(WERN) Werner Enterprises - Overview
Sector: Industrials | Industry: Trucking | Exchange: NASDAQ (USA) | Market Cap: 2.385m USD | Total Return: 61.1% in 12m
Avg Turnover: 43.5M
Qual. Beats: 0
Rev. Trend: -89.0%
Qual. Beats: 0
Warnings
High Debt while negative Cash Flow
Interest Coverage Ratio 0.6 is critical
Tailwinds
Supp Ema20, Confidence
Werner Enterprises, Inc. (WERN) is a premier transportation and logistics provider operating a diversified fleet across North America. The company specializes in truckload shipments of general commodities, utilizing a mix of dry van, expedited, regional short-haul, and temperature-controlled services. Beyond asset-based trucking, Werner maintains a logistics division focused on freight brokerage, intermodal rail transport, and final-mile delivery for heavy goods.
The company operates within the Cargo Ground Transportation sector, a critical component of the global supply chain that is highly sensitive to industrial production cycles and consumer spending patterns. Werners business model balances capital-intensive fleet ownership with non-asset-based logistics to mitigate the volatility of freight rates. As of late 2025, the firm managed a significant fleet of over 7,000 trucks and nearly 29,000 trailers, serving major retail and manufacturing clients.
For a deeper look into the companys valuation metrics and historical performance, consider reviewing the detailed data available on ValueRay. Founded in 1956 and headquartered in Omaha, Nebraska, Werner also generates revenue through the secondary market by selling and trading used power units and trailers to original equipment manufacturers.
- Dedicated fleet contract renewals stabilize revenue amid volatile spot market pricing
- Diesel fuel price fluctuations and driver compensation costs impact operating margins
- Consumer nondurable goods demand drives volume for dry van and temperature-controlled units
- Used equipment resale values dictate gains on sales and capital expenditure cycles
- Logistics segment performance depends on brokerage margins and intermodal rail service reliability
| Net Income: -8.56m TTM > 0 and > 6% of Revenue |
| FCF/TA: -0.01 > 0.02 and ΔFCF/TA 2.29 > 1.0 |
| NWC/Revenue: 7.00% < 20% (prev 7.23%; Δ -0.23% < -1%) |
| CFO/TA 0.07 > 3% & CFO 235.9m > Net Income -8.56m |
| Net Debt (1.14b) to EBITDA (318.6m): 3.59 < 3 |
| Current Ratio: 1.44 > 1.5 & < 3 |
| Outstanding Shares: last quarter (59.9m) vs 12m ago -3.20% < -2% |
| Gross Margin: 8.41% > 18% (prev 0.09%; Δ 832.3% > 0.5%) |
| Asset Turnover: 98.29% > 50% (prev 99.55%; Δ -1.26% > 0%) |
| Interest Coverage Ratio: 0.63 > 6 (EBITDA TTM 318.6m / Interest Expense TTM 41.2m) |
| A: 0.07 (Total Current Assets 702.9m - Total Current Liabilities 487.8m) / Total Assets 3.26b |
| B: 0.58 (Retained Earnings 1.89b / Total Assets 3.26b) |
| C: 0.01 (EBIT TTM 26.1m / Avg Total Assets 3.12b) |
| D: 1.00 (Book Value of Equity 1.88b / Total Liabilities 1.88b) |
| Altman-Z'' = 3.43 = A |
| DSRI: 1.16 (Receivables 500.9m/418.8m, Revenue 3.07b/2.97b) |
| GMI: 1.05 (GM 8.41% / 8.83%) |
| AQI: 0.85 (AQ_t 0.15 / AQ_t-1 0.18) |
| SGI: 1.03 (Revenue 3.07b / 2.97b) |
| TATA: -0.07 (NI -8.56m - CFO 235.9m) / TA 3.26b) |
| Beneish M = -2.99 (Cap -4..+1) = A |
As of May 30, 2026, the stock is trading at USD 41.51 with a total of 1,190,757 shares traded.
Over the past week, the price has changed by +4.24%,
over one month by +14.07%,
over three months by +18.81% and
over the past year by +61.14%.
