LSTR vs HUBG vs JBHT vs CHRW

For growth investors, J.

B. Hunt Transport Services, Inc. (JBHT) is the stronger pick with -0. 7% revenue growth year-over-year, versus -8. 4% for C. H. Robinson Worldwide, Inc. (CHRW). Hub Group, Inc. (HUBG) offers the better valuation at 25. 3x trailing P/E (26. 2x forward), making it the more compelling value choice. Analysts rate J. B. Hunt Transport Services, Inc. (JBHT) a "Buy" — based on 45 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.

On trailing P/E, Hub Group, Inc.

(HUBG) is the cheapest at 25. 3x versus Landstar System, Inc. at 55. 0x. On forward P/E, Hub Group, Inc. is actually cheaper at 26. 2x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: C. H. Robinson Worldwide, Inc. wins at 5. 20x versus Hub Group, Inc. 's 21. 49x.

Over the past 5 years, C.

H. Robinson Worldwide, Inc. (CHRW) delivered a total return of +84. 1%, compared to +11. 1% for Landstar System, Inc. (LSTR). Over 10 years, the gap is even starker: LSTR returned +208. 2% versus HUBG's +122. 3%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), C.

H. Robinson Worldwide, Inc. (CHRW) is the lower-risk stock at 0. 95β versus Hub Group, Inc. 's 1. 21β — meaning HUBG is approximately 28% more volatile than CHRW relative to the S&P 500. On balance sheet safety, Landstar System, Inc. (LSTR) carries a lower debt/equity ratio of 17% versus 88% for C. H. Robinson Worldwide, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), J.

B. Hunt Transport Services, Inc. (JBHT) is pulling ahead at -0. 7% versus -8. 4% for C. H. Robinson Worldwide, Inc. (CHRW). On earnings-per-share growth, the picture is similar: C. H. Robinson Worldwide, Inc. grew EPS 25. 1% year-over-year, compared to -39. 9% for Landstar System, Inc.. Over a 3-year CAGR, HUBG leads at -2. 3% 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.

J.

B. Hunt Transport Services, Inc. (JBHT) is the more profitable company, earning 5. 0% net margin versus 2. 4% for Landstar System, Inc. — 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 3. 6% for HUBG. At the gross margin level — before operating expenses — HUBG leads at 85. 4%, 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.

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, C. H. Robinson Worldwide, Inc. (CHRW) is the more undervalued stock at a PEG of 5. 20x versus Hub Group, Inc. 's 21. 49x. Both stocks trade at elevated growth-adjusted valuations, so expected growth needs to materialise. On forward earnings alone, Hub Group, Inc. (HUBG) trades at 26. 2x forward P/E versus 33. 0x for J. B. Hunt Transport Services, Inc. — 6. 8x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for CHRW: 9. 3% to $187. 38.

All stocks in this comparison pay dividends.

Landstar System, Inc. (LSTR) offers the highest yield at 2. 0%, versus 0. 7% for J. B. Hunt Transport Services, Inc. (JBHT).

For long-horizon retirement investors, C.

H. Robinson Worldwide, Inc. (CHRW) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 95), 1. 4% yield, +163. 6% 10Y return). Both have compounded well over 10 years (CHRW: +163. 6%, HUBG: +122. 3%), 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.

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.