Is Werner Enterprises Stock a Good Investment?
Werner Enterprises Investment Advice | WERN |
- Examine Werner Enterprises' financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Werner Enterprises' leadership team and their track record. Good management can help Werner Enterprises navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Cargo Ground Transportation space and any emerging trends that could impact Werner Enterprises' business and its evolving consumer preferences.
- Compare Werner Enterprises' performance and market position to its competitors. Analyze how Werner Enterprises is positioned in terms of product offerings, innovation, and market share.
- Check if Werner Enterprises pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Werner Enterprises' stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Werner Enterprises stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Werner Enterprises is a good investment.
Sell | Buy |
Buy
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Hold | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Werner Enterprises Stock
Researching Werner Enterprises' stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 96.0% of the company outstanding shares are owned by institutional investors. The company has Price to Book (P/B) ratio of 1.26. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. Werner Enterprises has Price/Earnings To Growth (PEG) ratio of 2.07. The entity last dividend was issued on the 14th of April 2025. The firm had 5:4 split on the 1st of October 2003.
To determine if Werner Enterprises is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Werner Enterprises' research are outlined below:
| Werner Enterprises generated a negative expected return over the last 90 days | |
| Over 96.0% of the company outstanding shares are owned by institutional investors | |
| Latest headline from globenewswire.com: Mark Werner, CFA Joins Laffer Tengler Investments as Portfolio Manager |
Werner Enterprises Quarterly Cash And Short Term Investments |
|
Werner Enterprises uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Werner Enterprises. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Werner Enterprises' previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 6th of February 2024 Upcoming Quarterly Report | View | |
| 1st of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 6th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Werner Enterprises' stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Werner Enterprises' investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2009-04-16 | 2009-03-31 | 0.09 | 0.1 | 0.01 | 11 | ||
2017-04-20 | 2017-03-31 | 0.2 | 0.22 | 0.02 | 10 | ||
2008-04-16 | 2008-03-31 | 0.14 | 0.12 | -0.02 | 14 | ||
2024-07-30 | 2024-06-30 | 0.2 | 0.17 | -0.03 | 15 | ||
2002-07-16 | 2002-06-30 | 0.17 | 0.2 | 0.03 | 17 | ||
2001-01-23 | 2000-12-31 | 0.13 | 0.16 | 0.03 | 23 | ||
2017-01-30 | 2016-12-31 | 0.26 | 0.3 | 0.04 | 15 | ||
2016-04-20 | 2016-03-31 | 0.32 | 0.28 | -0.04 | 12 |
Know Werner Enterprises' Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Werner Enterprises is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Werner Enterprises backward and forwards among themselves. Werner Enterprises' institutional investor refers to the entity that pools money to purchase Werner Enterprises' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | First Trust Advisors L.p. | 2024-12-31 | 1.3 M | Goldman Sachs Group Inc | 2024-12-31 | 1.1 M | Maple Rock Capital Partners, Inc. | 2024-12-31 | 981.5 K | Wellington Management Company Llp | 2024-12-31 | 880.7 K | William Blair Investment Management, Llc | 2024-12-31 | 735.7 K | Charles Schwab Investment Management Inc | 2024-12-31 | 704.2 K | Morgan Stanley - Brokerage Accounts | 2024-12-31 | 691.3 K | Northern Trust Corp | 2024-12-31 | 669.4 K | Bank Of New York Mellon Corp | 2024-12-31 | 631.7 K | Blackrock Inc | 2024-12-31 | 10 M | Vanguard Group Inc | 2024-12-31 | 6.7 M |
Werner Enterprises' market capitalization trends
The company currently falls under 'Mid-Cap' category with a current market capitalization of 1.83 B.Market Cap |
|
Werner Enterprises' profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.02 | 0.02 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.02 | 0.02 |
Determining Werner Enterprises' profitability involves analyzing its financial statements and using various financial metrics to determine if Werner Enterprises is a good buy. For example, gross profit margin measures Werner Enterprises' profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Werner Enterprises' profitability and make more informed investment decisions.
Werner Enterprises' Earnings Breakdown by Geography
Evaluate Werner Enterprises' management efficiency
Werner Enterprises has return on total asset (ROA) of 0.0103 % which means that it generated a profit of $0.0103 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.0219 %, meaning that it created $0.0219 on every $100 dollars invested by stockholders. Werner Enterprises' management efficiency ratios could be used to measure how well Werner Enterprises manages its routine affairs as well as how well it operates its assets and liabilities. As of the 24th of March 2025, Return On Tangible Assets is likely to drop to 0.01. In addition to that, Return On Capital Employed is likely to drop to 0.02. At this time, Werner Enterprises' Intangibles To Total Assets are very stable compared to the past year. As of the 24th of March 2025, Asset Turnover is likely to grow to 1.01, while Total Current Assets are likely to drop about 302.5 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 23.92 | 25.12 | |
| Tangible Book Value Per Share | 20.63 | 21.66 | |
| Enterprise Value Over EBITDA | 5.97 | 3.75 | |
| Price Book Value Ratio | 1.54 | 2.56 | |
| Enterprise Value Multiple | 5.97 | 3.75 | |
| Price Fair Value | 1.54 | 2.56 | |
| Enterprise Value | 2.9 B | 3.1 B |
The strategic initiatives led by Werner Enterprises' management are central to its market success. By analyzing these initiatives, we provide a clear picture of the stock's growth prospects.
