Added to YB: 2024-08-14
Pitch date: 2024-06-30
JBHT [bullish]
J.B. Hunt Transport Services, Inc.
+26.68%
current return
Author Info
No bio for this author
Company Info
J.B. Hunt Transport Services, Inc. provides surface transportation, delivery, and logistic services in the United States.
Market Cap
$15.5B
Pitch Price
$156.84
Price Target
N/A
Dividend
1.08%
EV/EBITDA
10.61
P/E
28.19
EV/Sales
1.44
Sector
Ground Transportation
Category
turnaround
Heartland Opportunistic Value Equity Strategy Portfolio Holding: J.B. Hunt Transport Services, Inc.
JBHT: Leading intermodal shipper down 19% on Q1 miss. TL recession hurting margins. Plans 40% capacity increase by 2025 for efficiency & market share. Trades 9.6x NTM EV/EBITDA, 25% discount to sector. Strong balance sheet (<1x leverage). Can fund growth internally. Poised for secular gains post-cyclical recovery due to TL cost advantage.
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