LSTR

Landstar System, Inc.

Industrials · $5.9B market cap

Share price

$173.48

close of Oct 3, 2026

Fair value

$88.64

Sticker Price

Payback Price

$35.46

buy price

Overpriced

LSTR is Overpriced: at $173.48 it trades 96% above its fair value of $88.64. Its buy price (Payback Price) is $35.46, 80% below today's price. Business quality is mixed: 2 of 5 key numbers clear the 10% bar.

How we valued it

Owner Earnings. Earnings grow slowly (under 7% a year), but cash flow is steady, so we value it on its cash flow instead of its earnings.

Business quality

2 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth6.0% a year✗

Equity per share growth12.1% a year✓

Sales growth5.2% a year✗

Free cash flow growth5.3% a year✗

Return on invested capital16.6%✓

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Insider activity

Since Jun 15, 2026: no open-market purchases, 1 sale worth $262K and 1 other filing (stock awards, tax withholding and similar). Why purchases matter

Sales

Todd James P

VP and CFO · 2026-06-15

Sold

$262K

Other filings

Clement William C

VP, Chief Commercial Officer · 2026-08-01

Award

4,924 shares

About Landstar System, Inc.

Landstar System, Inc. delivers comprehensive logistics and transportation solutions, operating across North America (U.S., Canada, and Mexico) and globally. The company's operations are divided into two main divisions: Transportation Logistics and Insurance. The core Transportation Logistics segment offers an extensive range of freight movement options. These include full truckload and less-than-truckload (LTL)…

Integrated Freight & Logistics