Financial 6% 14 13 11 12 10 10 8 6 6 5 4 1 1 1 2 - - - Strategic - 94%
Amount Date Target Buyer(s) Segment TEV/ Rev TEV/ EBITDA ($ in Mil) 12/21/2017 Gener8 Maritime, Inc. Euronav NV Industrial 1,666.33 4.7x 8.3x 12/07/2017 Keen Transport Co. Wallenius Wilhelmsen Logistics ASA Industrial 64.00 0.8x 6.4x 12/04/2017 Roadmaster Group, Inc. Daseke, Inc. Industrial 77.49 - - 11/07/2017 Cantaloupe Systems, Inc. USA Technologies, Inc. Software 84.81 - - 11/06/2017 RxCrossroads LLC McKesson Corp. Logistics Providers 735.00 - - 11/02/2017 Black Duck Software, Inc. Synopsys, Inc. Software 565.00 - - 10/22/2017 Noble Americas Corp. Euromin, Inc. Logistics Providers 1,053.00 - - 10/09/2017 Radial, Inc. bpost SA Trucking 820.00 - -
10/09/2017 ConGlobal Industries, Inc. AMP Capital Investors Ltd. Warehousing and 500.00 - - Storage 10/03/2017 Bonded Services Group, Inc. Iron Mountain, Inc. Warehousing and 77.00 - - Storage Strategic Buyer Inv. Date Select Corporate Acquisitions Daseke, Inc. 12/4/2017 ▪ Roadmaster Group, Inc. 12/4/2017 ▪ Tennessee Steel Haulers, Inc. 12/1/2017 ▪ Moore Freight Service, Inc. 9/5/2017 ▪ R&R Trucking, Inc. 7/5/2017 ▪ Steelman Transportation, Inc. 5/1/2017 ▪ Schilli Transportation Services, Inc. US Foods Holding Corp. 7/14/2017 ▪ Toba, Inc. (3 Subsidiaries) 6/2/2017 ▪ F. Christiana & Co 4/24/2017 ▪ First Class Foods, Inc. 3/6/2017 ▪ SRA Foods, Inc. GlobalTranz Enterprises, Inc. 12/7/2017 ▪ Freight Handlers, Inc. 6/16/2017 ▪ Worthington Logistics Solutions, Inc. 5/16/2017 ▪ Hall Enterprises, Inc. 1/10/2017 ▪ Global Freight Source, Inc. Beacon Roofing Supply, Inc. 8/24/2017 ▪ Allied Building Products Corp. 5/1/2017 ▪ Lowry's, Inc. 1/3/2017 ▪ American Building & Roofing, Inc. 12/16/2016 ▪ BJ Building Material Supply Co. SiteOne Landscape Supply, Inc. 8/7/2017 ▪ South Coast Supply Co. 5/25/2017 ▪ Evergreen Partners of Raleigh LLC 3/13/2017 ▪ Angelo's Supplies, Inc. 1/4/2016 ▪ Hydro-Scape Products, Inc.
