Transportation Industry Report
Market Cap: $1.6T
Stocks: 113
Median P/E: 9.2x
Median ROIC: 8.8%
Data sourced from SEC EDGAR filings. Report refreshed weekly.
Part of the Industrials sector.
Performance Dashboard
| Period | Sector (MCW) | Sector (Median) |
|---|---|---|
| 1 Day | +0.3% | 0.0% |
| 1 Week | -2.2% | +0.5% |
| 1 Month | — | — |
| 3 Months | — | — |
| 6 Months | — | — |
| YTD | +1.3% | +0.6% |
| 1 Year | +18.0% | +22.7% |
| 3 Years | +80.3% | +31.9% |
| 5 Years | +59.9% | +33.3% |
Today's Breadth: 44 advancing · 38 declining · 19 flat
Valuation Summary
| Metric | Median | P25 | P75 | vs 5Y Avg |
|---|---|---|---|---|
| P/E | 9.2x | 2.2x | 26.1x | -15% |
| P/B | 1.2x | 0.5x | 2.3x | -8% |
| P/S | 0.6x | 0.2x | 1.2x | — |
| P/FCF | 11.5x | 6.3x | 19.7x | — |
| EV/EBITDA | 8.3x | 6.3x | 10.8x | — |
| EV/EBIT | 13.5x | 10.8x | 24.8x | — |
Earnings Yield
6.8%
FCF Yield
6.4%
Below Fair Value
23% of stocks
Profitability Profile
Margins
| Metric | Median | 5Y Avg | P25 | P75 |
|---|---|---|---|---|
| Gross Margin | 52.0% | 49.0% | 36.9% | 70.1% |
| Operating Margin | 14.2% | — | 3.2% | 20.0% |
| Net Margin | 9.3% | 5.9% | 1.9% | 11.4% |
| FCF Margin | 5.1% | — | 0.8% | 13.5% |
Returns on Capital
| Metric | Median | 5Y Avg | P25 | P75 |
|---|---|---|---|---|
| ROE | 11.0% | — | 3.5% | 21.5% |
| ROA | 3.2% | — | 1.4% | 7.7% |
| ROIC | 8.8% | 7.7% | 3.5% | 14.9% |
Growth Metrics
| Metric | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|
| Revenue | +5.0% | +6.9% | +10.8% |
| EPS | +23.0% | +15.2% | +16.8% |
| Free Cash Flow | +8.5% | -10.1% | -0.2% |
All values represent sector median growth rates.
Balance Sheet Health
Debt / Equity
0.8x
Net Debt / EBITDA
1.8x
Interest Coverage
2.2x
Current Ratio
1.0x
Altman Z-Score
Safe (>3): 24 (22%)
Gray (1.8–3): 16 (15%)
Distress (<1.8): 70 (64%)
Piotroski F-Score
Strong (7–9): 23 (21%)
Moderate (4–6): 72 (64%)
Weak (0–3): 17 (15%)
Top Companies
| Symbol | #▲ | Mkt Cap | P/E | EV/EBITDA | ROIC | Net Mgn | Rev Gr. | Div Yld | YTD | Qual. |
|---|---|---|---|---|---|---|---|---|---|---|
| BKNG | 1 | $144.6B | 32.8x | 17.4x | 24.5% | 20.1% | +13.4% | 0.7% | -1.6% | 5/9 |
| ENB | 2 | $116.7B | 20.2x | 14.8x | 5.2% | 10.8% | +19.8% | 5.8% | +0.8% | 2/9 |
| RCL | 3 | $77.2B | 18.3x | 15.2x | 15.5% | 23.8% | +8.8% | 1.2% | +4.3% | 1/9 |
| EBGEF | 4 | $55.7B | 7.5x | 9.4x | 5.2% | 10.8% | +21.9% | 15.5% | +0.1% | 2/9 |
| EBBGF | 5 | $54.7B | 7.4x | 9.3x | 5.2% | 10.8% | +21.9% | 15.8% | +0.2% | 2/9 |
| ODFL | 6 | $43.9B | 33.0x | 19.4x | 24.9% | 18.6% | -5.5% | 0.7% | +4.7% | 7/9 |
| DAL | 7 | $43.8B | 9.2x | 6.4x | 17.0% | 7.9% | +2.8% | 1.0% | +11.9% | 4/9 |
| EBBNF | 8 | $41.8B | 8.1x | 9.6x | 5.2% | 10.8% | +19.8% | 14.5% | -0.2% | 2/9 |
