Fact based stock research
Werner Enterprises (NasdaqGS:WERN)
US9507551086
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For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. The higher the rank, the better the stock performs than its peers. And, we do this for six investment strategies:
Value - shows how good of a value the stock is. Green is "inexpensive"; red is "expensive".
Growth - shows a company's growth potential. Green is "high growth" expected; red is "tough times ahead".
Safety - relates to the amount of debt a company has. Green is low debt level; red is high debt level.
Combined Financial - this isn't an average of the first three ranks but rather a consolidated view across several financial indicators. Green = good; red = tread carefully.
(NEW) Sentiment - quantifies professional analyst ratings and holdings as well as market pulse. Green = positive sentiment; red = skepticism (Only available to Premium Subscribers).
(NEW) 360° View - the ultimate rating with all financial and non-financial indicators.
Werner Enterprises stock research in summary
ANALYSIS: With an Obermatt Combined Rank of 44 (worse than 56% compared with investment alternatives), Werner Enterprises (Trucking, USA) shares have somewhat below-average financial characteristics compared with similar stocks. Shares of Werner Enterprises are a good value (attractively priced) with a consolidated Value Rank of 56 (better than 56% of alternatives), are safely financed (Safety Rank of 71, which means low debt burdens), but show below-average growth (Growth Rank of 14). ...read more
RECOMMENDATION: A Combined Rank of 44, is a hold recommendation based on Werner Enterprises's financial characteristics. As the company Werner Enterprises's key financial metrics exhibit good value (Obermatt Value Rank of 56) but low growth (Obermatt Growth Rank of 14) while being safely financed (Obermatt Safety Rank of 71), it may be a safer investment because companies with low debt can better withstand times of crises. Yet the good value, better than 56% of comparable companies, may also indicate that the company's future is challenging. If you believe that low growth is temporary or just due to a specific current event, you may conclude that the good value of the stock provides an attractive investment opportunity and the downside is limited due to below-average financing risks. Obermatt Premium subscribers can further check the stock’s Sentiment Ranks, which also flow into the Obermatt 360° View for investors. ...read more
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360° Viewnew| Country | USA |
| Industry | Trucking |
| Index | NASDAQ, S&P MIDCAP |
| Size class | X-Large |
19-Dec-2024. Stock data may be delayed. Log in or sign up to get the most recent research.
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Review the performance ranks of the individual metrics that form each investment strategy.
Research History: Werner Enterprises
| RESEARCH HISTORY | 2021 | 2022 | 2023 | 2024 | ||||
|---|---|---|---|---|---|---|---|---|
| VALUE | ||||||||
| VALUE | 75 |
|
71 |
|
76 |
|
56 |
|
| GROWTH | ||||||||
| GROWTH | 37 |
|
40 |
|
13 |
|
14 |
|
| SAFETY | ||||||||
| SAFETY | 82 |
|
100 |
|
86 |
|
71 |
|
| SENTIMENT | ||||||||
| SENTIMENT | n/a |
|
63 |
|
43 |
|
new |
|
| 360° VIEW | ||||||||
| 360° VIEW | n/a |
|
82 |
|
63 |
|
new |
|
Combined financial peformance in Detail
ANALYSIS: With an Obermatt Combined Rank of 44 (worse than 56% compared with investment alternatives), Werner Enterprises (Trucking, USA) shares have somewhat below-average financial characteristics compared with similar stocks. Shares of Werner Enterprises are a good value (attractively priced) with a consolidated Value Rank of 56 (better than 56% of alternatives), are safely financed (Safety Rank of 71, which means low debt burdens), but show below-average growth (Growth Rank of 14). ...read more
