COMPARE · Data as of August 27, 2026
JBHT vs SKYW
Verdict: Side-by-side breakdown using the Bull Rankings model. JBHT scored 48.2, SKYW scored 62.0 — SKYW leads.
Compare another set
JBHT
J.B. Hunt Transport Services, Inc.
48.2
$263.39 · $24.7B
fundamentals as of
Score gap
13.8
SKYW leads
SKYW
SkyWest, Inc.
62
$99.39 · $3.9B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestSKYW9.9x
- Fastest growthSKYW+9.1%
- Strongest balance sheetJBHT0.38
- Highest qualityJBHT74 / 100
- Largest discount to fair valueSKYW-68%
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.
The model, pillar by pillar (0–100 each)
JBHT
stronger →← stronger
SKYW
74
Qualityreturns · margins · balance sheet
70
64
Growthrevenue & earnings expansion
50
24
Valuevaluation vs sector peers
68
JBHT is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
JBHT
SKYW
$1.1bC+
FCF
$909mC+
+5.3%C+
Rev
+9.1%B
0.38B+
D/E
0.86C+
37.4xC+
P/E
9.9xA
2.44C
PEG
1.66C+
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
JBHT
SKYW
19% above
Price vs fair valuelower is cheaper
68% below
~19%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-20%/yr
-36%
1-yr DCF upside
+181%
-16%
5-yr DCF upside
+215%
+23%
10-yr DCF upside
+270%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
JBHT
Why this score
- Buying back stock
- Durable high returns
SKYW
Why this score
- Buying back stock
- Cyclical growth
The companies
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.
SKYWSkyWest, Inc.
Why now
Airlines · market cap $3.9b. 20% off the 52-week high of $123.67. 6 sell-side analysts rate this a Buy with a mean 1-yr target of $126.50 (implying +27% upside).
Moat
ROE 15% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Beta 1.44 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
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.
Where JBHT and SKYW diverge
On the headline score the gap is 13.8 points in favor of SKYW. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValueJBHT 23.7 · SKYW 67.6SKYW +43.9
- GrowthJBHT 63.8 · SKYW 50.0JBHT +13.8
- QualityJBHT 74.3 · SKYW 70.5JBHT +3.8
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.