Expeditors International of Washington, Inc. (EXPD) vs J.B. Hunt Transport Services, Inc. (JBHT)

Expeditors International of Washington, Inc. and J.B. Hunt Transport Services, Inc. are both Integrated Freight & Logistics companies. Expeditors International of Washington, Inc. is the larger, with a market value of $25.3B against $21.5B — 1.2× the size. Expeditors International of Washington, Inc. trades at the lower P/E: 27.2× against 31.9×. Expeditors International of Washington, Inc. grew revenue faster over the last twelve months: 6.77% against 5.28%. Expeditors International of Washington, Inc. has the higher net margin (7.63% vs 5.31%) and the higher return on invested capital (67.9% vs 12.5%). Both pay a dividend; Expeditors International of Washington, Inc. yields more (1.25% vs 0.72%). Across the 23 metrics below, Expeditors International of Washington, Inc. leads on 12 and J.B. Hunt Transport Services, Inc. on 11.

Valuation

Metric EXPD JBHT Integrated Freight & Logistics median
P/E 27.17 31.93 21.28
P/S 2.04 1.67 0.71
P/B 11.57 5.95 1.67
Price to free cash flow 26.57 16.65 15.27
EV/EBITDA 18.99 13.78 8.95
EV/Sales 1.95 1.82 1.06
Earnings yield 3.68% 3.13% (1.34%)
Free cash flow yield 3.76% 6.01% 0.00%

Profitability

Metric EXPD JBHT Integrated Freight & Logistics median
Gross margin 32.70% 44.24% 26.33%
Operating margin 9.83% 7.52% 0.92%
Net margin 7.63% 5.31% (0.14%)
Free cash flow margin 7.68% 10.04% 0.00%
Return on equity 42.55% 0.00% 0.00%
Return on assets 18.52% 8.33% 0.00%
Return on invested capital 67.88% 12.45% 0.00%

Growth

Metric EXPD JBHT Integrated Freight & Logistics median
Revenue growth (TTM) 6.77% 5.28% 6.03%
EPS growth (last fiscal year) 4.02% 10.07% —
Revenue growth, 5-year CAGR 2.92% 4.48% 2.88%
Net income growth, 5-year CAGR 3.08% 3.41% 0.00%

Health

Metric EXPD JBHT Integrated Freight & Logistics median
Debt to equity 0.00 0.31 0.12
Current ratio 1.57 1.26 1.57
Net debt to EBITDA (1.18) 0.92 0.86

Dividend

Metric EXPD JBHT Integrated Freight & Logistics median
Dividend yield 1.25% 0.72% 2.25%
Payout ratio 0.20 0.20 0.13

Size

Metric EXPD JBHT Integrated Freight & Logistics median
Market cap 25.26b 21.52b 56.42m

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