J.B. HUNT TRANSPORT SERVICES, INC. vs Schneider National, Inc., two Trucking stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where JBHT and SNDR diverge most: on return on equity, JBHT reads 18.4% and SNDR reads 3.6%; on implied growth (priced in), JBHT reads +24.6% and SNDR reads +5.0%. The rest of the comparable metrics sit closer together. On valuation, today's JBHT price has a different growth bar priced in than SNDR (+24.6% implied for JBHT vs +5.0% for SNDR); the higher figure is the steeper assumption to clear, not a better or worse stock. What JBHT's price implies is a bet that sits within the historical range (whole-company basis). What SNDR's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | JBHT | SNDR |
|---|---|---|
| Price | $229.32 | $31.49 |
| Market cap | $21.8B | $5.5B |
| Sector | Trucking | Trucking |
| Stage | Mature | Mature |
| Implied growth (priced in) | +24.6% | +5.0% |
| P/E | 32.6 | 49.2 |
| P/B | 5.95 | 1.81 |
| P/S | 1.71 | 0.95 |
| EV/EBITDA | 13.7 | 9.1 |
| Revenue growth | +5.5% | +6.3% |
| Operating margin | 7.4% | 4.5% |
| Net margin | 5.3% | 1.9% |
| Return on equity | 18.4% | 3.6% |
| Return on assets | 8.5% | 2.2% |
| Return on invested capital | 14.8% | 3.9% |
| FCF yield | 5.0% | 5.6% |
| Dividend yield | 0.8% | 1.2% |
| Debt / equity | 0.31 | 0.13 |
| Current ratio | 1.26 | 2.03 |
| Altman Z (solvency) | 7.76 | 3.54 |
| Piotroski F (quality) | 7 / 9 | 8 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.