Hub Group Inc Class A HUBG

Morningstar Rating

Company Report

Hub's Intermodal Trends Currently Muted Amid Tough Import Pull-Forward Comps

Hub Group is the second-largest intermodal marketing company and is also among the 25 largest asset-light truck brokers in terms of gross revenue. In its flagship intermodal division, Hub contracts with the Class I railroads for the line-haul movement of its owned containers. It operates the second-largest domestic container fleet in the industry, with access to more than 50,000 containers. By gross revenue, J.B. Hunt is the largest intermodal marketing company, followed by Hub and the intermodal divisions of STG Logistics, Schneider National, and Knight-Swift.

Price vs Fair Value

HUBG is trading at a LOCK|zvQg?$Z premium.
Price
$51.22
Fair Value
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Uncertainty
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1-Star Price
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5-Star Price
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Economic Moat
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Capital Allocation
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Bulls Say, Bears Say

Bulls

Intermodal shipping enjoys favorable long-term trends, including secular constraints on truckload capacity expansion and shippers' efforts to minimize transportation costs through mode conversions (truck to rail).

Bears

Intermodal volumes face tough comparisons in first-half 2026 (import pull-forward), along with potential tariff-related headwinds for consumer goods spending, which will probably keep a lid on retailer restocking.

News

Trading Information

Previous Close Price
Day Range
52-Week Range
Bid/Ask
/
Shares Outstanding
61.15M
Market Cap
Volume/Avg
/

Key Statistics

Price/Earnings (Normalized)
27.62
Price/Sales
0.83
Dividend Yield (Trailing)
0.98%
Dividend Yield (Forward)
0.98%
Total Yield
1.76%

Company Profile

Hub Group ranks among the largest providers of rail intermodal service. Roughly 60% of consolidated revenue comes from Hub's intermodal and transportation solutions division. ITS includes its flagship intermodal operations, which use the Class I rail carriers for the underlying line-haul movement of containers, as well as its dedicated truckload shipping unit. Hub's logistics segment includes its asset-light truck brokerage operations along with its outsourced transportation management, warehousing and fulfillment, and heavy-goods final mile delivery offerings. Hub often makes tuck-in acquisitions that expand its brokerage, last-mile, and dedicated offerings.
Sector
Industrials
Industry
Integrated Freight & Logistics
Stock Style Box
Small Core
Total Number of Employees
6,604

Competitors

Valuation

Metric
HUBG
JBHT
KNX
Price/Earnings (Normalized)
27.1541.1670.70
Price/Book Value
1.817.461.74
Price/Sales
0.822.191.64
Price/Cash Flow
9.6218.1911.54
Price/Earnings
HUBG
JBHT
KNX

Financial Strength

Metric
HUBG
JBHT
KNX
Quick Ratio
1.360.980.51
Current Ratio
1.471.260.70
Interest Coverage
11.3711.991.29
Quick Ratio
HUBG
JBHT
KNX

Profitability

Metric
HUBG
JBHT
KNX
Return on Assets (Normalized)
3.98%1.41%
Return on Equity (Normalized)
6.83%2.45%
Return on Invested Capital (Normalized)
5.43%2.67%
Return on Assets
HUBG
JBHT
KNX

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Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
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LOCK|ldz%yPLOCK|>Py>$27B
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LOCK|>%>^nMkjLOCK|Kd$23B
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FDXF
LOCK|%lQXS#xLOCK|$Y$22B
ZTO Express (Cayman) Inc ADR
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LOCK|X?<TwkdLOCK|%>S#$18B
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LOCK|$<bRZGN$LOCK|Z&L$7B

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