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0:30This is the Late Round Podcast with your host, JJ Zacharysen.
0:34Hey guys, no, this is not your typical Late Round Podcast.
0:38Every once in a while during the offseason, I'll bring back an evergreen episode from the past that's still relevant today.
0:45I'm doing that here because it's a holiday weekend, it's May, and there's a lot of stuff going on behind the scenes
0:52that I need to put some energy into. More on that coming very, very soon.
0:57But today, I'm going to throw some research at you that I did last year on middle-round running backs and their pass-catching ability.
1:05Specifically, spotting middle-round running back value by simply looking at previous season yards per route run.
1:10You'll hear the study on today's Rewind episode, and you'll also hear some names from last year who fit the criteria of being red flags within that statistic.
1:20Not all of them completely flamed out, like Ramondre Stevenson, who had a resurgence at the end of the season after kind of a mediocre start.
1:28But there were a lot of hits with this method.
1:32Chuba Hubbard, Jordan Mason, Tony Pollard, Tyrone Tracy, they all weren't that special.
1:36In my opinion, it's a really interesting way to look at these middle-round running backs.
1:41And since I know I'm going to get questions about it, I'll talk very briefly about running backs who fit this criteria at the end of the show.
1:51But first, give the episode a new way to spot middle-round running back breakouts a quick listen.
1:56I've always been fascinated with average draft position data.
1:59Like, we can always do analysis and see the types of traits that certain league-winning wide receivers or running backs share, and
2:07sort of do our analysis from there. Like, if we know league-winning running backs always come from good offenses, then we should
2:14probably focus on running backs and good offenses. If we knew that league-winning wide receivers never had a teammate draft in the
2:21top 24 at the position, then we'd probably focus on line-outs who had a lot of projected target share for themselves.
2:29That kind of stuff. But not all of that is always actionable.
2:33If the market is factoring in a lot of the discoveries that we make from that type of analysis, it's not bad
2:40to have that information in mind, but it's not as useful as we think.
2:45Because a player's cost will already reflect all of those things.
2:48Like, if we went to a farmer's market, you might find a fruit vendor that does a ton of business each week.
2:56They've got really good fruit, objectively. But it also costs a lot to get that fruit.
3:01So the cost-benefit actually might not be there. Wouldn't you want to find the smaller fruit vendor who has better prices and
3:09may be able to offer up similar-tasting fruit? That's why I look so much through the lens of ADP.
3:15Because it's one way to ensure that we're finding value throughout our draft.
3:19Now, through the years, something that's always been obvious when doing my ADP analysis is that pass-catching running backs will outperform expectation
3:27at a severely higher rate than the alternative. Like, somehow the market still doesn't factor in pass-catching enough at running back.
3:34But it's one thing to say, hey, draft running backs who catch passes.
3:38It's another to actually tell you what to look for when you're doing that.
3:43And I realized that mistake when writing this year's late-round draft guide.
3:47Which, by the way, the guide will be out on July 1st.
3:51Make sure you're pre-ordering right now. But I'm bringing up the draft guide because a big focus of that guide for me
3:58this year has centered around making things even more actionable for the reader.
4:03Like, I can say, hey, running backs who are league winners, they usually look like X.
4:08When that X is some piece of information that we learn after the season.
4:13Going back to the quick example I shared earlier, running backs are league winners when they're in offenses that scored three or more touchdowns per game.
4:21Okay, let's say that's true. Let's say that's factual.
4:24Now tell me which offenses will score three or more touchdowns per game.
4:29When it comes to receiving work, tell me which running backs are going to catch a lot of passes this year.
4:36Now we can have a general idea of who will and who won't catch passes.
4:41Rashad White, remember his second year in the league?
4:44That was a big draft guide hit that year.
4:47Largely because his receiving upside was there. We knew that he had a shot to play that kind of pass catching role.
4:54And we knew that he had a collegiate profile that really dictated that.
