Hub Group Inc (HUBG)vsJB Hunt Transport Services Inc (JBHT)
HUBG
Hub Group Inc
$36.35
+0.78%
INDUSTRIALS · Cap: $2.13B
JBHT
JB Hunt Transport Services Inc
$209.10
+1.93%
INDUSTRIALS · Cap: $19.53B
Smart Verdict
WallStSmart Research — data-driven comparison
JB Hunt Transport Services Inc generates 222% more annual revenue ($12.00B vs $3.73B). JBHT leads profitability with a 5.0% profit margin vs 2.8%. HUBG appears more attractively valued with a PEG of 1.52. HUBG earns a higher WallStSmart Score of 55/100 (C).
HUBG
Buy55
out of 100
Grade: C
JBHT
Hold50
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+38.3%
Fair Value
$68.90
Current Price
$36.35
$32.55 discount
Margin of Safety
+15.4%
Fair Value
$272.26
Current Price
$209.10
$63.16 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 20.5% YoY
Earnings expanding 23.6% YoY
Areas to Watch
Expensive relative to growth rate
ROE of 6.2% — below average capital efficiency
2.8% margin — thin
Operating margin of 4.2%
Expensive relative to growth rate
Premium valuation, high expectations priced in
5.0% margin — thin
Revenue declined 1.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : HUBG
The strongest argument for HUBG centers on Price/Book, EPS Growth.
Bull Case : JBHT
The strongest argument for JBHT centers on EPS Growth.
Bear Case : HUBG
The primary concerns for HUBG are PEG Ratio, Return on Equity, Profit Margin. Thin 2.8% margins leave little buffer for downturns.
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.
JBHT generates stronger free cash flow (251M), providing more financial flexibility.
Monitor INTEGRATED FREIGHT & LOGISTICS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
HUBG scores higher overall (55/100 vs 50/100). JBHT offers better value entry with a 15.4% margin of safety. Both earn "Buy" 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.
Hub Group Inc
INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · USA
Hub Group, Inc., a light asset freight management company, provides intermodal services, truck brokerage, trucking, managed transportation, cargo consolidation, warehousing, last mile delivery, international transportation, and other freight services. logistics in North America. The company is headquartered in Oak Brook, Illinois.
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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