J.B. HUNT TRANSPORT SERVICES, INC. vs UNITED PARCEL SERVICE INC, two Trucking stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where JBHT and UPS diverge most: on implied growth (priced in), JBHT reads +24.6% and UPS reads -3.0%; on revenue growth, JBHT reads +5.5% and UPS reads -0.2%. The rest of the comparable metrics sit closer together. On valuation, today's JBHT price has a different growth bar priced in than UPS (+24.6% implied for JBHT vs -3.0% for UPS); 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 UPS'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 | UPS |
|---|---|---|
| Price | $229.32 | $94.56 |
| Market cap | $21.8B | $80.5B |
| Sector | Trucking | Trucking |
| Stage | Mature | Mature |
| Implied growth (priced in) | +24.6% | -3.0% |
| P/E | 32.6 | 17.6 |
| P/B | 5.95 | 5.33 |
| P/S | 1.71 | 0.89 |
| EV/EBITDA | 13.7 | 9.6 |
| Revenue growth | +5.5% | -0.2% |
| Operating margin | 7.4% | 4.1% |
| Net margin | 5.3% | 5.1% |
| Return on equity | 18.4% | 30.3% |
| Return on assets | 8.5% | 6.4% |
| Return on invested capital | 14.8% | 13.2% |
| FCF yield | 5.0% | 6.8% |
| Dividend yield | 0.8% | 6.9% |
| Debt / equity | 0.31 | 1.62 |
| Current ratio | 1.26 | 1.18 |
| Altman Z (solvency) | 7.76 | 7.72 |
| 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.