Hunt J B Transport Services Inc (JBHT) stock analysis
Close on Nov 11, 2026Market cap $21.22BP/E 32.0Yield 0.77%
StockData Score
Prices as of Nov 11, 2026How the score works
Solid18 of 30 checks passed
Hunt J B Transport Services passes 18 of the 30 checks behind our score; 1 could not be run for lack of data and count as not passed. Each dot in the shape is one check — hover it for the numbers.
- Valuation
- 1/6
- Growth
- 2/6
- Past performance
- 5/6
- Financial health
- 6/6
- Dividend
- 4/6
What stands out
Return on equity over 15%
Return on equity was 18.8% over the last twelve months and averaged 20.8% over five years.
Return on capital over 10%
Return on invested capital was 14.7%, above the 10% that usually covers the cost of capital.
Low debt
Debt is 30.9% of shareholders' equity, under the 40% we consider low.
Earnings grew over 5 years
Net income grew 3.4% a year on average over the last five fiscal years.
What to watch
Margin of safety under 20%
The price is 19.8% above fair value, so there is no margin of safety.
Trading above fair value
The share price of $227.66 is above our fair value estimate of $190.10.
Revenue growing under 10% a year
Revenue grew -6.8% a year over the last three fiscal years, short of the 10% we look for.
EPS growing under 10% a year
Diluted EPS grew -12.7% a year over the last three fiscal years.
Valuation1/6
P/E above its 5-year median
Hunt J B Transport Services's P/E of 32.0 is above its own 5-year median of 26.5.
P/E below the industry
Hunt J B Transport Services's P/E of 32.0 is below the Trucking and Courier Services, except Air median of 34.1.
EV/EBITDA above its 5-year median
Hunt J B Transport Services's EV/EBITDA of 13.3 is above its 5-year median of 11.7.
P/B above the industry
Hunt J B Transport Services's price-to-book of 5.84 is above the Trucking and Courier Services, except Air median of 1.83.
Trading above fair value
The share price of $227.66 is above our fair value estimate of $190.10.
Margin of safety under 20%
The price is 19.8% above fair value, so there is no margin of safety.
Growth2/6
Revenue growing under 10% a year
Revenue grew -6.8% a year over the last three fiscal years, short of the 10% we look for.
EPS growing under 10% a year
Diluted EPS grew -12.7% a year over the last three fiscal years.
Earnings growth accelerating
Net income grew 18.1% over the last twelve months, against a 5-year average of 3.4% a year.
Growing faster than the industry
Revenue grew 10.6% over the last twelve months; the Trucking and Courier Services, except Air median is 7.6%.
Guidance lowered
Hunt J B Transport Services lowered its 2026 annual annual tax rate outlook on Jul 15, 2026.
Gross margin trend
This company does not report gross profit.
Past performance5/6
Return on equity over 15%
Return on equity was 18.8% over the last twelve months and averaged 20.8% over five years.
Return on capital over 10%
Return on invested capital was 14.7%, above the 10% that usually covers the cost of capital.
Return on equity above the industry
Hunt J B Transport Services's return on equity of 18.8% is above the Trucking and Courier Services, except Air median of 3.4%.
Earnings grew over 5 years
Net income grew 3.4% a year on average over the last five fiscal years.
Net margin below its 5-year average
Net margin was 5.1% over the last twelve months, against a 5-year average of 5.6%.
Net margin above the industry
Hunt J B Transport Services's net margin of 5.1% is above the Trucking and Courier Services, except Air median of 2.1%.
Financial health6/6
Low debt
Debt is 30.9% of shareholders' equity, under the 40% we consider low.
Debt falling against equity
Debt to equity fell from 50.2% five years ago to 30.9%.
Debt covered by cash flow
Operating cash flow over the last twelve months equals 133% of total debt.
Interest well covered
Operating income covers interest expense 14.2 times.
Short-term assets cover short-term debts
Current assets are 1.23 times current liabilities.
Low bankruptcy risk
The Altman Z-score is 4.95; above 3 is the safe zone and below 1.8 the distress zone.
Dividend4/6
Pays a dividend
Hunt J B Transport Services paid dividends worth 0.8% of the share price over the last twelve months.
Yield below Treasuries
The 0.8% yield is below the 4.4% on a 1-year Treasury.
Yield below the top quarter
The top quarter of US dividend payers yield 3.8% or more; Hunt J B Transport Services yields 0.8%.
Dividend not cut
The dividend per share has not fallen by more than 10% in any of the last 10 fiscal years.
Covered by earnings
Dividends take 25.0% of net income.
Covered by free cash flow
Dividends take 17.5% of free cash flow.