4:59But it was still a more subjective take. Now rather than looking at that through some semi-subjective lens, I took things a
5:06step further this year to show you that one metric might be more predictive versus the market than you probably think at running back.
5:14And that metric is yards per route run. We've been working with yards per route run at wide receiver for years now.
5:22And while myself and other analysts will cite yards per route run at running back, I'm not sure we're citing it enough.
5:29Though to be fair, I'm not really listening to other fantasy podcasts.
5:33So maybe I'm wrong. In the draft guide this year, I break the running back position down into three buckets.
5:40Early round players, middle round running backs, and then late round running backs.
5:44I split things up because each part of your draft actually dictates that you think about the position a little bit differently
5:51versus how the market has historically behaved. There are some interesting pass catching trends with early round running backs, but I'll save that for another day.
6:00What I really want to get to today is the middle round area, which is defined as running backs ranked as RB19 to RB42.
6:08Now there are reasons for those boundaries that I discussed in the guide, but that's also not that important of a topic for today's show.
6:17Just know that I've defined middle round running backs as the ones who are ranked 19th to 42nd by average draft position.
6:24Since 2014, which is where my ADP data goes back to, and shout out fantasy data for that data, but since 2014,
6:31there have been 233 middle round running backs who played at least eight games in their analyzed season.
6:38So minimum eight games played and had an ADP of RB19 to RB42.
6:4259 of those 233 middle round running backs finished their season with a sub 5% target share per game rate.
6:49104 of them were in the 5% to 10% range, and then 70 of those running backs had a 10% target share per game rate or better.
6:58Now get this, of the players with a sub 5% target share, only 1.7% of them outperformed their average draft position expectation
7:05by two or more PPR points per game. Now average draft position expectation, it's exactly as it sounds.
7:11It's the number of points we'd expect a player to score at a certain ADP.
7:16That's all based on historical data. So if that player's actual points per game exceeded his expected points per game by two
7:24or more points, he'd be in that 1.7% bucket.
7:27But 1.7% is an insanely small number. For the backs who had target shares between 5% and 10%, that number jumps up to 21%.
7:3521% of those players outperform ADP expectation by two or more points per game.
7:39For the guys with target shares above 10%, the rate of outperforming expectation by two or more points per game is 43%.
7:47And when you talk about ceiling, I mean, forget about the guys who don't catch passes.
7:52When looking at middle round running backs who exceed expectation by six or more points per game, which are like the true
8:00league winning players from the middle rounds, none of them out of the 59 with sub 5% target shares got there.
8:07Meanwhile, just 2% of the 104 running backs with a 5 to 10% target share per game rate, just 2% of them got there.
8:15But then almost 16% of the backs who had a 10% target share per game rate or better were able to outperform
8:22expectation by six or more PPR points per game.
8:25Look, middle round running backs have this really wide range of possible target share outcomes.
8:30There are so many archetypes of running backs in that area of your draft.
8:35And that makes for a larger discrepancy in outcome when it comes to target share.
8:40So the clear trend here is that you basically only want to target pass catchers in the middle rounds of your draft.
8:47But again, saying that is one thing. Actually having a tool to find it is another.
8:53Now you can look at previous season target share to get a decent idea.
8:57But that's a bigger and better idea for early round running backs.
9:01Why? Because early round running backs generally have a season under their belt.
9:06That's why they're being drafted in the early rounds.
9:09With middle round guys, you'll have players who were like part-time players the year prior.
9:14And they're being drafted as an RB3 because maybe they showed us something.
9:18Or maybe they're in an ambiguous backfield where the backfield appears split.
9:22The middle rounds are full of running backs who are unknowns.
9:26While the early rounds, they're not. That's basically what I'm getting at here.
9:30And why simply looking at how previous season target share is correlated to outperforming expectation in the early rounds is more impactful than the middle rounds.
9:39In the middle rounds, you're better off looking at previous season yards per route run.
9:44Now going back to our sample of 233 middle round running backs, 167 of them were coming off seasons where they had run 100 or more routes.
9:53And shout out PFF for the routes run data.
