Compare Stocks › AXP vs JBHT
American Express Company (AXP) vs J.B. Hunt Transport Services, Inc. (JBHT)
AXP
American Express Company
$294.93
VS
JBHT
J.B. Hunt Transport Services, Inc.
$200.20
Rewards
AXP
- ★Gross margin of 63.5% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
- ★Return on equity has consistently exceeded 20% over 4 years, indicating efficient use of shareholder capital.
- ★Each dollar of retained earnings has created $6.18 of market value — management is an exceptional capital allocator.
JBHT
- ★J.B. Hunt Transport Services, Inc. has maintained ROIC above 10% for 4 consecutive years, suggesting solid business economics.
- ★Free cash flow has grown at a 58.9% CAGR over the past 4 years, demonstrating strong earnings power growth.
- ★Altman Z-Score of 5.73 indicates very low bankruptcy risk — the company is firmly in the safe zone.
Risks
AXP
- ⚠Altman Z-Score of 0.93 places the company in the distress zone — financial patterns resemble those of companies that experienced bankruptcy.
- ⚠7 insider sales totaling $36.4M with no purchases in the past 3 months — insiders are reducing their exposure.
- ⚠Free cash flow has declined at a 5.9% CAGR over the past 4 years — a concerning trend.
JBHT
- ⚠Gross margin of 18.9% is low, suggesting a competitive or commodity-like market with limited pricing power.
- ⚠Each dollar of retained earnings has produced only $0.21 of market value — shareholders may have been better served by dividends.
- ⚠10 insider sales totaling $6.2M with no purchases in the past 3 months — insiders are reducing their exposure.
Key Valuation Metrics
Learn more →AXP
JBHT
Valuation
N/A
Free Cash Flow
$756.55M
N/A
FCF Yield
3.97%
19.19
Trailing P/E
32.71
14.64
Forward P/E
22.79
Quality & Moat
9.49%
ROIC
14.27%
31.97%
ROE
16.78%
63.47%
Gross Margin
18.90%
1.16
PEG Ratio
1.39
Balance Sheet Safety
1.91
Debt / Equity
0.48
N/A
Interest Coverage
N/A
N/A
Net Debt / EBITDA
1.08
1.29%
Dividend Yield
0.90%
AXP: 6Ties: 1JBHT: 2
AXPJBHT
Historical Fundamentals
Learn more →AXP
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
JBHT
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
$1 Retained Earnings Test
Learn more →AXP
$6.18
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$23.29B
Δ Market Cap
+$144.01B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
JBHT
$0.21
created per $1 retained over 3 years
Value Destroyer
Σ Retained
$1.38B
Δ Market Cap
+$294.8M
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Discounted Cash Flow (DCF) Analysis
Learn more →AXP
38.6% Margin of Safety
Price is 38.6% below estimated fair value
Current Price: $294.93
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $480.21
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
JBHT
30.6% Margin of Safety
Price is 30.6% below estimated fair value
Current Price: $200.20
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $288.63
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Reverse DCF — Market-Implied Growth
Learn more →AXP
Requires positive FCF to compute implied growth rate.
JBHT
What growth rate is the market pricing in at $200?
+15.2%
Market-Implied Owner Earnings Growth
Standard FCF implies +12.0%
The market implies +15.2% Owner Earnings growth, above historical trends.
Standard FCF implies a demanding +12.0%, reflecting heavy growth investment.
Economic Moat Score
Learn more →AXP
40/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None
Narrow moat with revenue predictability as the key competitive advantage. Improving margin stability would strengthen the moat.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
JBHT
67/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None
Narrow moat with roic consistency as the key competitive advantage. Improving reinvestment efficiency would strengthen the moat.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
Forensic Accounting
Learn more →AXP
-2.51
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
JBHT
-3.18
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Ownership Breakdown
Learn more →AXP
Insiders 22.2%Institutions 64.8%Retail & Other 12.9%
No. of Institutional Holders3,749
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
JBHT
Insiders 20.3%Institutions 76.6%Retail & Other 3.1%
No. of Institutional Holders1,019
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.
