Added to YB: 2025-06-19
Pitch date: 2025-06-16
LSTR [neutral]
Landstar System, Inc.
+22.4%
current return
Author Info
Company Info
Landstar System, Inc. provides transportation management solutions in the United States, Canada, Mexico, and internationally.
Market Cap
$5.4B
Pitch Price
$135.03
Price Target
N/A
Dividend
2.25%
EV/EBITDA
22.46
P/E
48.39
EV/Sales
1.08
Sector
Ground Transportation
Category
dividend
Two Beaten-Up SMID Caps on My Radar - Landstar System, Inc.
LSTR (watchlist): Asset-light freight broker matching shippers/operators through independent agents. 2.5% yield, 32.9% 10-yr ROE. Trading at 15.7x normalized EPS vs 22x avg. Recent issues: $4.8M Q1 fraud charge from international agent, cyclical freight rate decline, high insurance costs, digital broker threats. Strong FCF, regular buybacks + special dividends.
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