J.B. Hunt Transport Services Inc (JBHT) is overvalued and Landstar System Inc (LSTR) is overvalued.
Both trade above our estimate of their intrinsic value. JBHT is the closer of the two: -120%, against -170% for LSTR.
Values as of the 22 Sept 2026 close.
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
Discounting its cash flows at 9.5% (average of 3 methods) values the shares at $62.59; the price of $168.68 is 170% above that value, and 74% of that value comes from beyond year five.
Leak Score 59/100 on 3 of 12 signals
| Metric | JBHT | LSTR |
|---|---|---|
| Verdict | Overvalued | Overvalued |
| Price | $237.41 | $168.68 |
| Intrinsic value | $107.70 | $62.59 |
| Margin of safety | -120% | -170% |
| Leak Score | 61/100 (10/12) | 59/100 (3/12) |
| Market cap | $22.3B | $5.7B |
| Revenue growth, 5 years | 4.5% | 2.8% |
| Operating margin | 7.6% | 3.9% |
| Net margin | 5.3% | 2.6% |
| Return on equity | 18.4% | 15.0% |
| Debt to equity | 0.31 | 0.17 |
| P/E | 33.7x | 43.7x |
| Forward P/E | 23.6x | 22.0x |
| P/B | 6.1x | 6.8x |
| Dividend yield | 0.8% | 1.5% |