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 $24.6B against $20.4B — 1.2× the size. Expeditors International of Washington, Inc. trades at the lower P/E: 23.9× against 30.7×. Expeditors International of Washington, Inc. grew revenue faster over the last twelve months: 18.6% against 10.6%. Expeditors International of Washington, Inc. has the higher net margin (7.86% vs 5.07%) and the higher return on invested capital (67.0% vs 12.6%). Both pay a dividend; J.B. Hunt Transport Services, Inc. yields more (1.02% vs 0.84%). Across the 23 metrics below, J.B. Hunt Transport Services, Inc. leads on 12 and Expeditors International of Washington, Inc. on 11.

Valuation

Metric EXPD JBHT Integrated Freight & Logistics median
P/E 23.88 30.70 22.50
P/S 1.85 1.54 0.46
P/B 10.46 5.75 1.75
Price to free cash flow 26.42 18.31 18.31
EV/EBITDA 16.78 13.26 9.01
EV/Sales 1.77 1.67 0.88
Earnings yield 4.19% 3.26% (1.15%)
Free cash flow yield 3.78% 5.46% 0.00%

Profitability

Metric EXPD JBHT Integrated Freight & Logistics median
Gross margin 31.66% 42.82% 25.10%
Operating margin 10.12% 7.20% 0.92%
Net margin 7.86% 5.07% (0.14%)
Free cash flow margin 7.00% 8.40% 0.00%
Return on equity 45.01% 0.00% 0.00%
Return on assets 19.71% 8.35% 0.00%
Return on invested capital 66.97% 12.62% 0.00%

Growth

Metric EXPD JBHT Integrated Freight & Logistics median
Revenue growth (TTM) 18.64% 10.59% 9.95%
EPS growth (last fiscal year) 4.02% 10.07% 5.86%
Revenue growth, 5-year CAGR 2.92% 4.48% 2.84%
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 1.56 1.23 1.58
Net debt to EBITDA (1.18) 0.92 0.67

Dividend

Metric EXPD JBHT Integrated Freight & Logistics median
Dividend yield 0.84% 1.02% 1.96%
Payout ratio 0.20 0.31 0.29

Size

Metric EXPD JBHT Integrated Freight & Logistics median
Market cap 24.55b 20.41b 81.31m

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