LSTR vs UPS vs TLSS Stock Comparison

Landstar System, United Parcel Service and Transportation & Logistics Systems Prices as of Oct 27, 2026 Peers: Industry group
LSTR Landstar System Inc
$168.78 +3.1% 1M +30.3% 1Y
Market cap
$4.72B
P/E
42.2x
Revenue (TTM)
—
Div. yield
–
Logistics Industrials
UPS United Parcel Service Inc
$106.13 +13.0% 1M +19.0% 1Y
Market cap
$89.65B
P/E
19.6x
Revenue (TTM)
$89.93B
Div. yield
–
Parcel Delivery Industrials
5 wins

Head to Head

7 decided of 12

United Parcel Service leads on 5 of the 12 questions below (United Parcel Service 5, Transportation & Logistics Systems 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionLSTRUPSTLSSLeader
Larger companyMarket capitalisation $4.72B $89.65B $1.18B UPS
Cheaper on earningsLower P/E, profitable companies only 42.2x 19.6x 921.6x UPS
Cheaper on forward earningsLower price / next fiscal year consensus EPS 27.4x 15.7x — UPS
Faster revenue growthRevenue growth, trailing twelve months — -0.4% — –
More profitableNet margin, trailing twelve months — 5.1% — –
Better return on capitalReturn on invested capital — 12.9% — –
Less leveragedLower net debt / EBITDA — 1.9x — –
Higher dividend yieldTrailing dividend yield 0.00% 0.00% — –
Better 1-year returnPrice return, last 12 months +30.3% +19.0% +1,900.0% TLSS
Better 5-year returnAnnualised price return, 5 years -0.6%/yr -13.1%/yr +58.5%/yr TLSS
Less volatileAnnualised volatility, 1 year 35.1% 31.0% — UPS
Higher overall scoreMean of the five percentile scores vs peers — 44/100 32/100 UPS

Percentile Scorecard

LSTRUPSTLSS

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisLSTRUPSTLSS
Valuation 18 #112 of 136 43 #78 of 136 3 #132 of 136
Growth – 22 #95 of 121 93 #9 of 121
Profitability – 69 #36 of 115 –
Financial Health – 33 #96 of 143 0 #143 of 143
Shareholder Returns 40 #50 of 82 54 #38 of 82 –
Overall – 44 32
  • LSTR ranked among 150 companies in Transportation
  • UPS ranked among 150 companies in Transportation
  • TLSS ranked among 150 companies in Transportation

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodLSTRUPSTLSSSPY
1 month +3.1%+13.0%+1,900.0% -0.2%
3 months -8.9%+0.5%+1,900.0% +3.9%
6 months -7.5%+2.1%+1,900.0% +8.2%
Year to date +17.5%+7.0%+1,900.0% +12.9%
1 year +30.3%+19.0%+1,900.0% +12.3%
3 years +3.8%-21.3%+1,900.0% +87.4%
3 years, per year +1.2%-7.7%+171.6% +23.3%
5 years -2.7%-50.4%+900.0% +67.9%
5 years, per year -0.6%-13.1%+58.5% +10.9%
10 years +137.4%-1.8%-97.7% +261.1%
10 years, per year +9.0%-0.2%-31.5% +13.7%

Risk

MeasureLSTRUPSTLSSSPY
Volatility, 1Y 35.1%31.0%— 12.7%
Downside volatility, 1Y 37.1%33.6%— 12.7%
Beta vs S&P 500, 1Y 0.710.73— 1.00
Return / volatility, 1Y 0.860.61— 0.97
Max drawdown, 5Y -41.2%-64.4%-92.5% -25.4%
From 52-week high -25.1%-11.6%-75.0% -1.2%
52-week high $225.37$120.00$0.80 $779.14
52-week low $121.51$89.22$0.01 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleLSTRUPSTLSS
P/E now vs peer median 42.2xmedian 16.3x 19.8xmedian 16.3x 921.6xmedian 16.3x
P/S now vs peer median 1.1xmedian 1.0x 0.9xmedian 1.0x —median 1.0x
EV/EBITDA now vs peer median —median 8.7x 9.5xmedian 8.7x —median 8.7x
P/FCF now vs peer median 31.6xmedian 11.4x 14.6xmedian 11.4x —median 11.4x
P/B now vs peer median 6.9xmedian 1.2x 5.3xmedian 1.2x -55.3xmedian 1.2x
PEG now vs peer median —median 0.82 -0.87median 0.82 33.33median 0.82

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsLSTRUPSTLSS
Revenue – $89.93B –
Operating income – $6.58B -$1.30M
Net income – $4.57B $211.13K
Free cash flow – $5.46B –
EPS (diluted) – $5.37 $0.00
Cash & equivalents $297.32M $4.65B $29.08K
Total debt – $24.48B $175.00K
Shares (diluted) 33.94M 851.00M 5.89B
Enterprise value $4.72B $66.55B $1.18B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricLSTRUPSTLSS
P/E 42.2x 19.8x 921.6x
P/FCF 31.6x 14.6x –
P/Operating cash flow – 9.0x –
P/S 1.1x 0.9x –
P/B 6.9x 5.3x -55.3x
P/Tangible book 6.9x 7.1x -55.3x
EV/EBITDA – 9.5x –
EV/EBIT – 15.1x -904.0x
EV/Revenue – 1.1x –
EV/FCF – 18.2x –
EV/Operating cash flow – 11.2x –
PEG (3Y EPS CAGR) – -0.87 33.33

