WallStSmart

Expeditors International of Washington, Inc. (EXPD)vsJB Hunt Transport Services Inc (JBHT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

JB Hunt Transport Services Inc generates 8% more annual revenue ($12.00B vs $11.07B). EXPD leads profitability with a 7.3% profit margin vs 5.0%. JBHT appears more attractively valued with a PEG of 2.04. JBHT earns a higher WallStSmart Score of 50/100 (D+).

EXPD

Hold

45

out of 100

Grade: D

Growth: 2.0Profit: 7.0Value: 4.7Quality: 6.3
Piotroski: 3/9Altman Z: 4.74

JBHT

Hold

50

out of 100

Grade: D+

Growth: 4.0Profit: 6.0Value: 9.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

EXPDSignificantly Overvalued (-300.1%)

Margin of Safety

-300.1%

Fair Value

$40.46

Current Price

$146.35

$105.89 premium

UndervaluedFair: $40.46Overvalued
JBHTUndervalued (+15.5%)

Margin of Safety

+15.5%

Fair Value

$272.71

Current Price

$199.93

$72.78 discount

UndervaluedFair: $272.71Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EXPD2 strengths · Avg: 10.0/10
Return on EquityProfitability
35.4%10/10

Every $100 of equity generates 35 in profit

Altman Z-ScoreHealth
4.7410/10

Safe zone — low bankruptcy risk

JBHT1 strengths · Avg: 8.0/10
EPS GrowthGrowth
23.6%8/10

Earnings expanding 23.6% YoY

Areas to Watch

EXPD4 concerns · Avg: 3.0/10
Price/BookValuation
8.3x4/10

Trading at 8.3x book value

Profit MarginProfitability
7.3%3/10

7.3% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
3.742/10

Expensive relative to growth rate

JBHT4 concerns · Avg: 3.3/10
PEG RatioValuation
2.044/10

Expensive relative to growth rate

P/E RatioValuation
33.1x4/10

Premium valuation, high expectations priced in

Profit MarginProfitability
5.0%3/10

5.0% margin — thin

Revenue GrowthGrowth
-1.6%2/10

Revenue declined 1.6%

Comparative Analysis Report

WallStSmart Research

Bull Case : EXPD

The strongest argument for EXPD centers on Return on Equity, Altman Z-Score.

Bull Case : JBHT

The strongest argument for JBHT centers on EPS Growth.

Bear Case : EXPD

The primary concerns for EXPD are Price/Book, Profit Margin, Piotroski F-Score.

Bear Case : JBHT

The primary concerns for JBHT are PEG Ratio, P/E Ratio, Profit Margin. Thin 5.0% margins leave little buffer for downturns.

Key Dynamics to Monitor

JBHT carries more volatility with a beta of 1.21 — expect wider price swings.

JBHT is growing revenue faster at -1.6% — sustainability is the question.

EXPD generates stronger free cash flow (270M), providing more financial flexibility.

Monitor INTEGRATED FREIGHT & LOGISTICS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

JBHT scores higher overall (50/100 vs 45/100). Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Expeditors International of Washington, Inc.

INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · USA

Expeditors (Expeditors International of Washington) is an American worldwide logistics and freight forwarding company headquartered in Seattle, Washington.

JB Hunt Transport Services Inc

INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · USA

J.B. Hunt Transport Services, Inc. is an American transportation and logistics company based in Lowell, Arkansas.

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