J.B. Hunt Transport Services, Inc. (JBHT) vs Pitney Bowes Inc. (PBI)

J.B. Hunt Transport Services, Inc. and Pitney Bowes Inc. are both Integrated Freight & Logistics companies. J.B. Hunt Transport Services, Inc. is the larger, with a market value of $21.5B against $2.2B — 9.6× the size. Pitney Bowes Inc. trades at the lower P/E: 13.1× against 31.9×. J.B. Hunt Transport Services, Inc. grew revenue faster over the last twelve months: 5.28% against −5.31%. Pitney Bowes Inc. has the higher net margin (10.0% vs 5.31%) and the higher return on invested capital (27.8% vs 12.5%). Both pay a dividend; Pitney Bowes Inc. yields more (6.38% vs 0.72%). Across the 22 metrics below, Pitney Bowes Inc. leads on 14 and J.B. Hunt Transport Services, Inc. on 8.

Valuation

Metric JBHT PBI Integrated Freight & Logistics median
P/E 31.93 13.10 21.28
P/S 1.67 1.20 0.71
P/B 5.95 n/m 1.67
Price to free cash flow 16.65 5.39 15.27
EV/EBITDA 13.78 7.87 8.95
EV/Sales 1.82 2.14 1.06
Earnings yield 3.13% 7.63% (1.34%)
Free cash flow yield 6.01% 18.55% 0.00%

Profitability

Metric JBHT PBI Integrated Freight & Logistics median
Gross margin 44.24% 54.08% 26.33%
Operating margin 7.52% 21.22% 0.92%
Net margin 5.31% 10.04% (0.14%)
Free cash flow margin 10.04% 22.25% 0.00%
Return on equity 0.00% (26.76%) 0.00%
Return on assets 8.33% 5.99% 0.00%
Return on invested capital 12.45% 27.75% 0.00%

Growth

Metric JBHT PBI Integrated Freight & Logistics median
Revenue growth (TTM) 5.28% (5.31%) 6.03%
EPS growth (last fiscal year) 10.07% 175.00% —
Revenue growth, 5-year CAGR 4.48% (11.84%) 2.88%
Net income growth, 5-year CAGR 3.41% 0.00% 0.00%

Health

Metric JBHT PBI Integrated Freight & Logistics median
Debt to equity 0.31 (2.36) 0.12
Current ratio 1.26 0.73 1.57
Net debt to EBITDA 0.92 3.79 0.86

Dividend

Metric JBHT PBI Integrated Freight & Logistics median
Dividend yield 0.72% 6.38% 2.25%
Payout ratio 0.20 1.11 0.13

Size

Metric JBHT PBI Integrated Freight & Logistics median
Market cap 21.52b 2.24b 56.42m

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