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CVLG

BEARISH
$34.07 Live
Covenant Logistics Group, Inc. · NYSE
Target $34.5 (+1.3%)
$18.0 52W Range $34.16

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 26, 2026
Market cap
$854.89M
P/E
212.94
ROE
N/A
Profit margin
0.4%
Debt/Equity
0.84
Dividend yield
0.82%

AI Analysis

AI-powered fundamental assessment

Confidence
85%
CVLG exhibits a severe disconnect between its current market price ($34.07) and its deterministic value, with a Piotroski F-Score of 4/9 indicating only stable health and a Graham Number of $7.62 suggesting significant overvaluation. While the stock has shown strong recent price momentum, the fundamentals are deteriorating, evidenced by a -29.2% YoY earnings decline and an unsustainable dividend payout ratio of 175%. The massive gap between the current P/E (212.94) and the Forward P/E (13.07) indicates the market is pricing in an aggressive earnings recovery that is not yet supported by current data. Heavy insider selling by the CEO and CFO further reinforces a bearish outlook.

Key Strengths

Strong 1-year price appreciation (+66%)
Positive YoY revenue growth of 14%
Manageable Debt/Equity ratio of 0.84
Low Price-to-Sales ratio (0.71)
Consistent history of beating earnings estimates over the long term

Key Risks

Extreme valuation premium relative to Graham Number ($7.62) and Intrinsic Value ($1.12)
Unsustainable dividend payout ratio (175%)
Significant decline in YoY and Q/Q earnings growth
Razor-thin profit margins (0.42%)
Aggressive insider selling by top executives (CEO and CFO)
AI Fair Value Estimate
Based on comprehensive analysis
$8.5
-75.1% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
37
Weak
Value
15
Future
40
Past
70
Health
50
Dividend
10
AI Verdict
Overvalued Momentum Play
Key drivers: Valuation gap, Earnings contraction, Insider divestment, Price momentum
Confidence
90%
Value
15/100

Stock trades at a massive premium to defensive fair value.

Positives
  • Low P/S ratio
Watchpoints
  • P/E of 212.94
  • Price far exceeds Graham Number ($7.62)
Future
40/100

Growth is currently decoupled from profitability.

Positives
  • Revenue growth is positive
  • Forward P/E suggests expected recovery
Watchpoints
  • Earnings growth is sharply negative (-29.2% YoY)
Past
70/100

Price performance has been exceptional despite fundamental weakness.

Positives
  • Strong 5Y (+273%) and 1Y (+66%) returns
Watchpoints
  • Recent earnings surprises are narrowing
Health
50/100

Financial health is stable but not strong.

Positives
  • Debt/Equity is below sector average
Watchpoints
  • Piotroski F-Score of 4/9 is only mediocre
Dividend
10/100

Dividend is likely at risk if earnings do not recover rapidly.

Positives
  • Dividend is being paid
Watchpoints
  • Payout ratio of 175% is fundamentally unsustainable

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$34.07
Analyst Target
$34.5
Upside/Downside
+1.3%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for CVLG and closest competitors.

Updated 2026-04-24
CVL
Covenant Logistics Group, Inc.
Primary
5Y
+273.3%
3Y
+96.9%
1Y
+66.0%
6M
+71.1%
1M
+24.6%
1W
+11.7%
HTL
Heartland Express, Inc.
Peer
5Y
-41.2%
3Y
-28.9%
1Y
+28.7%
6M
+39.1%
1M
+13.3%
1W
+3.5%
COD
Compass Diversified
Peer
5Y
-42.0%
3Y
-32.2%
1Y
-32.9%
6M
+43.6%
1M
+80.1%
1W
+9.3%
MAT
Matthews International Corporation
Peer
5Y
-24.3%
3Y
-19.0%
1Y
+34.0%
6M
+25.1%
1M
+10.6%
1W
+5.7%
EH
EHang Holdings Limited
Peer
5Y
-67.8%
3Y
+9.7%
1Y
-28.4%
6M
-40.9%
1M
-6.1%
1W
+9.2%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
212.94
Forward P/E
13.07
PEG Ratio
N/A
P/B Ratio
2.11
P/S Ratio
0.71
EV/Revenue
0.99
EV/EBITDA
10.24
Market Cap
$854.89M

