Compare Stocks › JBHT vs QCOM
J.B. Hunt Transport Services, Inc. (JBHT) vs QUALCOMM Incorporated (QCOM)
JBHT
J.B. Hunt Transport Services, Inc.
$248.73
VS
QCOM
QUALCOMM Incorporated
$177.03
Rewards
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.
QCOM
- ★QUALCOMM Incorporated has maintained ROIC above 15% for 4 consecutive years, indicating a durable competitive advantage.
- ★QUALCOMM Incorporated scores 73/100 on the Economic Moat Score (Wide Moat), with reinvestment efficiency as the strongest competitive dimension.
- ★Free cash flow has grown at a 23.3% CAGR over the past 4 years, demonstrating strong earnings power growth.
Risks
JBHT
- ⚠Gross margin of 18.9% is low, suggesting a competitive or commodity-like market with limited pricing power.
- ⚠Trailing P/E of 38.6x is 43% above the historical average of 26.9x — the stock trades at a premium to its own history.
- ⚠8 insider sales totaling $3.1M with no purchases in the past 3 months — insiders are reducing their exposure.
QCOM
- ⚠FCF yield of 6.9% suggests reasonable valuation assuming continued moderate growth.
- ⚠16 insider sales with no purchases over the past 12 months — a persistent pattern of insider selling.
Key Valuation Metrics
Learn more →JBHT
QCOM
Valuation
$829.85M
Free Cash Flow
$12.82B
3.54%
FCF Yield
6.87%
38.62
Trailing P/E
19.06
27.52
Forward P/E
16.65
Quality & Moat
12.58%
ROIC
18.22%
16.64%
ROE
20.31%
18.86%
Gross Margin
54.80%
1.41
PEG Ratio
0.11
Balance Sheet Safety
0.44
Debt / Equity
0.56
N/A
Interest Coverage
N/A
0.97
Net Debt / EBITDA
0.42
0.72%
Dividend Yield
2.08%
JBHT: 1Ties: 1QCOM: 10
JBHTQCOM
Historical Fundamentals
Learn more →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.
QCOM
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 →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
QCOM
$5.06
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$11.96B
Δ Market Cap
+$60.46B
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 →JBHT
22.1% Margin of Safety
Price is 22.1% below estimated fair value
Current Price: $248.73
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $319.32
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
QCOM
135.1% Overvalued
Price is 135.1% above estimated fair value
Current Price: $177.03
Strongly undervalued
Strongly overvalued
Fair Value: $75.29
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Reverse DCF — Market-Implied Growth
Learn more →JBHT
What growth rate is the market pricing in at $249?
+17.8%
Market-Implied Owner Earnings Growth
Standard FCF implies +13.3%
The market implies +17.8% Owner Earnings growth, above historical trends.
Standard FCF implies a demanding +13.3%, reflecting heavy growth investment.
QCOM
What growth rate is the market pricing in at $177?
+15.2%
Market-Implied Owner Earnings Growth
Standard FCF implies +3.8%
The market implies +15.2% Owner Earnings growth, above historical trends.
Standard FCF implies a demanding +3.8%, reflecting heavy growth investment.
Economic Moat Score
Learn more →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.
QCOM
73/100
Wide Moat
70+ Wide · 40-69 Narrow · <40 None
Wide moat driven primarily by reinvestment efficiency. Revenue Predictability is the area most vulnerable to competitive pressure.
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 →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.
QCOM
-3.16
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 →JBHT
Insiders 20.3%Institutions 77.7%Retail & Other 2.0%
No. of Institutional Holders1,047
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.
