LSTR Stock Analysis — Landstar System
Sector: Logistics
AI Verdict
Landstar is cheap for the growth you're getting if the network moat delivers on the triple-digit earnings jump analysts expect.
Competitive Moat
Landstar System operates an asset-light freight brokerage model, connecting shippers with a vast network of independent truckers and third-party carriers. This scalable platform creates switching costs for shippers and drivers, making it difficult for new entrants to replicate its dense network and service reliability.
Summary
Landstar's asset-light brokerage model is drawing attention as analysts expect earnings to more than double next year.
Where It Stands
LSTR trades at 24.7x next year's earnings, almost exactly in line with the 20x industrials sector median, while consensus expects a massive 107.0% EPS jump.
Key Metrics
- Trailing P/E: 51.2x
- Forward P/E: 24.7x
- PEG Ratio: 0.48
- Earnings Growth: +1.1%
- Revenue Growth: +0.0%
- Dividend Yield: 0.01%
- 52-Week High: $228.46
- 52-Week Low: $119.32
Analyst Consensus
9 Buy · 13 Hold · 2 Sell (24 analysts)
Bull Case
With forward EPS growth of 107.0% and a forward P/E of 24.7x, you're paying a typical industrials multiple for unusually high expected earnings growth.
Bear Case
If the forward P/E rerates back to the sector median of 20x, the stock would see a roughly 19% valuation drop even if earnings hit targets.
Catalyst to Watch
Watch for quarterly earnings — any miss on that 107.0% EPS growth expectation could trigger a sharp multiple contraction.