Verdict: Side-by-side breakdown using the Bull Rankings model. JBHT scored 46.3, ZTO scored 64.9 — ZTO leads.
Compare another set
Different reporting periods. JBHT's fundamentals are as of June 2026, but ZTO's are as of December 2025 — a 6-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
JBHT
J.B. Hunt Transport Services, Inc.
Integrated Freight & Logistics · Quality-Growth
46.3
$229.26 · $21.5B
fundamentals as of
Score gap
18.6
ZTO leads
ZTO
ZTO Express (Cayman) Inc.
Integrated Freight & Logistics · Quality-Growth
64.9
$20.15 · $15.1B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
CheapestZTO11.0x
Fastest growthZTO+10.9%
Strongest balance sheetZTO0.35
Highest qualityZTO76 / 100
Largest discount to fair valueZTO-3%
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
ZTO
75
Qualityreturns · margins · balance sheet
76
43
Growthrevenue & earnings expansion
80
31
Valuevaluation vs sector peers
81
ZTO is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
JBHT
ZTO
$1.1bC+
FCF
$891mC+
-0.7%D+
Rev
+10.9%B
0.38B+
D/E
0.35A-
32.5xC+
P/E
11.0xA
1.65C+
PEG
1.01B+
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
ZTO
62% above
Price vs fair valuelower is cheaper
3% below
~17%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~7%/yr
-39%
1-yr DCF upside
-6%
-38%
5-yr DCF upside
+3%
-37%
10-yr DCF upside
+18%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Integrated Freight & Logistics · market cap $21.5b. Down 24% from 52-week high of $299.76 — deep drawdown territory. 23 sell-side analysts rate this a Buy with a mean 1-yr target of $283.13 (implying +23% upside).
Moat
ROE 18% is above 15% — 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.
Risk
Trailing P/E 32x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
Integrated Freight & Logistics · market cap $15.1b. Down 23% from 52-week high of $26.20 — deep drawdown territory. Revenue growing +11%, comfortably above the S&P median. 18 sell-side analysts rate this a Buy with a mean 1-yr target of $27.88 (implying +38% upside).
Moat
Net margin 18% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 14% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
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.
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 ZTO diverge
On the headline score the gap is 18.6 points in favor of ZTO. The widest single difference is Value, where ZTO leads by 50.2 points.
ValueJBHT 31.1 · ZTO 81.3ZTO +50.2
GrowthJBHT 42.6 · ZTO 79.8ZTO +37.2
QualityJBHT 75.2 · ZTO 76.3level
Pillars run 0–100. Value is judged against each company's own sector, so a Value 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.
Common questions
Is ZTO or JBHT the better stock?
ZTO scores higher: ZTO 64.9, JBHT 46.3 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do ZTO and JBHT differ most?
The widest gap is value, where ZTO leads by 50 points on the 0–100 pillar scale. ZTO also leads growth, while quality is effectively level between them.
How are ZTO and JBHT scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.