JB Hunt Transport Services Inc (JBHT)vsZTO Express (Cayman) Inc (ZTO)
JBHT
JB Hunt Transport Services Inc
$268.52
+0.64%
INDUSTRIALS · Cap: $25.52B
ZTO
ZTO Express (Cayman) Inc
$23.60
-1.95%
INDUSTRIALS · Cap: $18.20B
Smart Verdict
WallStSmart Research — data-driven comparison
ZTO Express (Cayman) Inc generates 305% more annual revenue ($51.49B vs $12.70B). ZTO leads profitability with a 17.9% profit margin vs 5.3%. ZTO appears more attractively valued with a PEG of 1.27. ZTO earns a higher WallStSmart Score of 70/100 (B-).
JBHT
Buy57
out of 100
Grade: C
ZTO
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for JBHT.
Margin of Safety
+64.2%
Fair Value
$69.44
Current Price
$23.60
$45.84 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
19.4% revenue growth
Earnings expanding 45.8% YoY
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 22.0% year-over-year
Generating 2.8B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
5.3% margin — thin
Expensive relative to growth rate
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull 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 : ZTO
The strongest argument for ZTO centers on Altman Z-Score, P/E Ratio, Price/Book. Profitability is solid with margins at 17.9% and operating margin at 19.2%. Revenue growth of 22.0% demonstrates continued momentum.
Bear Case : JBHT
The primary concerns for JBHT are P/E Ratio, Profit Margin, PEG Ratio.
Bear Case : ZTO
No major red flags identified for ZTO, but monitor valuation.
Key Dynamics to Monitor
JBHT carries more volatility with a beta of 1.29 — expect wider price swings.
ZTO is growing revenue faster at 22.0% — sustainability is the question.
ZTO generates stronger free cash flow (2.8B), providing more financial flexibility.
Monitor INTEGRATED FREIGHT & LOGISTICS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ZTO scores higher overall (70/100 vs 57/100), backed by strong 17.9% margins and 22.0% revenue growth. Both earn "Strong 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.
ZTO Express (Cayman) Inc
INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · China
ZTO Express (Cayman) Inc. provides express delivery and other value-added logistics services in the People's Republic of China. The company is headquartered in Shanghai, the People's Republic of China.
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