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U.S. Logistics Industry Analysis

UpdatedNov 28, 2022
DataAggregated Company Financials
Companies29
  • 7D1.9%
  • 3M-8.8%
  • 1Y-15.7%
  • YTD-18.8%

The Logistics industry is up 1.9% in the last week, with United Parcel Service up 2.0%. During this same period, the BEST underperformed, falling 8.6%. In contrast, the industry has lost 16% in the last 12 months. Looking forward, earnings are forecast to grow by 2.4% annually.

Industry Valuation and Performance

Has the U.S. Logistics Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 28 Nov 2022US$268.4bUS$272.4bUS$19.4b12.8x13.9x1x
Wed, 26 Oct 2022US$241.7bUS$270.6bUS$19.1b10.7x12.6x0.9x
Fri, 23 Sep 2022US$247.5bUS$269.5bUS$19.4b10x12.8x0.9x
Sun, 21 Aug 2022US$312.1bUS$268.7bUS$19.4b12.3x16.1x1.2x
Tue, 19 Jul 2022US$279.6bUS$264.0bUS$18.9b10.5x14.8x1.1x
Thu, 16 Jun 2022US$278.4bUS$262.2bUS$20.2b11.5x13.8x1.1x
Sat, 14 May 2022US$279.4bUS$262.1bUS$20.2b11.7x13.9x1.1x
Mon, 11 Apr 2022US$284.8bUS$257.1bUS$22.0b11.6x12.9x1.1x
Wed, 09 Mar 2022US$299.2bUS$256.5bUS$22.0b13.7x13.6x1.2x
Fri, 04 Feb 2022US$339.4bUS$250.3bUS$15.1b14.9x22.4x1.4x
Sun, 02 Jan 2022US$337.6bUS$248.1bUS$15.1b18.4x22.4x1.4x
Tue, 30 Nov 2021US$324.4bUS$245.1bUS$15.2b18.5x21.3x1.3x
Thu, 28 Oct 2021US$327.3bUS$246.6bUS$14.5b18.7x22.5x1.3x
Sat, 25 Sep 2021US$303.6bUS$242.4bUS$14.0b21.3x21.6x1.3x
Mon, 23 Aug 2021US$312.8bUS$234.9bUS$14.5b18.1x21.6x1.3x
Sat, 10 Jul 2021US$328.9bUS$227.8bUS$14.4b18.1x22.8x1.4x
Fri, 02 Apr 2021US$288.3bUS$220.1bUS$10.6b27.8x27.1x1.3x
Mon, 04 Jan 2021US$131.9bUS$122.7bUS$4.6b28.1x28.7x1.1x
Thu, 08 Oct 2020US$272.2bUS$197.1bUS$7.9b28.5x34.3x1.4x
Wed, 01 Jul 2020US$192.7bUS$190.3bUS$7.4b22x26x1x
Sat, 04 Apr 2020US$160.4bUS$187.6bUS$5.9b18.5x27.4x0.9x
Tue, 07 Jan 2020US$191.0bUS$187.0bUS$6.5b23x29.4x1x
Price to Earnings Ratio

25.4x


Total Market Cap: US$193.7bTotal Earnings: US$7.6bTotal Revenue: US$186.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Logistics Industry Price to Earnings3Y Average 23.4x202020212022
Current Industry PE
  • Investors are pessimistic on the American Logistics industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 13.9x which is lower than its 3-year average PE of 23.4x.
  • The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 0.99x.
Past Earnings Growth
  • The earnings for companies in the Logistics industry have grown 36% per year over the last three years.
  • Revenues for these companies have grown 13% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.S. Industrials industry?

US Market1.26%
Industrials1.63%
Logistics1.87%
Air Freight and Logistics1.87%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
UPS United Parcel ServiceUS$182.522.0%
+US$3.1b
-11.1%PE14.1x
ZTO ZTO Express (Cayman)US$22.995.0%
+US$882.6m
-25.5%PE20.8x
FDX FedExUS$176.701.1%
+US$515.2m
-25.8%PE12.8x
GXO GXO LogisticsUS$43.884.1%
+US$205.2m
-54.9%PE25.1x
CHRW C.H. Robinson WorldwideUS$98.761.7%
+US$196.6m
2.6%PE10.8x
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Latest News

CHRW

US$98.76

C.H. Robinson Worldwide

7D

1.7%

1Y

2.6%

ZTO

US$22.99

ZTO Express (Cayman)

7D

5.0%

1Y

-25.5%

ATSG

US$28.41

Air Transport Services Group

7D

0.8%

1Y

5.1%

ATXG

US$1.95

Addentax Group

7D

18.2%

1Y

n/a

FDX

US$176.70

FedEx

7D

1.1%

1Y

-25.8%

BEST

US$0.51

BEST

7D

-8.6%

1Y

-90.7%

HUBG

US$82.47

Hub Group

7D

1.1%

1Y

0.9%

AIRT

US$23.31

Air T

7D

-1.6%

1Y

-17.2%

GXO

US$43.88

GXO Logistics

7D

4.1%

1Y

-54.9%