Trucking Stocks — Fair Value & Margin of Safety

Equity Rank covers 14 Trucking companies; 14 have a published model fair value, and 9 of those (64%) trade below the model estimate. The median model fair value sits 5.5% above the current price, under these model assumptions. Data as of 2026-10-22.

Source: Equity Rank — Trucking stocks. Model fair value is a multi-method blend (DCF, Graham Number, earnings power, sector multiples and more), recomputed after each U.S. market close.

Trucking stocks furthest below the model estimate

Among companies valued by at least five methods. A wide gap can also mean the models are missing something.

  1. ULH — Universal Logistics Holdings Inc: model fair value $21.32 vs. price $17.35, a model fair value differential of 22.9% above the current price (as of 2026-10-22)
  2. MRTN — Marten Transport Ltd: model fair value $13.87 vs. price $12.30, a model fair value differential of 12.8% above the current price (as of 2026-10-22)
  3. WERN — Werner Enterprises Inc: model fair value $32.11 vs. price $29.18, a model fair value differential of 10.0% above the current price (as of 2026-10-22)
  4. KNX — Knight Transportation Inc: model fair value $67.30 vs. price $62.55, a model fair value differential of 7.6% above the current price (as of 2026-10-22)
  5. CVLG — Covenant Logistics Group, Inc.: model fair value $31.74 vs. price $29.77, a model fair value differential of 6.6% above the current price (as of 2026-10-22)
  6. SNDR — Schneider National Inc: model fair value $32.14 vs. price $31.12, a model fair value differential of 3.3% above the current price (as of 2026-10-22)

All 14 Trucking companies

TickerCompanyPriceModel fair valueGap
ODFLOld Dominion Freight Line Inc$189.89$96.19-49.3%
XPOXPO Logistics Inc$189.01$95.87-49.3%
KNXKnight Transportation Inc$62.55$67.30+7.6%
TFIITFI International Inc$115.00$103.57-9.9%
SAIASaia Inc$344.50$287.68-16.5%
SNDRSchneider National Inc$31.12$32.14+3.3%
RXORXO Inc.$28.92$30.18+4.4%
ARCBArcBest Corp$130.30$125.62-3.6%
WERNWerner Enterprises Inc$29.18$32.11+10.0%
MRTNMarten Transport Ltd$12.30$13.87+12.8%
HTLDHeartland Express Inc$10.30$11.47+11.4%
CVLGCovenant Logistics Group, Inc.$29.77$31.74+6.6%
ULHUniversal Logistics Holdings Inc$17.35$21.32+22.9%
PAMTPAMT CORP$11.24$12.57+11.8%

Largest companies first. Gap = model fair value differential versus the current price; positive means the price sits below the model estimate. “Not published” means the models lacked reliable data.

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