Industries
Logistics & Supply Chain
All research in Logistics & Supply Chain — 3 reports.
44/100
Expeditors International Deep-Dive Value Research
An asset-light freight-forwarding leader with no long-term debt, sustained buybacks that shrink the share count, and ROIC around 73.7%; at roughly $158.96 and a TTM P/E near 25.7x, the stock sits between fair and optimistic value with an insufficient margin of safety, so we rate it Watch.
40/100
J.B. Hunt Deep Value Investment Research
One of the largest ground transportation companies in North America, with intermodal plus dedicated contract services as the core profit engine. Rating: Watch — a good company at a bad price, with the current $267 implying nearly 40x owner earnings, above the optimistic range, versus an ideal buy price of $100-135.
40/100
C.H. Robinson: A Long-Term Value Investing Analysis
North America's largest asset-light logistics intermediary, C.H. Robinson brokered 37 million shipments and served 75,000 customers in 2025; at the current price of $174.23 and a P/E of 35.3x, the stock already prices in an optimistic Lean AI margin-improvement story, leaving essentially no margin of safety. Rating Watch: a good business, but not a good price.