Trucking industry stocks

16 companies in the Trucking industry. 12 have a published intrinsic value and 1 trade at least 20% below it.

The median company in Trucking with a published value trades 127% above our estimate of intrinsic value.

Values as of the 22 Sept 2026 close.

Most undervalued stocks in Trucking

Liquid names only: at least $1M traded a day and $50M of market value.

Old Dominion Freight Line Inc (ODFL): overvalued, -154% margin of safety
XPO Inc (XPO): overvalued, -353% margin of safety
Knight-Swift Transportation Holdings Inc (KNX): overvalued, -599% margin of safety
TFI International Inc (TFII): overvalued, -58% margin of safety
Saia Inc (SAIA): overvalued, -99% margin of safety
Schneider National Inc (SNDR): overvalued, -238% margin of safety
RXO Inc (RXO): undervalued, +62% margin of safety
ArcBest Corp (ARCB): overvalued, -166% margin of safety
Werner Enterprises Inc (WERN): not valued
Marten Transport Ltd (MRTN): overvalued, -38% margin of safety
Heartland Express Inc (HTLD): overvalued, -48% margin of safety
Covenant Logistics Group Inc (CVLG): overvalued, -2086% margin of safety
Universal Logistics Holdings Inc (ULH): overvalued, -28% margin of safety
PAMT Corp (PAMT): not valued
Toppoint Holdings Inc (TOPP): not valued
Elite Express Holding Inc (ETS): no published value