Expeditors International Of Washington Inc (EXPD) is overvalued and J.B. Hunt Transport Services Inc (JBHT) is overvalued.
Both trade above our estimate of their intrinsic value. EXPD is the closer of the two: -66%, against -120% for JBHT.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 10.1% (average of 3 methods) values the shares at $112.78; the price of $187.51 is 66% above that value, and 72% of that value comes from beyond year five.
Leak Score 73/100 on 9 of 12 signals
Discounting its cash flows at 10.8% (average of 3 methods) values the shares at $107.70; the price of $237.41 is 120% above that value, and 69% of that value comes from beyond year five.
Leak Score 61/100 on 10 of 12 signals
| Metric | EXPD | JBHT |
|---|---|---|
| Verdict | Overvalued | Overvalued |
| Price | $187.51 | $237.41 |
| Intrinsic value | $112.78 | $107.70 |
| Margin of safety | -66% | -120% |
| Leak Score | 73/100 (9/12) | 61/100 (10/12) |
| Market cap | $24.4B | $22.3B |
| Revenue growth, 5 years | 2.9% | 4.5% |
| Operating margin | 9.9% | 7.6% |
| Net margin | 7.6% | 5.3% |
| Return on equity | 42.6% | 18.4% |
| Debt to equity | 0.27 | 0.31 |
| P/E | 27.3x | 33.7x |
| Forward P/E | 23.4x | 23.6x |
| P/B | 11.5x | 6.1x |
| Dividend yield | 0.9% | 0.8% |