| ENBGF | 9 | $40.1B | 5.4x | 8.5x | 5.2% | 10.8% | +21.9% | 21.6% | 0.0% | 2/9 |
| ENNPF | 10 | $39.3B | 5.3x | 8.4x | 5.2% | 10.8% | +21.9% | 22.0% | 0.0% | 2/9 |
| CCL | 11 | $37.9B | 12.7x | 8.3x | 12.3% | 10.4% | +6.4% | — | -2.3% | 1/9 |
| CUK | 12 | $37.8B | 11.8x | 7.9x | 12.1% | 10.4% | +6.4% | — | +4.7% | 1/9 |
| ENBHF | 13 | $37.3B | 4.7x | 8.2x | 5.2% | 10.8% | +21.9% | 25.1% | +10.3% | 2/9 |
| ENBRF | 14 | $36.2B | 5.6x | 8.6x | 5.2% | 10.8% | +21.9% | 20.8% | 0.0% | 3/9 |
| VIK | 15 | $34.9B | 28.5x | — | 38.1% | 17.7% | +21.9% | 0.1% | +7.4% | 1/9 |
| ENBNF | 16 | $34.8B | 4.7x | 8.2x | 5.2% | 10.8% | +21.9% | 24.7% | 0.0% | 2/9 |
| EBRGF | 17 | $34.5B | 4.6x | 8.1x | 5.2% | 10.8% | +21.9% | 25.6% | 0.0% | 2/9 |
| ENBFF | 18 | $34.0B | 4.7x | 8.2x | 5.2% | 10.8% | +21.9% | 24.9% | 0.0% | 2/9 |
| EBRZF | 19 | $33.9B | 4.6x | 8.2x | 5.2% | 10.8% | +21.9% | 25.2% | 0.0% | 2/9 |
| CUKPF | 20 | $33.1B | 12.0x | 8.0x | 12.1% | 10.4% | +6.4% | — | -22.6% | 1/9 |
Industry Composition
| Industry | Stocks | Market Cap | % | |
|---|---|---|---|---|
| Pipe Lines (No Natural Gas) | 17 | $646.9B | 40.2% | |
| Water Transportation | 18 | $313.1B | 19.4% | |
| Transportation Services | 12 | $224.2B | 13.9% | |
| Air Transportation, Scheduled | 20 | $174.8B | 10.9% | |
| Trucking (No Local) | 13 | $105.5B | 6.5% | |
| Marine Shipping | 9 | $73.0B | 4.5% | |
| Arrangement Of Transportation Of Freight & Cargo | 7 | $47.6B | 3.0% | |
| Deep Sea Foreign Transportation Of Freight | 17 | $25.7B | 1.6% |
Quality Distribution
0
1
2
3
4
5
6
7
8
9
Quality Score (0-9)
High Quality (7+)
4%
Median Piotroski F
6/9
Profitable Years
8 of 10
Dividends & Shareholder Returns
Paying Dividends
50%
Median Div Yield
2.3%
Median Buyback Yield
0.7%
Shareholder Yield
3.1%
Payout Ratio
58.0%
Div Growth (3Y)
4.6%
Div Growth (5Y)
8.4%
Strengths & Weaknesses
Strengths
- +[Growth]Strong secular growth with a median 5-year revenue CAGR of 10.8%, outpacing nominal GDP.
- +[Profitability]High pricing power with a median gross margin of 52.0%, reflecting differentiated products or strong brand moats.
- +[Valuation]Attractive valuations: current median P/E of 9.2x is 15.3% below the 5-year average, presenting potential value opportunity.
Weaknesses
- −[Financial Health]63.6% of companies fall in the Altman Z-Score distress zone (<1.8), indicating elevated bankruptcy risk within the sector.
- −[Leverage]Tight interest coverage at 2.2x, leaving limited cushion for debt servicing if earnings decline.
- −[Quality]Only 3.5% of companies score 7+ on the quality checklist, reflecting structural challenges in achieving consistent returns across the sector.
- −[Valuation]Only 23.2% of companies trade below estimated fair value, suggesting limited margin of safety at current prices.