JBHT vs CHRW Stock Comparison: AI Score, Valuation, Performance and Upside
J.B. Hunt is generally evaluated as an asset-heavy transportation company with owned trucking, intermodal, and dedicated fleet capacity, while C.H. Robinson is assessed as an asset-light freight brokerage focused on network scale and technology-driven margin improvement. Both are highly sensitive to the freight cycle but differ meaningfully in capital intensity and business model. The choice depends on whether an investor prefers asset-backed transportation exposure or a lighter-capital brokerage model.
J.B. Hunt suits investors wanting asset-backed exposure to intermodal and dedicated freight services, while C.H. Robinson offers a more capital-light way to play a freight market recovery through brokerage volume and margin improvement.
JBHT holds the edge across 3 of 5 key metrics in this comparison. JBHT has delivered stronger 1-year price return (+69.50% vs +12.35%), though CHRW has the better forward P/E setup (20.05x vs 25.81x for JBHT). JBHT leads on both revenue growth (19.40%) and operating margin (7.42%), suggesting a stronger fundamental setup on both dimensions. Analyst consensus implies meaningfully more upside for CHRW (+32.88%) than for JBHT (+17.02%).
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
- Want exposure to intermodal and dedicated contract freight services
- Value owned transportation assets and long-term customer contracts
- Believe in a cyclical freight market recovery
- Can tolerate capital-intensive business economics
- Prefer an asset-light freight brokerage business model
- Believe in technology-driven automation improving margins
- Want lower capital intensity exposure to freight market recovery
- Are comfortable with brokerage-specific competitive pressures
| Metric | JBHT | CHRW |
|---|---|---|
| AI scorei | 56.6 | 40.0 |
| AI ranki | #210 | #1106 |
| Latest closei | $235.31 | $143.82 |
| 1M returni | -13.82% | -8.76% |
| 3M returni | -21.15% | -30.10% |
| 6M returni | -1.26% | -20.81% |
| 1Y returni | +69.50% | +12.35% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | JBHT | CHRW |
|---|---|---|
| 1Y ago | $13.88K (+38.8%) started 2025-10-16 | $11.42K (+14.2%) started 2025-10-16 |
| 5Y ago | $13.35K (+33.5%) started 2021-10-18 | $17.89K (+78.9%) started 2021-10-18 |
| 10Y ago | $35.32K (+253.2%) started 2016-10-17 | $32.45K (+224.5%) started 2016-10-17 |
Hypothetical — past performance does not guarantee future results.
| Metric | JBHT | CHRW |
|---|---|---|
| Market capi | $24.51B | $17.57B |
| Trailing P/Ei | 37.18 | 28.81 |
| Forward P/Ei | 25.81 | 20.05 |
| Price/Salesi | N/A | N/A |
| EV/Revenuei | 2.04 | 1.14 |
| Analyst targeti | $305.45 | $199.84 |
| Target upsidei | +17.02% | +32.88% |
| Metric | JBHT | CHRW |
|---|---|---|
| Revenue growthi | 19.40% | 19.30% |
| Earnings growthi | 45.80% | 23.80% |
| EPS growthi | +45.80% | +23.80% |
| FCF margini | +7.11% | +2.83% |
| Operating margini | 7.42% | 5.34% |
| Profit margini | 5.31% | 3.73% |
| ROIC proxyi | 18.45% | 37.12% |
| Return on equityi | 18.45% | 37.12% |
| Dividend yieldi | 0.69% | 1.68% |
| Payout ratioi | 25.32% | 47.90% |
| Dividend growth streaki | No increase yet | No increase yet |
| Betai | 1.30 | 0.95 |
| Debt/equityi | 38.37 | 121.19 |
| Current ratioi | 1.25 | 1.58 |
| Quick ratioi | 1.01 | 1.53 |
Over the past year, JBHT and CHRW have moved moderately in the same direction (correlation of 0.42), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | JBHT | CHRW |
|---|---|---|---|
| 1Y | Growthi | +38.77% | +14.15% |
| CAGRi | +38.85% | +14.18% | |
| Volatilityi | 33.88% | 46.16% | |
| Sharpe ratioi | 1.01 | 0.42 | |
| Sortino ratioi | 1.44 | 0.58 | |
| Max drawdowni | 25.39% | 35.51% | |
| Current drawdowni | 21.15% | 31.32% | |
| Avg drawdowni | 5.72% | 11.74% | |
| Ulcer Indexi | 8.83% | 16.11% | |
| Max daily dropi | 13.30% | 15.44% | |
| Max wkly dropi | 14.12% | 28.51% | |
| 5Y | Growthi | +28.87% | +62.53% |
| CAGRi | +5.21% | +10.21% | |
| Volatilityi | 32.77% | 34.43% | |
| Sharpe ratioi | 0.18 | 0.32 | |
| Sortino ratioi | 0.26 | 0.47 | |
| Max drawdowni | 42.41% | 40.55% | |
| Current drawdowni | 21.15% | 31.32% | |
| Avg drawdowni | 16.77% | 14.30% | |
| Ulcer Indexi | 19.61% | 17.60% | |
| Max daily dropi | 13.30% | 15.44% | |
| Max wkly dropi | 17.27% | 28.51% | |
| 10Y | Growthi | +224.98% | +157.81% |
| CAGRi | +12.51% | +9.94% | |
| Volatilityi | 30.51% | 30.10% | |
| Sharpe ratioi | 0.39 | 0.32 | |
| Sortino ratioi | 0.57 | 0.45 | |
| Max drawdowni | 42.41% | 40.55% | |
| Current drawdowni | 21.15% | 31.32% | |
| Avg drawdowni | 13.33% | 12.52% | |
| Ulcer Indexi | 16.70% | 15.49% | |
| Max daily dropi | 14.23% | 15.44% | |
| Max wkly dropi | 17.27% | 28.51% |
| Category | JBHT | CHRW |
|---|---|---|
| Company | J.B. Hunt Transport Services, Inc. | C.H. Robinson Worldwide, Inc. |
| Sector | Industrials | Industrials |
| Industry | Integrated Freight & Logistics | Integrated Freight & Logistics |
| Core business | J.B. Hunt operates intermodal, dedicated, and truckload freight services, combining company-owned trucking assets with logistics and brokerage capabilities. | C.H. Robinson operates an asset-light freight brokerage platform, connecting shippers with third-party carriers across truckload, less-than-truckload, and global forwarding services. |
| Investor focus | Investors watch intermodal volume trends, pricing recovery in a soft freight market, and utilization of its dedicated contract fleet. | Investors watch net revenue margin trends, progress on technology-driven automation initiatives, and volume recovery in a competitive freight brokerage market. |
- Large asset base combining intermodal, dedicated, and brokerage services
- Strong long-term customer relationships in dedicated contract services
- Scale advantages in intermodal rail-truck freight network
- Asset-light model requiring less capital investment than trucking carriers
- Large network of carrier relationships across multiple transportation modes
- Ongoing automation initiatives aimed at improving productivity and margins
- Earnings sensitivity to freight cycle downturns and rate pressure
- Capital intensity of owning trucks, containers, and equipment
- Competitive pressure from both trucking carriers and freight brokers
- Net revenue margins are pressured during soft freight rate environments
- Competitive brokerage market with pricing pressure from digital freight platforms
- Earnings sensitivity to freight volume and truckload spot rate cycles
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