Valuation Trading Multiples & Precedent Transactions: Truckload Transportation and 3PL Companies
Valuation benchmarks for Truckload Transportation and 3PL Companies. Access public trading comps, EV/EBITDA acquisition multiples, and private market data for pitch books and valuation analysis.
1.1 - Truckload Transportation and 3PL Companies Market Context & Valuation Drivers
Companies in this trading comparable group operate asset-based truckload fleets and complementary third‑party logistics platforms. They generate revenue through full truckload hauling, dedicated contracts, intermodal moves, brokerage services, last‑mile heavy‑goods delivery, and warehousing. They are grouped as valuation benchmarks due to similar exposure to freight cycles, pricing per mile, capacity utilization, and contract logistics mix across North American road transportation networks.
In addition to dry van and temperature‑controlled truckload, these operators offer dedicated fleet outsourcing and engineered route planning, intermodal and drayage services linking ports and rail, truckload brokerage with carrier procurement and load matching, last‑mile delivery for bulky items, warehousing and distribution, supply chain management, and value‑added operations such as kitting, sequencing, cross‑dock transfers, and data‑driven performance analytics, network optimization, shipment visibility, and reporting dashboards.
Primary customers include big‑box retailers, e‑commerce and omnichannel merchants, consumer goods brands, and industrial manufacturers requiring reliable over‑the‑road capacity. Key valuation drivers include revenue growth, revenue per mile/yield, operating ratio and EBITDA margin, tractor and trailer utilization, contract renewal rates, and on‑time performance. These metrics reflect service reliability, pricing discipline, and network efficiency that underpin comparable company analysis and public trading comparables.
2. Valuation Analysis: Public Trading Comps & Multiples for Truckload Transportation and 3PL Companies companies
2.1 - Public Peer Groups & Median Valuation Multiples for Truckload Transportation and 3PL Companies sector
Comparable group 1: Truckload Transportation and 3PL Companies
XPO
- Enterprise value: $●●●m
- Market Cap: $●●●m
- EV/Revenue: ●.●x
- EV/EBITDA: ●●.●x
- Description: Provider of cutting-edge supply chain solutions including truckload brokerage, last mile logistics, warehousing and distribution, ground and air expedite, less-than-truckload transportation, and intermodal services, using proprietary technology to optimize freight transportation and distribution processes.
- Key Products:
- Truckload Brokerage: Service facilitating the transportation of goods using third-party carriers
- Last Mile Logistics: Solutions ensuring efficient delivery of large and heavy items to end customers
- Warehousing and Distribution: High-value warehousing and distribution services optimized for productivity
- Less-than-Truckload Transportation: Efficient movement of freight that does not require a full truck
- Intermodal Services: Logistics solutions utilizing multiple modes of transportation.
Schneider National
- Enterprise value: $●●●m
- Market Cap: $●●●m
- EV/Revenue: ●.●x
- EV/EBITDA: ●●.●x
- Description: Provider of transportation and logistics services, offering a broad portfolio of truckload, intermodal, and logistics solutions, including regional and long-haul trucking, expedited services, dedicated transportation, bulk transport, brokerage, supply chain management, and port logistics.
- Key Products:
- Truckload Services: Regional, long-haul, and expedited truckload transportation
- Intermodal Services: Transportation solutions combining trucks and rail for efficiency
- Logistics Solutions: Supply chain management, warehousing, and port logistics
- Dedicated Services: Customized transportation solutions for specific customer needs
- Brokerage Services: Freight brokerage for efficient load matching and transportation coordination.