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Upturn AI SWOT - About
WERN 
Werner Enterprises Inc (WERN)
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Upturn Advisory Summary
02/20/2025: WERN (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -45.39% | Avg. Invested days 24 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 02/20/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.82B USD | Price to earnings Ratio 53.35 | 1Y Target Price 35.25 |
Price to earnings Ratio 53.35 | 1Y Target Price 35.25 | ||
Volume (30-day avg) 719846 | Beta 0.85 | 52 Weeks Range 28.62 - 42.31 | Updated Date 04/1/2025 |
52 Weeks Range 28.62 - 42.31 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 1.91% | Basic EPS (TTM) 0.55 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 1.13% | Operating Margin (TTM) 0.93% |
Management Effectiveness
Return on Assets (TTM) 1.03% | Return on Equity (TTM) 2.19% |
Valuation
Trailing PE 53.35 | Forward PE 26.32 | Enterprise Value 2424578612 | Price to Sales(TTM) 0.6 |
Enterprise Value 2424578612 | Price to Sales(TTM) 0.6 | ||
Enterprise Value to Revenue 0.8 | Enterprise Value to EBITDA 6.52 | Shares Outstanding 61872200 | Shares Floating 58915955 |
Shares Outstanding 61872200 | Shares Floating 58915955 | ||
Percent Insiders 4.35 | Percent Institutions 100.03 |
Analyst Ratings
Rating 2.88 | Target Price 37.33 | Buy 1 | Strong Buy 2 |
Buy 1 | Strong Buy 2 | ||
Hold 8 | Sell 3 | Strong Sell 2 | |
Strong Sell 2 |
Upturn AI SWOT
Werner Enterprises Inc
Company Overview
History and Background
Werner Enterprises Inc. was founded in 1956 by Clarence L. Werner. It began as a single-truck operation and has grown into a leading transportation and logistics company.
Core Business Areas
- Truckload Transportation: Provides one-way and dedicated truckload services. This segment encompasses dry van, temperature-controlled, and flatbed services across North America.
- Logistics: Offers freight brokerage, intermodal, and final mile services. Manages supply chains for customers.
- Werner Global Logistics: Provides international freight forwarding.
Leadership and Structure
Derek J. Leathers serves as Chairman, President, and Chief Executive Officer. The company operates with a functional organizational structure with distinct leadership for each core business area.
Top Products and Market Share
Key Offerings
- One-Way Truckload: Standard point-to-point freight transportation service. Competitors include Schneider National (SNDR) and Knight-Swift Transportation (KNX). Data on specific market share from this is unavailable, but Werner is a major player in overall truckload capacity.
- Dedicated Truckload: Contractual agreement for exclusive transportation services for specific customers. Schneider National (SNDR) and Knight-Swift Transportation (KNX) are major competitors.
- Logistics Services: Freight brokerage, Intermodal, and final mile solutions including warehousing and distribution services. JB Hunt (JBHT) is a major competitor.
Market Dynamics
Industry Overview
The trucking and logistics industry is cyclical and highly competitive, influenced by factors like fuel prices, freight demand, driver availability, and economic conditions.
Positioning
Werner is positioned as a large, diversified transportation and logistics provider with a strong reputation for safety and reliability. Its size provides economies of scale, while its diversification mitigates risk.
Total Addressable Market (TAM)
The U.S. trucking market is estimated to be hundreds of billions of dollars annually. Werner captures a small, but significant, portion of this TAM, primarily within the truckload and dedicated segments.
Upturn SWOT Analysis
Strengths
- Large fleet size
- Strong brand reputation
- Diversified service offerings
- Extensive North American network
- Financial stability
Weaknesses
- Exposure to fuel price fluctuations
- Driver shortage challenges
- Cyclical business model
- High capital expenditure requirements
- Dependence on economic conditions
Opportunities
- Expansion of logistics services
- Increased adoption of technology
- Growth in e-commerce
- Strategic acquisitions
- Expansion into new markets
Threats
- Increased competition
- Rising fuel costs
- Government regulations
- Economic downturns
- Driver shortage
Competitors and Market Share
Key Competitors
- SNDR
- KNX
- JBHT
Competitive Landscape
Werner is a major player in the truckload transportation market, competing with other large carriers on price, service, and capacity. It possesses a strong fleet and a reputable brand but can be challenged by operational costs and driver recruitment.
