Covenant Logistics Group, Inc. (CVLG) vs Marten Transport, Ltd. (MRTN)

Covenant Logistics Group, Inc. and Marten Transport, Ltd. are both Trucking companies. Marten Transport, Ltd. is the larger, with a market value of $1.0B against $841.5M — 1.2× the size. Marten Transport, Ltd. trades at the lower P/E: 75.8× against 216×. Covenant Logistics Group, Inc. grew revenue faster over the last twelve months: 8.34% against −6.87%. Marten Transport, Ltd. has the higher net margin (1.47% vs 0.31%) and the higher return on invested capital (1.49% vs −0.10%). Both pay a dividend; Marten Transport, Ltd. yields more (1.23% vs 0.86%). Across the 23 metrics below, Marten Transport, Ltd. leads on 18 and Covenant Logistics Group, Inc. on 5.

Valuation

Metric CVLG MRTN Trucking median
P/E 216.47 75.76 50.34
P/S 0.66 1.23 1.19
P/B 1.98 1.37 1.48
Price to free cash flow 31.99 11.35 13.51
EV/EBITDA 11.85 8.15 11.77
EV/Sales 0.90 1.10 1.03
Earnings yield 0.46% 1.32% 0.21%
Free cash flow yield 3.13% 8.81% 4.56%

Profitability

Metric CVLG MRTN Trucking median
Gross margin 62.40% 65.65% 51.20%
Operating margin (0.09%) 1.85% 0.00%
Net margin 0.31% 1.47% 0.35%
Free cash flow margin 2.08% 10.80% 5.45%
Return on equity 0.91% 1.65% 0.31%
Return on assets 0.38% 1.30% 0.37%
Return on invested capital (0.10%) 1.49% (0.05%)

Growth

Metric CVLG MRTN Trucking median
Revenue growth (TTM) 8.34% (6.87%) 4.46%
EPS growth (last fiscal year) (79.23%) (36.36%) —
Revenue growth, 5-year CAGR 6.79% 0.21% 6.44%
Net income growth, 5-year CAGR 0.00% (24.15%) 0.00%

Health

Metric CVLG MRTN Trucking median
Debt to equity 0.71 0.00 0.17
Current ratio 1.14 2.50 1.52
Net debt to EBITDA 3.09 (0.34) 1.59

Dividend

Metric CVLG MRTN Trucking median
Dividend yield 0.86% 1.23% 1.00%
Payout ratio 0.06 0.20 0.08

Size

Metric CVLG MRTN Trucking median
Market cap 841.53m 1.04b 1.53b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack