JB Hunt Transport Services Inc (JBHT)vsZTO Express (Cayman) Inc (ZTO)
JBHT
JB Hunt Transport Services Inc
$199.93
-0.13%
INDUSTRIALS · Cap: $19.30B
ZTO
ZTO Express (Cayman) Inc
$24.46
-3.21%
INDUSTRIALS · Cap: $18.16B
Smart Verdict
WallStSmart Research — data-driven comparison
ZTO Express (Cayman) Inc generates 296% more annual revenue ($47.51B vs $12.00B). ZTO leads profitability with a 18.6% profit margin vs 5.0%. JBHT appears more attractively valued with a PEG of 2.04. ZTO earns a higher WallStSmart Score of 66/100 (B-).
JBHT
Hold50
out of 100
Grade: D+
ZTO
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+15.5%
Fair Value
$272.71
Current Price
$199.93
$72.78 discount
Margin of Safety
+11.1%
Fair Value
$28.01
Current Price
$24.46
$3.55 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 23.6% YoY
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 20.3%
Generating 7.7B in free cash flow
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
5.0% margin — thin
Revenue declined 1.6%
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : JBHT
The strongest argument for JBHT centers on EPS Growth.
Bull Case : ZTO
The strongest argument for ZTO centers on Debt/Equity, P/E Ratio, Price/Book. Profitability is solid with margins at 18.6% and operating margin at 20.3%. Revenue growth of 11.1% 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 : ZTO
The primary concerns for ZTO are PEG Ratio.
Key Dynamics to Monitor
JBHT profiles as a value stock while ZTO is a mature play — different risk/reward profiles.
JBHT carries more volatility with a beta of 1.21 — expect wider price swings.
ZTO is growing revenue faster at 11.1% — sustainability is the question.
ZTO generates stronger free cash flow (7.7B), providing more financial flexibility.
Bottom Line
ZTO scores higher overall (66/100 vs 50/100), backed by strong 18.6% margins and 11.1% revenue growth. JBHT offers better value entry with a 15.5% margin of safety. Both earn "Strong 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.
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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