Tariffs of 10% to 12.5% proposed on almost all imported goods have pushed customs brokerage and trade compliance stocks into the spotlight, as companies reassess how they move products across borders and protect margins. For investors, this screen of U.S. Customs Brokerage and Trade Compliance Services stocks is a way to see which businesses could gain from higher demand for compliance support as rules become more complex. This article highlights 3 stocks exposed to this tariff story that are involved in the increased focus on import rules, documentation, and cost management.

Liquidity Services (LQDT)

Overview: Liquidity Services runs online marketplaces and software tools that help governments and companies sell surplus assets, from returned retail goods on Liquidation.com to used heavy equipment, vehicles, and even real estate. The company also offers logistics, valuation, and asset recovery services.

Operations: Liquidity Services generates most of its roughly US$480 million in annual revenue from the Retail Supply Chain Group at about US$325.1 million, with additional contributions from GovDeals (US$91.2 million), Capital Assets Group (US$42.1 million), and Machinio & Software Solutions (US$21.5 million), largely in the United States (around US$433.8 million).

Market Cap: US$1.2b

Investors watching the tariff story may find Liquidity Services relevant because it operates at the intersection of surplus asset sales, international trade, and compliance complexity, with used equipment and returned goods potentially becoming more attractive as new imports face higher effective duties. Reported earnings growth of 19.8% over the past year, along with forecasts above 20% a year, improving profit margins, and an experienced, independent board describe a business that has been executing on its model. At the same time, a relatively high P/E multiple, funding concentrated in external borrowing, and recent insider selling are notable risk factors, particularly given that tariffs can also delay some cross border deals rather than only increasing demand.

Liquidity Services looks like a tariff story with momentum, but the higher P/E and insider selling raise questions about what the market might be missing, so check the 3 key rewards and 1 important warning sign

Logility Supply Chain Solutions (LGTY)

Overview: Logility Supply Chain Solutions provides software that helps companies plan and manage their end to end supply chains, from forecasting demand and managing inventory to coordinating suppliers, production, and customer orders across multiple regions.

Operations: Logility Supply Chain Solutions generates about US$99.9 million of its roughly US$101.9 million in revenue from its Supply Chain Management platform, with around US$79.9 million coming from the United States and US$21.9 million from international markets.

Market Cap: US$481.1 million

Logility Supply Chain Solutions sits squarely in the tariff story, offering tools that help companies see where costs are building up in their supply chains and adjust sourcing, ordering, and inventory decisions as duties change. The business benefits from experienced management and a solid, independent board, but the stock trades well above one estimate of fair value and current losses, negative return on equity, and reliance on external borrowing underline execution risk. For investors who think customs rules and trade complexity will keep intensifying, the combination of strong earnings expectations, dividend income that is not yet fully backed by cash flows, and a premium valuation makes Logility a stock that deserves closer scrutiny under heightened tariff pressure.

Logility Supply Chain Solutions appears to be a tariff beneficiary with premium pricing and earnings expectations. Get the full picture in the 1 key reward and 1 important major warning sign to see what might be hiding behind the headline story.

Clearwater Analytics Holdings (CWAN)

Overview: Clearwater Analytics Holdings provides a SaaS platform that helps insurers, asset managers, banks, corporations, and public entities pull together investment data, keep their books accurate, and meet reporting and compliance requirements across portfolios.

Operations: Clearwater Analytics generates about US$825.7 million in revenue from its investment data aggregation, accounting, analytics, and reporting solution, with roughly US$604.8 million from the United States and US$220.9 million from the rest of the world.

Market Cap: US$7.3b

Clearwater Analytics stands out in this customs and compliance screen because it sells the kind of SaaS tools companies increasingly rely on as trade rules and investment regulations get tougher, and it is already handling data for over US$10 trillion in assets. Forecasts in the source material point to strong earnings growth and an eventual shift into profitability, yet the stock carries risks, including current losses, reliance on external borrowing, and shareholder dilution. With AI enabled products rolling out across risk, operations, and private markets, and tight valuation estimates, Clearwater Analytics is presented as a higher risk way to gain exposure to demand for accurate, audit ready data in a world of more complex tariffs and cross border capital flows.

Clearwater Analytics appears to be an accelerating compliance and data story in a world of tougher tariffs, yet current losses and shareholder dilution keep raising questions, so review the analyst forecasts for Clearwater Analytics Holdings to see what might be quietly driving expectations next

The U.S. Customs Brokerage and Trade Compliance Services stocks highlighted so far are just a starting point, and the full screener of this theme surfaces 21 more companies with equally compelling tariff and trade compliance narratives inside the U.S. Customs Brokerage and Trade Compliance Services screener. Use Simply Wall St to identify, filter, and analyze the specific catalysts and narratives that matter most to you so you can focus on the highest conviction opportunities tied to customs, logistics, and trade rules.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.