Transportation Services stocks: intrinsic value, ROIC & growth

13 U.S. transportation services companies with at least three years of SEC filings, ranked by size. 2 of the 6 with a current price trade below their Graham intrinsic value. The median company earned a 0.1% average return on invested capital and grew revenue 10.7% a year.

Updated October 18, 2026

13companies
2below Graham value
0.1%median 10-yr ROIC
10.7%median revenue CAGR

Most undervalued transportation services stocks

Ticker Company Upside Price Graham value Price vs value Market cap ROIC (10y) Revenue CAGR
EXPE Expedia Group +13% $288.95 $325.85 11% below $38.1B 11.1% 5.9%

Highest-ROIC transportation services stocks

Ticker Company 10-yr ROIC Price Graham value Price vs value Market cap ROIC (10y) Revenue CAGR
TLSS Transportation & Logistics Systems, Inc. 171.5% $0.80 — — $4.7B 171.5% -73.6%
EXPE Expedia Group 11.1% $288.95 $325.85 11% below $38.1B 11.1% 5.9%
XPO XPO, Inc. 7.9% $186.67 $87.69 113% above $22.2B 7.9% -6.3%
GXO GXO Logistics, Inc. 4.0% $47.18 — — $5.5B 4.0% 13.7%
GATX GATX CORP 3.5% $165.51 $133.13 24% above $5.9B 3.5% 2.3%
LIND LINDBLAD EXPEDITIONS HOLDINGS, INC. 0.1% $34.55 $8.68 298% above $1.9B 0.1% 13.7%

All transportation services stocks

Ticker Company Price Graham value Price vs value Market cap ROIC (10y) Revenue CAGR
EXPE Expedia Group $288.95 $325.85 11% below $38.1B 11.1% 5.9%
XPO XPO, Inc. $186.67 $87.69 113% above $22.2B 7.9% -6.3%
GATX GATX CORP $165.51 $133.13 24% above $5.9B 3.5% 2.3%
GXO GXO Logistics, Inc. $47.18 — — $5.5B 4.0% 13.7%
BKNG Booking Holdings $163.45 $3,499.70 95% below $5.3B -14.4% 10.7%
RXO RXO, Inc. $28.60 $0.63 4440% above $4.8B 4.2% 11.3%
TLSS Transportation & Logistics Systems, Inc. $0.80 — — $4.7B 171.5% -73.6%
LIND LINDBLAD EXPEDITIONS HOLDINGS, INC. $34.55 $8.68 298% above $1.9B 0.1% 13.7%
PAL Proficient Auto Logistics, Inc $3.18 — — — -5.6% 1.9%
SPCE Virgin Galactic Holdings, Inc $2.43 — — $124.5M -621.6% -1.6%
OZVN OZ VISION INC. $2.50 — — $65.8M -70.5% 10.7%
NTRP NextTrip, Inc. $1.36 — — $12.1M -457.1% 21.6%
MGSD Maitong Sunshine Cultural Development Co., Ltd — — — — -30.8% 71.5%

Stock lists

Other sectors