Professional
Added to YB: 2024-08-01
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 Mid Cap Value Fund Portfolio Holding: J.B. Hunt Transport Services, Inc.
JBHT: Intermodal leader down 19% Q1, underearning due to TL recession. Expanding capacity 40% by 2025 for efficiency & market share. Trades 9.6x NTM EV/EBITDA, 30% discount to sector. Strong balance sheet (1x leverage). Poised for cyclical recovery & structural gains vs TL. Risks: weak demand, irrational TL pricing.
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