Trucking stocks: intrinsic value, ROIC & growth
13 U.S. trucking companies with at least three years of SEC filings, ranked by size. 1 of the 9 with a current price trade below their Graham intrinsic value. The median company earned a 10.3% average return on invested capital and grew revenue 4.6% a year.
Updated October 18, 2026
13companies
1below Graham value
10.3%median 10-yr ROIC
4.6%median revenue CAGR
Highest-ROIC trucking stocks
| Ticker | Company | 10-yr ROIC | Price | Graham value | Price vs value | Market cap | ROIC (10y) | Revenue CAGR |
|---|---|---|---|---|---|---|---|---|
| LSTR | LANDSTAR SYSTEM INC | 45.3% | $171.65 | $25.42 | 575% above | $6.0B | 45.3% | 4.6% |
| ODFL | Old Dominion | 27.0% | $187.72 | $133.71 | 40% above | $39.7B | 27.0% | 7.0% |
| JBHT | J.B. Hunt | 17.1% | $228.78 | $102.01 | 124% above | $22.3B | 17.1% | 7.0% |
| SAIA | SAIA INC | 17.0% | $335.00 | $316.21 | 6% above | $9.0B | 17.0% | 11.1% |
| SNDR | Schneider National, Inc. | 16.4% | $31.51 | — | — | $5.5B | 16.4% | 3.8% |
| ARCB | ARCBEST CORP /DE/ | 11.2% | $129.98 | $87.03 | 49% above | $3.0B | 11.2% | 4.5% |
| MRTN | MARTEN TRANSPORT LTD | 10.3% | $12.84 | — | — | $1.0B | 10.3% | 3.1% |
| WERN | WERNER ENTERPRISES INC | 9.5% | $32.81 | $7.98 | 311% above | $2.0B | 9.5% | 4.2% |
| ULH | UNIVERSAL LOGISTICS HOLDINGS, INC. | 9.3% | $16.32 | $72.22 | 77% below | $429.9M | 9.3% | 4.2% |
| HTLD | HEARTLAND EXPRESS INC | 9.0% | $10.95 | $3.97 | 176% above | $853.4M | 9.0% | 7.9% |
All trucking stocks
| Ticker | Company | Price | Graham value | Price vs value | Market cap | ROIC (10y) | Revenue CAGR |
|---|---|---|---|---|---|---|---|
| ODFL | Old Dominion | $187.72 | $133.71 | 40% above | $39.7B | 27.0% | 7.0% |
| JBHT | J.B. Hunt | $228.78 | $102.01 | 124% above | $22.3B | 17.1% | 7.0% |
| KNX | Knight-Swift Transportation Holdings Inc. | $64.81 | — | — | $10.5B | 7.7% | 7.1% |
| SAIA | SAIA INC | $335.00 | $316.21 | 6% above | $9.0B | 17.0% | 11.1% |
| LSTR | LANDSTAR SYSTEM INC | $171.65 | $25.42 | 575% above | $6.0B | 45.3% | 4.6% |
| SNDR | Schneider National, Inc. | $31.51 | — | — | $5.5B | 16.4% | 3.8% |
| ARCB | ARCBEST CORP /DE/ | $129.98 | $87.03 | 49% above | $3.0B | 11.2% | 4.5% |
| WERN | WERNER ENTERPRISES INC | $32.81 | $7.98 | 311% above | $2.0B | 9.5% | 4.2% |
| MRTN | MARTEN TRANSPORT LTD | $12.84 | — | — | $1.0B | 10.3% | 3.1% |
| HTLD | HEARTLAND EXPRESS INC | $10.95 | $3.97 | 176% above | $853.4M | 9.0% | 7.9% |
| CVLG | COVENANT LOGISTICS GROUP, INC. | $30.72 | — | — | $826.6M | 6.9% | 6.3% |
| ULH | UNIVERSAL LOGISTICS HOLDINGS, INC. | $16.32 | $72.22 | 77% below | $429.9M | 9.3% | 4.2% |
| PAMT | PAMT CORP | $11.59 | $11.33 | 2% above | $245.8M | 5.5% | 3.7% |
Stock lists
Undervalued Stocks Below Graham Intrinsic Value
Highest ROIC Stocks (10-Year Average)
Highest Free Cash Flow Yield Stocks
Fastest-Growing Stocks by 10-Year Revenue