Werner Enterprises has received a consensus analysts rating of 2.87. Therefore, it is recommended to hold WERN.
- StrongBuy: 1
- Buy: 2
- Hold: 8
- Sell: 2
- StrongSell: 2
| Analysts Target Price | 37.4 | -10% |
P/E Forward = 36.9004
P/S = 0.7768
P/B = 1.7634
P/EG = 3.8335
Revenue TTM = 3.07b USD
EBIT TTM = 26.1m USD
EBITDA TTM = 318.6m USD
Long Term Debt = 869.6m USD (from longTermDebt, last quarter)
Short Term Debt = 84.1m USD (from shortTermDebt, last quarter)
Debt = 1.20b USD (from shortLongTermDebtTotal, last quarter) + Leases 163.1m
Net Debt = 1.14b USD (calculated: Debt 1.20b - CCE 61.5m)
Enterprise Value = 3.53b USD (2.39b + Debt 1.20b - CCE 61.5m)
Interest Coverage Ratio = 0.63 (Ebit TTM 26.1m / Interest Expense TTM 41.2m)
EV/FCF = -80.69x (Enterprise Value 3.53b / FCF TTM -43.7m)
FCF Yield = -1.24% (FCF TTM -43.7m / Enterprise Value 3.53b)
FCF Margin = -1.42% (FCF TTM -43.7m / Revenue TTM 3.07b)
Net Margin = -0.28% (Net Income TTM -8.56m / Revenue TTM 3.07b)
Gross Margin = 8.41% ((Revenue TTM 3.07b - Cost of Revenue TTM 2.81b) / Revenue TTM)
Gross Margin QoQ = 4.88% (prev 10.83%)
Tobins Q-Ratio = 1.08 (Enterprise Value 3.53b / Total Assets 3.26b)
Interest Expense / Debt = 3.42% (Interest Expense 41.2m / Debt 1.20b)
Taxrate = 21.0% (US default 21%)
NOPAT = 20.6m (EBIT 26.1m * (1 - 21.00%))
Current Ratio = 1.44 (Total Current Assets 702.9m / Total Current Liabilities 487.8m)
Debt / Equity = 0.89 (Debt 1.20b / totalStockholderEquity, last quarter 1.35b)
Debt / EBITDA = 3.59 (Net Debt 1.14b / EBITDA 318.6m)
Debt / FCF = -26.14 (negative FCF - burning cash) (Net Debt 1.14b / FCF TTM -43.7m)
Total Stockholder Equity = 1.38b (last 4 quarters mean from totalStockholderEquity)
RoA = -0.27% (Net Income -8.56m / Total Assets 3.26b)
RoE = -0.62% (Net Income TTM -8.56m / Total Stockholder Equity 1.38b)
RoCE = 1.16% (EBIT 26.1m / Capital Employed (Equity 1.38b + L.T.Debt 869.6m))
RoIC = 0.74% (NOPAT 20.6m / Invested Capital 2.80b)
WACC = 6.83% (E(2.39b)/V(3.59b) * Re(8.92%) + D(1.20b)/V(3.59b) * Rd(3.42%) * (1-Tc(0.21)))
Discount Rate = 8.92% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -91.11 | Cagr: -2.74%
[DCF] Fair Price = unknown (Cash Flow -43.7m)
EPS Correlation: N/A | EPS CAGR: N/A | SUE: 0.43 | # QB: 0
Revenue Correlation: -88.96 | Revenue CAGR: -4.34% | SUE: -0.33 | # QB: 0
EPS current Quarter (2026-06-30): EPS=0.21 | Chg30d=+24.00% | Revisions=+38% | Analysts=14
EPS next Quarter (2026-09-30): EPS=0.31 | Chg30d=+10.42% | Revisions=+43% | Analysts=13
EPS current Year (2026-12-31): EPS=0.94 | Chg30d=+28.72% | Revisions=+41% | GrowthEPS=+4807.8% | GrowthRev=+20.7%
EPS next Year (2027-12-31): EPS=1.94 | Chg30d=+8.60% | Revisions=+65% | GrowthEPS=+105.8% | GrowthRev=+6.9%
[Analyst] Revisions Ratio: +65%