WallStSmart

JB Hunt Transport Services Inc (JBHT)vsPACCAR Inc (PCAR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

PACCAR Inc generates 119% more annual revenue ($27.78B vs $12.70B). PCAR leads profitability with a 8.9% profit margin vs 5.3%. PCAR appears more attractively valued with a PEG of 1.27. JBHT earns a higher WallStSmart Score of 57/100 (C).

JBHT

Buy

57

out of 100

Grade: C

Growth: 6.7Profit: 6.0Value: 3.7Quality: 7.0
Piotroski: 5/9Altman Z: 3.58

PCAR

Buy

54

out of 100

Grade: C-

Growth: 4.0Profit: 6.0Value: 4.7Quality: 6.5
Piotroski: 1/9Altman Z: 2.09
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for JBHT.

PCARSignificantly Overvalued (-62.2%)

Margin of Safety

-62.2%

Fair Value

$85.20

Current Price

$133.87

$48.67 premium

UndervaluedFair: $85.20Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

JBHT3 strengths · Avg: 8.7/10
Altman Z-ScoreHealth
3.5810/10

Safe zone — low bankruptcy risk

Revenue GrowthGrowth
19.4%8/10

19.4% revenue growth

EPS GrowthGrowth
45.6%8/10

Earnings expanding 45.6% YoY

PCAR1 strengths · Avg: 9.0/10
Market CapQuality
$69.00B9/10

Large-cap with strong market position

Areas to Watch

JBHT3 concerns · Avg: 2.3/10
Profit MarginProfitability
5.3%3/10

5.3% margin — thin

PEG RatioValuation
2.772/10

Expensive relative to growth rate

P/E RatioValuation
41.5x2/10

Premium valuation, high expectations priced in

PCAR3 concerns · Avg: 3.0/10
P/E RatioValuation
26.9x4/10

Moderate valuation

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Revenue GrowthGrowth
-8.9%2/10

Revenue declined 8.9%

Comparative Analysis Report

WallStSmart Research

Bull Case : JBHT

The strongest argument for JBHT centers on Altman Z-Score, Revenue Growth, EPS Growth. Revenue growth of 19.4% demonstrates continued momentum.

Bull Case : PCAR

The strongest argument for PCAR centers on Market Cap. PEG of 1.27 suggests the stock is reasonably priced for its growth.

Bear Case : JBHT

The primary concerns for JBHT are Profit Margin, PEG Ratio, P/E Ratio. A P/E of 41.5x leaves little room for execution misses.

Bear Case : PCAR

The primary concerns for PCAR are P/E Ratio, Piotroski F-Score, Revenue Growth.

Key Dynamics to Monitor

JBHT profiles as a growth stock while PCAR is a value play — different risk/reward profiles.

JBHT carries more volatility with a beta of 1.29 — expect wider price swings.

JBHT is growing revenue faster at 19.4% — sustainability is the question.

PCAR generates stronger free cash flow (825M), providing more financial flexibility.

Bottom Line

JBHT scores higher overall (57/100 vs 54/100) and 19.4% revenue growth. 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.

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.

PACCAR Inc

INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA

PACCAR Inc is an American Fortune 500 company and counts among the largest manufacturers of medium- and heavy-duty trucks in the world. PACCAR is engaged in the design, manufacture and customer support of light-, medium- and heavy-duty trucks under the Kenworth, Peterbilt, Leyland Trucks, and DAF nameplates. PACCAR also designs and manufactures powertrains, provides financial services and information technology, and distributes truck parts related to its principal business.

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