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JBHT J.B. Hunt

industrial · 2026-08-24

N/A
fair · 68
Owner-earnings value$114.95
Price$275.45
Margin of safety -58.3%

Quality gate · 68/100

Returns on capital 18.3/30
Consistency 18.2/22
Margins / pricing power 6.1/16
Balance sheet 13.0/16
Cash conversion 6.2/10
Capital allocation 5.8/6
Median ROIC13.2%
Gross margin13.2%
Net debt / EBITDA0.9x
FCF conversion59%
Share count / yr-3.0%
Profitable years4/4

Moat & management

Owner-earnings inputs

Owner earnings (TTM)897.28M
Owner-earnings yield3.5%
Free-cash-flow yield4.3%
Growth used (normalized)0.0%
Market-implied growth (reverse DCF)22.1%
Terminal growth3.0%
Discount rate (hurdle)10.6%

Projected owner earnings

YrOwner earningsGrowthPV
1897.28M 0.0%811.47M
2900.27M 0.3%736.32M
3906.28M 0.7%670.34M
4915.34M 1.0%612.30M
5927.54M 1.3%561.12M
6943.00M 1.7%515.92M
7961.86M 2.0%475.91M
8984.31M 2.3%440.44M
91.01B 2.7%408.94M
101.04B 3.0%380.93M

Recent news

score · 8 articles

  • J.B. Hunt Sees Freight Recovery, Intermodal Pricing Upside Into 2027
  • JB Hunt (JBHT) Down 5.4% Since Last Earnings Report: Can It Rebound?
  • Should Investors Buy Landstar Stock Post Latest Dividend Hike?
  • J.B. Hunt’s ‘summer of many minibids’
  • Is Heartland Express (HTLD) Stock Outpacing Its Transportation Peers This Year?
  • J.B. Hunt Transport Services (JBHT), Why Is It Drawing Fresh Attention Now?
  • J.B. Hunt (JBHT) Stock Trades Reasonable On Cash Flow But Rich On Earnings
  • J.B. Hunt celebrates 65 years, rings Nasdaq opening bell

⚠ maintenance capex ≈ min(capex, D&A), capped at FCF · Price pays for ~22%/yr owner-earnings growth over 10y (reverse DCF); model credits 0%.

History

DateQualityPriceValueMoSRating
2026-08-24 68 $275.45 $114.95 -58.3% N/A
2026-07-02 68 $290.07 $97.48 -66.4% N/A
2026-06-25 68 $269.06 $98.43 -63.4% N/A
2026-06-23 68 $269.24 $97.24 -63.9% N/A