GXO Logistics Inc (GXO)vsJB Hunt Transport Services Inc (JBHT)
GXO
GXO Logistics Inc
$55.18
0.00%
INDUSTRIALS · Cap: $5.73B
JBHT
JB Hunt Transport Services Inc
$217.55
-0.45%
INDUSTRIALS · Cap: $20.97B
Smart Verdict
WallStSmart Research — data-driven comparison
GXO Logistics Inc generates 2% more annual revenue ($13.64B vs $13.33B). JBHT leads profitability with a 5.1% profit margin vs 1.0%. GXO appears more attractively valued with a PEG of 1.14. JBHT earns a higher WallStSmart Score of 56/100 (C).
GXO
Hold49
out of 100
Grade: D+
JBHT
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GXO.
Margin of Safety
-45.5%
Fair Value
$150.51
Current Price
$217.55
$67.04 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Revenue surging 20.4% year-over-year
Areas to Watch
4.3% revenue growth
ROE of 4.5% — below average capital efficiency
1.0% margin — thin
Operating margin of 3.0%
Expensive relative to growth rate
Premium valuation, high expectations priced in
3.4% earnings growth
5.1% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : GXO
The strongest argument for GXO centers on Price/Book. PEG of 1.14 suggests the stock is reasonably priced for its growth.
Bull Case : JBHT
The strongest argument for JBHT centers on Altman Z-Score, Revenue Growth. Revenue growth of 20.4% demonstrates continued momentum.
Bear Case : GXO
The primary concerns for GXO are Revenue Growth, Return on Equity, Profit Margin. A P/E of 44.2x leaves little room for execution misses. Debt-to-equity of 1.94 is elevated, increasing financial risk.
Bear Case : JBHT
The primary concerns for JBHT are PEG Ratio, P/E Ratio, EPS Growth.
Key Dynamics to Monitor
GXO profiles as a value stock while JBHT is a growth play — different risk/reward profiles.
GXO carries more volatility with a beta of 1.57 — expect wider price swings.
JBHT is growing revenue faster at 20.4% — sustainability is the question.
JBHT generates stronger free cash flow (219M), providing more financial flexibility.
Bottom Line
JBHT scores higher overall (56/100 vs 49/100) and 20.4% 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.
GXO Logistics Inc
INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · USA
GXO Logistics Inc (GXO) is a leading provider of contract logistics services, specializing in supply chain management and tailored logistics solutions for the e-commerce, retail, and consumer goods sectors. The company capitalizes on its extensive global network and innovative technology to drive operational efficiency and responsiveness for its clients, while also committing to sustainable practices. With rising demand for sophisticated warehousing and fulfillment services, GXO is well-positioned to capitalize on evolving market dynamics, supported by a seasoned management team and strategic partnerships aimed at promoting sustainable growth and enhancing shareholder value.
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.
Compare with Other INTEGRATED FREIGHT & LOGISTICS Stocks
Want to dig deeper into these stocks?