LANDSTAR SYSTEM, INC. vs WERNER ENTERPRISES, INC., two Trucking stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where LSTR and WERN diverge most: on revenue growth, LSTR reads -0.8% and WERN reads +3.4%; on net margin, LSTR reads 2.6% and WERN reads -0.3%. The rest of the comparable metrics sit closer together. What LSTR's price implies is a somewhat stretched bet versus history (segment-resolved basis). What WERN's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | LSTR | WERN |
|---|---|---|
| Price | $209.50 | $43.80 |
| Market cap | $7.1B | $2.6B |
| Sector | Trucking | Trucking |
| Stage | Mature | Mature |
| Implied growth (priced in) | — | -3.1% |
| P/E | 57.9 | — |
| P/B | 8.92 | 1.94 |
| P/S | 1.50 | 0.85 |
| EV/EBITDA | 32.2 | 160.6 |
| Revenue growth | -0.8% | +3.4% |
| Operating margin | 4.5% | 0.5% |
| Net margin | 2.6% | -0.3% |
| Return on equity | 15.6% | -0.6% |
| Return on assets | 7.8% | -0.3% |
| Return on invested capital | 15.5% | 0.8% |
| FCF yield | 3.3% | -1.7% |
| Dividend yield | 1.7% | 1.3% |
| Debt / equity | 0.00 | 0.66 |
| Current ratio | 1.88 | 1.46 |
| Altman Z (solvency) | 10.00 | 2.68 |
| Piotroski F (quality) | 8 / 9 | 5 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.