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 ($12.13B vs $11.19B). EXPD leads profitability with a 7.5% profit margin vs 5.1%. JBHT appears more attractively valued with a PEG of 2.82. EXPD earns a higher WallStSmart Score of 55/100 (C-).

EXPD

Buy

55

out of 100

Grade: C-

Growth: 4.7Profit: 7.0Value: 3.3Quality: 8.0
Piotroski: 5/9Altman Z: 4.70

JBHT

Buy

51

out of 100

Grade: C-

Growth: 4.7Profit: 6.0Value: 3.7Quality: 7.0
Piotroski: 5/9Altman Z: 3.58
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

EXPDSignificantly Overvalued (-79.7%)

Margin of Safety

-79.7%

Fair Value

$90.10

Current Price

$160.44

$70.34 premium

UndervaluedFair: $90.10Overvalued

Intrinsic value data unavailable for JBHT.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EXPD3 strengths · Avg: 9.7/10
Return on EquityProfitability
36.6%10/10

Every $100 of equity generates 37 in profit

Altman Z-ScoreHealth
4.7010/10

Safe zone — low bankruptcy risk

Debt/EquityHealth
0.259/10

Conservative balance sheet, low leverage

JBHT2 strengths · Avg: 9.0/10
Altman Z-ScoreHealth
3.5810/10

Safe zone — low bankruptcy risk

EPS GrowthGrowth
27.4%8/10

Earnings expanding 27.4% YoY

Areas to Watch

EXPD4 concerns · Avg: 3.8/10
P/E RatioValuation
26.9x4/10

Moderate valuation

Price/BookValuation
9.3x4/10

Trading at 9.3x book value

Revenue GrowthGrowth
4.4%4/10

4.4% revenue growth

Profit MarginProfitability
7.5%3/10

7.5% margin — thin

JBHT4 concerns · Avg: 2.8/10
Revenue GrowthGrowth
4.6%4/10

4.6% revenue growth

Profit MarginProfitability
5.1%3/10

5.1% margin — thin

PEG RatioValuation
2.822/10

Expensive relative to growth rate

P/E RatioValuation
44.9x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : EXPD

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

Bull Case : JBHT

The strongest argument for JBHT centers on Altman Z-Score, EPS Growth.

Bear Case : EXPD

The primary concerns for EXPD are P/E Ratio, Price/Book, Revenue Growth.

Bear Case : JBHT

The primary concerns for JBHT are Revenue Growth, Profit Margin, PEG Ratio. A P/E of 44.9x leaves little room for execution misses.

Key Dynamics to Monitor

JBHT carries more volatility with a beta of 1.30 — expect wider price swings.

JBHT is growing revenue faster at 4.6% — sustainability is the question.

EXPD generates stronger free cash flow (297M), providing more financial flexibility.

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

Bottom Line

EXPD scores higher overall (55/100 vs 51/100). Both earn "Buy" and "Buy" 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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