JB Hunt Transport Services Inc (JBHT) Fair Value & Analysis
Industrials · US · Market cap $27.4B · ISIN US4456581077
What is JB Hunt Transport Services Inc really worth?
JB Hunt Transport Services Inc
JBHT · US
A solid business, but trading 99% above our fair value of $133.80.
Strengths
Risks
For context
Fair value as of: Sep 3, 2026
From 26 valuation models · updated yesterday
Share price −3.0% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price sits above even our optimistic bull case ($167.25). The favourable scenario is already priced in.
- Solid but not exceptional quality (68/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range ($92.24 to $167.25) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 3, 2026.
How to read this chart
60‑month range $123.14 – $298.41 · fair‑value band $92.24 – $167.25 · the $266.28 price screens above the $133.80 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 3, 2026.
Analysis
JB Hunt Transport Services Inc (JBHT) currently trades at $266.28, while our model-based Fair Value estimate is $133.80, implying the stock looks roughly 99.0% overvalued today. The Quality Score stands at 68/100 (solid quality), in the Industrials sector. Bull case: the DCF Models group reads highest at a median of $153.44 per share, and 0 of the 26 models we run sit above the $266.28 price. Bear case: the Asset-Based group reads lowest at $25.44, and 26 of the 26 models stay below the price. Evidence for this calculation is high.
Over the trailing twelve months, JB Hunt Transport Services Inc generated revenue of $12.1B at a net margin of 5.1%. Revenue grew 4.6% year over year. It earns a return on equity of 16.7%. Net debt stands at $1.9B. Fundamentals as of Sep 3, 2026
Our scenario range runs from $92.24 (bear case) to $167.25 (bull case); at $266.28, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 6% below its 52-week high and 106% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at −2% fair-value upside, at −50%, JBHT screens richer than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly $3.47 per share, which is 2.6 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 26 models by family
Widest divergence: DCF Models ($153.44) versus Asset-Based ($25.44). Highest evidence: FCF DCF (76).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Sep 3, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 66 · Market factors (momentum, volatility) 67
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
J.B. Hunt Transport Services, Inc. provides surface transportation, delivery, and logistic services in the United States. It operates through five segments: Intermodal, Dedicated Contract Services, Integrated Capacity Solutions, Final Mile Services, and Truckload. The JBI segment offers intermodal freight solutions.
Full company description
J.B. Hunt Transport Services, Inc. provides surface transportation, delivery, and logistic services in the United States. It operates through five segments: Intermodal, Dedicated Contract Services, Integrated Capacity Solutions, Final Mile Services, and Truckload. The JBI segment offers intermodal freight solutions. It operates 124,838 pieces of company-owned trailing equipment; owns and maintains its chassis fleet of 104,474 units; and manages a fleet of 5,880 company-owned tractors, 308 independent contractor trucks, and 8,704 company drivers. The DCS segment designs, develops, and executes supply chain solutions that support various transportation networks. As of December 31, 2025, it operated 11,878 company-owned trucks, 761 customer-owned trucks, and a contractor trucks. It operates 26,767 owned pieces of trailing equipment and 5,218 customer-owned trailers. The ICS segment provides freight brokerage and transportation logistics solutions; flatbed, refrigerated, expedited, and less-than-truckload, as well as dry-van and intermodal solutions; online multimodal marketplace; and logistics management services for customers to outsource their transportation functions. The FMS segment delivers services through 1,085 company-owned trucks, 169 customer-owned trucks, and 39 independent contractor trucks; and 1,091 owned pieces of trailing equipment and 98 customer-owned trailers. The JBT segment provides dry-van freight services by utilizing tractors and trailers operating over roads and highways through two company-owned tractors and 12,658 company-owned trailers. It transports or arranges for the transportation of freight, such as general merchandise, specialty consumer items, appliances, home furnishings, forest, paper, rubber, plastic products, food, beverages, building materials, apparel, accessories, soaps, cosmetics, automotive parts, agricultural products, electronics, and chemicals. The company was incorporated in 1961 and is headquartered in Lowell, Arkansas.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
JB Hunt Transport Services Inc reported revenue of $12.0B in FY2025 versus $12.2B in FY2021, a compound −0.3%/yr. Reported net income was $598M in FY2025, compounding −5.8%/yr from FY2021.
of which total revenue +7.7 % · buybacks/dilution +1.5 %
Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).
JBHT screens 99% overvalued. Compare with United Parcel Service, Inc →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Here's Why Investors Should Add J.B. Hunt Stock to Their Portfolio
- J.B. Hunt Stock: Analyst Estimates & Ratings
Peer Group
Integrated Freight & Logistics · 206 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Integrated Freight & Logistics median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 42/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Integrated Freight & Logistics stocks, each showing price versus our Fair Value estimate (as of Sep 3, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| United Parcel Service, Inc UPS | $105.33 | $103.34 | −2% |
| FedEx Corporation FDX | $330.88 | $347.68 | +5% |
| Deutsche Post AG DHL | €56.14 | €53.18 | −5% |
| DSV A/S DSV | kr 1,358 | kr 712.57 | −48% |
| Kuehne + Nagel International AG KNIN | CHF 219.90 | CHF 147.92 | −33% |
| S.F. Holding 002352 | ¥32.96 | ¥48.64 | +48% |
| C.H. Robinson Worldwide, Inc CHRW | $150.39 | $86.56 | −42% |
| Expeditors International of Washington, Inc EXPD | $190.97 | $115.95 | −39% |
| ZTO Express (Cayman) Inc ZTO | $21.50 | $28.62 | +33% |
| Hyundai Glovis Co 086280 | 196,700 KRW | 468,982 KRW | +138% |
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