Marten Transport, Ltd. (MRTN)
NASDAQIndustrialsTruckingSnapshot 2026-10-29
$11.76+0.86%
Close 2026-10-29 · 1-day change
NASDAQIndustrialsTruckingSnapshot 2026-10-29
Research Workspace
Put MRTN beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Cargo Ground Transportation is in recovery. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Cash from operating activities at or above $33 million: Comparison needs review.
View ThesisMiddle-of-the-pack management execution.
View ManagementExpectations look high — the market is pricing in about 43% growth a year, above the roughly 10% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskMarten’s case rests on a recent performance rebound, though revenue growth remains weak. Revenue fell 2.8% year over year in Q2 FY2026, then rose 1.3% in the third quarter. Third-quarter EPS was $0.04, missing estimates, as fuel, insurance, and wage costs pressured results. MRTN trades at 65× P/E versus a 23× peer median, despite expectations of more growth than our forecast. That premium is vulnerable if costs keep outrunning pricing. The thesis also faces a flagged cash-flow comparison that needs review. Peer multiples imply a price about 43% below where it trades (it looks expensive on this basis); the thesis is on watch, and this read is provisional.
Trailing returns as of 2026-10-29. MRTN is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 3 analysts currently covering MRTN (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| MRTN Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 9 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Cargo Ground Transportation — fair value, gap to price, and forward P/E.
Compare the value case
Put MRTN next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.