JB Hunt Transport Services Inc (JBHT)vsZTO Express (Cayman) Inc (ZTO)
JBHT
JB Hunt Transport Services Inc
$243.04
+1.97%
INDUSTRIALS · Cap: $23.46B
ZTO
ZTO Express (Cayman) Inc
$25.36
+1.52%
INDUSTRIALS · Cap: $19.28B
Smart Verdict
WallStSmart Research — data-driven comparison
ZTO Express (Cayman) Inc generates 305% more annual revenue ($49.10B vs $12.13B). ZTO leads profitability with a 18.5% profit margin vs 5.1%. ZTO appears more attractively valued with a PEG of 1.27. ZTO earns a higher WallStSmart Score of 72/100 (B).
JBHT
Buy54
out of 100
Grade: C-
ZTO
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-29.6%
Fair Value
$177.80
Current Price
$243.04
$65.24 premium
Margin of Safety
+81.1%
Fair Value
$131.93
Current Price
$25.36
$106.57 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 27.4% YoY
Generating 12.0B in free cash flow
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 22.3%
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
4.6% revenue growth
5.1% margin — thin
No major concerns identified
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 Free Cash Flow, Debt/Equity, P/E Ratio. Profitability is solid with margins at 18.5% and operating margin at 22.3%. Revenue growth of 12.3% demonstrates continued momentum.
Bear Case : JBHT
The primary concerns for JBHT are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : ZTO
No major red flags identified for ZTO, but monitor valuation.
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 1.22 — expect wider price swings.
ZTO is growing revenue faster at 12.3% — sustainability is the question.
ZTO generates stronger free cash flow (12.0B), providing more financial flexibility.
Bottom Line
ZTO scores higher overall (72/100 vs 54/100), backed by strong 18.5% margins and 12.3% 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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