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U.S. Transportation Industry Analysis

UpdatedDec 01, 2022
DataAggregated Company Financials
Companies52
  • 7D2.6%
  • 3M2.1%
  • 1Y-20.2%
  • YTD-21.7%

In the last week, the Transportation industry is up 2.6%, with Union Pacific up 2.3%. In the past year, the industry is down 20%. Earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 01 Dec 2022US$488.3bUS$220.5bUS$3.7b10.5x130.8x2.2x
Sat, 29 Oct 2022US$440.3bUS$215.3bUS$2.2b8.7x198.1x2x
Mon, 26 Sep 2022US$427.0bUS$206.0bUS$1.0b8.7x424x2.1x
Wed, 24 Aug 2022US$493.6bUS$206.8bUS$154.5m9.8x3195x2.4x
Fri, 22 Jul 2022US$464.0bUS$198.2bUS$2.7b10.2x174x2.3x
Sun, 19 Jun 2022US$424.9bUS$195.3bUS$2.5b9.1x167.6x2.2x
Tue, 17 May 2022US$467.8bUS$194.8bUS$2.2b9.7x208.2x2.4x
Thu, 14 Apr 2022US$514.6bUS$185.6bUS$4.2b13.1x123.2x2.8x
Sat, 12 Mar 2022US$549.9bUS$187.9bUS$7.7b14.4x71.8x2.9x
Mon, 07 Feb 2022US$563.7bUS$188.8bUS$5.6b14.4x100x3x
Wed, 05 Jan 2022US$631.4bUS$183.8bUS$4.5b18.4x139.3x3.4x
Fri, 03 Dec 2021US$597.8bUS$181.2bUS$12.4b17.2x48.1x3.3x
Sun, 31 Oct 2021US$642.6bUS$177.6bUS$13.4b18.6x47.8x3.6x
Tue, 28 Sep 2021US$587.1bUS$171.9bUS$11.5b18x50.8x3.4x
Thu, 26 Aug 2021US$590.7bUS$174.4bUS$11.2b18.6x52.6x3.4x
Fri, 02 Jul 2021US$643.6bUS$174.2bUS$11.2b18.8x57.4x3.7x
Mon, 05 Apr 2021US$544.9bUS$131.7bUS$8.5b27.1x64.1x4.1x
Thu, 07 Jan 2021US$484.8bUS$130.2bUS$5.1b25.1x95.2x3.7x
Wed, 30 Sep 2020US$417.0bUS$129.3bUS$4.4b24.9x93.8x3.2x
Sat, 04 Jul 2020US$366.1bUS$131.7bUS$4.1b23.5x89.5x2.8x
Tue, 07 Apr 2020US$306.3bUS$139.1bUS$2.1b16.2x143.4x2.2x
Fri, 10 Jan 2020US$381.4bUS$139.4bUS$3.7b20.4x102.7x2.7x
Price to Earnings Ratio

71.6x


Total Market Cap: US$381.2bTotal Earnings: US$5.3bTotal Revenue: US$150.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Transportation Industry Price to Earnings3Y Average 170.8x202020212022
Current Industry PE
  • Investors are pessimistic on the American Transportation 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 131x which is lower than its 3-year average PE of 171x.
  • The 3-year average PS ratio of 3.1x is higher than the industry's current PS ratio of 2.2x.
Past Earnings Growth
  • The earnings for companies in the Transportation industry have declined 11% per year over the last three years.
  • Meanwhile revenues for these companies have grown 13% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

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

US Market1.54%
Industrials0.80%
Transportation2.64%
Trucking3.23%
Railroads2.17%
Industry PE
  • Investors are most optimistic about the Railroads industry even though it's trading below its 3-year average PE ratio of 22.8x.
    • Analysts are expecting annual earnings growth of 3.0%, which is lower than the prior year's growth of 13.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Trucking industry, expecting annual earnings growth of 33% over the next 5 years.
  • However this is lower than its past earnings growth rate of 64% per year.
  • In contrast, the Railroads industry is expected to see its earnings grow by 3.0% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
UNP Union PacificUS$217.432.3%
+US$3.2b
-6.8%PE19.8x
YMM Full Truck AllianceUS$8.5322.7%
+US$1.8b
-28.0%PS10.7x
CSX CSXUS$32.691.9%
+US$1.3b
-5.1%PE17.1x
NSC Norfolk SouthernUS$256.502.1%
+US$1.3b
-4.7%PE19.3x
UHAL AMERCOUS$63.307.7%
+US$890.2m
-9.7%PE11.8x
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Latest News

RXO

US$19.00

RXO

7D

-0.1%

1Y

n/a

TSP

US$2.25

TuSimple Holdings

7D

-4.7%

1Y

-94.0%

YMM

US$8.53

Full Truck Alliance

7D

22.7%

1Y

-28.0%

LYFT

US$11.22

Lyft

7D

-0.8%

1Y

-70.6%

UBER

US$29.14

Uber Technologies

7D

1.2%

1Y

-19.1%

UHAL

US$63.30

AMERCO

7D

7.7%

1Y

-9.7%

PTSI

US$28.03

P.A.M. Transportation Services

7D

-3.0%

1Y

-13.1%

FIP

US$2.85

FTAI Infrastructure

7D

-4.0%

1Y

n/a

GLG

US$1.23

TD Holdings

7D

-1.6%

1Y

-48.1%

SWVL

US$0.37

Swvl Holdings

7D

-5.8%

1Y

-96.3%

R

US$93.49

Ryder System

7D

-0.5%

1Y

17.4%