RECOMMENDATION: A Combined Rank of 44, is a hold recommendation based on Werner Enterprises's financial characteristics. As the company Werner Enterprises's key financial metrics exhibit good value (Obermatt Value Rank of 56) but low growth (Obermatt Growth Rank of 14) while being safely financed (Obermatt Safety Rank of 71), it may be a safer investment because companies with low debt can better withstand times of crises. Yet the good value, better than 56% of comparable companies, may also indicate that the company's future is challenging. If you believe that low growth is temporary or just due to a specific current event, you may conclude that the good value of the stock provides an attractive investment opportunity and the downside is limited due to below-average financing risks. Obermatt Premium subscribers can further check the stock’s Sentiment Ranks, which also flow into the Obermatt 360° View for investors. ...read more
| RESEARCH HISTORY | 2021 | 2022 | 2023 | 2024 | ||||
|---|---|---|---|---|---|---|---|---|
| VALUE | ||||||||
| VALUE | 75 |
|
71 |
|
76 |
|
56 |
|
| GROWTH | ||||||||
| GROWTH | 37 |
|
40 |
|
13 |
|
14 |
|
| SAFETY | ||||||||
| SAFETY | 82 |
|
100 |
|
86 |
|
71 |
|
| COMBINED | ||||||||
| COMBINED | 76 |
|
91 |
|
63 |
|
44 |
|
Value Metrics in Detail
ANALYSIS: With an Obermatt Value Rank of 56 (better than 56% compared with alternatives), Werner Enterprises shares are more attractively priced than the majority of comparable stocks. The Value Rank is based on consolidating four value indicators, where three out of four indicators are above average for Werner Enterprises. Price-to-Sales (P/S) is 55 which means that the stock price compared with what market professionals expect for future sales is lower than for 55% of comparable companies, indicating a good value for Werner Enterprises's revenue size. The same is valid for the Price-to-Book Capital ratio (also referred to as market-to-book ratio) with a Price-to-Capital Rank of 70. Finally, compared with other companies in the same industry, dividend yields of Werner Enterprises are expected to be higher than for 67% of all competitors (a Dividend Yield rank of 67). The only low rank is for expected profits with a Price-to-Profit Rank of 14, indicating that the market expects the company's profit to be low despite a high dividend. ...read more
RECOMMENDATION: The overall picture with a consolidated Value Rank of 56, is a buy recommendation based on Werner Enterprises's stock price compared with the company's operational size and dividend yields. The low Profit Rank could result from a one-off charge, for instance, for an accident, a legal settlement, or a restructuring project. If the company keeps its dividends high, the low expected profit may be transitory. If that is the case, the three good value ranks for Sales, Capital, and Dividends are reliable indicators for good stock price value, a low stock price. We recommend further analyzing the stock with Obermatt’s Value, Safety, and Sentiment Ranks, including the 360° View, before making an investment decision. ...read more
| VALUE METRICS | 2021 | 2022 | 2023 | 2024 | ||||
|---|---|---|---|---|---|---|---|---|
| PRICE VS. REVENUES (P/S) | ||||||||
| PRICE VS. REVENUES (P/S) | 68 |
|
61 |
|
55 |
|
55 |
|
| PRICE VS. PROFITS (P/E) | ||||||||
| PRICE VS. PROFITS (P/E) | 85 |
|
67 |
|
49 |
|
14 |
|
| PRICE VS. CAPITAL (Market-to-Book) | ||||||||
| PRICE VS. CAPITAL (Market-to-Book) | 44 |
|
51 |
|
54 |
|
70 |
|
| DIVIDEND YIELD | ||||||||
| DIVIDEND YIELD | 50 |
|
64 |
|
69 |
|
67 |
|
| CONSOLIDATED RANK: VALUE | ||||||||
| CONSOLIDATED RANK: VALUE | 75 |
|
71 |
|
76 |
|
56 |
|
Growth Metrics in Detail
ANALYSIS: With an Obermatt Growth Rank of 14 (better than 14% compared with alternatives), Werner Enterprises shows one of the most restricted growth dynamics in its industry. There is little momentum in this company. The Growth Rank is based on consolidating four value indicators, with three out of four indicators below average for Werner Enterprises. Only Capital Growth has a good rank of 58, which means that currently professionals expect the company to grow its invested capital more than 15% of its competitors. The other three indicators are pointing South: Sales Growth has a rank of 23 which means that currently professionals expect the company to grow less than 77% of its competitors. Profit Growth with a rank of 15 and Stock Returns with a rank of 34 are also low (below 66% of alternative investments). ...read more
