ratio of 1.39 is 9.4% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Cyclically Adjusted PB Ratio mean?
A high Cyclically Adjusted PB Ratio can signal that a stock is expensive relative to its fundamentals. Cyclically Adjusted PB Ratio is the ratio of share price to a company's inflation-adjusted book value per share over a 10-year period. View historical data on Yellow Hat and its competitors. For the Vehicles & Parts industry, the median Cyclically Adjusted PB Ratio is 1.27 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Yellow Hat's current Cyclically Adjusted PB Ratio is 1.39, which is near median its own 10-year median of 1.27. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Yellow Hat stock overvalued right now?
Yellow Hat (YLLWF) has a current Cyclically Adjusted PB Ratio of 1.39. The stock's GF Value™ is $7.51, compared to a current price of $8.47 — trading 12.7% above its estimated fair value. The current Cyclically Adjusted PB Ratio is 1.39, which is near median its 10-year median of 1.27 and 9.4% above the Vehicles & Parts industry median of 1.27. Yellow Hat's overall GF Score™ is 87/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Cyclically Adjusted PB Ratio calculated?
Cyclically Adjusted PB Ratio is calculated from a company's financial statements. For Yellow Hat (YLLWF), the current Cyclically Adjusted PB Ratio is 1.39 as of Jul. 20, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Yellow Hat (YLLWF) Overvalued in 2026?

Based on GuruFocus' analysis, Yellow Hat stock appears to be overvalued. The current stock price of $8.47 is trading 12.7% above its estimated GF Value™ of $7.51.

Key valuation signals for YLLWF:

  • Cyclically Adjusted PB Ratio: 1.39 (near median its 10-year median of 1.27)
  • GF Value™: $7.51 vs. price of $8.47 (12.7% above fair value)
  • GF Score™: 87/100 with 6 warning signs
  • Industry Position: 9.4% above the Vehicles & Parts median (#583 of 1032)

No single metric tells the full story. See the YLLWF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Yellow Hat Business Description

Other Exchanges 9882:Japan
Address 1-7-4 Iwamotocho, Chiyoda-ku, Yellow Hat Head Office Building, Tokyo, JPN, 101-0032
Yellow Hat Ltd is a Japanese company involved in selling auto accessories and providing auto service. The products offered by the company include audio and info-entertainment systems, oils and lubricants, safety and maintenance tools, OFF road, racing and karting, chemicals and cleaning, lights and bulbs, bikes, and tires. It offers services including tires services, oil change, foiling, detailing, tinting, audio and video, car wash, AC repair, and maintenance.
87GF Score

Get the complete analysis for YLLWF

Cyclically Adjusted PB Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$8.47
Price
$7.51
GF Value