JBHT Stock Analysis — J.B. Hunt Transport Services
Sector: Logistics
AI Verdict
You're paying up for a 32.7% earnings growth story at 29.5x forward P/E, so the premium only makes sense if JBHT's network moat keeps driving outsized gains.
Competitive Moat
J.B. Hunt operates one of the largest intermodal and dedicated contract carriage fleets in North America, giving it scale and network density that smaller competitors can't match. Its long-term contracts with major shippers and integrated technology platforms create sticky customer relationships and cost advantages.
Summary
JBHT is notable right now for a 32.7% expected jump in earnings while its stock has already surged 89.21% over the past year.
Where It Stands
The stock trades at 29.5x next year's earnings (well above the 20x industrials median), with an RSI of 39.0 signaling it's cooling off after a huge 89.21% 1-year run.
Key Metrics
- RSI: 39 — Near Oversold
- Trailing P/E: 39.1x
- Forward P/E: 29.5x
- PEG Ratio: 1.36
- Earnings Growth: +0.3%
- Revenue Growth: +0.1%
- Market Cap: $25.9B
- Dividend Yield: 0.01%
- 1-Year Return: 89.21%
- 52-Week High: $299.76
- 52-Week Low: $130.12
Analyst Consensus
19 Buy · 11 Hold · 1 Sell (31 analysts)
Bull Case
Analysts expect 32.7% forward EPS growth, so you're paying a PEG of 1.36 — fair for a logistics company with JBHT's scale and stickiness.
Bear Case
If the forward P/E compresses from 29.5x to the sector median of 20x, that would mean a 32% drop from current levels even if earnings hit targets.
Catalyst to Watch
Watch for upcoming contract wins or renewals — landing or losing a major shipper could change the growth outlook quickly.