Basic technical analysis of Werner Stock
As of the 24th of March, Werner Enterprises maintains the Market Risk Adjusted Performance of (0.49), standard deviation of 1.71, and Mean Deviation of 1.32. Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of Werner Enterprises, as well as the relationship between them.Werner Enterprises' insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Werner Enterprises insiders, such as employees or executives, is commonly permitted as long as it does not rely on Werner Enterprises' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Werner Enterprises insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Werner Enterprises' Outstanding Corporate Bonds
Werner Enterprises issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Werner Enterprises uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Werner bonds can be classified according to their maturity, which is the date when Werner Enterprises has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| AerCap Global Aviation Corp BondUS00773HAA59 | View |
Understand Werner Enterprises' technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Werner Enterprises' various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | (0.20) | |||
| Market Risk Adjusted Performance | (0.49) | |||
| Mean Deviation | 1.32 | |||
| Coefficient Of Variation | (435.73) | |||
| Standard Deviation | 1.71 | |||
| Variance | 2.91 | |||
| Information Ratio | (0.20) | |||
| Jensen Alpha | (0.35) | |||
| Total Risk Alpha | (0.27) | |||
| Treynor Ratio | (0.50) | |||
| Maximum Drawdown | 8.47 | |||
| Value At Risk | (2.98) | |||
| Potential Upside | 2.35 | |||
| Skewness | (0.02) | |||
| Kurtosis | (0) |
| Risk Adjusted Performance | (0.20) | |||
| Market Risk Adjusted Performance | (0.49) | |||
| Mean Deviation | 1.32 | |||
| Coefficient Of Variation | (435.73) | |||
| Standard Deviation | 1.71 | |||
| Variance | 2.91 | |||
| Information Ratio | (0.20) | |||
| Jensen Alpha | (0.35) | |||
| Total Risk Alpha | (0.27) | |||
| Treynor Ratio | (0.50) | |||
| Maximum Drawdown | 8.47 | |||
| Value At Risk | (2.98) | |||
| Potential Upside | 2.35 | |||
| Skewness | (0.02) | |||
| Kurtosis | (0) |
Consider Werner Enterprises' intraday indicators
Werner Enterprises intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Werner Enterprises stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Werner Enterprises Corporate Filings
10K | 26th of February 2025 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
F4 | 25th of February 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 19th of February 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
10Q | 12th of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
Werner Stock media impact
Far too much social signal, news, headlines, and media speculation about Werner Enterprises that are available to investors today. That information is available publicly through Werner media outlets and privately through word of mouth or via Werner internal channels. However, regardless of the origin, that massive amount of Werner data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Werner Enterprises news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Werner Enterprises relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Werner Enterprises' headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Werner Enterprises alpha.
Werner Enterprises Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Werner Enterprises can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Werner Enterprises Historical Investor Sentiment
Investor biases related to Werner Enterprises' public news can be used to forecast risks associated with an investment in Werner. The trend in average sentiment can be used to explain how an investor holding Werner can time the market purely based on public headlines and social activities around Werner Enterprises. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Werner Enterprises' market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Werner Enterprises and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Werner Enterprises news discussions. The higher the estimate score, the more favorable the investor's outlook on Werner Enterprises.
Werner Enterprises Corporate Executives
Elected by the shareholders, the Werner Enterprises' board of directors comprises two types of representatives: Werner Enterprises inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Werner. The board's role is to monitor Werner Enterprises' management team and ensure that shareholders' interests are well served. Werner Enterprises' inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Werner Enterprises' outside directors are responsible for providing unbiased perspectives on the board's policies.
| John Steele | CFO, Executive VP and Treasurer | Profile | |
| Eric Downing | Executive COO | Profile | |
| Derek Leathers | Pres and COO | Profile |
Already Invested in Werner Enterprises?
The danger of trading Werner Enterprises is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Werner Enterprises is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Werner Enterprises. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Werner Enterprises is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Werner Enterprises offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Werner Enterprises' financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Werner Enterprises Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Werner Enterprises Stock: Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Werner Enterprises. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area. To learn how to invest in Werner Stock, please use our How to Invest in Werner Enterprises guide.You can also try the Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.
Is Cargo Ground Transportation space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Werner Enterprises. If investors know Werner will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Werner Enterprises listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.48) | Dividend Share 0.56 | Earnings Share 0.55 | Revenue Per Share | Quarterly Revenue Growth (0.08) |
The market value of Werner Enterprises is measured differently than its book value, which is the value of Werner that is recorded on the company's balance sheet. Investors also form their own opinion of Werner Enterprises' value that differs from its market value or its book value, called intrinsic value, which is Werner Enterprises' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Werner Enterprises' market value can be influenced by many factors that don't directly affect Werner Enterprises' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Werner Enterprises' value and its price, as these two are different measures arrived at by various means. Investors typically determine if Werner Enterprises is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Werner Enterprises' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.