Profitability

Profit margins and return metrics

Profit Margin 0.42%
Operating Margin 2.15%
Gross Margin 21.17%
ROE N/A
ROA N/A

Growth

Revenue and earnings growth rates

Revenue Growth +14.0%
Earnings Growth -29.2%
Q/Q Revenue Growth +6.51%
Q/Q Earnings Growth -32.7%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.84
Moderate
Current Ratio
N/A
Quick Ratio
N/A
Cash/Share
$0.2

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$0.3B
Gross Margin
12.5%
Op. Margin
-2.3%
Net Margin
-6.2%
Total Assets
$1.0B
Liabilities
$0.6B
Equity
$0.4B
Debt/Equity
1.59x
Operating CF
$0.0B
CapEx
$-0.0B
Free Cash Flow
$-0.0B
FCF Yield
-12%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-07-22
$N/A
2026-04-23
$0.26
+7.8% surprise
2026-01-29
$0.31
-7.0% surprise
2025-10-22
$0.44
+1.0% surprise

Industrials Sector Comparison

Comparing CVLG against 418 companies in the Industrials sector (33 bullish, 147 neutral, 238 bearish)
P/E Ratio
212.94
This Stock
vs
80.08
Sector Avg
+165.9% (Expensive)
Profit Margin
0.42%
This Stock
vs
6.48%
Sector Avg
-93.5% (Weaker)
Debt to Equity
0.84
This Stock
vs
2.75
Sector Avg
-69.5% (Less Debt)
Revenue Growth
14.0%
This Stock
vs
78.58%
Sector Avg
-82.2% (Slower)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

GRANT JAMES S. III
Chief Financial Officer
Sell
2026-04-20
22,388 shares · $688,431
HOGAN JOEY B
Director
Gift
2026-02-27
2,600 shares
PARKER DAVID RAY
Chief Executive Officer
Sell
2026-02-20
150,400 shares · $4,410,135
PARKER DAVID RAY
Chief Executive Officer
Sell
2026-02-17
135,000 shares · $3,974,031
PARKER DAVID RAY
Chief Executive Officer
Sell
2026-02-11
153,400 shares · $4,442,249
HOGAN JOEY B
Director
Gift
2026-02-04
5,505 shares
WELBORN WESLEY MILLER
Director
Gift
2025-11-24
4,500 shares
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K
FORM 8-K
2026-04-23

Clover Health Investments, Corp (CVLG) likely reported its first-quarter financial results in this 8-K filing dated April 23, 2026.

DEF 14A
FORM DEF 14A
2026-04-10

CVLG filed a definitive proxy statement on April 10, 2026, providing shareholders with necessary information to vote on corporate matters at the upcoming annual meeting.

10-K
FORM 10-K
2026-02-27

CVLG filed its annual Form 10-K on February 27, 2026, which includes sections on business operations, risk factors, and management's discussion and analysis. No specific financial highlights or risk details were provided in the available excerpts.

8-K
FORM 8-K
2026-02-10

Clover Health Investments, Corp (CVLG) filed an 8-K on February 10, 2026, likely to announce its fourth-quarter and full-year financial results.

8-K
FORM 8-K
2026-02-09

Clover Health Investments, Corp (CVLG) filed an 8-K on February 9, 2026, likely to announce its fourth quarter and full-year financial results.

8-K
FORM 8-K
2026-01-29

Clover Health Investments, Corp filed an 8-K on January 29, 2026, likely to announce its fourth quarter and full-year financial results.

8-K
FORM 8-K
2025-12-22
8-K
FORM 8-K
2025-11-21
10-Q
FORM 10-Q
2025-11-07

CVLG filed its Form 10-Q on November 7, 2025. The provided excerpts do not contain specific financial highlights or detailed risk factors beyond the identification of the Risk Factors section.

8-K
FORM 8-K
2025-10-23

Clover Health Investments, Corp (CVLG) likely filed this 8-K to announce its third-quarter financial results.

8-K
FORM 8-K
2025-08-15
10-Q
FORM 10-Q
2025-08-07
8-K
FORM 8-K
2025-07-23
8-K
FORM 8-K
2025-05-16
10-Q
FORM 10-Q
2025-05-07
Data sourced from SEC EDGAR. AI summaries generated automatically.

Past News Coverage

Recent headlines mentioning CVLG from our newsroom.

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