Financial Buyer Inv. Date Select Corporate Investments Audax Private Equity 7/19/2017 ▪ JPC Enterprises, Inc. 4/4/2017 ▪ AFI Shareholder LLC 11/8/2016 ▪ Engineering Controls, Inc. 7/19/2016 ▪ RelaDyne, Inc. CI Capital Partners LLC 6/19/2017 ▪ Angelus Welding, Inc. 3/6/2017 ▪ Simplified Logistics LLC 12/16/2016 ▪ Cadence Chemical Corp. New Mountain Capital LLC 6/14/2017 ▪ Attentus Medical Sales, Inc. 5/5/2017 ▪ VWR Corp. 8/19/2016 ▪ JDA Software Group, Inc. Ridgemont Equity Partners 1/17/2017 ▪ Worldwide Express Operations LLC 9/7/2016 ▪ Nolan Transportation Group, Inc. 7/1/2016 ▪ WhiteWater Midstream The Carlyle Group LP 9/13/2017 ▪ Aleph Global, Inc. 9/5/2017 ▪ United Road Services, Inc. 1/3/2017 ▪ Flyte Tyme Worldwide Transportation ABRY Partners, LLC 2/6/2017 ▪ Highwinds Network Group, Inc. 2/6/2016 ▪ FLS Transportation Services, Inc. 20%
15%
10%
5%
0%
-5%
-10%
-15%
Automotive Building Products Electronic Components Food & Beverage
Industrial Medical Wire & Cable S&P 500
Market Stats Operating Stats LTM Multiples NTM Multiples
Est. TEV/ TEV/ Market Cap Quarter YTD % of 52 EBITDA TEV/ TEV/ Price/ Company Name Symbol Price ($) Revenue NTM NTM ($ in Mil) Change Change Week High Margin Rev EBITDA EPS Growth Revenue EBITDA
Genuine Parts Co. GPC-US$ 13,930 95.01$ -0.7% -0.6% 94.2% 13.4% 7.2% 0.9x 12.6x 21.3x 0.8x 10.1x LKQ Corp. LKQ-US 12,569 40.67 13.0% 32.7% 98.2% 10.0% 10.7% 1.6x 14.7x 25.2x 1.5x 12.4x Dorman Products, Inc. DORM-US 2,062 61.14 -14.6% -16.3% 69.1% 10.5% 21.6% 2.2x 9.7x 18.5x 2.0x 8.7x Kaman Corp. KAMN-US 1,637 58.84 5.5% 20.3% 97.4% 6.8% 9.4% 1.1x 13.7x 32.6x 1.1x 11.2x Uni-Sélect, Inc. UNS-CA 959 22.67 5.4% -3.7% 82.9% 25.9% 8.7% 1.0x 11.6x 19.7x 0.8x 9.4x Essendant, Inc. ESND-US 349 9.27 -29.6% -55.6% 41.2% (1.8%) 0.7% 0.2x 9.4x NM 0.2x NM Lawson Products, Inc. LAWS-US 220 24.75 -1.8% 4.0% 88.1% 15.8% 3.5% 0.7x 35.4x 48.1x 0.6x 8.8x Segment Average (3.3%) (2.7%) 81.6% 11.5% 8.8% 1.1x 15.3x 27.6x 1.0x 10.1x Segment Median (0.7%) (0.6%) 88.1% 10.5% 8.7% 1.0x 12.6x 23.2x 0.8x 9.7x Market Stats Operating Stats LTM Multiples NTM Multiples