Fair value
How we estimate itOur estimate per share
$190.10
The share price is 20% above this estimate.
| Method | Multiple used | Own 5Y median | Industry median | Value per share | Weight |
|---|---|---|---|---|---|
| P/E | 30.3× | 26.5× | 34.1× | $215.50 | 40% |
| EV/EBITDA | 12.5× | 11.7× | 13.4× | $213.98 | 35% |
| P/B | 3.5× | 5.1× | 1.8× | $136.15 | 10% |
| Earnings power | 9.4% cost of equity | – | – | $102.59 | 15% |
| Fair value | $190.10 | 100% | |||
Valuation over time
Using the earnings and balance sheet published at each date, not today's.
- P/E at month end
- Own 5-year median 26.5
- Trucking and Courier Services, except Air median 34.1
An estimate from reported numbers and market multiples, not a price target or investment advice. It can be far off for companies whose profits are about to change sharply.
Market risk
From the past year of daily prices.
Liquidity
Low risk
- Average value traded per day
- $206.98M
- Value traded per 1% price move
- $148.68M
Downside
Medium risk
- Typical loss in a bad month
- 15.5%
- Volatility (annualized)
- 35%
- Sharpe ratio, 1 year
- 0.89
- Beta to the S&P 500 (5Y)
- 0.90
Typical bad-month loss, week by week
Margins
Share of revenue, fiscal years 2011 to 2025
Operating margin
Net margin
Growth rates
Compound annual growth to fiscal 2025
| Per year | 1 year | 3 years | 5 years | 10 years | Five-year pace |
|---|---|---|---|---|---|
| Revenue | -0.7% | -6.8% | +4.5% | +6.8% | |
| Operating income | +4.1% | -13.4% | +3.9% | +1.9% | |
| Net income | +4.8% | -14.9% | +3.4% | +3.4% | |
| EPS, diluted | +10.1% | -12.7% | +5.2% | +5.3% | |
| Free cash flow | +53.4% | +58.9% | +19.8% | +20.4% | |
| Dividend per share | +2.3% | +3.2% | +10.3% | +7.7% |
Returns and balance sheet
10 fiscal years. Hover a measure to see how it is calculated.
| Measure | FY2016 | FY2020 | FY2025 | Trend |
|---|---|---|---|---|
| Return on equity | 31.8% | 20.8% | 15.8% | |
| Return on assets | 11.4% | 8.9% | 7.4% | |
| Current ratio | 1.54 | 1.70 | 0.83 | |
| Debt to equity | 0.70 | 0.50 | 0.41 | |
| Net debt to EBITDA | 0.91× | 0.80× | 0.92× | |
| Interest coverage | 28.5× | 15.0× | 11.5× | |
| Capex to revenue | 9.7% | 7.7% | 6.1% | |
| Diluted shares | 113M | 107M | 98M |
Where the cash went
Fiscal 2021 to 2025, five years combined
Hunt J B Transport Services generated $7.91B from operations and spent $8.81B on capital expenditure, dividends and share buybacks. 68% of that went back into the business.
DuPont analysis
Return on equity split into margin, efficiency and leverage
| Fiscal year | Net margin | Asset turnover | Equity multiplier | Return on equity |
|---|---|---|---|---|
| FY2025 | 5.0% | 1.48× | 2.14× | 15.8% |
| FY2024 | 4.7% | 1.43× | 2.08× | 14.1% |
| FY2023 | 5.7% | 1.57× | 2.11× | 18.7% |
| FY2022 | 6.5% | 2.03× | 2.15× | 28.6% |
| FY2021 | 6.3% | 1.91× | 2.23× | 26.6% |
| FY2020 | 5.3% | 1.69× | 2.34× | 20.8% |
| FY2019 | 5.6% | 1.74× | 2.42× | 23.6% |
| FY2018 | 5.7% | 1.80× | 2.43× | 24.8% |
| FY2017 | 9.5% | 1.71× | 2.59× | 42.2% |
| FY2016 | 6.6% | 1.73× | 2.79× | 31.8% |
Piotroski F-Score
Nine tests of profitability, balance sheet and efficiency, fiscal 2025 against fiscal 2024
- ProfitableNet income above zero$598.28M
- Cash generatingOperating cash flow above zero$1.68B
- Return on assets improvedROA up on the prior year6.6% → 7.2%
- Earnings backed by cashOperating cash flow above net income$1.68B vs $598.28M
- Less leverageLong-term debt to assets fell11.8% → 9.7%
- Better liquidityCurrent ratio rose1.06 → 0.83
- No dilutionShare count did not rise103M → 98M
- Gross margin improvedGross margin up on the prior year– → –
- More efficientAsset turnover rose1.41 → 1.44
See a number that looks wrong?