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U.S. Transportation Industry Analysis
UpdatedNov 20, 2024
DataAggregated Company Financials
Companies41
- 7D-3.0%
- 3M2.3%
- 1Y16.4%
- YTD8.9%
In the last week, the Transportation industry is down 3.0% with Union Pacific down the most at 3.0%. In contrast, Grab Holdings has gained 12%. Over the past 12 months, the industry was up 16%. Earnings are forecast to grow by 18% annually.
Industry Valuation and Performance
Has the U.S. Transportation Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 20 Nov 2024 | US$625.6b | US$213.2b | US$20.9b | 31.3x | 29.9x | 2.9x |
| Fri, 18 Oct 2024 | US$647.2b | US$220.3b | US$17.3b | 30.7x | 37.5x | 2.9x |
| Sun, 15 Sep 2024 | US$607.9b | US$220.5b | US$17.2b | 29.5x | 35.3x | 2.8x |
| Tue, 13 Aug 2024 | US$585.9b | US$219.7b | US$16.9b | 26.5x | 34.7x | 2.7x |
| Thu, 11 Jul 2024 | US$571.1b | US$216.9b | US$16.7b | 24.3x | 34.3x | 2.6x |
| Sat, 08 Jun 2024 | US$577.5b | US$217.0b | US$16.7b | 25.1x | 34.6x | 2.7x |
| Mon, 06 May 2024 | US$596.0b | US$214.3b | US$16.9b | 25.3x | 35.2x | 2.8x |
| Wed, 03 Apr 2024 | US$635.2b | US$214.9b | US$18.2b | 23.2x | 34.9x | 3x |
| Fri, 01 Mar 2024 | US$641.4b | US$212.8b | US$17.5b | 24.3x | 36.7x | 3x |
| Sun, 28 Jan 2024 | US$588.4b | US$215.6b | US$16.3b | 22.3x | 36x | 2.7x |
| Tue, 26 Dec 2023 | US$586.6b | US$216.2b | US$16.8b | 21.6x | 34.9x | 2.7x |
| Thu, 23 Nov 2023 | US$534.2b | US$215.9b | US$16.8b | 21.3x | 31.8x | 2.5x |
| Sat, 21 Oct 2023 | US$493.1b | US$215.8b | US$15.7b | 14.7x | 31.4x | 2.3x |
| Mon, 18 Sep 2023 | US$515.8b | US$214.3b | US$13.7b | 14.7x | 37.6x | 2.4x |
| Wed, 16 Aug 2023 | US$517.0b | US$214.0b | US$13.3b | 15.1x | 39x | 2.4x |
| Fri, 14 Jul 2023 | US$518.6b | US$217.1b | US$12.9b | 13.2x | 40.2x | 2.4x |
| Sun, 11 Jun 2023 | US$477.0b | US$217.2b | US$12.9b | 13x | 37x | 2.2x |
| Tue, 09 May 2023 | US$471.6b | US$217.7b | US$12.2b | 14.5x | 38.5x | 2.2x |
| Thu, 06 Apr 2023 | US$444.9b | US$221.0b | US$3.5b | 12.9x | 126.7x | 2x |
| Sat, 04 Mar 2023 | US$489.6b | US$220.8b | US$3.3b | 14.3x | 147.9x | 2.2x |
| Mon, 30 Jan 2023 | US$486.0b | US$222.9b | US$3.3b | 12.3x | 147.9x | 2.2x |
| Wed, 28 Dec 2022 | US$475.3b | US$220.9b | US$3.6b | 9.9x | 132.5x | 2.2x |
| Fri, 25 Nov 2022 | US$475.8b | US$220.3b | US$3.8b | 10.2x | 124.6x | 2.2x |
| Sun, 23 Oct 2022 | US$413.7b | US$208.4b | US$1.6b | 8.7x | 260.9x | 2x |
| Tue, 20 Sep 2022 | US$459.7b | US$206.5b | US$881.0m | 8.9x | 521.8x | 2.2x |
| Thu, 18 Aug 2022 | US$509.3b | US$207.0b | US$94.2m | 10.1x | 5404.1x | 2.5x |
| Sat, 16 Jul 2022 | US$428.5b | US$195.2b | US$2.6b | 9.7x | 165.8x | 2.2x |
| Mon, 13 Jun 2022 | US$440.5b | US$195.4b | US$2.5b | 9.6x | 174.4x | 2.3x |
| Wed, 11 May 2022 | US$459.2b | US$195.0b | US$2.2b | 10.4x | 209.4x | 2.4x |
| Fri, 08 Apr 2022 | US$513.4b | US$185.7b | US$4.2b | 13x | 123.3x | 2.8x |
| Sun, 06 Mar 2022 | US$575.3b | US$188.0b | US$7.6b | 15.2x | 75.4x | 3.1x |
| Tue, 01 Feb 2022 | US$568.3b | US$187.5b | US$5.4b | 16x | 105.5x | 3x |
| Thu, 30 Dec 2021 | US$626.9b | US$181.2b | US$12.4b | 18.1x | 50.4x | 3.5x |
| Sat, 27 Nov 2021 | US$621.6b | US$181.1b | US$12.4b | 17.7x | 50x | 3.4x |
Price to Earnings Ratio
50x
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 29.9x which is lower than its 3-year average PE of 146x.
- The 3-year average PS ratio of 2.6x is lower than the industry's current PS ratio of 2.9x.
Past Earnings Growth
- The earnings for companies in the Transportation industry have grown 19% per year over the last three years.
- Revenues for these companies have grown 5.6% 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 Market | -1.19% | |
| Industrials | -2.18% | |
| Transportation | -3.02% | |
| Trucking | -1.69% | |
| Railroads | -2.97% | |
| Cargo Ground Transportation | -4.73% | |
Industry PE
- Investors are most optimistic about the Trucking industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 28.9%, which is lower than the prior year's growth of 318.0% per year.
- Investors are most pessimistic about the Railroads industry, which is trading close to its 3-year average of 20.6x.
Forecasted Growth
- Analysts are most optimistic on the Trucking industry, expecting annual earnings growth of 29% over the next 5 years.
- In contrast, the Railroads industry is expected to see its earnings grow by 8.3% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| GRAB Grab Holdings | US$5.46 | 11.7% +US$2.3b | 74.4% | PS8.2x | |
| YMM Full Truck Alliance | US$8.57 | 1.7% +US$146.4m | 14.0% | PE24.9x | |
| HTZ Hertz Global Holdings | US$4.00 | 5.5% +US$64.4m | -52.5% | PS0.1x | |
| BTOC Armlogi Holding | US$6.04 | 15.5% +US$33.7m | n/a | PE6519.6x | |
| SWVL Swvl Holdings | US$6.67 | 81.7% +US$25.5m | 640.0% | PE13.8x |
