JB Hunt Transport Services Inc (JBHT)vsZTO Express (Cayman) Inc (ZTO)
JBHT
JB Hunt Transport Services Inc
$217.55
-0.45%
INDUSTRIALS · Cap: $20.97B
ZTO
ZTO Express (Cayman) Inc
$20.80
+0.14%
INDUSTRIALS · Cap: $15.53B
Smart Verdict
WallStSmart Research — data-driven comparison
ZTO Express (Cayman) Inc generates 307% more annual revenue ($54.21B vs $13.33B). ZTO leads profitability with a 19.0% profit margin vs 5.1%. ZTO appears more attractively valued with a PEG of 1.05. ZTO earns a higher WallStSmart Score of 80/100 (B+).
JBHT
Buy56
out of 100
Grade: C
ZTO
Strong Buy80
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-45.5%
Fair Value
$150.51
Current Price
$217.55
$67.04 premium
Margin of Safety
+65.5%
Fair Value
$72.26
Current Price
$20.80
$51.46 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Revenue surging 20.4% year-over-year
Attractively priced relative to earnings
Earnings expanding 58.1% YoY
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Strong operational efficiency at 22.2%
Revenue surging 23.0% year-over-year
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
3.4% earnings growth
5.1% margin — thin
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : JBHT
The strongest argument for JBHT centers on Altman Z-Score, Revenue Growth. Revenue growth of 20.4% demonstrates continued momentum.
Bull Case : ZTO
The strongest argument for ZTO centers on P/E Ratio, EPS Growth, Altman Z-Score. Profitability is solid with margins at 19.0% and operating margin at 22.2%. Revenue growth of 23.0% demonstrates continued momentum.
Bear Case : JBHT
The primary concerns for JBHT are PEG Ratio, P/E Ratio, EPS Growth.
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 1.31 — expect wider price swings.
ZTO is growing revenue faster at 23.0% — sustainability is the question.
ZTO generates stronger free cash flow (1.9B), providing more financial flexibility.
Monitor INTEGRATED FREIGHT & LOGISTICS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ZTO scores higher overall (80/100 vs 56/100), backed by strong 19.0% margins and 23.0% 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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