Grab (NASDAQ:GRAB) and J.B. Hunt Transport Services (NASDAQ:JBHT) Head-To-Head Contrast

J.B. Hunt Transport Services (NASDAQ:JBHT) and Grab (NASDAQ:GRAB) are both large-cap industrials companies, but which is the better investment? We will contrast the two companies based on the strength of their institutional ownership, risk, profitability, earnings, dividends, analyst recommendations and valuation.

Risk & Volatility

J.B. Hunt Transport Services has a beta of 1.31, suggesting that its stock price is 31% more volatile than the S&P 500. Comparatively, Grab has a beta of 0.91, suggesting that its stock price is 9% less volatile than the S&P 500.

Valuation and Earnings

This table compares J.B. Hunt Transport Services and Grab”s top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
J.B. Hunt Transport Services	$12.00 billion	1.77	$598.28 million	$7.12	31.75
Grab	$3.37 billion	3.39	$268.00 million	$0.06	46.50

J.B. Hunt Transport Services has higher revenue and earnings than Grab. J.B. Hunt Transport Services is trading at a lower price-to-earnings ratio than Grab, indicating that it is currently the more affordable of the two stocks.

Analyst Ratings

This is a breakdown of current ratings for J.B. Hunt Transport Services and Grab, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
J.B. Hunt Transport Services	1	10	14	1	2.58
Grab	1	0	9	2	3.00

J.B. Hunt Transport Services currently has a consensus price target of $273.76, suggesting a potential upside of 21.12%. Grab has a consensus price target of $6.01, suggesting a potential upside of 115.23%. Given Grab’s stronger consensus rating and higher possible upside, analysts clearly believe Grab is more favorable than J.B. Hunt Transport Services.

Profitability

This table compares J.B. Hunt Transport Services and Grab’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
J.B. Hunt Transport Services	5.07%	18.72%	8.48%
Grab	15.97%	8.83%	4.92%

Institutional & Insider Ownership

75.0% of J.B. Hunt Transport Services shares are held by institutional investors. Comparatively, 55.5% of Grab shares are held by institutional investors. 2.5% of J.B. Hunt Transport Services shares are held by insiders. Comparatively, 3.6% of Grab shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Summary

J.B. Hunt Transport Services beats Grab on 8 of the 15 factors compared between the two stocks.

About J.B. Hunt Transport Services

J.B. Hunt Transport Services, Inc. provides surface transportation, delivery, and logistic services in the United States. It operates through five segments: Intermodal (JBI), Dedicated Contract Services (DCS), Integrated Capacity Solutions (ICS), Final Mile Services (FMS), and Truckload (JBT). The JBI segment offers intermodal freight solutions. It operates 118,171 pieces of company-owned trailing equipment; owns and maintains its chassis fleet of 100,825 units; and manages a fleet of 5,944 company-owned tractors, 436 independent contractor trucks, and 7,567 company drivers. The DCS segment designs, develops, and executes supply chain solutions that support various transportation networks. As of December 31, 2023, it operated 12,574 company-owned trucks, 674 customer-owned trucks, and 4 contractor trucks. The company also operates 27,194 owned pieces of trailing equipment and 5,406 customer-owned trailers. The ICS segment provides freight brokerage and transportation logistics solutions; flatbed, refrigerated, expedited, and less-than-truckload, as well as dry-van and intermodal solutions; online multimodal marketplace; and logistics management for customers to outsource their transportation functions. The FMS segment offers delivery services through 1,166 company-owned trucks, 225 customer-owned trucks, and 20 independent contractor trucks; and 1,212 owned pieces of trailing equipment and 102 customer-owned trailers. The JBT segment provides dry-van freight services by utilizing tractors and trailers operating over roads and highways through 27 company-owned tractors and 13,561 company-owned trailers. It also transports or arranges for the transportation of freight, such as general merchandise, specialty consumer items, appliances, forest and paper products, food and beverages, building materials, soaps and cosmetics, automotive parts, agricultural products, electronics, and chemicals. The company was incorporated in 1961 and is headquartered in Lowell, Arkansas.

About Grab

Grab Holdings Limited engages in the provision of superapps in Cambodia, Indonesia, Malaysia, Myanmar, the Philippines, Singapore, Thailand, and Vietnam. The company offers its Grab ecosystem, a single platform with superapps for driver- and merchant-partners and consumers, that allows access to mobility, delivery, digital financial services, and enterprise sector offerings. Grab Holdings Limited is headquartered in Singapore.