WallStSmart

JB Hunt Transport Services Inc (JBHT)vsOshkosh Corporation (OSK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

JB Hunt Transport Services Inc generates 16% more annual revenue ($12.13B vs $10.42B). OSK leads profitability with a 6.2% profit margin vs 5.1%. JBHT appears more attractively valued with a PEG of 2.45. JBHT earns a higher WallStSmart Score of 54/100 (C-).

JBHT

Buy

54

out of 100

Grade: C-

Growth: 4.7Profit: 6.0Value: 3.3Quality: 5.0

OSK

Hold

48

out of 100

Grade: D+

Growth: 3.3Profit: 5.5Value: 6.7Quality: 6.5
Piotroski: 2/9Altman Z: 2.82
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

JBHTSignificantly Overvalued (-29.9%)

Margin of Safety

-29.9%

Fair Value

$177.39

Current Price

$246.31

$68.92 premium

UndervaluedFair: $177.39Overvalued
OSKUndervalued (+32.8%)

Margin of Safety

+32.8%

Fair Value

$259.60

Current Price

$147.37

$112.23 discount

UndervaluedFair: $259.60Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

JBHT1 strengths · Avg: 8.0/10
EPS GrowthGrowth
27.4%8/10

Earnings expanding 27.4% YoY

OSK2 strengths · Avg: 8.0/10
P/E RatioValuation
14.7x8/10

Attractively priced relative to earnings

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Areas to Watch

JBHT4 concerns · Avg: 3.8/10
PEG RatioValuation
2.454/10

Expensive relative to growth rate

P/E RatioValuation
38.3x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
4.6%4/10

4.6% revenue growth

Profit MarginProfitability
5.1%3/10

5.1% margin — thin

OSK4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
3.5%4/10

3.5% revenue growth

Profit MarginProfitability
6.2%3/10

6.2% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
6.512/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : JBHT

The strongest argument for JBHT centers on EPS Growth.

Bull Case : OSK

The strongest argument for OSK centers on P/E Ratio, Price/Book.

Bear Case : JBHT

The primary concerns for JBHT are PEG Ratio, P/E Ratio, Revenue Growth.

Bear Case : OSK

The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.

Key Dynamics to Monitor

OSK carries more volatility with a beta of 1.39 — expect wider price swings.

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

OSK generates stronger free cash flow (526M), providing more financial flexibility.

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

Bottom Line

JBHT scores higher overall (54/100 vs 48/100). OSK offers better value entry with a 32.8% 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.

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.

Oshkosh Corporation

INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA

Oshkosh Corporation designs, manufactures and markets specialty vehicles and bodies worldwide. The company is headquartered in Oshkosh, Wisconsin.

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