
J.B. Hunt (JBHT)
NASDAQIndustrialsIntegrated Freight & LogisticsSnapshot 2026-07-07
Reading JBHT? This analysis is rebuilt every market day. Get it tracked free. No credit card.
Track JBHT free→
NASDAQIndustrialsIntegrated Freight & LogisticsSnapshot 2026-07-07
Reading JBHT? This analysis is rebuilt every market day. Get it tracked free. No credit card.
Track JBHT free→QuarterlyIQ Insights · JBHT
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 14 valuation methods, at three horizons. Current price $275.00. As of 2026-07-08. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $275 JBHT trades at 43× p/e — 1.4× the 31× p/e peer median, and above its own 32× history. The market is re-rating it beyond its own range; our $201 fair value is medium-confidence here. Analysts target $180–$320. Even valued only for durable growth at sustainable margins, it's worth about $343 — above today's price, so the premium reflects that growth case, not pure multiple expansion. Not investment advice.
$180.00 – $320.00 (median $244.00) · 16 analysts · as of 2026-07-06
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
No fragility gates fired. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
At today's price you pay about 294% over what the business is worth with no growth; closing that gap needs roughly 33.1 years of the forecast growth to come through. These describe the expectations embedded in the price, not a forecast of the move. Reverse-DCF base: $3.89/sh owner earnings.
Looks more expensive than peers.
Richer than its own typical valuation.
Trailing four: 2025-Q1, 2025-Q2, 2025-Q3, 2026-Q1
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $244.00 | — | — | Analyst | high |
| dcf fcfe | 12M | $466.10 | — | — | Hist. CAGR | high |
| dcf fcff | 12M | $471.48 | — | — | Hist. CAGR | high |
| ddm gordon | 12M | $30.59 | — | — | TTM | high |
| graham number | 12M | $74.08 | — | — | TTM | high |
| Mgmt guidance | 12M | $46.56 | 31.3 | 1.49 | Mgmt | high |
| Peer EV/EBITDA | 12M | $293.13 | 19.0 | 16.18 | TTM | high |
| Peer P/FCF | 12M | $304.28 | 28.1 | 10.84 | TTM | high |
| Peer P/E | 12M | $201.88 | 31.3 | 6.46 | TTM | high |
| Peer P/S | 12M | $450.40 | 3.5 | 127.45 | TTM | high |
| PEG | 12M | $282.52 | 43.7 | 6.46 | TTM | high |
| residual income | 12M | $50.51 | — | — | TTM | high |
| Own P/E history | 12M | $204.92 | 31.7 | 6.46 | TTM | high |
| triangulated | 12M | $203.49 | 31.3 | 6.51 | Triangulated | high |
| Mgmt guidance | 3Y | $95.58 | 31.3 | 3.06 | Mgmt(prov.) | medium |
| Peer P/FCF | 3Y | $462.78 | 28.1 | 16.49 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $333.74 | 31.3 | 10.68 | Analyst | medium |
| Peer P/S | 3Y | $599.13 | 3.5 | 169.55 | Analyst | medium |
| PEG | 3Y | $467.06 | 43.7 | 10.68 | Analyst | medium |
| Own P/E history | 3Y | $338.78 | 31.7 | 10.68 | Analyst | medium |
| Mgmt guidance | 5Y | $154.39 | 31.3 | 4.94 | Mgmt(prov.) | high |
| Peer P/FCF | 5Y | $612.02 | 28.1 | 21.80 | Hist. CAGR(prov.) | high |
| Peer P/E | 5Y | $402.04 | 31.3 | 12.87 | Analyst | high |
| Peer P/S | 5Y | $721.74 | 3.5 | 204.24 | Analyst | high |
| PEG | 5Y | $562.64 | 43.7 | 12.87 | Analyst | high |
| Own P/E history | 5Y | $408.10 | 31.7 | 12.87 | Analyst | high |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.