QCOM
Insiders 0.1%Institutions 82.7%Retail & Other 17.2%
No. of Institutional Holders3,708
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 →JBHT
0
Buys (3M)
2
Buys (12M)
Total value (12M): $193,425
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
Open market purchases · includes direct & indirect ownership · excludes option exercises
QCOM
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
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 →JBHT
8
Sells (3M)
20
Sells (12M)
Total value (12M): $9.81M
HOBBS NICHOLAS
Chief Operating Officer
$318,953
@ $250.75 · 2026-04-22
THOMPSON JAMES KIRK
Director
$254,275
@ $254.28 · 2026-04-21
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
HICKS BRADLEY W
Officer
$906,829
@ $225.13 · 2026-02-04
WOODRUFF RONALD GREER
Officer
$74,664
@ $225.57 · 2026-02-04
KUHLOW JOHN KENNETH
Officer
$225,675
@ $225.68 · 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
QCOM
3
Sells (3M)
16
Sells (12M)
Total value (12M): $12.70M
PALKHIWALA AKASH J
Chief Operating Officer
$325,854
@ $130.34 · 2026-04-13
PALKHIWALA AKASH J
Chief Operating Officer
$330,815
@ $132.33 · 2026-03-12
PALKHIWALA AKASH J
Chief Operating Officer
$458,799
@ $137.65 · 2026-02-06
PALKHIWALA AKASH J
Chief Operating Officer
$577,620
@ $173.30 · 2026-01-02
PALKHIWALA AKASH J
Chief Operating Officer
$2.20M
@ $175.29 · 2025-12-19
ROGERS ALEXANDER H
Officer
$2.83M
@ $178.01 · 2025-12-16
CHAPLIN ANN C
General Counsel
$1.28M
@ $178.03 · 2025-12-16
PALKHIWALA AKASH J
Chief Operating Officer
$567,702
@ $170.33 · 2025-11-07
PALKHIWALA AKASH J
Chief Operating Officer
$1.38M
@ $166.06 · 2025-10-20
PALKHIWALA AKASH J
Chief Operating Officer
$522,808
@ $156.86 · 2025-09-02
MARTIN NEIL A
Officer
$122,463
@ $154.82 · 2025-08-21
PALKHIWALA AKASH J
Chief Operating Officer
$493,610
@ $148.10 · 2025-08-04
PALKHIWALA AKASH J
Chief Operating Officer
$537,560
@ $161.28 · 2025-07-02
PALKHIWALA AKASH J
Chief Operating Officer
$486,965
@ $146.10 · 2025-06-02
MARTIN NEIL A
Officer
$120,808
@ $153.70 · 2025-05-21
PALKHIWALA AKASH J
Chief Operating Officer
$465,846
@ $139.77 · 2025-05-05
PALKHIWALA AKASH J
Chief Operating Officer
$91,442
@ $141.11 · 2025-04-09
PALKHIWALA AKASH J
Chief Operating Officer
$119,900
@ $132.63 · 2025-04-08
PALKHIWALA AKASH J
Chief Operating Officer
$235,262
@ $132.10 · 2025-04-04
PALKHIWALA AKASH J
Chief Operating Officer
$523,292
@ $156.82 · 2025-03-03
MARTIN NEIL A
Officer
$130,074
@ $174.83 · 2025-02-21
PALKHIWALA AKASH J
Chief Operating Officer
$509,397
@ $169.80 · 2025-02-12
ROGERS ALEXANDER H
Officer
$3.28M
@ $169.83 · 2025-02-10
PALKHIWALA AKASH J
Chief Operating Officer
$463,851
@ $154.62 · 2025-01-02
CHAPLIN ANN C
General Counsel
$409,056
@ $158.12 · 2024-12-16
ROGERS ALEXANDER H
Officer
$1.67M
@ $160.59 · 2024-12-10
CHAPLIN ANN C
General Counsel
$1.24M
@ $160.59 · 2024-12-10
PALKHIWALA AKASH J
Chief Operating Officer
$484,617
@ $161.54 · 2024-12-05
MARTIN NEIL A
Officer
$202,120
@ $155.00 · 2024-11-21
PALKHIWALA AKASH J
Chief Operating Officer
$491,349
@ $163.78 · 2024-11-14
THOMPSON JAMES H.
Chief Technology Officer
$1.38M
@ $172.09 · 2024-11-08
CHAPLIN ANN C
General Counsel
$313,779
@ $165.06 · 2024-11-04
ROGERS ALEXANDER H
Officer
$539,157
@ $166.15 · 2024-10-02
PALKHIWALA AKASH J
Chief Operating Officer
$497,848
@ $165.95 · 2024-10-01
THOMPSON JAMES H.
Chief Technology Officer
$1.36M
@ $169.80 · 2024-10-01
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 →JBHT
😏Greed(66/100)
"Market is optimistic — be cautious and ensure you have a margin of safety"
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.
QCOM
😏Greed(63/100)
"Market is optimistic — be cautious and ensure you have a margin of safety"
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 →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: Greed (66)
QCOM
⚪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: Greed (63)