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← CockpitCompetitor Analysis › HUBG Hub Group, Inc. Class AOpen in the cockpit ↗

Hub Group, Inc. Class AHUBGCompetitor analysis, valuation and peers

United States · USD·Industrials›Air Freight/Couriers

Provides intermodal trucking, freight brokerage and logistics services moving containers across North America.

Momentum laggard 9
Mkt cap
$1.48B
US dollars, full cap
Free float
97%
of shares outstanding
$/day
$24.5M
20-day average traded
Fwd P/E
51.6×
forward earnings
ROIC−WACC
n/a
Hurdle
n/a
no reverse DCF
Next earnings
97 days
11 Feb 2027
Close · USD$24.22
1D-3.4%
1W-9.3%
1M-8.4%
3M-48.9%
6M-43.5%
YTD-43.2%
1Y-32.2%
ATR %5.3%
Beta0.87
52w lowhigh54.5% off high

What Hub does

Provides intermodal trucking, freight brokerage and logistics services moving containers across North America.

Buys space on railroads and sells shippers the whole door-to-door move, adding its own containers, local delivery trucks and trucking at each end; the profit is the gap between what shippers pay and what the rail and trucking cost. Intermodal carries the company. The Yeager family keeps control through a separate class of shares.

Products and services

  • Intermodal container transport
  • Truck brokerage
  • Logistics/managed transportation services

Customers

  • Retailers/manufacturers shipping freight across No

Where it sits in the supply chain

  • Industrials
  • Freight logistics
  • Intermodal trucking & brokerage

What could go right

  • Freight volume recovery/e-commerce logistics demand

What could go wrong

  • Freight-rate cyclicality
  • Trucking capacity oversupply

Moat: narrow (scale, distribution). Established rail-intermodal relationships and asset-light broker network built over decades.

Headquarters: Oak Brook, Illinois, US · Founded: 1971

Named competitors

Hub at a glance

Size Hub (HUBG) is a United States Industrials company (Air Freight/Couriers) with a market value of $1.48B, the 1997th largest of 3,117 United States companies the cockpit tracks. Shares closed at $24.22 on 6 Nov 2026.

Performance Over six months the shares fell 43.5%, against -8.8% for the median peer and -1.1% for the United States market (cap-weighted) — lowest of 21 in its peer set.

Valuation It trades at 51.6× forward earnings against a peer median of 13.0× (2nd most expensive of 15).

Short interest Short interest is 6.6% of the free float (15 Oct 2026).

Next results Next results expected around 11 Feb 2027 (exchange calendar; dates can move).

Relative performance

608010012011 May 202611 Aug 20266 Nov 2026Peer median 90HUBG 58
Six months, rebased to 100: Hub against the median of its 20 peers (local-currency closes).

Hub financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenuen/an/a$3.95B$4.20B$5.34B
Revenue growth——-6%-21%—
Gross profitn/an/a$297M$360M$579M
EBITDAn/an/a$334M$395M$632M
Net incomen/an/a$104M$168M$357M
Free cash flown/an/a$144M$282M$239M
Capital expendituren/an/a$50.8M$140M$219M
Total debtn/an/a$509M$576M$452M

Quarterly statements and history in the cockpit →

Hub competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-40%-20%0%+20%-10%0%+10%002183600787907505170636SCI600755BONHRBLUEDARTCJT902596996002786038719069SLP-B603223002889HUBG6-month return →1-month return →
Up and to the right = strong over both horizons. Hub is the large dot.

Hub competitors and peer comparison

Head to head with its named competitors (HUBG vs JBHT vs SNDR vs CHRW)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Hub HUBG$1.48B-44%n/an/a51.6×n/a
J.B. Hunt JBHT$20.3B-11%+11%7%24.3×16.8%
Schneider National SNDR$4.88B-10%+6%3%18.7×19.5%
C.H. Robinson CHRW$14.5B-27%+10%5%17.2×9.2%

How Hub compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Hub against its 20 peers (data as of 6 Nov 2026)
MeasureHUBGPeer medianRank in peer set
1-month return-8.4%-0.5%4th lowest of 21
6-month return-43.5%-8.8%lowest of 21
Distance from 52-week high-54.5%-23.1%lowest of 21
Forward P/E51.6×13.0×2nd most expensive of 15

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Hub HUBGUnited States$1.48B-44%n/an/a51.6×n/an/a
Eternal Asia Supply Chain Management 002183.SZChina$1.48B-32%-25%0%54.3×29.9%0.0%
CMST Development 600787.SSChina$1.49B-12%+23%0%n/an/an/a
Fukuyama Transporting 9075.TJapan$1.51B+18%+6%4%11.6×12.0%+2.2%
COSCO SHIPPING International (Hong Kong) 0517.HKHong Kong$1.32B+8%+1%5%12.6×2.3%+1.5%
KLN Logistics 0636.HKHong Kong$1.30B-15%-2%4%7.0×-10.4%+2.6%
Shipping Corporation of India SCI.NSIndia$1.29B-18%+17%24%n/an/an/a
Xiamen International Trade 600755.SSChina$1.77B-10%+28%0%11.5×n/an/a
Bonheur BONHR.OLNorway$1.20B+1%+4%7%10.0×3.1%+20.6%
Blue Dart Express BLUEDART.NSIndia$1.14B-20%+9%7%26.5×22.4%+13.3%
Cargojet CJT.TOCanada$1.00B+15%+1%10%23.4×12.4%+8.2%
Konoike Transport 9025.TJapan$973M+2%+1%6%10.9×-12.5%+4.0%
Liaoning Cheng Da 600739.SSChina$2.29B-16%-27%-17%n/a4.4%-10.1%
Hangzhou SF Intra-city Industrial 9699.HKHong Kong$941M-24%+32%1%13.3×5.9%+35.5%
China Railway Special Cargo Logistics 001213.SZChina$2.35B-11%-3%3%n/a2.1%+7.2%
Orient International Enterprise 600278.SSChina$919M+1%-12%1%n/an/an/a
Jiayou International Logistics 603871.SSChina$2.41B-8%-10%19%11.3×-7.9%+20.7%
SENKO 9069.TJapan$2.45B+23%+7%4%15.2×4.4%+9.5%
Swedish Logistic Property SLP-B.STSweden$876M-9%+27%86%14.2×11.6%+60.3%
Hengtong Logistic 603223.SSChina$870M-9%+2%30%15.5×-9.5%-24.6%
Shenzhen Easttop Supply Chain Management 002889.SZChina$845M+14%-35%6%n/a12.0%+6.7%

Questions

Who are Hub's main competitors?
Named competitors: J.B. Hunt Transport (JBHT), Schneider National (SNDR), C.H. Robinson (CHRW). The cockpit's measured peer set (industry) also includes Eternal Asia Supply Chain Management (002183.SZ), CMST Development (600787.SS), Fukuyama Transporting (9075.T), COSCO SHIPPING International (Hong Kong) (0517.HK), KLN Logistics (0636.HK), Shipping Corporation of India (SCI.NS).
Is Hub expensive compared with its peers?
On forward p/e it trades at 51.6× against a peer median of 13.0×, 2nd most expensive of 15 in its peer set.
How has Hub stock performed?
Over six months to 6 Nov 2026 the shares returned -43.5% against -8.8% for the median peer; over one year -32.2%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.