Over the last 7 days, the Logistics industry has dropped 2.2%, driven by FedEx declining 5.1%. In contrast, ZTO Express (Cayman) has gained 8.0%. Overall the industry is down 18% in 12 months. As for the next few years, earnings are expected to grow by 13% per annum.
Has the U.S. Logistics Industry valuation changed over the past few years?
Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
---|---|---|---|---|---|---|
Mon, 12 Aug 2024 | US$230.5b | US$229.6b | US$11.3b | 23x | 20.4x | 1x |
Wed, 10 Jul 2024 | US$242.5b | US$228.7b | US$12.7b | 19.4x | 19.1x | 1.1x |
Fri, 07 Jun 2024 | US$236.6b | US$228.6b | US$12.7b | 20.1x | 18.6x | 1x |
Sun, 05 May 2024 | US$242.9b | US$228.6b | US$13.0b | 20.2x | 18.7x | 1.1x |
Tue, 02 Apr 2024 | US$252.7b | US$230.2b | US$13.8b | 18.2x | 18.3x | 1.1x |
Thu, 29 Feb 2024 | US$239.8b | US$232.0b | US$13.6b | 16.4x | 17.6x | 1x |
Sat, 27 Jan 2024 | US$258.0b | US$241.0b | US$16.1b | 14.7x | 16.1x | 1.1x |
Mon, 25 Dec 2023 | US$258.7b | US$241.1b | US$16.1b | 15.8x | 16.1x | 1.1x |
Wed, 22 Nov 2023 | US$252.0b | US$241.6b | US$15.9b | 15.5x | 15.8x | 1x |
Fri, 20 Oct 2023 | US$253.1b | US$248.9b | US$17.8b | 13.1x | 14.2x | 1x |
Sun, 17 Sep 2023 | US$267.2b | US$250.5b | US$17.6b | 13.7x | 15.2x | 1.1x |
Tue, 15 Aug 2023 | US$284.1b | US$250.6b | US$17.5b | 15x | 16.2x | 1.1x |
Thu, 13 Jul 2023 | US$296.1b | US$258.4b | US$18.8b | 14.9x | 15.8x | 1.1x |
Sat, 10 Jun 2023 | US$270.5b | US$260.9b | US$17.8b | 14.2x | 15.2x | 1x |
Mon, 08 May 2023 | US$277.6b | US$260.9b | US$17.7b | 15x | 15.7x | 1.1x |
Wed, 05 Apr 2023 | US$287.8b | US$266.9b | US$18.8b | 14.2x | 15.3x | 1.1x |
Fri, 03 Mar 2023 | US$276.3b | US$268.0b | US$19.0b | 13.7x | 14.5x | 1x |
Sun, 29 Jan 2023 | US$275.0b | US$271.8b | US$19.1b | 14.1x | 14.4x | 1x |
Tue, 27 Dec 2022 | US$262.8b | US$271.9b | US$19.1b | 13.5x | 13.7x | 1x |
Thu, 24 Nov 2022 | US$268.7b | US$272.4b | US$19.4b | 12.8x | 13.9x | 1x |
Sat, 22 Oct 2022 | US$241.7b | US$270.6b | US$19.1b | 10.6x | 12.6x | 0.9x |
Mon, 19 Sep 2022 | US$260.1b | US$269.6b | US$19.4b | 10.4x | 13.4x | 1x |
Wed, 17 Aug 2022 | US$312.8b | US$268.7b | US$19.4b | 12.4x | 16.2x | 1.2x |
Fri, 15 Jul 2022 | US$274.4b | US$264.0b | US$18.9b | 10.3x | 14.5x | 1x |
Sun, 12 Jun 2022 | US$270.4b | US$262.2b | US$20.2b | 10.8x | 13.4x | 1x |
Tue, 10 May 2022 | US$279.2b | US$261.9b | US$20.1b | 11.6x | 13.9x | 1.1x |
Thu, 07 Apr 2022 | US$288.1b | US$257.1b | US$22.0b | 11.4x | 13.1x | 1.1x |
Sat, 05 Mar 2022 | US$313.6b | US$256.5b | US$22.0b | 14.2x | 14.3x | 1.2x |
Mon, 31 Jan 2022 | US$312.9b | US$248.4b | US$15.1b | 16.5x | 20.8x | 1.3x |
Wed, 29 Dec 2021 | US$335.8b | US$248.1b | US$15.1b | 18x | 22.3x | 1.4x |
Fri, 26 Nov 2021 | US$329.4b | US$245.1b | US$15.2b | 18.5x | 21.6x | 1.3x |
Sun, 24 Oct 2021 | US$320.8b | US$242.6b | US$14.0b | 20.6x | 22.8x | 1.3x |
Tue, 21 Sep 2021 | US$311.8b | US$239.7b | US$14.2b | 20.7x | 22x | 1.3x |
Thu, 19 Aug 2021 | US$312.5b | US$234.9b | US$14.5b | 17.7x | 21.6x | 1.3x |
21.6x
Which industries have driven the changes within the U.S. Industrials industry?
US Market | 2.60% | |
Industrials | 2.26% | |
Logistics | -0.29% | |
Air Freight and Logistics | -0.29% |
Which companies have driven the market over the last 7 days?
Company | Last Price | 7D | 1Y | Valuation | |
---|---|---|---|---|---|
ZTO ZTO Express (Cayman) | US$19.80 | 3.3% +US$505.4m | -23.5% | PE13.4x | |
FWRD Forward Air | US$26.00 | 20.9% +US$151.5m | -64.5% | PS0.4x | |
ATSG Air Transport Services Group | US$15.56 | 10.5% +US$97.2m | -30.8% | PE57.6x | |
AAWW Atlas Air Worldwide Holdings | US$102.48 | 3.0% +US$84.8m | 19.2% | PE8.2x | |
HUBG Hub Group | US$42.74 | 0.8% +US$20.5m | 1.5% | PE23x |