Added to YB: 2026-06-11
Pitch date: 2026-06-08
PAL [bullish]
Proficient Auto Logistics, Inc.
+3.08%
current return
Author Info
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Company Info
Proficient Auto Logistics, Inc. provides auto transportation and logistics services in North America.
Market Cap
N/A
Pitch Price
$7.78
Price Target
32.00 (+300%)
Dividend
N/A
EV/EBITDA
9.38
P/E
N/A
EV/Sales
0.69
Sector
Ground Transportation
Category
turnaround
Proficient Auto Logistics (NASDAQ: PAL)
PAL: Auto-hauling roll-up at sub-6x EBITDA on trough numbers. Thesis: Yellow LTL + truckload supply stories combined. Jack Cooper bankruptcy cut 10% supply, now 20% total gone via non-domiciled CDL ban, English proficiency tests, exits. Demand>supply=pricing power (high-single/low-double digit renewals). Star CEO O'Dell (60x at SAIA). At half peer P/E on mid-cycle, 120-300% upside. Risks: auto demand collapse, contract lag, diesel pass-through.
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