JB Hunt Transport Services Inc (JBHT)vsLandstar System Inc (LSTR)
JBHT
JB Hunt Transport Services Inc
$209.10
+1.93%
INDUSTRIALS · Cap: $19.53B
LSTR
Landstar System Inc
$157.07
+0.32%
INDUSTRIALS · Cap: $5.39B
Smart Verdict
WallStSmart Research — data-driven comparison
JB Hunt Transport Services Inc generates 152% more annual revenue ($12.00B vs $4.76B). JBHT leads profitability with a 5.0% profit margin vs 2.4%. LSTR appears more attractively valued with a PEG of 1.06. JBHT earns a higher WallStSmart Score of 50/100 (D+).
JBHT
Hold50
out of 100
Grade: D+
LSTR
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+15.4%
Fair Value
$272.26
Current Price
$209.10
$63.16 discount
Margin of Safety
-623.0%
Fair Value
$22.51
Current Price
$157.07
$134.56 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 23.6% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
5.0% margin — thin
Revenue declined 1.6%
2.4% margin — thin
Operating margin of 2.7%
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : JBHT
The strongest argument for JBHT centers on EPS Growth.
Bull Case : LSTR
The strongest argument for LSTR centers on Debt/Equity, Altman Z-Score. PEG of 1.06 suggests the stock is reasonably priced for its growth.
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.
Bear Case : LSTR
The primary concerns for LSTR are Profit Margin, Operating Margin, Piotroski F-Score. A P/E of 47.5x leaves little room for execution misses. Thin 2.4% 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
JBHT scores higher overall (50/100 vs 41/100). 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.
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.
Landstar System Inc
INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · USA
Landstar System, Inc. provides integrated transportation management solutions in the United States, Canada, Mexico, and internationally. The company is headquartered in Jacksonville, Florida.
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