J.B. Hunt vs Ryder
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KIRA’s take AI analyst
I put J.B. Hunt and Ryder side by side, using each one’s latest annual report. Here is what stands out:
- Ryder is the larger business, with $12.7B of revenue in fiscal 2025 against $12.0B for J.B. Hunt.
- Ryder grew revenue faster (0.2%, against −0.7%).
- J.B. Hunt turned more of its sales into free cash flow (7.9% FCF margin, against 3.6%).
- J.B. Hunt earned a higher return on the capital invested in it (13.1%, against 7.5%).
- Investors pay more for each dollar of J.B. Hunt’s earnings: a P/E of 31.6x against 21.5x for Ryder.
Who comes out ahead
Of the 9 measures where higher (or lower) is clearly better, how many each company leads.
J.B. Hunt
JBHT
4/9
Net marginFCF marginReturn on capitalNet debt / EBITDA
Ryder
R
4/9
Revenue growth5-year growthReturn on equityShare count change
Side by side
Best in the row
| Latest fiscal year | JBHT FY25 | R FY25 |
|---|---|---|
| Size | ||
| Market cap | $21.2B | $10.9B |
| Revenue | $12.0B | $12.7B |
| Free cash flow | $948M | $459M |
| Net income | $598M | $499M |
| Growth | ||
| Revenue growth | −0.7% | 0.2% |
| 5-year growth | 4.5% | 8.5% |
| Share count change | −4.9% | −5.5% |
| Profitability | ||
| Gross margin | — | — |
| Operating margin | 7.2% | — |
| Net margin | 5.0% | 3.9% |
| FCF margin | 7.9% | 3.6% |
| Return on capital | 13.1% | 7.5% |
| Return on equity | 15.8% | 16.2% |
| Balance sheet | ||
| Net debt | $1.4B | $7.4B |
| Net debt / EBITDA | 0.9x | 2.2x |
| Dividends and buybacks | $1.1B | $664M |
| Valuation & quality | ||
| P/E | 31.6x | 21.5x |
| Piotroski F-score | 6 | 6 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.