Hub Group Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Hub Group Inc (HUBG) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Hub Group Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 3,729M vs 116,364M combined for tracked competitors (3.1% combined share).
- Trending: Latest-quarter revenue run-rate is holding steady (+0.2% annualized vs trailing 12 months), vs holding steady (-1.5%) for its tracked peer group.
- Growth: Hub Group Inc generated -5.3% revenue growth year over year in Q3 2025, vs -1.2% for its tracked competitors combined.
- Profitability: Its 3.1% net margin compares with 13.7% for the peer group.
- Scale: Hub Group Inc ranks #49 of 57 companies by market capitalization in the Marine Transportation industry, holding 0.0% of industry market cap.
- Peer revenue share: Hub Group Inc accounted for 3.2% of combined revenue among its tracked peer group, down from 3.3% a year earlier.
- Peer differentiation: Revenue per employee of $1.29M compares with $0.47M for the peer group (2.7x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
HUBG Sales vs. its Competitors, Q3 2025
Hub Group Inc reported revenue contraction of 5.31 % year on year in Q3 2025, below its competitors' combined revenue change of -1.22 %.
With a net margin of 3.10 %, Hub Group Inc reported lower profitability than its competitors (13.71 %).
Hub Group Inc generated 3.16 % of the combined sales of its peer group, down from 3.29 % a year earlier.
Hub Group Inc vs. its Competitors, Q3 2025
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Hub Group Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Hub Group Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (9) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (7) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Hub Group Inc's competitor groups requires a Commercial License.
For context: the Marine Transportation industry grew revenue 2.3% year over year, combined, vs -5.3% for Hub Group Inc. Hub Group Inc's share of combined industry revenue moved from 2.27% to 2.10%, a loss of 0.17 percentage points.
Hub Group Inc's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Hub Group Inc | Yes | No | No | Yes |
| Competitors combined (17) | ||||
| Similar-Size Competitors (8) | ||||
| Similar Growth & Profitability (8) | 100.00 % (8 of 8) | 50.00 % (4 of 8) | 50.00 % (4 of 8) | 14.30 % (1 of 7) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
HUBG Stock Performance relative to its Competitors
HUBG Stock Performance relative to Similar-Size Competitors
HUBG Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Arcbest Corporation | 282.9% | Outperformed |
| 2 | J b Hunt Transport Services Inc | 282.9% | Outperformed |
| 3 | Covenant Logistics Group Inc | 282.9% | Outperformed |
| 4 | Knight swift Transportation Holdings Inc | 282.9% | Outperformed |
| 5 | Schneider National Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Hub Group Inc's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Hub Group Inc's Comment on Competition and Industry Peers
Publicly Traded Peers of Hub Group Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Hub Group Inc | 1.82 | 3,728.87 |
| Union Pacific Corp | 162,815.40 | 25,490.00 |
| Csx Corporation | 86,926.84 | 14,512.00 |
| Norfolk Southern Corp | 70,436.25 | 12,540.00 |
| Old Dominion Freight Line Inc | 36,911.25 | 5,602.51 |
| J b Hunt Transport Services Inc | 21,463.99 | 12,701.31 |
| SUBTOTAL | 429,501.51 | 120,306.14 |
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Sources: Hub Group Inc's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Hub Group Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Hub Group Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Hub Group Inc | Logistics 43.06 % |
| Union Pacific Corp | Reportable 98.85 % |
| Csx Corporation | Rail 94.20 % |
| Norfolk Southern Corp | Railway Operating Revenues Market Group Merchandise 61.56 % |
| J b Hunt Transport Services Inc | JBI 49.23 % |
| C h Robinson Worldwide Inc | North American Service Transportation (nast) 72.83 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Hub Group Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Hub Group Inc | 2 | 1,285,817 | 36,388 |
| Union Pacific Corp | 162,815 | 870,352 | 250,282 |
| Csx Corporation | 86,927 | 630,957 | 140,130 |
| Norfolk Southern Corp | 70,436 | 649,741 | 136,528 |
| Old Dominion Freight Line Inc | 36,911 | 272,085 | 52,901 |
| J b Hunt Transport Services Inc | 21,464 | 400,041 | 21,244 |
| PEERS TOTAL | 429,500 | 469,311 | 64,570 |
Hub Group Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Hub Group Inc | US 96.93 % |
| Werner Enterprises Inc | United States 95.43 % |
| Radiant Logistics Inc | United States and Other Countries 88.08 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Hub Group Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 55 companies in Hub Group Inc's industry classification, broader than the peer set above. Market cap in millions of $.Hub Group Inc ranks #49 of 55 companies by market capitalization in its industry, holding 0.00 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 980, indicating a unconcentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Expeditors International Of Washington Inc | 24,521 | 22.38 % |
| 2 | C h Robinson Worldwide Inc | 17,448 | 15.93 % |
| 3 | Frontline Plc | 10,823 | 9.88 % |
| 4 | Cmb tech Nv | 4,404 | 4.02 % |
| 5 | Brink s Co | 1,234 | 5.2% |
| 6 | Scorpio Tankers Inc | 1,234 | 5.2% |
| 7 | Torm Plc | 1,234 | 5.2% |
| 8 | Zim Integrated Shipping Services Ltd | 1,234 | 5.2% |
| 9 | Dht Holdings Inc | 1,234 | 5.2% |
| 10 | Star Bulk Carriers Corp | 1,234 | 5.2% |
| 49 | Hub Group Inc | 2 | 0.00 % |
Market cap and industry share for the rest of Hub Group Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-28.
