COMPARE · Data as of August 27, 2026
DAL vs JBHT
Verdict: Side-by-side breakdown using the Bull Rankings model. DAL scored 85.0, JBHT scored 48.2 — DAL leads.
Compare another set
DAL
Delta Air Lines, Inc.
85
$83.08
fundamentals as of
Score gap
36.8
DAL leads
JBHT
J.B. Hunt Transport Services, Inc.
48.2
$263.39 · $24.7B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestDAL13.9x
- Fastest growthDAL+10.3%
- Strongest balance sheetJBHT0.38
- Highest qualityJBHT74 / 100
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
Fundamentals, head-to-head
DAL
JBHT
$3.7bB
FCF
$1.1bC+
+10.3%B
Rev
+5.3%C+
0.97C+
D/E
0.38B+
13.9xA-
P/E
37.4xC+
0.21A
PEG
2.44C
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
DAL
JBHT
—
Price vs fair valuelower is cheaper
19% above
—
Growth the price implies10-yr FCF · lower = less priced in
~19%/yr
—
1-yr DCF upside
-36%
—
5-yr DCF upside
-16%
—
10-yr DCF upside
+23%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
DAL
No notable signals flagged.
JBHT
Why this score
- Buying back stock
- Durable high returns
The companies
DALDelta Air Lines, Inc.
Why now
Airlines · market cap n/a. 13% off the 52-week high of $95.68. Revenue growing +10%, comfortably above the S&P median. PEG 0.21 — paying under fair value for the growth rate. 24 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $105.02 (implying +26% upside).
Moat
ROE 18% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
JBHTJ.B. Hunt Transport Services, Inc.
Why now
Integrated Freight & Logistics · market cap $24.7b. 12% off the 52-week high of $299.76. 22 sell-side analysts rate this a Buy with a mean 1-yr target of $305.45 (implying +16% upside).
Moat
ROE 18% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 163% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trailing P/E 37x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.