Insider Buying Activity
Learn more →AXP
0
Buys (3M)
1
Buys (12M)
Total value (12M): $4,054
JOABAR RAYMOND D
Officer
$4,054
@ $176.26 · 2025-04-09
ANGELAKIS MICHAEL J
Director
$998,593
@ $269.89 · 2025-03-07
Open market purchases · includes direct & indirect ownership · excludes option exercises
JBHT
0
Buys (3M)
3
Buys (12M)
Total value (12M): $593,171
FRAZIER SPENCER
Officer
$31,872
@ $156.24 · 2025-11-21
MCGEE ERIC
Officer
$161,553
@ $140.85 · 2025-08-04
HOBBS NICHOLAS
Chief Operating Officer
$399,746
@ $131.58 · 2025-04-24
ROBO JAMES L
Director
$10.00M
@ $168.21 · 2025-02-14
LISBOA PERSIO V
Director
$98,082
@ $163.47 · 2024-07-19
ROBERTS JOHN N III
Chief Executive Officer
$998,550
@ $161.06 · 2024-04-26
Open market purchases · includes direct & indirect ownership · excludes option exercises
Open market purchases · includes direct & indirect ownership · excludes option exercises.
Insider Selling Activity
Learn more →AXP
7
Sells (3M)
20
Sells (12M)
Total value (12M): $152.65M
LIEBERMAN QUINN JESSICA
Officer
$909,661
@ $300.02 · 2026-03-06
JOABAR RAYMOND D
Officer
$4.77M
@ $340.67 · 2026-02-19
GROSFIELD HOWARD M
Officer
$2.82M
@ $346.73 · 2026-02-12
RADHAKRISHNAN RAVIKUMAR S
Chief Technology Officer
$5.35M
@ $356.58 · 2026-02-09
SEEGER LAUREEN E
Officer
$4.60M
@ $360.99 · 2026-02-09
MARRS ANNA
Officer
$9.60M
@ $350.01 · 2026-02-05
PICKETT DENISE
Officer
$8.35M
@ $356.91 · 2026-02-05
JOABAR RAYMOND D
Officer
$538,902
@ $384.93 · 2025-12-12
RUTLEDGE ELIZABETH
Officer
$18.01M
@ $360.21 · 2025-10-31
TABISH DOUGLAS J
Officer
$894,359
@ $355.61 · 2025-10-23
PICKETT DENISE
Officer
$1.75M
@ $350.73 · 2025-10-22
SQUERI STEPHEN J
Chief Executive Officer
$37.03M
@ $329.86 · 2025-09-04
HERENA MONIQUE
Officer
$2.83M
@ $325.88 · 2025-09-03
BUCKMINSTER DOUGLAS E
Officer
$7.67M
@ $326.37 · 2025-09-02
SEEGER LAUREEN E
Officer
$23.37M
@ $296.90 · 2025-08-06
MCNEAL GLENDA G
Officer
$15.47M
@ $309.50 · 2025-07-29
MARRS ANNA
Officer
$1.71M
@ $310.77 · 2025-07-29
MARQUEZ RAFAEL
Officer
$3.56M
@ $296.93 · 2025-05-20
GROSFIELD HOWARD M
Officer
$2.60M
@ $275.50 · 2025-05-06
MCNEAL GLENDA G
Officer
$799,009
@ $264.66 · 2025-04-29
MARRS ANNA
President
$6.32M
@ $287.88 · 2025-03-04
LIEBERMAN QUINN JESSICA
Officer
$897,590
@ $296.43 · 2025-02-26
MCNEAL GLENDA G
Officer
$2.29M
@ $309.96 · 2025-02-11
SQUERI STEPHEN J
Chief Executive Officer
$16.24M
@ $319.45 · 2025-02-06
JOABAR RAYMOND D
Officer
$3.53M
@ $317.01 · 2025-02-05
RADHAKRISHNAN RAVIKUMAR S
Chief Technology Officer
$3.03M
@ $319.17 · 2025-02-05
PICKETT DENISE
Officer
$7.25M
@ $318.69 · 2025-02-05
JOABAR RAYMOND D
Officer
$4.77M
@ $313.94 · 2025-01-28
LE CAILLEC CHRISTOPHE
Chief Financial Officer
$1.82M
@ $303.48 · 2024-11-27
SQUERI STEPHEN J
Chief Executive Officer
$48.90M
@ $286.57 · 2024-11-07
HERENA MONIQUE
Officer
$374,010
@ $287.70 · 2024-11-07
BUCKMINSTER DOUGLAS E
Officer
$3.55M
@ $270.98 · 2024-10-29
WILLIAMS ANRE D.