Est. TEV/ TEV/ Market Cap Quarter YTD % of 52 EBITDA TEV/ TEV/ Price/ Company Name Symbol Price ($) Revenue NTM NTM ($ in Mil) Change Change Week High Margin Rev EBITDA EPS Growth Revenue EBITDA Ferguson Plc WOS-GB$ 17,958 72.10$ 8.9% 7.4% 96.0% 2.4% 10.2% 0.9x 11.6x 18.3x 0.9x 11.1x HD Supply Holdings, Inc. HDS-US 7,433 40.03 11.0% -5.8% 89.5% (29.8%) 15.0% 1.5x 12.6x 79.8x 1.7x 11.7x Pool Corp. POOL-US 5,208 129.65 19.9% 24.3% 98.3% 8.5% 11.9% 2.1x 19.0x 32.7x 2.0x 17.7x Beacon Roofing Supply, Inc. BECN-US 4,315 63.76 24.4% 38.4% 98.3% 58.6% 10.0% 1.1x 13.0x 38.9x 0.7x 7.4x BMC Stock Holdings, Inc. BMCH-US 1,696 25.30 18.5% 29.7% 98.4% 10.5% 6.5% 0.6x 11.2x 34.2x 0.6x 8.7x Boise Cascade Co. BCC-US 1,538 39.90 14.3% 77.3% 97.4% 11.3% 6.3% 0.4x 10.8x 22.9x 0.4x 7.3x Huttig Building Products, Inc. HBP-US 172 6.65 -5.8% 0.6% 72.0% 9.0% 2.2% 0.4x 22.5x 73.9x 0.3x NM BlueLinx Holdings, Inc. BXC-US 89 9.76 -5.5% 30.7% 82.9% NM 2.9% 0.2x 10.8x 4.5x NM NM Segment Average 10.7% 25.3% 91.6% 10.1% 8.1% 0.9x 13.9x 38.1x 0.9x 10.7x Segment Median 12.7% 27.0% 96.7% 9.0% 8.2% 0.8x 12.1x 33.4x 0.7x 9.9x
Market Stats Operating Stats LTM Multiples NTM Multiples
Est. TEV/ TEV/ Market Cap Quarter YTD % of 52 EBITDA TEV/ TEV/ Price/ Company Name Symbol Price ($) Revenue NTM NTM ($ in Mil) Change Change Week High Margin Rev EBITDA EPS Growth Revenue EBITDA W.W. Grainger, Inc. GWW-US$ 13,462 236.25$ 31.4% 1.7% 89.9% 6.0% 13.7% 1.5x 11.4x 28.0x 1.4x 11.3x Arrow Electronics, Inc. ARW-US 7,074 80.41 0.0% 12.8% 95.1% 10.1% 4.2% 0.4x 8.5x 14.2x 0.3x 7.6x Avnet, Inc. AVT-US 4,791 39.62 0.8% -16.8% 82.2% 3.8% 3.9% 0.3x 7.6x 17.3x 0.3x 6.9x Tech Data Corp. TECD-US 3,738 97.97 10.3% 15.7% 88.2% 12.5% 1.7% 0.1x 6.1x 18.7x 0.1x 4.4x WESCO International, Inc. WCC-US 3,203 68.15 17.0% 2.4% 89.5% 6.6% 5.3% 0.6x 11.8x 17.6x 0.6x 11.0x ScanSource, Inc. SCSC-US 913 35.80 -18.0% -11.3% 78.9% 5.6% 3.6% 0.3x 9.4x 15.6x 0.3x 8.2x Richardson Electronics Ltd. RELL-US 72 6.74 12.9% 7.0% 98.0% NM NM 0.2x NM NM 0.2x 14.6x Segment Average 7.8% 1.6% 88.8% 7.4% 5.4% 0.5x 9.1x 18.6x 0.5x 9.1x Segment Median 10.3% 2.4% 89.5% 6.3% 4.1% 0.3x 9.0x 17.4x 0.3x 8.2x
Market Stats Operating Stats LTM Multiples NTM Multiples
Est. TEV/ TEV/ Market Cap Quarter YTD % of 52 EBITDA TEV/ TEV/ Price/ Company Name Symbol Price ($) Revenue NTM NTM ($ in Mil) Change Change Week High Margin Rev EBITDA EPS Growth Revenue EBITDA Sysco Corp. SYY-US$ 31,644 60.73$ 12.6% 9.7% 96.7% 5.1% 5.6% 0.7x 12.8x 27.7x 0.7x 11.9x US Foods Holding Corp. USFD-US 7,172 31.93 19.6% NA 99.5% 5.2% 4.4% 0.5x 11.7x 27.1x 0.4x 9.7x Performance Food Group Co. PFGC-US 3,671 33.10 17.2% 37.9% 99.0% 7.5% 1.9% 0.3x 13.9x 32.1x 0.3x 10.5x United Natural Foods, Inc. UNFI-US 