GXO Logistics Inc (GXO)vsJB Hunt Transport Services Inc (JBHT)
GXO
GXO Logistics Inc
$56.22
-1.59%
INDUSTRIALS · Cap: $6.47B
JBHT
JB Hunt Transport Services Inc
$243.04
+1.97%
INDUSTRIALS · Cap: $23.46B
Smart Verdict
WallStSmart Research — data-driven comparison
GXO Logistics Inc generates 9% more annual revenue ($13.18B vs $12.13B). JBHT leads profitability with a 5.1% profit margin vs 0.2%. GXO appears more attractively valued with a PEG of 1.56. JBHT earns a higher WallStSmart Score of 54/100 (C-).
GXO
Hold47
out of 100
Grade: D+
JBHT
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+77.4%
Fair Value
$280.63
Current Price
$56.22
$224.41 discount
Margin of Safety
-29.6%
Fair Value
$177.80
Current Price
$243.04
$65.24 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 27.4% YoY
Areas to Watch
Expensive relative to growth rate
ROE of 1.2% — below average capital efficiency
0.2% margin — thin
Operating margin of 4.0%
Expensive relative to growth rate
Premium valuation, high expectations priced in
4.6% revenue growth
5.1% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : GXO
The strongest argument for GXO centers on Price/Book.
Bull Case : JBHT
The strongest argument for JBHT centers on EPS Growth.
Bear Case : GXO
The primary concerns for GXO are PEG Ratio, Return on Equity, Profit Margin. A P/E of 200.8x leaves little room for execution misses. Thin 0.2% margins leave little buffer for downturns.
Bear Case : JBHT
The primary concerns for JBHT are PEG Ratio, P/E Ratio, Revenue Growth.
Key Dynamics to Monitor
GXO carries more volatility with a beta of 1.68 — expect wider price swings.
GXO is growing revenue faster at 7.9% — sustainability is the question.
JBHT generates stronger free cash flow (243M), providing more financial flexibility.
Monitor INTEGRATED FREIGHT & LOGISTICS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
JBHT scores higher overall (54/100 vs 47/100). GXO offers better value entry with a 77.4% margin of safety. 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) stands as a premier provider of contract logistics services, offering comprehensive supply chain management and logistics solutions tailored to various industries, including e-commerce, retail, and consumer goods. Leveraging an expansive global network and cutting-edge technologies, GXO enhances operational efficiency and scalability for clients, all while prioritizing sustainability in its practices. With a growing demand for advanced warehousing and fulfillment solutions, the company is strategically positioned to navigate market complexities, driven by a seasoned management team and robust partnerships that foster consistent long-term growth and 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.
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