J.B. Hunt Transport Services, Inc. (JBHT) vs ZTO Express (Cayman) Inc. (ZTO)

J.B. Hunt Transport Services, Inc. and ZTO Express (Cayman) Inc. are both Integrated Freight & Logistics companies. J.B. Hunt Transport Services, Inc. is the larger, with a market value of $21.5B against $10.7B — 2.0× the size. ZTO Express (Cayman) Inc. trades at the lower P/E: 10.3× against 31.9×. ZTO Express (Cayman) Inc. grew revenue faster over the last twelve months: 24.8% against 5.28%. ZTO Express (Cayman) Inc. has the higher net margin (19.0% vs 5.31%) and the higher return on invested capital (13.0% vs 12.5%). Both pay a dividend; ZTO Express (Cayman) Inc. yields more (2.77% vs 0.72%). Across the 22 metrics below, ZTO Express (Cayman) Inc. leads on 16 and J.B. Hunt Transport Services, Inc. on 6.

Valuation

Metric JBHT ZTO Integrated Freight & Logistics median
P/E 31.93 10.26 21.28
P/S 1.67 1.88 0.71
P/B 5.95 1.59 1.67
Price to free cash flow 16.65 n/m 15.27
EV/EBITDA 13.78 8.11 8.95
EV/Sales 1.82 1.70 1.06
Earnings yield 3.13% 9.75% (1.34%)
Free cash flow yield 6.01% (2.01%) 0.00%

Profitability

Metric JBHT ZTO Integrated Freight & Logistics median
Gross margin 44.24% 25.10% 26.33%
Operating margin 7.52% 20.98% 0.92%
Net margin 5.31% 19.02% (0.14%)
Free cash flow margin 10.04% (3.77%) 0.00%
Return on equity 0.00% 16.37% 0.00%
Return on assets 8.33% 10.88% 0.00%
Return on invested capital 12.45% 13.03% 0.00%

Growth

Metric JBHT ZTO Integrated Freight & Logistics median
Revenue growth (TTM) 5.28% 24.75% 6.03%
EPS growth (last fiscal year) 10.07% 8.84% —
Revenue growth, 5-year CAGR 4.48% 12.69% 2.88%
Net income growth, 5-year CAGR 3.41% 14.46% 0.00%

Health

Metric JBHT ZTO Integrated Freight & Logistics median
Debt to equity 0.31 0.34 0.12
Current ratio 1.26 1.67 1.57
Net debt to EBITDA 0.92 (1.05) 0.86

Dividend

Metric JBHT ZTO Integrated Freight & Logistics median
Dividend yield 0.72% 2.77% 2.25%
Payout ratio 0.20 0.00 0.13

Size

Metric JBHT ZTO Integrated Freight & Logistics median
Market cap 21.52b 10.66b 56.42m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack