Industry ยท Oct 2026
Integrated Freight & Logistics stocks ranked by gap to the model's fair value
Faircurve's model values 10 integrated freight & logistics stocks. 7 of them are ranked below by the gap between the model's fair value and the last close, as of 31 Oct 2026: 0 read as Undervalued, 7 as Fairly valued and 0 as Overvalued. The median gap across the ranked names is -1.2%. The widest gaps above the price are UPS (+14.0%), FDX (+9.3%), JBHT (+7.8%). The widest below it are CHRW (-14.6%), LSTR (-11.7%), GXO (-3.9%).
Valuations as of . Prices are the closes of 3 Nov 2026. The gap is the model's fair value against the price: a positive gap means the fair value is above the price. It states what the model concluded, not where the price goes next.
The ranking
| Rank | Company | Last close | Model fair value | Gap | Model verdict | Quality score | Market value |
|---|---|---|---|---|---|---|---|
| 1 | UPS United Parcel Service, Inc. | $109.17 | $124.41 | +14.0% | Fairly valued | 56 | $81.1B |
| 2 | FDX FedEx Corporation | $318.02 | $347.58 | +9.3% | Fairly valued | 52 | $73.4B |
| 3 | JBHT J.B. Hunt Transport Services, Inc. | $224.64 | $242.14 | +7.8% | Fairly valued | 73 | $20.8B |
| 4 | EXPD Expeditors International of Washington, Inc. | $204.31 | $201.92 | -1.2% | Fairly valued | 80 | $25.8B |
| 5 | GXO GXO Logistics, Inc. | $52.03 | $50.01 | -3.9% | Fairly valued | 43 | $5.8B |
| 6 | LSTR Landstar System, Inc. | $151.06 | $133.42 | -11.7% | Fairly valued | 71 | $4.8B |
| 7 | CHRW C.H. Robinson Worldwide, Inc. | $133.51 | $114.00 | -14.6% | Fairly valued | 57 | $14.4B |
The Global Pulse
Faircurve's market note, in your inbox each market day
The Global Pulse is Faircurve's note after each US session: what moved, in plain words. No account needed.
Valued but not ranked
These 3 names are valued but not ranked, for one of four reasons: the model grades the evidence as low or has not graded it yet, the inputs are under review, the gap is wider than 60%, or the valuation is more than three weeks old. The numbers are shown for reference.
| Company | Last close | Model fair value | Gap | Why it is not ranked | Quality score | Market value |
|---|---|---|---|---|---|---|
| FWRD Forward Air Corporation | $18.40 | $10.16 | -44.8% | Low evidence grade | 37 | $595M |
| HUBG Hub Group, Inc. | $26.85 | $38.16 | +42.1% | Low evidence grade | 49 | $1.6B |
| PBI Pitney Bowes Inc. | $15.51 | $18.24 | +17.6% | Low evidence grade | 69 | $2.2B |
More in Industrials
- Industrial Machinery 46
- Aerospace & Defense 26
- Engineering & Construction 18
- Electrical Equipment & Parts 12
- Industrial Distribution 12
- Specialty Business Services 12
- Trucking 10
- Security & Protection Services 8
- Airlines, Airports & Air Services 7
- Rental & Leasing Services 7
- Tools & Accessories 7
- Agricultural Machinery 6
- Railroads 6
- Conglomerates 5
- Metal Fabrication 5
- Staffing & Employment Services 5
- Waste Management 5