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U.S. Transportation Industry Analysis

UpdatedSep 21, 2024
DataAggregated Company Financials
Companies40
  • 7D1.3%
  • 3M6.2%
  • 1Y22.9%
  • YTD6.8%

In the last week, the Transportation industry is up 1.3%, with Uber Technologies leading the way, up 2.0%. In the last 12 months, the industry was up 23%. Looking forward, earnings are forecast to grow by 22% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 21 Sep 2024US$626.1bUS$220.7bUS$17.2b29x36.3x2.8x
Mon, 19 Aug 2024US$604.0bUS$219.8bUS$17.0b28x35.6x2.7x
Wed, 17 Jul 2024US$599.2bUS$217.0bUS$16.7b25.7x36x2.8x
Fri, 14 Jun 2024US$576.1bUS$217.0bUS$16.7b24.9x34.6x2.7x
Sun, 12 May 2024US$597.9bUS$216.0bUS$16.6b26.1x36.1x2.8x
Tue, 09 Apr 2024US$637.8bUS$214.9bUS$18.2b24x35x3x
Thu, 07 Mar 2024US$647.0bUS$212.8bUS$17.5b24x37x3x
Sat, 03 Feb 2024US$607.4bUS$214.7bUS$16.2b23.7x37.5x2.8x
Mon, 01 Jan 2024US$588.0bUS$216.3bUS$16.9b21.6x34.7x2.7x
Wed, 29 Nov 2023US$536.4bUS$216.2bUS$16.8b21.2x32x2.5x
Fri, 27 Oct 2023US$469.3bUS$214.9bUS$15.1b14.1x31.1x2.2x
Sun, 24 Sep 2023US$501.0bUS$214.2bUS$13.7b14.5x36.5x2.3x
Tue, 22 Aug 2023US$514.3bUS$214.0bUS$13.3b15x38.8x2.4x
Thu, 20 Jul 2023US$529.8bUS$216.3bUS$12.7b13x41.6x2.4x
Sat, 17 Jun 2023US$492.8bUS$217.2bUS$12.9b12.9x38.2x2.3x
Mon, 15 May 2023US$467.4bUS$217.3bUS$12.6b14.4x37.1x2.2x
Wed, 12 Apr 2023US$455.5bUS$221.0bUS$3.5b13.3x129.4x2.1x
Fri, 10 Mar 2023US$464.6bUS$220.7bUS$3.6b14.7x129.5x2.1x
Sun, 05 Feb 2023US$509.9bUS$222.5bUS$3.3b12.4x155.5x2.3x
Tue, 03 Jan 2023US$459.4bUS$221.2bUS$3.5b9.9x130.4x2.1x
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
Price to Earnings Ratio

50.8x


Total Market Cap: US$587.1bTotal Earnings: US$11.5bTotal Revenue: US$171.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Transportation Industry Price to Earnings3Y Average 146.9x202220232024
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 36.3x which is lower than its 3-year average PE of 147x.
  • The industry is trading close to its 3-year average PS ratio of 2.6x.
Past Earnings Growth
  • The earnings for companies in the Transportation industry have grown 14% per year over the last three years.
  • Revenues for these companies have grown 8.7% 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 Market1.56%
Industrials2.30%
Transportation1.28%
Trucking2.47%
Cargo Ground Transportation1.47%
Railroads0.34%
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 38.5% and investors are willing to pay a premium for that growth.
  • Investors are most pessimistic about the Railroads industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 20.8x.
Forecasted Growth
  • Analysts are most optimistic on the Trucking industry, expecting annual earnings growth of 38% over the next 5 years.
  • In contrast, the Railroads industry is expected to see its earnings grow by 10.0% 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
UBER Uber TechnologiesUS$73.942.0%
+US$3.1b		66.5%PE77.2x
CSX CSXUS$34.934.2%
+US$2.7b		12.0%PE18.8x
GRAB Grab HoldingsUS$3.644.9%
+US$673.3m		6.1%PS5.6x
UHAL U-Haul HoldingUS$74.623.9%
+US$551.0m		32.3%PE25.8x
NSC Norfolk SouthernUS$247.860.8%
+US$465.8m		22.4%PE31.3x
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NSC

US$247.86

Norfolk Southern

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1Y

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RYDE

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UNP

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7D

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1Y

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UHAL

US$74.62

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7D

3.9%

1Y

32.3%

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WERN

US$37.15

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7D

-0.5%

1Y

-5.3%

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US$112.50

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CSX

US$34.93

CSX

7D

4.2%

1Y

12.0%

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Sep 10

YMM

US$7.60

Full Truck Alliance

7D

5.4%

1Y

9.8%

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Sep 04
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PAL

US$16.44

Proficient Auto Logistics

7D

-3.2%

1Y

n/a

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US$12.47

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9.9%

1Y

25.5%

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SWVL

US$3.11

Swvl Holdings

7D

-42.2%

1Y

214.1%