NYSE:RRTS

Stock Analysis Report

Roadrunner Transportation Systems

Executive Summary

Roadrunner Transportation Systems, Inc. provides asset-right transportation and asset-light logistics services.

Snowflake

Fundamentals

Fair value with moderate growth potential.

Risks

  • Roadrunner Transportation Systems has significant price volatility in the past 3 months.
  • Roadrunner Transportation Systems is covered by less than 3 analysts.

Similar Companies

Share Price & News

How has Roadrunner Transportation Systems's share price performed over time and what events caused price changes?


Latest Share Price and Events


Market Performance


7 Day Return

-4.8%

NYSE:RRTS

-2.8%

US Transportation

-1.9%

US Market


1 Year Return

-77.5%

NYSE:RRTS

-3.8%

US Transportation

-3.3%

US Market

RRTS underperformed the Transportation industry which returned -3.7% over the past year.

RRTS underperformed the Market in United States of America which returned -3% over the past year.


Share holder returns

RRTSIndustryMarket
7 Day-4.8%-2.8%-1.9%
30 Day-21.4%-11.8%-6.2%
90 Day-22.3%-9.4%0.3%
1 Year-77.5%-77.5%-2.2%-3.8%-1.1%-3.3%
3 Year-96.0%-96.0%68.1%60.1%37.9%28.9%
5 Year-98.7%-98.7%65.3%51.6%50.8%34.1%

Price Volatility Vs. Market

How volatile is Roadrunner Transportation Systems's share price compared to the market and industry in the last 5 years?


Simply Wall St News

Valuation

Is Roadrunner Transportation Systems undervalued based on future cash flows and its price relative to the stock market?

>50%

Discount to future cash flow value


Intrinsic Value Based on Future Cash Flows

Roadrunner Transportation Systems's share price is below the future cash flow value, and at a moderate discount (> 20%).

Roadrunner Transportation Systems's share price is below the future cash flow value, and at a substantial discount (> 40%).


Price Based on Earnings

Roadrunner Transportation Systems is loss making, we can't compare its value to the US Transportation industry average.

Roadrunner Transportation Systems is loss making, we can't compare the value of its earnings to the United States of America market.


Price Based on Expected Growth

Unable to calculate PEG ratio for Roadrunner Transportation Systems, we can't assess if its growth is good value.


Price Based on Value of Assets

Roadrunner Transportation Systems is good value based on assets compared to the US Transportation industry average.


Next Steps

Future Growth

How is Roadrunner Transportation Systems expected to perform in the next 1 to 3 years based on estimates from 1 analyst?

120.0%

Forecasted annual earnings growth


Earnings and Revenue Growth Estimates


Future Annual Growth Analysis

Roadrunner Transportation Systems's revenue is expected to decrease over the next 1-3 years, this is not considered high growth.

Roadrunner Transportation Systems's earnings are expected to grow significantly at over 20% yearly.

Roadrunner Transportation Systems's revenues are expected to decrease over the next 1-3 years, this is below the United States of America market average.

Roadrunner Transportation Systems's earnings growth is expected to exceed the United States of America market average.

Roadrunner Transportation Systems's earnings growth is expected to exceed the low risk savings rate of 2.7%.


Earnings per Share Growth Estimates


Future Return on Equity

Unable to establish if Roadrunner Transportation Systems will efficiently use shareholders’ funds in the future without estimates of Return on Equity.


Next Steps

Past Performance

How has Roadrunner Transportation Systems performed over the past 5 years?

-41.8%

Historical annual earnings growth


Earnings and Revenue History


Past Earnings Growth Analysis

Roadrunner Transportation Systems does not make a profit and their year on year earnings growth rate was negative over the past 5 years.

Unable to compare Roadrunner Transportation Systems's 1-year earnings growth to the 5-year average as it is not currently profitable.

Unable to compare Roadrunner Transportation Systems's 1-year growth to the US Transportation industry average as it is not currently profitable.


Return on Equity

It is difficult to establish if Roadrunner Transportation Systems has efficiently used shareholders’ funds last year (Return on Equity greater than 20%) as it is loss-making.


Return on Assets

It is difficult to establish if Roadrunner Transportation Systems has efficiently used its assets last year compared to the US Transportation industry average (Return on Assets) as it is loss-making.


Return on Capital Employed

It is difficult to establish if Roadrunner Transportation Systems improved its use of capital last year versus 3 years ago (Return on Capital Employed) as it is currently loss-making.


Next Steps

Financial Health

How is Roadrunner Transportation Systems's financial position?


Financial Position Analysis

Roadrunner Transportation Systems is able to meet its short term (1 year) commitments with its holdings of cash and other short term assets.

Roadrunner Transportation Systems's long term commitments exceed its cash and other short term assets.


Debt to Equity History and Analysis

Roadrunner Transportation Systems's level of debt (80.6%) compared to net worth is high (greater than 40%).

The level of debt compared to net worth has increased over the past 5 years (58.9% vs 80.6% today).


Balance Sheet

High level of physical assets or inventory.

Debt is covered by short term assets, assets are 1.7x debt.


Cash Runway Analysis

For companies that have on average been loss making in the past we assess whether they have at least 1 year of cash runway.

Roadrunner Transportation Systems has less than a year of cash runway based on current free cash flow.

Roadrunner Transportation Systems has less than a year of cash runway if free cash flow continues to grow at historical rates of 51.7% each year.


Next Steps

Dividend

What is Roadrunner Transportation Systems's current dividend yield, its reliability and sustainability?


Dividend Yield and Payments Analysis

Unable to evaluate Roadrunner Transportation Systems's dividend yield against the bottom 25% of dividend payers as the company has not reported any payouts.

