Integrated Freight & Logistics
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FDX vs JBHT
Revenue, margins, valuation, and 5-year total return — side by side.
Integrated Freight & Logistics
FDX vs JBHT — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Integrated Freight & Logistics | Integrated Freight & Logistics |
| Market Cap | $88.39B | $22.91B |
| Revenue (TTM) | $91.93B | $12.00B |
| Net Income (TTM) | $4.48B | $598M |
| Gross Margin | 24.4% | 14.0% |
| Operating Margin | 6.5% | 7.2% |
| Forward P/E | 19.0x | 33.0x |
| Total Debt | $37.42B | $1.47B |
| Cash & Equiv. | $5.50B | $17M |
FDX vs JBHT — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| FedEx Corporation (FDX) | 100 | 287.9 | +187.9% |
| J.B. Hunt Transport… (JBHT) | 100 | 202.4 | +102.4% |
Price return only. Dividends and distributions are not included.
Quick Verdict: FDX vs JBHT
Each card shows where this stock fits in a portfolio — not just who wins on paper.
FDX carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 4 yrs, beta 1.03, yield 1.5%
- Rev growth 0.3%, EPS growth -2.3%, 3Y rev CAGR -2.0%
- Lower volatility, beta 1.03, current ratio 1.19x
JBHT is the clearest fit if your priority is long-term compounding.
- 203.9% 10Y total return vs FDX's 153.4%
- 5.0% margin vs FDX's 4.9%
- +83.5% vs FDX's +77.1%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 0.3% revenue growth vs JBHT's -0.7% | |
| Value | Lower P/E (19.0x vs 33.0x), PEG 0.68 vs 6.30 | |
| Quality / Margins | 5.0% margin vs FDX's 4.9% | |
| Stability / Safety | Beta 1.03 vs JBHT's 1.07 | |
| Dividends | 1.5% yield, 4-year raise streak, vs JBHT's 0.7% | |
| Momentum (1Y) | +83.5% vs FDX's +77.1% | |
| Efficiency (ROA) | 7.5% ROA vs FDX's 5.0%, ROIC 12.0% vs 7.7% |
FDX vs JBHT — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FDX vs JBHT — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
JBHT leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
FDX is the larger business by revenue, generating $91.9B annually — 7.7x JBHT's $12.0B. Profitability is closely matched — net margins range from 5.0% (JBHT) to 4.9% (FDX). On growth, FDX holds the edge at +8.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $91.9B | $12.0B |
| EBITDAEarnings before interest/tax | $10.3B | $1.6B |
| Net IncomeAfter-tax profit | $4.5B | $598M |
| Free Cash FlowCash after capex | $4.4B | $948M |
| Gross MarginGross profit ÷ Revenue | +24.4% | +14.0% |
| Operating MarginEBIT ÷ Revenue | +6.5% | +7.2% |
| Net MarginNet income ÷ Revenue | +4.9% | +5.0% |
| FCF MarginFCF ÷ Revenue | +4.8% | +7.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | +8.3% | -1.6% |
| EPS Growth (YoY)Latest quarter vs prior year | +15.7% | +24.2% |
Valuation Metrics
FDX leads this category, winning 6 of 7 comparable metrics.
Valuation Metrics
At 22.4x trailing earnings, FDX trades at a 43% valuation discount to JBHT's 39.6x P/E. Adjusting for growth (PEG ratio), FDX offers better value at 0.80x vs JBHT's 7.55x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||
|---|---|---|
| Market CapShares × price | $88.4B | $22.9B |
| Enterprise ValueMkt cap + debt − cash | $120.3B | $24.4B |
| Trailing P/EPrice ÷ TTM EPS | 22.36x | 39.57x |
| Forward P/EPrice ÷ next-FY EPS est. | 19.01x | 33.04x |
| PEG RatioP/E ÷ EPS growth rate | 0.80x | 7.55x |
| EV / EBITDAEnterprise value multiple | 11.63x | 15.42x |
| Price / SalesMarket cap ÷ Revenue | 1.01x | 1.91x |
| Price / BookPrice ÷ Book value/share | 3.25x | 6.64x |
| Price / FCFMarket cap ÷ FCF | 29.65x | 24.18x |
Profitability & Efficiency
JBHT leads this category, winning 8 of 9 comparable metrics.
Profitability & Efficiency
JBHT delivers a 16.8% return on equity — every $100 of shareholder capital generates $17 in annual profit, vs $16 for FDX. JBHT carries lower financial leverage with a 0.41x debt-to-equity ratio, signaling a more conservative balance sheet compared to FDX's 1.33x. On the Piotroski fundamental quality scale (0–9), JBHT scores 7/9 vs FDX's 5/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +15.8% | +16.8% |
| ROA (TTM)Return on assets | +5.0% | +7.5% |
| ROICReturn on invested capital | +7.7% | +12.0% |
| ROCEReturn on capital employed | +8.3% | +13.5% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 7 |
| Debt / EquityFinancial leverage | 1.33x | 0.41x |
| Net DebtTotal debt minus cash | $31.9B | $1.4B |
| Cash & Equiv.Liquid assets | $5.5B | $17M |
| Total DebtShort + long-term debt | $37.4B | $1.5B |
| Interest CoverageEBIT ÷ Interest expense | 16.50x | 12.19x |
Total Returns (Dividends Reinvested)
Evenly matched — FDX and JBHT each lead in 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in JBHT five years ago would be worth $14,024 today (with dividends reinvested), compared to $12,707 for FDX. Over the past 12 months, JBHT leads with a +83.5% total return vs FDX's +77.1%. The 3-year compound annual growth rate (CAGR) favors FDX at 19.4% vs JBHT's 11.5% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +28.7% | +23.3% |
| 1-Year ReturnPast 12 months | +77.1% | +83.5% |
| 3-Year ReturnCumulative with dividends | +70.0% | +38.8% |
| 5-Year ReturnCumulative with dividends | +27.1% | +40.2% |
| 10-Year ReturnCumulative with dividends | +153.4% | +203.9% |
| CAGR (3Y)Annualised 3-year return | +19.4% | +11.5% |
Risk & Volatility
Evenly matched — FDX and JBHT each lead in 1 of 2 comparable metrics.
