Professional
Added to YB: 2025-10-07
Pitch date: 2025-10-04
RLGT [neutral]
Radiant Logistics, Inc.
+40.1%
current return
Author Info
1 Main Capital is a long-biased investment partnership that invests primarily in high-quality, attractively valued, growing businesses. Visit their fund website.
Company Info
Radiant Logistics, Inc., operates as a third-party logistics company, provides technology-enabled global transportation and value-added logistics services in the United States, Canada, Hong Kong, and China.
Market Cap
$373.5M
Pitch Price
$5.96
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.99
P/E
28.52
EV/Sales
0.49
Sector
Air Freight and Logistics
Category
value
1 Main Capital Portfolio Holding: Radiant Logistics, Inc.
RLGT (holding update): Non-asset 3PL logistics co at 7x trailing/5x normalized EBITDA vs higher peer multiples. CEO owns 22%, grew rev 35x since 2006 w/ only 40% share count increase. Net cash balance. Acquiring agencies at mid-single digit EBITDA multiples during freight recession. Positioned for strong recovery when volumes normalize.
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