RECOMMENDATION: The overall picture with a consolidated Growth Rank of 14, is a sell recommendation for growth and momentum investors. The good news from the invested capital side is surprising. A company with disappointing revenues, profits, and disappointed shareholders typically doesn't invest above average. Overall, the growth momentum for Werner Enterprises is thus negative. As it is intriguing to see that company executives are optimistic about their investment policy, it is worthwhile looking into the details of the capital investment projects. They may indicate future growth and profits and thus if accompanied by a good value, a sign of good timing to invest in the stock. While momentum is a popular investment factor, the value aspect might be the more important one, in the longer term. We recommend analyzing the stock with Obermatt’s Value, Safety, and Sentiment Ranks to arrive at a 360° View of the stock purchase case, especially since the growth performance is limited here. ...read more
| GROWTH METRICS | 2021 | 2022 | 2023 | 2024 | ||||
|---|---|---|---|---|---|---|---|---|
| REVENUE GROWTH | ||||||||
| REVENUE GROWTH | 33 |
|
51 |
|
37 |
|
23 |
|
| PROFIT GROWTH | ||||||||
| PROFIT GROWTH | 25 |
|
29 |
|
28 |
|
15 |
|
| CAPITAL GROWTH | ||||||||
| CAPITAL GROWTH | n/a |
|
65 |
|
17 |
|
58 |
|
| STOCK RETURNS | ||||||||
| STOCK RETURNS | 44 |
|
41 |
|
47 |
|
34 |
|
| CONSOLIDATED RANK: GROWTH | ||||||||
| CONSOLIDATED RANK: GROWTH | 37 |
|
40 |
|
13 |
|
14 |
|
Safety Metrics in Detail
ANALYSIS: With an Obermatt Safety Rank of 71 (better than 71% compared with alternatives), the company Werner Enterprises has financing practices on the safer side, which mean that their overall debt burden is lower than average. This doesn't mean that the business of Werner Enterprises is safe, it only means that the company is on the safer side regarding possible bankruptcy, assuming that public reporting is correct. The Safety Rank is based on consolidating three financing indicators, where all three are above average for Werner Enterprises. Leverage is at 69, meaning the company has a below-average debt-to-equity ratio. It has less debt than 69% of its competitors. Refinancing is at a rank of 74, meaning that the portion of the debt about to be refinanced is below average. It has less debt in the refinancing stage than 74% of its competitors. Finally, Liquidity is also good at a rank of 50, which means that the company generates more profit to service its debt than 50% of its competitors. ...read more
RECOMMENDATION: With a consolidated Safety Rank of 71 (better than 71% compared with alternatives), Werner Enterprises has a financing structure that is safer than that of its competitors. These three positive financing indicators signal that the company is less likely to default on its debt obligations. However, it also means that its shareholder returns will be more modest if things go well. A low safety means fewer troubles in downtimes and less upside in good times. Investors may not have a debt issue with Werner Enterprises but they should also compare Obermatt’s Value, Growth, and Sentiment Ranks before making a decision. ...read more
| SAFETY METRICS | 2021 | 2022 | 2023 | 2024 | ||||
|---|---|---|---|---|---|---|---|---|
| LEVERAGE | ||||||||
| LEVERAGE | 63 |
|
84 |
|
66 |
|
69 |
|
| REFINANCING | ||||||||
| REFINANCING | 67 |
|
62 |
|
80 |
|
74 |
|
| LIQUIDITY | ||||||||
| LIQUIDITY | 79 |
|
96 |
|
82 |
|
50 |
|
| CONSOLIDATED RANK: SAFETY | ||||||||
| CONSOLIDATED RANK: SAFETY | 82 |
|
100 |
|
86 |
|
71 |
|
Sentiment Metrics in Detail
| SENTIMENT | 2021 | 2022 | 2023 | 2024 | ||||
|---|---|---|---|---|---|---|---|---|
| ANALYST OPINIONS | ||||||||
| ANALYST OPINIONS | n/a |
|
37 |
|
38 |
|
new |
|
| OPINIONS CHANGE | ||||||||
| OPINIONS CHANGE | n/a |
|
17 |
|
44 |
|
new |
|
| PRO HOLDINGS | ||||||||
| PRO HOLDINGS | n/a |
|
67 |
|
45 |
|
new |
|
| MARKET PULSE | ||||||||
| MARKET PULSE | n/a |
|
80 |
|
62 |
|
new |
|
| CONSOLIDATED RANK: SENTIMENT | ||||||||
| CONSOLIDATED RANK: SENTIMENT | n/a |
|
63 |
|
43 |
|
new |
|
Free stock analysis by the purely fact based Obermatt Method for Werner Enterprises from December 19, 2024.
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