2,483 49.27 18.5% 3.2% 93.5% 7.5% 3.2% 0.3x 9.1x 19.1x 0.3x 8.4x Core-Mark Holding Co., Inc. CORE-US 1,459 31.58 -1.7% -26.7% 71.9% 9.0% 1.0% 0.1x 15.3x 35.1x 0.1x 10.8x SpartanNash Co. SPTN-US 986 26.68 1.2% -32.5% 66.1% 2.8% 2.8% 0.2x 7.2x NM 0.2x 6.6x The Chefs' Warehouse, Inc. CHEF-US 583 20.50 6.2% 29.7% 93.6% 9.7% 4.8% 0.7x 15.1x 37.3x 0.6x 11.8x Segment Average 10.5% 3.6% 88.6% 6.7% 3.4% 0.4x 12.2x 29.7x 0.4x 10.0x Segment Median 12.6% 6.5% 93.6% 7.5% 3.2% 0.3x 12.8x 29.9x 0.3x 10.5x Market Stats Operating Stats LTM Multiples NTM Multiples
Est. TEV/ TEV/ Market Cap Quarter YTD % of 52 EBITDA TEV/ TEV/ Price/ Company Name Symbol Price ($) Revenue NTM NTM ($ in Mil) Change Change Week High Margin Rev EBITDA EPS Growth Revenue EBITDA Fastenal Co. FAST-US$ 15,717 54.69$ 20.0% 16.4% 98.6% 12.7% 23.0% 3.8x 16.3x 29.1x 3.3x 14.6x Genuine Parts Co. GPC-US 13,930 95.01 -0.7% -0.6% 94.2% 13.4% 7.2% 0.9x 12.6x 21.3x 0.8x 10.1x W.W. Grainger, Inc. GWW-US 13,462 236.25 31.4% 1.7% 89.9% 6.0% 13.7% 1.5x 11.4x 28.0x 1.4x 11.3x HD Supply Holdings, Inc. HDS-US 7,433 40.03 11.0% -5.8% 89.5% (29.8%) 15.0% 1.5x 12.6x 79.8x 1.7x 11.7x MSC Industrial Direct Co., Inc. MSM-US 4,307 96.66 27.9% 4.6% 91.4% 12.9% NM 2.1x 13.5x 23.9x 1.8x 12.0x WESCO International, Inc. WCC-US 3,203 68.15 17.0% 2.4% 89.5% 6.6% 5.3% 0.6x 11.8x 17.6x 0.6x 11.0x MRC Global, Inc. MRC-US 1,598 16.92 -3.3% -16.5% 76.0% 17.6% 2.3% 0.7x 14.9x NM 0.6x 9.6x NOW, Inc. DNOW-US 1,188 11.03 -20.1% -46.1% 48.3% 21.8% 0.9% 0.5x NM NM 0.4x 17.0x Lawson Products, Inc. LAWS-US 220 24.75 -1.8% 4.0% 88.1% 15.8% 3.5% 0.7x 35.4x 48.1x 0.6x 8.8x Segment Average 9.1% (4.4%) 85.1% 8.5% 8.9% 1.4x 16.1x 35.4x 1.3x 11.8x Segment Median 11.0% 1.7% 89.5% 12.9% 6.2% 0.9x 13.1x 28.0x 0.8x 11.3x
Market Stats Operating Stats LTM Multiples NTM Multiples
Est. TEV/ TEV/ Market Cap Quarter YTD % of 52 EBITDA TEV/ TEV/ Price/ Company Name Symbol Price ($) Revenue NTM NTM ($ in Mil) Change Change Week High Margin Rev EBITDA EPS Growth Revenue EBITDA McKesson Corp. MCK-US$ 32,512 155.95$ 1.5% 11.0% 92.1% 3.5% 2.0% 0.2x 9.8x 7.6x 0.2x 9.1x AmerisourceBergen Corp. ABC-US 20,024 91.82 11.0% 17.4% 93.8% 10.3% 1.6% 0.1x 8.8x 56.0x 0.1x 8.9x Cardinal Health, Inc. CAH-US 19,276 61.27 -8.4% -14.9% 72.2% 5.9% 2.2% 0.2x 8.9x 17.9x 0.2x 8.5x Henry Schein, Inc. HSIC-US 10,968 69.88 -14.8% -7.9% 74.7% 7.5% 8.3% 1.1x 12.8x 20.1x 1.0x 11.8x Patterson