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Werner Enterprises Inc. (WERN) Stock Fundamental Analysis & AI Rating 2026

WERN Nasdaq Trucking (No Local) NE CIK: 0000793074
Recently Updated • Analysis: Apr 19, 2026 • SEC Data: 2025-12-31
SELL
88% Conf
Pending
Analysis scheduled

📊 WERN Key Takeaways

Revenue: $3.0B
Net Margin: -0.5%
Free Cash Flow: $-68.5M
Current Ratio: 1.95x
Debt/Equity: 0.55x
EPS: $-0.24
AI Rating: SELL with 88% confidence
Werner Enterprises Inc. (WERN) receives a SELL rating with 88% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $3.0B, net profit margin of -0.5%, and return on equity (ROE) of -1.1%, Werner Enterprises Inc. demonstrates mixed fundamentals in the Automotive sector. Below is our complete WERN stock analysis for 2026.

Is Werner Enterprises Inc. (WERN) a Good Investment?

Claude

Werner Enterprises is an unprofitable company with deteriorating financial quality, posting negative net income and negative free cash flow despite modest 2.6% revenue growth. The trucking operator's razor-thin 0.4% operating margin and low 1.5x interest coverage indicate structural profitability challenges and rising debt servicing pressure. While improving net income trends and solid liquidity provide short-term relief, the company's inability to generate positive free cash flow in a capital-intensive industry raises sustainability concerns.

Why Buy Werner Enterprises Inc. Stock? WERN Key Strengths

Claude
  • + Positive operating cash flow of $181.8M demonstrates operational viability
  • + Improving net income trend (+37.4% YoY) suggests cost management progress
  • + Strong liquidity with 1.95x current ratio and 1.91x quick ratio provides near-term flexibility

WERN Stock Risks: Werner Enterprises Inc. Investment Risks

Claude
  • ! Negative free cash flow of -$68.5M is unsustainable for a capital-intensive business requiring fleet replacement
  • ! Critically low 1.5x interest coverage ratio indicates debt burden is squeezing margins and limits financial flexibility
  • ! Extremely compressed 0.4% operating margin exposes company to any revenue decline or cost inflation in cyclical trucking industry

Key Metrics to Watch

Claude
  • * Free cash flow trend and ability to achieve positive FCF within 2-3 quarters
  • * Operating margin expansion through pricing power or cost reduction initiatives
  • * Interest coverage ratio improvement and debt reduction progress

Werner Enterprises Inc. (WERN) Financial Metrics & Key Ratios

Revenue
$3.0B
Net Income
$-14.4M
EPS (Diluted)
$-0.24
Free Cash Flow
$-68.5M
Total Assets
$2.9B
Cash Position
$59.9M

💡 AI Analyst Insight

Werner Enterprises Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

WERN Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 0.4%
Net Margin -0.5%
ROE -1.1%
ROA -0.5%
FCF Margin -2.3%

WERN vs Automotive Sector: How Werner Enterprises Inc. Compares

How Werner Enterprises Inc. compares to Automotive sector averages

Net Margin
WERN -0.5%
vs
Sector Avg 6.0%
WERN Sector
ROE
WERN -1.1%
vs
Sector Avg 12.0%
WERN Sector
Current Ratio
WERN 1.9x
vs
Sector Avg 1.2x
WERN Sector
Debt/Equity
WERN 0.6x
vs
Sector Avg 1.0x
WERN Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Werner Enterprises Inc. Stock Overvalued? WERN Valuation Analysis 2026

Based on fundamental analysis, Werner Enterprises Inc. has mixed fundamental signals relative to the Automotive sector in 2026.

Return on Equity
-1.1%
Sector avg: 12%
Net Profit Margin
-0.5%
Sector avg: 6%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.55x
Sector avg: 1x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Werner Enterprises Inc. Balance Sheet: WERN Debt, Cash & Liquidity

Current Ratio
1.95x
Quick Ratio
1.91x
Debt/Equity
0.55x
Debt/Assets
51.8%
Interest Coverage
1.47x
Long-term Debt
$752.0M

WERN Revenue & Earnings Growth: 5-Year Financial Trend

WERN 5-year financial data: Year 2024: Revenue $3.2B, Net Income $241.3M, EPS $3.74. Year 2025: Revenue $3.2B, Net Income $112.4M, EPS $1.76.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Werner Enterprises Inc.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $1.76 reflects profitable operations.

WERN Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-2.3%
Free cash flow / Revenue

WERN Quarterly Earnings & Performance

Quarterly financial performance data for Werner Enterprises Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $726.3M $6.6M $0.11
Q2 2025 $734.1M $9.5M $0.15
Q1 2025 $693.4M $6.3M $0.10

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Werner Enterprises Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$181.8M
Cash generated from operations
Stock Buybacks
$55.6M
Shares repurchased (TTM)
Capital Expenditures
$250.4M
Investment in assets
Dividends Paid
$34.1M
Returned to shareholders

WERN SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Werner Enterprises Inc. (CIK: 0000793074)

📋 Recent SEC Filings

Date Form Document Action
Mar 31, 2026 DEF 14A wern-20260331.htm View →
Feb 26, 2026 10-K wern-20251231.htm View →
Feb 25, 2026 4 xslF345X05/wk-form4_1772053723.xml View →
Feb 25, 2026 4 xslF345X05/wk-form4_1772053619.xml View →
Feb 25, 2026 4 xslF345X05/wk-form4_1772053603.xml View →

Frequently Asked Questions about WERN

What is the AI rating for WERN?

Werner Enterprises Inc. (WERN) has an AI rating of SELL with 88% confidence, based on fundamental analysis of SEC EDGAR filings.

What are WERN's key strengths?

Claude: Positive operating cash flow of $181.8M demonstrates operational viability. Improving net income trend (+37.4% YoY) suggests cost management progress.

What are the risks of investing in WERN?

Claude: Negative free cash flow of -$68.5M is unsustainable for a capital-intensive business requiring fleet replacement. Critically low 1.5x interest coverage ratio indicates debt burden is squeezing margins and limits financial flexibility.

What is WERN's revenue and growth?

Werner Enterprises Inc. reported revenue of $3.0B.

Does WERN pay dividends?

Werner Enterprises Inc. pays dividends, with $34.1M distributed to shareholders in the trailing twelve months.

Where can I find WERN SEC filings?

Official SEC filings for Werner Enterprises Inc. (CIK: 0000793074) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is WERN's EPS?

Werner Enterprises Inc. has a diluted EPS of $-0.24.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is WERN a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Werner Enterprises Inc. has a SELL rating with 88% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is WERN stock overvalued or undervalued?

Valuation metrics for WERN: ROE of -1.1% (sector avg: 12%), net margin of -0.5% (sector avg: 6%). Compare these metrics with sector averages to assess valuation.

Should I buy WERN stock in 2026?

Our dual AI analysis gives Werner Enterprises Inc. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is WERN's free cash flow?

Werner Enterprises Inc.'s operating cash flow is $181.8M, with capital expenditures of $250.4M. FCF margin is -2.3%.

How does WERN compare to other Automotive stocks?

Vs Automotive sector averages: Net margin -0.5% (avg: 6%), ROE -1.1% (avg: 12%), current ratio 1.95 (avg: 1.2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 19, 2026 | Data as of: 2025-12-31 | Powered by Claude AI