9:56So essentially, we're starting with 233 running backs, but then we're removing a chunk of them because they either didn't get enough
10:04run as a receiver in the previous season, or they were rookies.
10:08I then grouped those 167 backs into four buckets.
10:11You could think of them as tier A, tier B, tier C, and tier D, and yards per route run.
10:17And that's previous season yards per route run. Tier A is the best group, tier B is the second best, and so on.
10:25Now tier A is designated by running backs who hit a 1.7 yards per route run rate in their previous season or above.
10:33It's arbitrary, but it gives us a decent enough sample to work with.
10:3725 running backs did that after hitting 100 routes run in their previous season.
10:42Tier B is 1.2 to 1.7 yards per route run.
10:45Tier C is 0.7 to 1.2. And then tier D, the worst group, is less than 0.7 yards per route run in
10:53that N-1 season, or the previous season. Tier B has 52 running backs in it.
10:58Tier C has 64. And tier D has 26.
11:01So we have four groups that are formed by previous season yards per route run.
11:06Now get this, of the 26 running backs who had a sub 0.7 yards per route run rate in their N-1 season
11:13that previous season, just 8% of them exceeded ADP expectation the following year by two or more PPR points per game.
11:20Every other group was at least 24%, so three times the rate of tier D.
11:25Meanwhile, not a single one of the 26 running backs from tier D exceeded expectation by six or more points per game.
11:33Not a single one of them had a monstrously high ceiling.
11:36Now on the flip side, the best upside rates, they come from tier A.
11:4124% of them exceeded expectation by four or more PPR points per game.
11:45That's seven percentage points better than any other group.
11:4812% of them outperform expectation by six or more PPR points per game.
11:53That's nearly double any other group. To put this another way, previous season yards per route run can at least directionally get
12:00us closer to hitting on running backs in the middle rounds.
12:04And for the record, this all comes down to target share.
12:07Since 2014, we haven't seen a single tier D running back get to a 10% target share per game rate.
12:14Meaning, they have some sort of yards per route run rate below .7 in one season.
12:20And then the following season, they fail to reach a 10% target share.
12:24And as we just discussed, a 10% target share means a lot out of the middle rounds.
12:30Now of course, a lot of those players just didn't have high target shares in the previous season to begin with.
12:37In previous season target share, that can be helpful too.
12:40It's just that statistically, yards per route run for middle round running backs is more helpful.
12:45And not only that, but this is not just for the extremes.
12:50This is not just looking at players who had really low yards per route run rates or players who had really high ones.
12:57Even guys who had .7 to 1.2 yards per route run rates, they only hit a 10% target share the following season at about a 19% rate.
13:06There were 19 of those tier C players who had target shares of 10% or better in their N-1 season, their previous season.
13:14So they hit a 10% target share per game rate in one year, they ran 100 plus routes that year, and they
13:21had a yards per route run rate of .7 to 1.2.
13:25Then they played eight games the following year. Of those 19 with pretty low yards per route run rates and a 10%
13:33target share, only five of them had a target share per game rate above 10% the following year.
13:39You would think something like that might be a little bit stickier, but it's not as sticky when the back is ineffective per route run.
13:47And just to be totally clear, yards per route run is something that you can look at across all rounds of your draft.
13:55It just seems to be the most meaningful when things are most up in the air, which is the middle rounds.
14:02Like I said, in the early rounds, most players will have a high target share projection.
14:07In the late rounds, most players are just going to kind of suck for fantasy purposes.
14:13In the middle rounds, you get a wide variety of usable players.
14:17And this all works in both directions. If a player had a low yards per route run rate, then he has a
14:24better chance to not see an uptick in target share the following year.
14:28If it's high though, then he's going to have better odds of getting to that 10% target share mark.
14:35And then these players are going to have better or worse odds at exceeding ADP expectation as well, which is the most important thing.
14:43Now, the obvious question based on all this information is who should we be targeting and who should we be avoiding in 2025?
