The Boeing Company (BA)vsJB Hunt Transport Services Inc (JBHT)
BA
The Boeing Company
$220.90
+3.22%
INDUSTRIALS · Cap: $164.48B
JBHT
JB Hunt Transport Services Inc
$269.21
-2.51%
INDUSTRIALS · Cap: $27.36B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 626% more annual revenue ($92.18B vs $12.70B). JBHT leads profitability with a 5.3% profit margin vs 2.5%. JBHT appears more attractively valued with a PEG of 2.77. JBHT earns a higher WallStSmart Score of 57/100 (C).
BA
Hold48
out of 100
Grade: D+
JBHT
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-76.6%
Fair Value
$121.18
Current Price
$220.90
$99.72 premium
Intrinsic value data unavailable for JBHT.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 40 in profit
Large-cap with strong market position
Safe zone — low bankruptcy risk
19.4% revenue growth
Earnings expanding 45.6% YoY
Areas to Watch
2.5% margin — thin
Operating margin of 1.7%
Expensive relative to growth rate
Premium valuation, high expectations priced in
5.3% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : BA
The strongest argument for BA centers on Return on Equity, Market Cap. Revenue growth of 14.0% demonstrates continued momentum.
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.
Bear Case : BA
The primary concerns for BA are Profit Margin, Operating Margin, PEG Ratio. A P/E of 80.6x leaves little room for execution misses. Debt-to-equity of 7.52 is elevated, increasing financial risk.
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.
Key Dynamics to Monitor
BA profiles as a value stock while JBHT is a growth 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.
JBHT generates stronger free cash flow (253M), providing more financial flexibility.
Bottom Line
JBHT scores higher overall (57/100 vs 48/100) and 19.4% revenue growth. 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.
The Boeing Company
INDUSTRIALS · AEROSPACE & DEFENSE · USA
The Boeing Company is an American multinational corporation that designs, manufactures, and sells airplanes, rotorcraft, rockets, satellites, telecommunications equipment, and missiles worldwide. The company also provides leasing and product support services.
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.
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