Hub Group Inc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 44 | Freightos Ltd | 54 | -67.88 % |
| 45 | New Century Logistics bvi Limited | 51 | 231.32 % |
| 46 | Ps International Group Ltd | 18 | 20.67 % |
| 47 | Top Ships Inc | 3 | -87.99 % |
| 48 | Jayud Global Logistics Limited | 1,234 | 12.3% |
| 49 | Hub Group Inc | 2 | -13.64 % |
| 50 | Singularity Future Technology Ltd | 1,234 | 12.3% |
| 51 | Robin Energy Ltd | 1,234 | 12.3% |
| 52 | Icon Energy Corp | 1,234 | 12.3% |
| 53 | Globavend Holdings Limited | 1,234 | 12.3% |
| 54 | Freight Technologies Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Hub Group Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-28. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Hub Group Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Marine Transportation industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (65 companies).| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 100.00 % | 47.92 % (avg) | +52.1 pp |
| Operating Margin | 3.83 % | industry median | -0.9 pp |
| EBITDA Margin | 8.91 % | 22.53 % (avg) | -13.6 pp |
| Capital Intensity (Capex / Revenue) | 1.26 % | 15.33 % (avg) | -14.1 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Hub Group Inc's Valuation vs Competitive Position
Valuation multiples vs the Marine Transportation industry average (65 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 0.1x | 11.0x | -10.9x |
| EV / EBITDA | 0.4x | 7.1x | -6.7x |
| P/B | 0.0x | 1.2x | -1.2x |
| Return on Equity | 6.14 % | industry aggregate | -11.38 % |
| Return on Invested Capital | 3.72 % | 4.43 % (avg) | -0.71 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Hub Group Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 12.93 % | -8.71 % | -0.42 % | -4.70 % | 21.08 % | 26.18 % | -21.31 % | -6.10 % |
| Operating Margin | 2.39 % | 3.75 % | 4.16 % | 3.03 % | 5.63 % | 8.89 % | 5.05 % | 3.55 % |
| Return on Invested Capital | 5.61 % | 6.46 % | 6.09 % | 3.93 % | 8.17 % | 13.88 % | 5.79 % | 3.81 % |
| P/E | 11.7x | 7.0x | 16.1x | 50.9x | 32.3x | 7.6x | 0.1x | 0.1x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Hub Group Inc's Strategic Group Map
Every company in Hub Group Inc's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Hub Group Inc is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Hub Group Inc's BCG Growth-Share Matrix
Relative market share (vs Hub Group Inc's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.
Hub Group Inc falls in the Dog quadrant: relative market share of 0.00x vs its largest competitor, in an industry growing revenue -0.1% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
Hub Group Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 980 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 1.26 % vs industry average 15.33 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Hub Group Inc's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Hub Group Inc's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Hub Group Inc's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Hub Group Inc falls in the Medium attractiveness / Low strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Hub Group Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
No rule matched.
Weaknesses
- Return on equity 11.4 points below the industry aggregate.
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Low relative market share vs the industry leader (0.00x).
- Piotroski F-Score of 2 or below, the standard financial-distress signal.
Opportunities
No rule matched.
Threats
No rule matched.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Hub Group Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Hub Group Inc | 0.21 | 1.39 | 0.15 |
| Union Pacific Corp | 0.22 | 0.89 | 1.64 |
| Csx Corporation | - | 0.86 | 1.77 |
| Norfolk Southern Corp | 0.38 | 0.86 | 1.08 |
| Old Dominion Freight Line Inc | 0.34 | 1.52 | 0.01 |
| J b Hunt Transport Services Inc | 0.01 | 1.02 | 0.38 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Hub Group Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Hub Group Inc | Q3 2025 | -5.3 % | +22.6 % |
| Union Pacific Corp | Q2 2026 | +12.8 % | +6.2 % |
| Csx Corporation | Q2 2026 | +10.1 % | +20.9 % |
| Norfolk Southern Corp | Q2 2026 | +11.4 % | -4.6 % |
| Old Dominion Freight Line Inc | Q2 2026 | +10.4 % | +30.5 % |
| J b Hunt Transport Services Inc | Q2 2026 | +19.4 % | +40.7 % |
| PEERS TOTAL | +12.6 % | +8.6 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Hub Group Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Hub Group Inc | Q3 2025 | - | -27.2 % |
| Union Pacific Corp | Q2 2026 | +62.8 % | -6.7 % |
| Csx Corporation | Q2 2026 | +65.8 % | -25.8 % |
| Norfolk Southern Corp | Q2 2026 | +84.9 % | -7.6 % |
| Old Dominion Freight Line Inc | Q2 2026 | +14.2 % | -58.8 % |
| J b Hunt Transport Services Inc | Q2 2026 | +37.7 % | -46.0 % |
Hub Group Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Hub Group Inc | 3.71% | 5.00% | 6.14% |
| Union Pacific Corp | 10.50% | 11.20% | 38.65% |
| Csx Corporation | 7.33% | 6.28% | 24.06% |
| Norfolk Southern Corp | 5.85% | 6.35% | 16.80% |
| Old Dominion Freight Line Inc | 19.47% | 19.93% | 24.87% |
| J b Hunt Transport Services Inc | 8.46% | 11.85% | 18.75% |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Hub Group Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Hub Group Inc | 0.08 | 0.00 |
| Union Pacific Corp | 22.21 | 6.39 |
| Csx Corporation | 27.19 | 5.99 |
| Norfolk Southern Corp | 26.73 | 5.62 |
| Old Dominion Freight Line Inc | 34.14 | 6.59 |
| J b Hunt Transport Services Inc | 32.25 | 1.69 |
| PEERS AVERAGE | 26.60 | 3.57 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.