Officer
$21.05M
@ $270.26 · 2024-10-22
PICKETT DENISE
Officer
$666,213
@ $240.68 · 2024-05-22
SKYLER JENNIFER
Officer
$3.58M
@ $241.73 · 2024-05-10
LIEBERMAN QUINN JESSICA
Officer
$729,770
@ $232.41 · 2024-05-06
MARRS ANNA
Officer
$829,501
@ $230.93 · 2024-05-03
BUCKMINSTER DOUGLAS E
Officer
$27.27M
@ $232.44 · 2024-05-02
SQUERI STEPHEN J
Chief Executive Officer
$9.28M
@ $238.63 · 2024-04-23
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
JBHT
10
Sells (3M)
18
Sells (12M)
Total value (12M): $9.24M
BOATTINI JENNIFER
General Counsel
$519,216
@ $232.00 · 2026-02-27
THOMPSON JAMES KIRK
Director
$530,722
@ $230.75 · 2026-02-11
DELCO ALBERT BRAD
Chief Financial Officer
$227,250
@ $227.25 · 2026-02-06
KUHLOW JOHN KENNETH
Officer
$225,675
@ $225.68 · 2026-02-04
HICKS BRADLEY W
Officer
$906,829
@ $225.13 · 2026-02-04
WOODRUFF RONALD GREER
Officer
$74,664
@ $225.57 · 2026-02-04
FIELD DARREN P
Officer
$1.98M
@ $219.76 · 2026-02-03
HICKS BRADLEY W
Officer
$823,513
@ $210.13 · 2026-01-22
WOODRUFF RONALD GREER
Officer
$287,937
@ $207.00 · 2026-01-21
HOBBS NICHOLAS
Chief Operating Officer
$613,582
@ $201.97 · 2026-01-20
WEBB BRIAN
Officer
$150,528
@ $189.11 · 2025-12-09
KEEFAUVER DAVID
Officer
$300,593
@ $189.29 · 2025-12-08
BRACY KEVIN
Officer and Treasurer
$210,265
@ $191.15 · 2025-12-08
HICKS BRADLEY W
Officer
$380,090
@ $190.04 · 2025-12-03
DELCO ALBERT BRAD
Chief Financial Officer
$179,540
@ $179.54 · 2025-12-02
KUHLOW JOHN KENNETH
Officer
$579,726
@ $179.76 · 2025-12-01
FIELD DARREN P
Officer
$1.10M
@ $169.00 · 2025-10-29
KEEFAUVER DAVID
Officer
$150,298
@ $151.97 · 2025-07-23
FIELD DARREN P
Officer
$194,004
@ $161.67 · 2025-03-07
MCGEE ERIC
Officer
$557,700
@ $169.00 · 2025-02-04
THOMPSON JAMES KIRK
Retired
$771,627
@ $175.37 · 2025-01-21
MCGEE ERIC
Officer
$26,495
@ $182.72 · 2024-12-06
SIMPSON SHELLEY
Chief Executive Officer
$1.10M
@ $183.47 · 2024-12-05
WEBB BRIAN
Officer
$102,200
@ $192.83 · 2024-11-07
BRACY KEVIN
Officer and Treasurer
$306,449
@ $189.87 · 2024-11-07
HICKS BRADLEY W
Officer
$96,430
@ $192.86 · 2024-11-06
FRAZIER SPENCER
Officer
$427,251
@ $194.21 · 2024-11-06
KEEFAUVER DAVID
Officer
$224,480
@ $195.03 · 2024-11-06
WOODRUFF RONALD GREER
Officer
$303,018
@ $191.42 · 2024-11-06
MCGEE ERIC
Officer
$19,482
@ $194.82 · 2024-11-06
FIELD DARREN P
Officer
$275,250
@ $183.50 · 2024-10-30
MCGEE ERIC
Officer
$30,732
@ $175.61 · 2024-10-18
FIELD DARREN P
Officer
$525,090
@ $175.03 · 2024-08-23
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.
🎭 Mr. Market's Mood
Learn more →AXP
😐Neutral(42/100)
"Market is pricing this stock without strong emotion in either direction"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
JBHT
😐Neutral(46/100)
"Market is pricing this stock without strong emotion in either direction"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
⚖️ Buffett Signal
Learn more →AXP
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Neutral (42)
JBHT
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Neutral (46)