JB Hunt Transport Services Inc (JBHT)vsPitney Bowes Inc (PBI)
JBHT
JB Hunt Transport Services Inc
$209.10
+1.93%
INDUSTRIALS · Cap: $19.53B
PBI
Pitney Bowes Inc
$10.91
+2.35%
INDUSTRIALS · Cap: $1.64B
Smart Verdict
WallStSmart Research — data-driven comparison
JB Hunt Transport Services Inc generates 534% more annual revenue ($12.00B vs $1.89B). PBI leads profitability with a 7.6% profit margin vs 5.0%. PBI appears more attractively valued with a PEG of 0.48. PBI earns a higher WallStSmart Score of 63/100 (C+).
JBHT
Hold50
out of 100
Grade: D+
PBI
Buy63
out of 100
Grade: C+
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
+73.7%
Fair Value
$39.31
Current Price
$10.91
$28.40 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 23.6% YoY
Growing faster than its price suggests
Attractively priced relative to earnings
Strong operational efficiency at 24.4%
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
5.0% margin — thin
Revenue declined 1.6%
4.6% earnings growth
Smaller company, higher risk/reward
7.6% margin — thin
Revenue declined 7.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : JBHT
The strongest argument for JBHT centers on EPS Growth.
Bull Case : PBI
The strongest argument for PBI centers on PEG Ratio, P/E Ratio, Operating Margin. PEG of 0.48 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 : PBI
The primary concerns for PBI are EPS Growth, Market Cap, Profit Margin.
Key Dynamics to Monitor
PBI carries more volatility with a beta of 1.44 — 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
PBI scores higher overall (63/100 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.
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.
Pitney Bowes Inc
INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · USA
Pitney Bowes Inc., a technology company, offers business solutions in the United States and internationally. The company is headquartered in Stamford, Connecticut.
Compare with Other INTEGRATED FREIGHT & LOGISTICS Stocks
Want to dig deeper into these stocks?