14:50And I want to say, none of this is foolproof.
14:54You shouldn't just take one metric and full on fade a player based on one metric.
14:59This is all about probability and improving our probability of hitting on some of these players.
15:05But funny enough, the main middle round running back this year who had a sweet yards per route run rate last year was David Montgomery.
15:13Now, there are many reasons why his situation is just simply unique.
15:17So, I don't know if this is super actionable for him, but it's still interesting.
15:22But there's also Austin Eckler. ADP sources may not have him quite in the middle round range, but he's at least around it.
15:30And regardless of where you are in your draft, like I've been saying, yards per route run does seem to matter to some degree.
15:38He was literally at 1.694 last year. He was .001 yards away from hitting our relatively arbitrary 1.7 threshold.
15:44Now, I mentioned Eckler on becoming a best ball bro, but the gap between him and Brian Robinson, in my opinion, shouldn't
15:52be nearly as wide as it is. Now, on the other end of things, there are three backs to call out.
15:59Jordan Mason is one of them. He had a .54 yards per route run rate last year.
16:04And remember, players below that .7 mark have not hit a 10% target share the following season since at least 2014.
16:11But it's Jordan Mason, then it's Ramondre Stevenson, who likely won't get there now with Travion Henderson in New England.
16:18And then there's one surprising player. It's Chuba Hubbard.
16:21Now, Hubbard technically is like on the fringe of being an early round pick versus a middle round one.
16:28But to reiterate, it's not like these trends cease to exist when you hit RB19.
16:33It's just that we gradually can shift our focus to different things.
16:37Hubbard has never been a beast in yards per route run.
16:40He actually had just a .79 yards per route run rate in 2023.
16:45That led the following year to almost a 12% target share per game rate.
16:49So he wasn't a tier D running back, but he wasn't far off.
16:54But I'm probably going to be more bearish than bullish in 2025.
16:58We rarely see, in fact, we haven't seen since 2014, a running back with this low of a previous season yards per
17:05route run rate see a high target share the following season.
17:09And they haven't given us any league winning seasons either.
17:12And look at what the Panthers did this offseason.
17:15They added Rico Dowdle. He can play a pass catching role.
17:19And they drafted Trevor Etienne, who's a pass catching back.
17:22There's definitely a scenario here where Chuba Hubbard isn't used quite as much as a pass catcher here in 2025.
17:29And if that happens, that's not good news for his ability to outperform cost.
17:34There are some others who are more fringe, and I break things down more in the draft guide, but those are the
17:41big ones to watch out with this research. Now look, it's not that yards per route run is this perfect running back stat.
17:49It's not. We see research done all the time on which stats correlate to next season success.
17:55And that research is obviously really helpful to this game that we all love.
17:59And running back yards per route run, it probably won't rank very high on that list of metrics to focus on.
18:06But what's missing from that analysis is what's actually being captured and what isn't being captured by the market.
18:13Some statistics like touchdown rate at quarterback, some stats see really poor correlation year over year.
18:18We shouldn't be drafting players based on previous season touchdown rate.
18:22But because the market actually seems to do that, then we can lean into it too because we know how to spot values then.
18:30That's what I talked about a couple of weeks ago on that touchdown rate episode.
18:35We're doing the same thing here, except we're targeting the statistic.
18:39Because to this day, gamers are just still undervaluing pass catching at running back.
18:43And this is one way to increase your odds in hitting on that league winning pass catching back.
18:49Okay, now that you heard all that, you're undoubtedly wondering which running backs have red flags associated with their profiles this year here in 2026.
18:58And maybe which ones have green flags. Looking at Fantasy Pro's current ADP, I'll look specifically at RB19 to RB42.
19:05Again, middle round running backs. There really aren't that many elite yards per hour run profiles in the middle rounds this year.
19:12But the best one out there belongs to Jalen Warren, who was at 1.58 last year according to PFF data.
19:19Kenneth Gainwells is pretty close to that, but Bucky Irving currently RB19, his was pretty much the exact same.
