Added to YB: 2025-11-12
Pitch date: 2025-11-07
HTLD [bullish]
Heartland Express, Inc.
+45.34%
current return
Author Info
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Company Info
Heartland Express, Inc., together with its subsidiaries, provides short, medium, and long-haul truckload carrier and transportation services in the United States, Mexico, and Canada.
Market Cap
$867.6M
Pitch Price
$7.66
Price Target
17.70 (+58%)
Dividend
0.71%
EV/EBITDA
9.74
P/E
-16.63
EV/Sales
1.25
Sector
Ground Transportation
Category
turnaround
Heartland Express: A Deep Value Play in a Troubled Trucking Market
HTLD: Trucking downturn created deep value opportunity. Trading at $7.60 vs $17.70 intrinsic value. Historically 10% ROA, low-80s operating ratio now at 105.9%. $296M debt paydown since 2022, strong balance sheet. Industry capacity exiting, spot rates bottoming. Normalized $1B revenue, $151M NOPAT justifies premium to current price. 1-2yr recovery timeline.
Read full article (8 min)