Major Acquisitions
ECM Transport Group
- Year: 2021
- Acquisition Price (USD millions): 142.4
- Strategic Rationale: ECM Transport Group is a regional truckload carrier in the Mid-Atlantic region with annual revenues of approximately $83 million.
Growth Trajectory and Initiatives
Historical Growth: Werner has grown through organic expansion and strategic acquisitions. However, specific rates are unavailable at the present time.
Future Projections: Future growth projections are dependent on general economic conditions and specific initiatives of Werner Enterprises. Analyst data would provide these figures.
Recent Initiatives: Recent initiatives include investments in technology to improve efficiency and driver retention and expansion of their logistics segment.
Summary
Werner Enterprises is a substantial player in the trucking and logistics industry. The company is well-established and diversified, but its business is cyclical and exposed to economic fluctuations. Strategic initiatives in technology and logistics offer growth potential, but threats like driver shortages and increasing regulations need to be managed.
Similar Companies
JBHT
JB Hunt Transport Services Inc
JBHT
JB Hunt Transport Services Inc
KNX
Knight Transportation Inc
KNX
Knight Transportation Inc
ODFL
Old Dominion Freight Line Inc
ODFL
Old Dominion Freight Line Inc
SNDR
Schneider National Inc
SNDR
Schneider National Inc
XPO
XPO Logistics Inc
XPO
XPO Logistics Inc
Sources and Disclaimers
Data Sources:
- Company Filings
- Industry Reports
- Financial News Outlets
- Market Research Reports
Disclaimers:
The data provided is based on available information and is subject to change. Market share figures are estimates and may vary. This analysis is for informational purposes only and does not constitute investment advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Werner Enterprises Inc
Exchange NASDAQ | Headquaters Omaha, NE, United States | ||
IPO Launch date 1990-03-26 | Chairman & CEO Mr. Derek J. Leathers | ||
Sector Industrials | Industry Trucking | Full time employees 12896 | Website https://www.werner.com |
Full time employees 12896 | Website https://www.werner.com | ||
Werner Enterprises, Inc., together with its subsidiaries, engages in transporting truckload shipments of general commodities in interstate and intrastate commerce in the United States, Mexico, and internationally. The company operates a fleet of medium-to-long-haul vans that transports various consumer nondurable products and other commodities in truckload quantities using dry van trailers; the expedited fleet, which provides time-sensitive truckload services using driver teams; a regional short-haul fleet for truckload van service; and temperature-controlled fleet, which offers truckload services for temperature-sensitive products using temperature-controlled trailers to retail distribution center or manufacturing facility, utilizing either dry van or specialized trailers. It also provides non-asset-based transportation and logistics services comprising truckload logistics, which uses contracted carriers to complete shipments for brokerage customers and freight management customers for which offers logistics management services and solutions; the intermodal which offers rail transportation through alliances with rail and drayage providers as an alternative to truck transportation; and werner final mile offers residential and commercial deliveries of large or heavy items using third-party agents and independent contractors. In addition, the company sells used trucks and trailers; and trades used trucks to original equipment manufacturers. It transports retail store merchandise, consumer products, food and beverage products and manufactured products. As of December 31, 2024, it had a fleet of 7,450 trucks, which included 7,155 were company-operated, as well as 295 owned and operated by independent contractors; 28,665 trailers that comprised dry vans, flatbeds, temperature-controlled, and other trailers; and 18 drayage company trucks and 134 Final Mile delivery trucks. Werner Enterprises, Inc. was founded in 1956 and is headquartered in Omaha, Nebraska.
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