Cos., Inc. PDCO-US 3,426 36.13 -6.5% -11.9% 74.8% 0.5% 6.7% 0.8x 9.2x 21.6x 0.8x 10.9x Owens & Minor, Inc. OMI-US 1,156 18.88 -35.3% -46.5% 51.0% 10.3% 2.6% 0.2x 7.8x 15.0x 0.2x 6.5x Aceto Corp. ACET-US 311 10.33 -8.0% -53.0% 46.1% 7.8% 3.9% 0.8x 9.8x 49.2x 0.8x 12.1x Segment Average (8.7%) (15.1%) 72.1% 6.5% 3.9% 0.5x 9.6x 26.8x 0.5x 9.7x Segment Median (8.0%) (11.9%) 74.7% 7.5% 2.6% 0.2x 9.2x 20.1x 0.2x 9.1x
Market Stats Operating Stats LTM Multiples NTM Multiples
Est. TEV/ TEV/ Market Cap Quarter YTD % of 52 EBITDA TEV/ TEV/ Price/ Company Name Symbol Price ($) Revenue NTM NTM ($ in Mil) Change Change Week High Margin Rev EBITDA EPS Growth Revenue EBITDA Genuine Parts Co. GPC-US$ 13,930 95.01$ -0.7% -0.6% 94.2% 13.4% 7.2% 0.9x 12.6x 21.3x 0.8x 10.1x Arrow Electronics, Inc. ARW-US 7,074 80.41 0.0% 12.8% 95.1% 10.1% 4.2% 0.4x 8.5x 14.2x 0.3x 7.6x Avnet, Inc. AVT-US 4,791 39.62 0.8% -16.8% 82.2% 3.8% 3.9% 0.3x 7.6x 17.3x 0.3x 6.9x Anixter International, Inc. AXE-US 2,529 76.00 -10.6% -6.2% 85.8% 5.0% 4.9% 0.5x 10.0x 17.7x 0.5x 8.5x Houston Wire & Cable Co. HWCC-US 119 7.20 37.1% 10.8% 89.4% 11.3% 3.2% 0.6x 48.3x NM 0.6x NM Segment Average 5.3% (0.0%) 89.3% 8.7% 4.7% 0.5x 17.4x 17.6x 0.5x 8.3x Segment Median 0.0% (0.6%) 89.4% 10.1% 4.2% 0.5x 10.0x 17.5x 0.5x 8.1x 25%
20%
15%
10%
5%
0%
-5%
-10%
Trucking Software Warehousing & Storage Logistics Providers S&P 500
Market Stats Operating Stats LTM Multiples NTM Multiples Est. TEV/ TEV/ Market Cap Quarter YTD % of 52 EBITDA TEV/ TEV/ Price/ Company Name Symbol Price ($) Revenue NTM NTM ($ in Mil) Change Change Week High Margin Rev EBITDA EPS Growth Revenue EBITDA J.B. Hunt Transport Services, Inc. JBHT $ 12,619 $ 114.98 3.5% 18.5% 98.4% 13.9% 14.3% 2.0x 13.0x 30.7x 1.7x 11.4x Old Dominion Freight Line, Inc. ODFL 10,837 131.55 19.5% 53.3% 98.1% 15.1% 25.2% 3.4x 14.2x 32.4x 2.9x 12.2x Knight-Swift Transportation Holdings, Inc. KNX 7,779 43.72 5.2% 32.3% 98.0% 301.1% 15.4% 6.1x 31.8x 63.4x 0.9x 5.7x Ryder System, Inc. R 4,457 84.17 -0.4% 13.1% 98.1% 5.9% 24.4% 1.4x 5.7x 22.9x 1.3x 5.2x Landstar System, Inc. LSTR 4,364 104.10 4.5% 22.0% 96.7% 12.5% 7.4% 1.2x 15.4x 28.8x 1.1x 13.1x Schneider National, Inc. SNDR 2,680 28.56 12.9% NM 97.3% NM 12.1% 1.3x 9.6x NM 1.1x 8.2x Werner Enterprises, Inc. WERN 2,796 38.65 5.7% 43.4% 97.0% 8.5% 16.9% 1.4x 7.8x 33.6x 1.3x 7.0x Heartland Express, Inc. HTLD 1,944 23.34 -6.9% 14.6% 92.6% 34.7% 19.1% 