Unable to evaluate Roadrunner Transportation Systems's dividend against the top 25% market benchmark as the company has not reported any payouts.

Unable to perform a dividend volatility check as Roadrunner Transportation Systems has not reported any payouts.

Unable to verify if Roadrunner Transportation Systems's dividend has been increasing as the company has not reported any payouts.


Current Payout to Shareholders

Unable to calculate sustainability of dividends as Roadrunner Transportation Systems has not reported any payouts.


Future Payout to Shareholders

Insufficient estimate data to determine if a dividend will be paid in 3 years and that it will be sustainable.


Next Steps

Management

What is the CEO of Roadrunner Transportation Systems's salary, the management and board of directors tenure and is there insider trading?

2.3yrs

Average management tenure


CEO

Curt Stoelting (59yo)

2.3yrs

Tenure

US$1,400,624

Compensation

Mr. Curtis W. Stoelting, also known as Curt, has been the Chief Executive Officer of Roadrunner Transportation Systems, Inc. since May 2017. Mr. Stoelting previously served as Roadrunner Transportation Sys ...


CEO Compensation Analysis

Curt's remuneration is about average for companies of similar size in United States of America.

Curt's compensation has been consistent with company performance over the past year, both up more than 20%.


Management Age and Tenure

2.3yrs

Average Tenure

58yo

Average Age

The tenure for the Roadrunner Transportation Systems management team is about average.


Board Age and Tenure

2.2yrs

Average Tenure

59yo

Average Age

The average tenure for the Roadrunner Transportation Systems board of directors is less than 3 years, this suggests a new board.


Insider Trading

No 3 month open market individual insider trading information.


Recent Insider Transactions

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EntityIndividual
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Member of the Board of Directors
Director
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Role
Unit President
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Member of the Board of Directors
Independent Director
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EntityIndividual
Role
Chief Executive Officer
CEO & Director
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Terence Rogers
EntityIndividual
Role
Chief Financial Officer
Executive VP & CFO
Shares300
Max PriceUS$15.62
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Robert Milane
EntityIndividual
Role
Chief Legal Officer
Chief Compliance Officer & General Counsel
Shares300
Max PriceUS$16.37
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Michael Gettle
EntityIndividual
Role
Member of the Board of Directors
President
Shares1,280
Max PriceUS$15.39

Ownership Breakdown


Management Team

  • Curt Stoelting (59yo)

    CEO & Director

    • Tenure: 2.3yrs
    • Compensation: US$1.40m
  • Terry Rogers (59yo)

    Executive VP & CFO

    • Tenure: 2.3yrs
    • Compensation: US$757.02k
  • Mike Gettle (59yo)

    President

    • Tenure: 1.3yrs
    • Compensation: US$1.41m
  • Michael Rapken (58yo)

    Chief Information Officer

    • Tenure: 0.7yrs
  • Pat McKay (51yo)

    Senior Vice President of Enterprise Fleet Services

    • Tenure: 2.5yrs
    • Compensation: US$646.37k
  • Bob Milane (66yo)

    Chief Compliance Officer & General Counsel

    • Tenure: 3.8yrs
  • Bill Goodgion (53yo)

    President of Ascent Global Logistics

    • Tenure: 4.3yrs
  • Frank Hurst (45yo)

    President of Roadrunner Freight

    • Tenure: 2.2yrs
  • Craig Paulson (46yo)

    Senior Vice President of Human Resources

    • Tenure: 1.8yrs
  • Chelsea Mitchell

    Senior Manager of Corporate Communications

    • Tenure: 0.0yrs

Board Members

  • Curt Stoelting (59yo)

    CEO & Director

    • Tenure: 2.3yrs
    • Compensation: US$1.40m
  • Jim Staley (69yo)

    Chairman of the Board

    • Tenure: 1.8yrs
    • Compensation: US$73.63k
  • Chris Doerr (69yo)

    Independent Director

    • Tenure: 8.8yrs
    • Compensation: US$50.00k
  • Mike Gettle (59yo)

    President

    • Tenure: 1.3yrs
    • Compensation: US$1.41m
  • Don Brown (63yo)

    Director

    • Tenure: 0.3yrs
  • Scott Dobak (56yo)

    Director

    • Tenure: 2.2yrs
    • Compensation: US$50.00k
  • Brian Murray (53yo)

    Independent Director

    • Tenure: 4.0yrs
    • Compensation: US$58.75k
  • Chris Jamroz (44yo)

    Director

    • Tenure: 0.3yrs
  • Cody Kittle (29yo)

    Director

    • Tenure: 2.2yrs

Company Information

Roadrunner Transportation Systems, Inc.'s company bio, employee growth, exchange listings and data sources


Key Information

  • Name: Roadrunner Transportation Systems, Inc.
  • Ticker: RRTS
  • Exchange: NYSE
  • Founded:
  • Industry: Trucking
  • Sector: Transportation
  • Market Cap: US$309.001m
  • Shares outstanding: 37.64m
  • Website: https://www.rrts.com

Number of Employees


Location

  • Roadrunner Transportation Systems, Inc.
  • 1431 Opus Place
  • Suite 530
  • Downers Grove
  • Illinois
  • 60515
  • United States

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
RRTSNYSE (New York Stock Exchange)YesNew Common StockUSUSDMay 2010
RT61DB (Deutsche Boerse AG)YesNew Common StockDEEURMay 2010

Biography

Roadrunner Transportation Systems, Inc. provides asset-right transportation and asset-light logistics services. The company operates through three segments: Truckload & Express Services (TES), Less-than-Tr ...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2019/08/26 00:11
End of Day Share Price2019/08/23 00:00
Earnings2019/06/30
Annual Earnings2018/12/31


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.