Fedex Corp (FDX) is fairly valued and J.B. Hunt Transport Services Inc (JBHT) is overvalued.
Against our estimates of intrinsic value, FDX trades at the wider discount: a margin of safety of +1%, against -120% for JBHT.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 9.4% (average of 3 methods) values the shares at $299.56; the price of $295.94 is 1% below that value, and 74% of that value comes from beyond year five.
Leak Score 50/100 on 10 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 | FDX | JBHT |
|---|---|---|
| Verdict | Fairly valued | Overvalued |
| Price | $295.94 | $237.41 |
| Intrinsic value | $299.56 | $107.70 |
| Margin of safety | +1% | -120% |
| Leak Score | 50/100 (10/12) | 61/100 (10/12) |
| Market cap | $70.0B | $22.3B |
| Revenue growth, 5 years | 2.5% | 4.5% |
| Operating margin | 7.0% | 7.6% |
| Net margin | 4.7% | 5.3% |
| Return on equity | 14.8% | 18.4% |
| Debt to equity | 1.36 | 0.31 |
| P/E | 16.0x | 33.7x |
| Forward P/E | — | 23.6x |
| P/B | 2.2x | 6.1x |
| Dividend yield | 1.6% | 0.8% |