3.2x 12.2x 38.9x 2.4x 8.9x Saia, Inc. SAIA 1,803 70.75 12.9% 60.2% 97.7% 14.0% 13.2% 1.5x 14.5x 34.2x 1.3x 9.1x Marten Transport Ltd. MRTN 1,106 20.30 -1.2% 45.2% 96.0% 8.5% 18.9% 1.6x 8.2x 33.3x 1.5x 7.0x ArcBest Corp. ARCB 917 35.75 6.9% 29.3% 92.3% 7.5% 6.8% 0.4x 6.6x 38.0x 0.3x 5.6x Universal Logistics Holdings, Inc. ULH 674 23.75 16.1% 45.3% 96.3% 11.2% 2.7% 0.8x 14.6x 108.0x 0.7x 8.2x YRC Worldwide, Inc. YRCW 482 14.38 4.2% 8.3% 91.1% 7.3% 6.2% 0.2x 4.7x NM 0.2x 3.7x Roadrunner Transportation Systems, Inc. RRTS 296 7.71 -19.1% -25.8% 64.9% NM NM 0.4x 7.3x NM NM NM Covenant Transportation Group, Inc. CVTI 458 28.73 -0.9% 48.6% 93.9% 7.8% 15.7% 1.1x 6.7x 43.5x 1.0x 5.9x Celadon Group, Inc. CGI 181 6.40 -5.2% -10.5% 66.6% NM NM 0.5x 6.7x NM NM NM P.A.M. Transportation Services, Inc. PTSI 217 34.43 43.9% 32.5% 79.7% 14.5% 12.9% 0.8x 6.7x 27.1x 0.7x 5.2x USA Truck, Inc. USAK 150 18.13 29.0% 108.2% 95.2% 10.9% 7.3% 0.6x 14.5x NM 0.6x 6.0x 31.6% 13.7% 11.2% 13.7% Market Stats Operating Stats LTM Multiples NTM Multiples Est. TEV/ TEV/ Market Cap Quarter YTD % of 52 EBITDA TEV/ TEV/ Price/ Company Name Symbol Price ($) Revenue NTM NTM ($ in Mil) Change Change Week High Margin Rev EBITDA EPS Growth Revenue EBITDA Aspen Technology, Inc. AZPN $ 4,802 $ 66.20 5.4% 21.1% 95.4% 4.4% 44.8% 10.1x 22.5x 30.9x 9.8x 20.1x Manhattan Associates, Inc. MANH 3,415 49.54 19.2% -6.6% 88.9% (6.4%) 34.9% 5.5x 16.5x 28.5x 5.9x 22.5x The Descartes Systems Group, Inc. DSGX 2,189 28.40 3.8% 32.7% 90.9% 14.5% 30.1% 9.3x 30.1x 79.1x 8.4x 23.9x SPS Commerce, Inc. SPSC 837 48.59 -14.3% -30.5% 66.9% 14.2% 10.3% 3.2x 29.0x 101.2x 2.8x 17.7x QAD, Inc. QADA 708 38.85 13.1% 27.8% 92.5% 4.9% 2.4% 1.8x 56.4x NM 1.4x 24.6x American Software, Inc. AMSWA 324 11.63 2.4% 12.6% 89.2% 8.1% 17.3% 2.6x 14.8x 19.7x 2.4x 12.9x Amber Road, Inc. AMBR 199 7.34 -4.4% -19.2% 74.7% 11.6% (4.1%) 2.8x NM NM 2.5x NM Park City Group, Inc. PCYG 186 9.55 -21.4% -24.8% 56.2% 43.6% 12.1% 9.1x 42.3x 68.2x 6.6x 19.7x 11.9% 18.5% 9.9% 14.7%
Market Stats Operating Stats LTM Multiples NTM Multiples Est. TEV/ TEV/ Market Cap Quarter YTD % of 52 EBITDA TEV/ TEV/ Price/ Company Name Symbol Price ($) Revenue NTM NTM ($ in Mil) Change Change Week High Margin Rev EBITDA EPS Growth Revenue EBITDA Public Storage PSA $ 36,375 $ 209.00 -2.3% -6.5% 90.0% 4.8% 69.0% 15.5x 22.1x 30.6x 14.8x 20.8x PACCAR, Inc. PCAR 24,992 71.08 -1.7% 11.2% 