Hub Group, Inc. (HUBG)
NASDAQIndustrialsIntegrated Freight & LogisticsSnapshot 2026-09-04
NASDAQIndustrialsIntegrated Freight & LogisticsSnapshot 2026-09-04
QuarterlyIQ Insights · HUBG
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 4 valuation methods, at three horizons. As of 2026-09-06. 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.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $37 HUBG trades at 20× p/e, below its 24× p/e peer median. Our $39 fair value sits above the price. We hold it with medium confidence: quality doesn't explain valuation multiples in this sub-industry, so the peer comparison is a weak guide. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| Peer P/E | 12M | $33.30 | 19.3 | 1.72 | ntm analyst | high |
| PEG | 12M | $13.73 | 7.5 | 1.82 | TTM | high |
| Own P/E history | 12M | $44.24 | 24.3 | 1.82 | TTM | high |
| triangulated | 12M | $44.29 | 24.0 | 1.85 | Triangulated | high |
| Peer P/E | 3Y |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
No fragility gates fired. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Looks cheaper than most peers in the same business.
Cheaper than its own typical valuation.
Trailing four: 2024-Q3, 2025-Q1, 2025-Q2, 2025-Q3
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| $37.98 |
| 19.3 |
| 1.96 |
| Analyst |
| medium |
| PEG | 3Y | $14.81 | 7.5 | 1.96 | Analyst | medium |
| Own P/E history | 3Y | $47.73 | 24.3 | 1.96 | Analyst | medium |
| Peer P/E | 5Y | $39.45 | 19.3 | 2.04 | Analyst | high |
| PEG | 5Y | $15.38 | 7.5 | 2.04 | Analyst | high |
| Own P/E history | 5Y | $49.57 | 24.3 | 2.04 | Analyst | high |