Risk & Volatility
FDX is the less volatile stock with a 1.03 beta — it tends to amplify market swings less than JBHT's 1.07 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.03x | 1.07x |
| 52-Week HighHighest price in past year | $404.03 | $256.18 |
| 52-Week LowLowest price in past year | $213.56 | $130.12 |
| % of 52W HighCurrent price vs 52-week peak | +93.0% | +94.5% |
| RSI (14)Momentum oscillator 0–100 | 50.1 | 58.0 |
| Avg Volume (50D)Average daily shares traded | 1.8M | 902K |
Analyst Outlook
Evenly matched — FDX and JBHT each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates FDX as "Buy" and JBHT as "Buy". Consensus price targets imply -3.1% upside for FDX (target: $364) vs -7.1% for JBHT (target: $225). For income investors, FDX offers the higher dividend yield at 1.47% vs JBHT's 0.72%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $364.19 | $224.88 |
| # AnalystsCovering analysts | 49 | 45 |
| Dividend YieldAnnual dividend ÷ price | +1.5% | +0.7% |
| Dividend StreakConsecutive years of raises | 4 | 12 |
| Dividend / ShareAnnual DPS | $5.51 | $1.75 |
| Buyback YieldShare repurchases ÷ mkt cap | +3.4% | 0.0% |
JBHT leads in 2 of 6 categories (Income & Cash Flow, Profitability & Efficiency). FDX leads in 1 (Valuation Metrics). 3 tied.
FDX vs JBHT: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is FDX or JBHT a better buy right now?
For growth investors, FedEx Corporation (FDX) is the stronger pick with 0.
3% revenue growth year-over-year, versus -0. 7% for J. B. Hunt Transport Services, Inc. (JBHT). FedEx Corporation (FDX) offers the better valuation at 22. 4x trailing P/E (19. 0x forward), making it the more compelling value choice. Analysts rate FedEx Corporation (FDX) a "Buy" — based on 49 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — FDX or JBHT?
On trailing P/E, FedEx Corporation (FDX) is the cheapest at 22.
4x versus J. B. Hunt Transport Services, Inc. at 39. 6x. On forward P/E, FedEx Corporation is actually cheaper at 19. 0x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: FedEx Corporation wins at 0. 68x versus J. B. Hunt Transport Services, Inc. 's 6. 30x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — FDX or JBHT?
Over the past 5 years, J.
B. Hunt Transport Services, Inc. (JBHT) delivered a total return of +40. 2%, compared to +27. 1% for FedEx Corporation (FDX). Over 10 years, the gap is even starker: JBHT returned +203. 9% versus FDX's +153. 4%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — FDX or JBHT?
By beta (market sensitivity over 5 years), FedEx Corporation (FDX) is the lower-risk stock at 1.
03β versus J. B. Hunt Transport Services, Inc. 's 1. 07β — meaning JBHT is approximately 4% more volatile than FDX relative to the S&P 500. On balance sheet safety, J. B. Hunt Transport Services, Inc. (JBHT) carries a lower debt/equity ratio of 41% versus 133% for FedEx Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — FDX or JBHT?
By revenue growth (latest reported year), FedEx Corporation (FDX) is pulling ahead at 0.
3% versus -0. 7% for J. B. Hunt Transport Services, Inc. (JBHT). On earnings-per-share growth, the picture is similar: J. B. Hunt Transport Services, Inc. grew EPS 10. 1% year-over-year, compared to -2. 3% for FedEx Corporation. Over a 3-year CAGR, FDX leads at -2. 0% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — FDX or JBHT?
J.
B. Hunt Transport Services, Inc. (JBHT) is the more profitable company, earning 5. 0% net margin versus 4. 7% for FedEx Corporation — meaning it keeps 5. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: JBHT leads at 7. 2% versus 6. 9% for FDX. At the gross margin level — before operating expenses — FDX leads at 21. 6%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is FDX or JBHT more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, FedEx Corporation (FDX) is the more undervalued stock at a PEG of 0. 68x versus J. B. Hunt Transport Services, Inc. 's 6. 30x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, FedEx Corporation (FDX) trades at 19. 0x forward P/E versus 33. 0x for J. B. Hunt Transport Services, Inc. — 14. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for FDX: -3. 1% to $364. 19.
08Which pays a better dividend — FDX or JBHT?
All stocks in this comparison pay dividends.
FedEx Corporation (FDX) offers the highest yield at 1. 5%, versus 0. 7% for J. B. Hunt Transport Services, Inc. (JBHT).
09Is FDX or JBHT better for a retirement portfolio?
For long-horizon retirement investors, FedEx Corporation (FDX) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1.
03), 1. 5% yield, +153. 4% 10Y return). Both have compounded well over 10 years (FDX: +153. 4%, JBHT: +203. 9%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between FDX and JBHT?
Both stocks operate in the Industrials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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