93.9% 8.2% 17.7% 1.7x 9.6x 18.2x 1.6x 8.8x Extra Space Storage, Inc. EXR 11,011 87.45 9.4% 13.2% 98.7% 7.8% 66.0% 14.6x 22.1x 31.9x 14.0x 21.0x Westinghouse Air Brake Technologies Corp. WAB 7,817 81.43 7.5% -1.9% 86.8% 12.1% 19.8% 2.7x 13.9x 30.9x 2.4x 13.9x CubeSmart CUBE 5,231 28.92 11.4% 8.0% 97.1% 8.0% 61.3% 12.6x 20.9x 44.8x 11.7x 19.7x Dana, Inc. DAN 4,637 32.01 14.5% 68.7% 95.7% 11.0% 11.0% 0.9x 8.4x 6.7x 0.8x 6.6x Life Storage, Inc. SSS 4,145 89.07 8.9% 4.5% 97.1% 3.3% 57.3% 11.0x 19.2x 44.5x 10.7x 18.9x Meritor, Inc. MTOR 2,092 23.46 -9.8% 88.9% 83.9% 13.3% 9.9% 0.9x 9.7x 6.5x 0.8x 7.4x American Axle & Manufacturing Holdings, Inc. AXL 1,895 17.03 -3.1% -11.8% 80.1% 24.1% 16.8% 1.0x 6.0x 6.0x 0.8x 4.6x Mobile Mini, Inc. MINI 1,529 34.50 0.1% 14.0% 93.1% 7.3% 31.7% 4.7x 14.2x 31.1x 4.4x 12.1x National Storage Affiliates Trust NSA 1,350 27.26 12.5% 23.5% 95.5% 29.8% 57.3% 11.1x 20.0x 181.7x 8.1x 14.4x Wabash National Corp. WNC 1,280 21.70 -4.9% 37.2% 89.8% 19.3% 10.3% 1.0x 9.3x 16.0x 0.9x 7.6x 12.4% 35.7% 9.6% 25.8%
Market Stats Operating Stats LTM Multiples NTM Multiples Est. TEV/ TEV/ Market Cap Quarter YTD % of 52 EBITDA TEV/ TEV/ Price/ Company Name Symbol Price ($) Revenue NTM NTM ($ in Mil) Change Change Week High Margin Rev EBITDA EPS Growth Revenue EBITDA United Parcel Service, Inc. UPS $ 81,863 $ 119.15 -0.8% 3.9% 95.2% 7.5% 16.3% 1.8x 15.2x 29.2x 1.7x 10.4x FedEx Corp. FDX 66,849 249.54 10.6% 34.0% 97.8% 6.4% 12.4% 1.3x 9.6x 22.9x 1.2x 8.5x C.H. Robinson Worldwide, Inc. CHRW 12,446 89.09 17.1% 21.6% 99.1% 8.6% 5.8% 1.0x 16.0x 26.6x 0.9x 14.5x Expeditors International of Washington, Inc. EXPD 11,496 64.69 8.1% 22.1% 98.0% 8.4% 11.1% 1.6x 14.5x 27.2x 1.5x 13.8x XPO Logistics, Inc. XPO 10,979 91.59 35.1% 112.2% 97.8% 7.8% 9.2% 1.0x 12.6x 75.1x 1.0x 10.2x Forward Air Corp. FWRD 1,710 57.44 0.4% 21.2% 95.8% 11.5% 13.3% 1.6x 11.7x 27.1x 1.5x 10.4x Hub Group, Inc. HUBG 1,602 47.90 11.5% 9.5% 91.2% 12.7% 3.8% 0.5x 13.4x 29.9x 0.4x 10.4x Atlas Air Worldwide Holdings, Inc. AAWW 1,483 58.65 -10.9% 12.5% 85.4% 13.4% 17.9% 1.7x 8.4x 21.6x 1.5x 7.0x Air Transport Services Group, Inc. ATSG 1,368 23.14 -4.9% 45.0% 86.5% 20.0% 22.2% 1.9x 8.3x NM 1.6x 5.8x Echo Global Logistics, Inc. ECHO 781 28.00 48.5% 11.8% 96.6% 15.9% 2.9% 0.5x 25.1x NM 0.5x 13.4x Park-Ohio Holdings Corp. PKOH 576 45.95 0.8% 7.9% 96.1% 10.4% 8.1% 0.8x 9.1x 19.5x 0.7x 7.4x 11.2% 11.2% 10.4% 11.1%