19:25And they're obviously in the same backfield this year.
19:28So on the good side, Jalen Warren does stand out at least a little bit.
19:33I don't think that alone makes him a great value or a target, but it certainly gives him a little bit of a boost.
19:41Now on the bad side, there's a lot to get through.
19:45Javante Williams technically isn't in that middle round bucket this year because he's the RB18.
19:50But I do think his 0.40 yards per hour run from last year is worrisome.
19:55Fortunately for him, that depth chart looks really bad behind him.
19:59So it may not totally impact him. It's not like Chuba Hubbard last year, where we had a pretty decent back in Rico Dowdle backing him up.
20:08Some of you will probably want me to point out Bashal Tootin, who is at 0.9 in yards per hour run.
20:15But Tootin didn't run 100 routes last year. His data point really isn't that reliable.
20:20Chris Rodriguez, his top competition who's also a middle round pick technically, he didn't get there either.
20:25And his yards per hour run was pretty miserable at 0.34, albeit in a different situation.
20:31Now technically Blake Corum and J.K. Dobbins fall into this category with really low yards per hour run rates of 0.31 and 0.32.
20:39But they barely were over that 100 route mark.
20:42We once again had Jordan Mason, who had a 0.32 yards per hour run rate last year.
20:47He's just not a pass catcher. He's never been a great pass catcher.
20:52I wouldn't expect that to change here in 2026.
20:55Now something kind of interesting on this list, Rashad White, who's now in Washington.
20:59He had his worst yards per hour run rate of his career last year at 0.72 on over 300 routes run.
21:06Bucky Irving was significantly better in the same offense.
21:10Now White's in Washington, and Ja'Cory Krosky-Merritt, his yards per hour run was also miserable last year at 0.49 on 140 routes.
21:17So there's not obvious competition to take some of those looks from Rashad White.
21:22And I'm definitely concerned about Krosky-Merritt. Now another player to call out, Kyle Menungay.
21:26I think Menungay's in that like Blake Corum bucket, as I said on the late round show, where I like him and
21:34I like Corum and best ball, where we don't have to choose when those big weeks are going to happen, and then they have that injury upside.
21:43But I think for both of those guys without an injury, we probably won't see huge receiving numbers.
21:49Tony Pollard is an even bigger red flag this year than he was last year.
21:54His yards per hour run was 0.68 last year.
21:57That was the worst of his career, so I'm pretty nervous about him in 2026.
22:02And then the final call out, Travion Henderson. 238 routes run, 0.93 yards per hour run.
22:07That's not soundly alarms territory, but we'd rather have a little bit higher of a number.
22:13So if I were to sum up the negative side, the red flag side, I'd say Blake Corum and Kyle Menungay, they
22:20both look like split backfield running backs who won't see a big uptick in receiving work.
22:25But with their current contingent upside, there's still not bad picks in best ball.
22:30Just not as much in your managed league. Ja'Cory Krosky-Merritt didn't have a super well-rounded receiving profile as a prospect, and it didn't translate in year one.
22:39So that's a problem. Jordan Mason continues to be someone who doesn't fit my process very well, similar to last year.
22:46And then Tony Pollard, I just don't think he's a high upside selection.
22:51And yeah, I think this data does point to us pumping the brakes a little bit, assuming there's going to be some massive change in New England.
23:00There's more bad than good here because we're talking about lower tiered running backs, lower tiered starters.
23:05But if we approach these profiles with the right kind of caution, it can give us a little bit of an edge.
23:13That's it for today's show though. Thanks to all of you for listening.
23:17If you get subscribed to the Late Round Fantasy Football Podcast, make sure you are researching for it.
23:23Pretty much anywhere podcasts can be found. And don't follow me on Twitter and on Blue Sky at LateRoundQB.
23:30Thanks for listening, everyone. I'll be back with the Late Round show on Wednesday at noon Eastern on YouTube.
23:36And then it's a mailbag week. So I'll talk to you with that on Friday.
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