4 models fit Hub Group Inc. Class A Common Stock and they disagree: 0 of 4 land within 15% of the average.
Two or more of our models back this value.
Large discount(i)
Valued as a cyclical company: P/E comparison, EV/EBITDA comparison, Discounted cash flow, and Graham number.
ACCE opinionHub Group Inc. Class A Common Stock (HUBG)
Fair value (4 models)
$37.45
ACCE price target
$34.00
Rating
Undervalued
Horizon
12 months
Fair value published on 24 Oct 2026, 16:06 CEST; previously $43.05 since 12 Oct 2026, 00:00 CEST.
ACCE price target published on 28 Sept 2026, 00:00 CEST.
Rating published on 24 Oct 2026, 16:06 CEST.
Price used: $25.70 at the close on 23 Oct 2026, 22:00 CEST.
Models: Discounted cash flow, P/E comparison, EV/EBITDA comparison, and Graham number.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
Price vs fair value
31.4% below
+45.7% to fair value
ACCE score
46
out of 100
Analysts
46% buy
13 covering
P/E
15.0x
forward 15.2x
1-year return
-26.9%
Dividend yield
1.92%
Hub Group Inc. Class A Common Stock in four questions
Plain answers, details below
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Overview
ACCE thesis
Hub Group arranges intermodal rail freight, truck brokerage and dedicated trucking, using its own containers and drivers combined with rail partners. An asset-light model with a large intermodal business gives it flexibility across freight cycles. A rebound in volumes would lift results. Revenue fell 5.3%, and the gross margin is 11.4% with a 4.2% operating margin, at 15.8x trailing and 15.2x forward earnings.
⚠ Investor warnings · 3 flagsAI-assisted·How I use AI
high
ACCE score collapse
Score fell 10 points in 90 days (56 to 46). Growth component cratered to 35; quality at 17. Signals deteriorating fundamentals despite recent EPS beat.
high
Revenue decline with low margins
Revenue down 5.3% YoY and -2.3% over 5 years. Net margin of 2.8% leaves little room for error. Earnings growth (+20.5%) driven by cost cuts, not top-line strength.
moderate
Weak profitability metrics
ROE 6.2% and operating margin 4.2% are thin for industrials. Quality score of 17/100 reflects poor capital efficiency despite low leverage (0.28 D/E).
AI research notes
AI-assisted·How I use AIWritten Oct 11, 2026 · figures from 2025-09-30 · prices to Oct 23, 2026
Why it could do well
Management repurchased 4.5% of shares last year while maintaining a conservative 0.28 debt-to-equity ratio.
Why it could disappoint
Revenue has declined 5.3% year over year and 2.3% on a 5-year average, signaling structural headwinds.
Net margin of 2.8% and ROIC of 4.5% are both weak, generating returns below the 5.2% risk-free rate.
Current price implies only 2.7% annual cash flow growth over the next five years, leaving little margin for error.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.
Next results
Oct 29, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle
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Valuation
INVESTOR
Where HUBG's valuation models land
Price
$25.70
Model fair value
$37.45
Model range
$12.18 to $53.88
Fair value $37.45
Price $25.70
The price sits inside the model range.
Model
Fair value
Upside
Discounted cash flow
EV/EBITDA comparison
Graham number
P/E comparison
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See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
Quality
INVESTOR
Quality and conviction INVESTOR FEATURE
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
+A plain reason under every score
+Conviction breakdown and growth / value / quality / momentum scores
Hub Group reported flat EPS year over year in its latest quarter. Revenue fell 5.3%. ACCE score sits at 48 with a Value sub-score of 82. Full breakdown inside.
Hub Group $HUBG posted flat EPS year over year and a 5.3% revenue drop in its most recent quarter. ACCE score sits at 50. Here's what the numbers show.
2026-09-17
Recommendation history, last 12 months
Date
Type
New
Previous
Price
24 Oct 2026, 16:06 CEST
Fair value
$37.45
$43.05
$25.70
24 Oct 2026, 16:06 CEST
Rating
Undervalued
first publication
$25.70
12 Oct 2026, 00:00 CEST
Fair value
$43.05
$37.88
$25.76
9 Oct 2026, 00:00 CEST
Fair value
$37.88
$40.13
$26.31
6 Oct 2026, 00:00 CEST
Fair value
$40.13
$39.69
$29.77
2 Oct 2026, 00:00 CEST
Fair value
$39.69
$40.61
$29.58
28 Sept 2026, 00:00 CEST
ACCE price target
$34.00
first publication
$30.34
25 Sept 2026, 00:00 CEST
Fair value
$40.61
$41.31
$31.40
20 Sept 2026, 00:00 CEST
Fair value
$41.31
$42.06
$32.72
18 Sept 2026, 00:00 CEST
Fair value
$42.06
$42.94
$33.12
Price
-27.8% · 1Y
Ask anything about HUBG
Answered from Hub Group Inc. Class A Common Stock fundamentals + recent valuations. Every number shows its source and date.