HTLD Factor Report

Data as of market close on: 1/31/2023.

Fundamental analysis of HTLD using the major investing factors, including value, quality, momentum, and low volatility.
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Latest Close: $16.82 Market Cap ($ mil): $1,328 Sector: Transportation Industry: Trucking 52 Week High: $17.32 52 Week Low: $12.78 Relative Strength: 80 Twelve Minus One Return: 2.5% Standard Deviation: 28.9% Insider Ownership: 43.78%
PE Ratio: 9.6 Price/Sales: 1.7 Price/Book: 1.6 Price/Cash Flow: 5.4 EV/EBITDA: 8.42 Dividend Yield: 0.48% Shareholder Yield: 1.82% Piotroski F Score: 7 Mohanram G Score: 7 Institutional Ownership: 56.95%
Return on Equity: 17.9% Return on Assets: 10.4% Return on Tangible Capital: 7.6% Return on Invested Capital: 7.2% WACC: 3.9% Debt/Equity: 0.55 LT EPS Growth: 11.8% LT Sales Growth: -0.1% Beta: 0.63 Profit Margin: 18.19%
Heartland Express, Inc. (Heartland) is a holding company. The Company, through its subsidiaries, is engaged in short-to-medium haul truckload carrier business. The Company provides truckload services across the United States (U.S.) and parts of Canada. These truckload services are primarily asset-based transportation services in the dry van truckload market, and it also offer truckload temperature-controlled transportation services to select dedicated customers. Its primary customers include retailers and manufacturers. The Company's over-the-road tractors are equipped with mobile communication systems. The Company operates approximately 24 terminal facilities throughout the United States in addition to its terminal and corporate headquarters in North Liberty, Iowa. Its subsidiaries include Heartland Express, Inc. of Iowa, Heartland Express Services, Inc., Heartland Express Maintenance Services, Inc., Midwest Holding Group, LLC and Millis Transfer, LLC.

Factor Profile

HTLD's exposure to the major factors (100 is highest).

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Optimal portfolios presented on represent the rebalancing period that has led to the best historical performance for each of our equity models. Each optimal portfolio was determined after the fact with performance information that was not available at portfolio inception. As a result, an investor could not have invested in the optimal portfolio since its inception. Optimal portfolios are presented to allow investors to quickly determine the portfolio size and rebalancing period that has performed best for each of our models in our historical testing.

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