WallStSmart

JB Hunt Transport Services Inc (JBHT)vsShengfeng Development Limited Class A Ordinary Shares (SFWL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

JB Hunt Transport Services Inc generates 2120% more annual revenue ($12.00B vs $540.46M). JBHT leads profitability with a 5.0% profit margin vs 2.2%. SFWL trades at a lower P/E of 6.2x. JBHT earns a higher WallStSmart Score of 50/100 (D+).

JBHT

Hold

50

out of 100

Grade: D+

Growth: 4.0Profit: 6.0Value: 9.3Quality: 5.0

SFWL

Hold

47

out of 100

Grade: D+

Growth: 8.0Profit: 5.0Value: 8.3Quality: 6.5
Piotroski: 3/9Altman Z: 2.51
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Intrinsic Value Comparison

Multi-model valuation · Graham Formula

JBHTUndervalued (+15.4%)

Margin of Safety

+15.4%

Fair Value

$272.26

Current Price

$209.10

$63.16 discount

UndervaluedFair: $272.26Overvalued
SFWLUndervalued (+81.2%)

Margin of Safety

+81.2%

Fair Value

$4.63

Current Price

$0.88

$3.75 discount

UndervaluedFair: $4.63Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

JBHT1 strengths · Avg: 8.0/10
EPS GrowthGrowth
23.6%8/10

Earnings expanding 23.6% YoY

SFWL3 strengths · Avg: 9.3/10
P/E RatioValuation
6.2x10/10

Attractively priced relative to earnings

Price/BookValuation
0.6x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
16.0%8/10

16.0% revenue growth

Areas to Watch

JBHT4 concerns · Avg: 3.3/10
PEG RatioValuation
2.084/10

Expensive relative to growth rate

P/E RatioValuation
33.6x4/10

Premium valuation, high expectations priced in

Profit MarginProfitability
5.0%3/10

5.0% margin — thin

Revenue GrowthGrowth
-1.6%2/10

Revenue declined 1.6%

SFWL4 concerns · Avg: 3.0/10
Market CapQuality
$73.56M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
2.2%3/10

2.2% margin — thin

Operating MarginProfitability
3.0%3/10

Operating margin of 3.0%

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : JBHT

The strongest argument for JBHT centers on EPS Growth.

Bull Case : SFWL

The strongest argument for SFWL centers on P/E Ratio, Price/Book, Revenue Growth. Revenue growth of 16.0% demonstrates continued momentum.

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 : SFWL

The primary concerns for SFWL are Market Cap, Profit Margin, Operating Margin. Thin 2.2% margins leave little buffer for downturns.

Key Dynamics to Monitor

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

JBHT carries more volatility with a beta of 1.21 — expect wider price swings.

SFWL is growing revenue faster at 16.0% — sustainability is the question.

JBHT generates stronger free cash flow (251M), providing more financial flexibility.

Bottom Line

JBHT scores higher overall (50/100 vs 47/100). SFWL offers better value entry with a 81.2% margin of safety. 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.

Shengfeng Development Limited Class A Ordinary Shares

INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · USA

Shengfeng Development Limited, provides contract logistics services in the People's Republic of China. The company is headquartered in Fuzhou, the People's Republic of China.

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