Growth

14 metrics
MetricLSTRUPSTLSS
Revenue growth (1Y) – -0.4% –
Revenue CAGR (3Y) – -2.2% –
Gross profit growth (1Y) – – –
Gross profit CAGR (3Y) – – –
Operating income growth (1Y) – -21.7% 14.7%
Operating income CAGR (3Y) – -17.3% 28.0%
Net income growth (1Y) – -20.2% 128.6%
Net income CAGR (3Y) – -23.0% 26.5%
EPS growth (1Y) – -20.6% 514.0%
EPS CAGR (3Y) – -22.7% 27.7%
Operating cash flow growth (1Y) – 18.6% –
Operating cash flow CAGR (3Y) – -8.0% –
Free cash flow growth (1Y) – 54.2% –
Free cash flow CAGR (3Y) – -4.2% –

Profitability

14 metrics
MetricLSTRUPSTLSS
Gross margin – – –
EBITDA margin – 11.6% –
Operating margin – 7.3% –
Pretax margin – 6.5% –
Net margin – 5.1% –
FCF margin – 6.1% –
Operating cash flow margin – 9.9% –
Return on equity – 29.6% –
Return on assets – 6.4% 881.2%
Return on invested capital – 12.9% –
Return on capital employed – 11.6% –
Asset turnover – 1.3x –
Cash conversion (OCF / net income) – 1.9x –
Stock comp / revenue – 0.1% –

Financial Health

11 metrics
MetricLSTRUPSTLSS
Debt / assets – 34.4% 572.2%
Debt / equity – 1.6x 0.0x
Net debt / EBITDA – 1.9x –
Debt / FCF – 4.5x –
Liabilities / assets – 78.8% 69,686%
Equity / assets 45.9% 21.2% -69,586%
Interest coverage – 6.0x -18.2x
Current ratio 1.8x 1.2x 0.0x
Quick ratio – 1.0x 0.0x
Cash ratio – 0.3x 0.0x
Altman Z-score – 2.83 –

Shareholder Returns

7 metrics
MetricLSTRUPSTLSS
Dividend yield 2.2% 6.2% –
Net buyback yield – -0.1% –
Shareholder yield 2.2% 6.0% –
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusLSTRUPSTLSS
Forward P/E 27.4xFY2026 15.7xFY2026 –
EPS, next fiscal year $6.15FY2026 $6.75FY2026 $0.00FY2023
EPS growth, next FY +85.8%FY2026 -5.7%FY2026 –
EPS growth, the year after +27.8% +26.7% –
Revenue, next fiscal year $5.45BFY2026 $87.80BFY2026 $31.69MFY2023
Revenue growth, next FY +15.1%FY2026 -1.0%FY2026 –
Revenue growth, the year after +17.6% +14.6% +288.2%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersLSTRUPSTLSS
Held by institutions 100.0% 70.9% –
Institutions holding 543 2,137 –
Change in shares held, QoQ -2.8% +6.0% –
Institutions buying 296 1,088 –
Institutions selling 153 809 –
Buyers to sellers 1.93 1.34 –

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

LSTRUPSTLSS
LSTR 1.00 0.39 –
UPS 0.39 1.00 –
TLSS – – –

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, LSTR, UPS and TLSS?

United Parcel Service (UPS) is the largest by market capitalisation: Landstar System (LSTR) $4.72B, United Parcel Service (UPS) $89.65B, Transportation & Logistics Systems (TLSS) $1.18B.

Which stock is cheaper, LSTR, UPS and TLSS?

United Parcel Service (UPS) trades on the lowest price-to-earnings ratio (Landstar System (LSTR) 42.2x, United Parcel Service (UPS) 19.6x, Transportation & Logistics Systems (TLSS) 921.6x). On next year's consensus earnings, United Parcel Service (UPS) is cheapest (Landstar System (LSTR) 27.4x, United Parcel Service (UPS) 15.7x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which stock has performed better?

Over the past year Transportation & Logistics Systems (TLSS) returned the most: Landstar System (LSTR) +30.3%, United Parcel Service (UPS) +19.0%, Transportation & Logistics Systems (TLSS) +1,900.0%. Over five years, Transportation & Logistics Systems (TLSS) compounded fastest (Landstar System (LSTR) -0.6%/yr, United Parcel Service (UPS) -13.1%/yr, Transportation & Logistics Systems (TLSS) +58.5%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, United Parcel Service (UPS) has been the steadiest (Landstar System (LSTR) 35.1%, United Parcel Service (UPS) 31.0%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, LSTR, UPS and TLSS?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, United Parcel Service (UPS) leads on 5. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.