Roadrunner Transportation Systems Inc (RRTS) Fair Value & Analysis
Industrials · US · Market cap $205M · ISIN US76973Q2049
What is Roadrunner Transportation Systems Inc really worth?
Roadrunner Transportation Systems Inc
RRTS · US
Below-average quality, trading 48% below our fair value of $6.29.
Strengths
Risks
Fair value as of: Jul 18, 2026
From 11 valuation models · updated 45 days ago
Fair value updated Jul 18, 2026, revised from $110.23 to $6.29 (−94.3%) since Jun 24, 2026. Share price −33.5% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The large discount to fair value meets weak quality (43/100). That raises the risk this is a value trap rather than a bargain.
- The price is below even our cautious bear case ($5.95). The market is more pessimistic than our downside scenario.
- The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
- The models converge in a tight band ($5.95 to $6.79), unusually little disagreement for a valuation.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 18, 2026.
How to read this chart
60‑month range $0.2500 – $6.95 · fair‑value band $5.95 – $6.79 · the $3.25 price screens below the $6.29 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 18, 2026.
Analysis
Roadrunner Transportation Systems Inc (RRTS) currently trades at $3.25, while our model-based Fair Value estimate is $6.29, implying the stock looks roughly 93.5% undervalued today. The Quality Score stands at 43/100 (below-average quality), in the Industrials sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: low), always confirm before acting.
Revenue declined 27.3% year over year. Net debt stands at $138M. Fundamentals as of Jul 18, 2026
Our scenario range runs from $5.95 (bear case) to $6.79 (bull case); at $3.25, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 40% below its 52-week high and 98% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at −67% fair-value upside, at 94%, RRTS screens cheaper than that median.
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 18, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 44 · Market factors (momentum, volatility) 39
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
Roadrunner Transportation Systems, Inc. provides asset-right transportation and asset-light logistics services. It operates through four segments: Ascent Transportation Management (Ascent TM), Ascent On-Demand (Ascent OD), Less-than-Truckload (LTL), and Truckload (TL).
Full company description
Roadrunner Transportation Systems, Inc. provides asset-right transportation and asset-light logistics services. It operates through four segments: Ascent Transportation Management (Ascent TM), Ascent On-Demand (Ascent OD), Less-than-Truckload (LTL), and Truckload (TL). The company offers domestic freight management solutions, including asset-backed truckload brokerage, specialized/heavy haul, LTL shipment execution, LTL carrier rate negotiations, access to its transportation management system, and freight audit/payment. It also provides air and ground expedite services for the transportation of automotive and industrial parts, paper products, and steel, as well as frozen and refrigerated foods, including dairy, poultry and meat, and consumers products, such as foods and beverages. In addition, the company arranges the pickup and delivery of TL freight through its 30 TL service centers in the United States; offers dry van truckload, temperature-controlled truckload, and logistics and warehouse services; and provides pickup, consolidation, linehaul, deconsolidation, and delivery of LTL shipments in the United States and Canada through 27 LTL service centers and approximately 140 third-party delivery agents. Further, the company provides international air and ocean freight forwarding, customs brokerage, regulatory compliance, project and order management, and retail consolidation services. It operates through a network of independent brokerage agents, direct sales force, company brokers, and commissioned sales representatives. The company offers its services under the Roadrunner and Ascent Global Logistics brands. Roadrunner Transportation Systems, Inc. was incorporated in 2005 and is headquartered in Downers Grove, Illinois.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Roadrunner Transportation Systems Inc reported revenue of $406M in FY2025 versus $419M in FY2021, a compound −0.8%/yr. Reported net income was −$23.0M in FY2025.
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Peer Group
Trucking · 47 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Trucking median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
PAST 0: with negative equity (buybacks among others) return on equity is not meaningfully computable.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Trucking stocks, each showing price versus our Fair Value estimate (as of Jul 18, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Old Dominion Freight Line, Inc ODFL | $198.63 | $102.54 | −48% |
| XPO, Inc XPO | $192.46 | $56.52 | −71% |
| TFI International Inc TFII | $145.94 | $110.79 | −24% |
| Knight-Swift Transportation Holdings KNX | $69.55 | $8.58 | −88% |
| Saia, Inc SAIA | $343.92 | $127.94 | −63% |
| Schneider National, Inc SNDR | $35.74 | $12.37 | −65% |
| RXO, Inc RXO | $22.71 | $3.48 | −85% |
| ArcBest Corporation ARCB | $140.63 | $45.89 | −67% |
| Werner Enterprises, Inc WERN | $37.85 | $8.24 | −78% |
| Dazhong Transportation (Group) Co 600611 | ¥4.43 | ¥1.20 | −73% |
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