Cargo Ground Transportation
FedEx Freight Holding Company, Inc. (FDXF)
BUY. 12-month probability-weighted target $147 (+28% vs spot). Gross Margin explains 53% of Monte Carlo outcome variance.
Landstar System Inc (LSTR)
BUY. 12-month probability-weighted target $210 (+24% vs spot). Gross Margin explains 59% of Monte Carlo outcome variance.
Ryder System Inc (R)
HOLD. 12-month probability-weighted target $268 (+12% vs spot). P/E Multiple explains 62% of Monte Carlo outcome variance.
Saia Inc (SAIA)
BUY. 12-month probability-weighted target $425 (+26% vs spot). Gross Margin explains 55% of Monte Carlo outcome variance.
JB Hunt Transport Services Inc (JBHT)
BUY. 12-month probability-weighted target $275 (+20% vs spot). Gross Margin explains 58% of Monte Carlo outcome variance.
Old Dominion Freight Line Inc (ODFL)
BUY. 12-month probability-weighted target $206 (+13% vs spot). P/E Multiple explains 74% of Monte Carlo outcome variance.
Knight Transportation Inc (KNX)
HOLD. 12-month probability-weighted target $75 (+17% vs spot). Gross Margin explains 56% of Monte Carlo outcome variance.
XPO Logistics Inc (XPO)
HOLD. 12-month probability-weighted target $210 (+14% vs spot). Gross Margin explains 57% of Monte Carlo outcome variance.
Schneider National Inc (SNDR)
HOLD. 12-month probability-weighted target $33 (+4% vs spot). Gross Margin explains 56% of Monte Carlo outcome variance.