Saturday, January 17, 2015

Valuation of Trucking Companies

NOTE : Stocks in this page are valued using the Discounted Cash Flow (DCF) technique. The 3 components of the valuation are : (A) Base FCF. (B) FCF Multiple. (C) Net book value for val. Total value (T) = (A x B) + C . Value per share = (T) / Shares oustanding (S).

Please refer to the post Discounted cash flow basics to understand this valuation technique.

Company list   JB Hunt   Old Dominion Freight   Landstar   Swift Transportation   Knight Transportation   Universal Truckload   Marten Transport   Werner Enterprises   Heartland   Conway   YRC Worldwide   Saia inc

5yr  JBHT  

Updated - 01/17/2015  JBHT Valuation : $33.76 / share , Total value : $3.95 billions
(Base FCF : $0.35 billions , multiple 15 , Net book value for val : -$1.3 billion)
Shares oustanding :117 millions  LINKS SEC  Company

5yr  ODFL  

Updated - 01/17/2015  ODFL Valuation : $30.81 / share , Total value : $2.65 billions
(Base FCF : $0.20 billions , multiple 15 , Net book value for val : -$0.35 billion)
Shares oustanding :86 millions  LINKS SEC  Company

5yr  LSTR  

Updated - 01/17/2015  LSTR Valuation : $57.50 / share , Total value : $2.53 billions
(Base FCF : $0.14 billions , multiple 17 , Net book value for val : $0.15 billion)
Shares oustanding :44 millions  LINKS SEC  Company

5yr  SWFT  

Updated - 01/17/2015  SWFT Valuation : $13.99 / share , Total value : $2.00 billions
(Base FCF : $0.25 billions , multiple 15 , Net book value for val : -$1.75 billion)
Shares oustanding :143 millions  LINKS SEC  Company

5yr  KNX  

Updated - 01/17/2015  KNX Valuation : $17.28 / share , Total value : $1.40 billions
(Base FCF : $0.10 billions , multiple 15 , Net book value for val : -$0.10 billion)
Shares oustanding :81 millions  LINKS SEC  Company

5yr  UACL  

Updated - 01/17/2015  UACL Valuation : $18.97 / share , Total value : $0.55 billions
(Base FCF : $0.05 billions , multiple 15 , Net book value for val : -$0.20 billion)
Shares oustanding :29 millions  LINKS SEC  Company

5yr  MRTN  

Updated - 01/17/2015  MRTN Valuation : $15.15 / share , Total value : $0.50 billions
(Base FCF : $0.04 billions , multiple 15 , Net book value for val : -$0.1 billion)
Shares oustanding :33 millions  LINKS SEC  Company

5yr  WERN  

Updated - 01/17/2015  WERN Valuation : $22.22 / share , Total value : $1.60 billions
(Base FCF : $0.10 billions , multiple 17 , Net book value for val : -$0.10 billion)
Shares oustanding :72 millions  LINKS SEC  Company

5yr  HTLD  

Updated - 01/17/2015  HTLD Valuation : $11.21 / share , Total value : $0.98 billions
(Base FCF : $0.075 billions , multiple 15 , Net book value for val : -$0.15 billion)
Shares oustanding :87 millions  LINKS SEC  Company

5yr  CNW  

Updated - 01/17/2015  CNW Valuation : $39.66 / share , Total value : $2.30 billions
(Base FCF : $0.20 billions , multiple 15 , Net book value for val : -$0.70 billion)
Shares oustanding :58 millions  LINKS SEC  Company

5yr  YRCW  

Updated - 01/17/2015  YRCW Valuation : $6.45 / share , Total value : $0.20 billions
(Base FCF : $0.20 billions , multiple 10 , Net book value for val : -$1.8 billion)
Shares oustanding :31 millions  LINKS SEC  Company

5yr  SAIA  

Updated - 01/17/2015  SAIA Valuation : $27.08 / share , Total value : $65 billions
(Base FCF : $0.05billions , multiple 15 , Net book value for val : -$0.1 billion)
Shares oustanding :24 millions  LINKS SEC  Company