CALLAN JMB INC (CJMB)
NASDAQIndustrialsIntegrated Freight & LogisticsSnapshot 2026-09-04
NASDAQIndustrialsIntegrated Freight & LogisticsSnapshot 2026-09-04
Research Workspace
Put CJMB beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Industrials is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Management is running behind on a stated commitment.
View ThesisManagement screens weak on capital allocation, earnings delivery, margins.
View ManagementThis stock is volatile — it swings about 5% on a typical day and fell roughly 87% in its worst 12-month stretch.
View RiskCJMB's growth depends on successfully raising capital through equity sales from its acquisition. Revenue growth has been weak, and the latest performance indicates challenges ahead. The stock trades at 2.3× price-to-sales, above the peer median of 1.6×. This suggests the price reflects expectations that may not be fully justified. If CJMB misses earnings again, as it did recently, it could face significant pressure. Peer multiples imply a price about 44% below where it trades. Our read is provisional.
Trailing returns as of 2026-09-04. CJMB is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Continue this research
Compare CJMB with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| CJMB Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 1 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Air Freight & Logistics — fair value, gap to price, and forward P/E.
Compare the value case
Put CJMB next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Raise capital through equity sales
Acquisition enhances capital through equity sales potential.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.

Advances: Improve operating income
Contract extension directly improves operating income.