XPO vs JBHT vs ODFL Stock Comparison

Xpo, Hunt J B Transport Services and Old Dominion Freight Line Prices as of Oct 28, 2026 Peers: Industry group
XPO XPO, Inc.
$181.53 +2.7% 1M +46.8% 1Y
Market cap
$21.24B
P/E
52.6x
Revenue (TTM)
$8.57B
Div. yield
–
Trucking Industrials
2 wins

Head to Head

12 decided of 12

Hunt J B Transport Services leads on 8 of the 12 questions below (Hunt J B Transport Services 8, Old Dominion Freight Line 2, Xpo 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionXPOJBHTODFLLeader
Larger companyMarket capitalisation $21.24B $20.81B $35.96B ODFL
Cheaper on earningsLower P/E, profitable companies only 52.6x 31.0x 33.8x JBHT
Cheaper on forward earningsLower price / next fiscal year consensus EPS 30.7x 32.6x 28.3x ODFL
Faster revenue growthRevenue growth, trailing twelve months +7.0% +10.6% +3.8% JBHT
More profitableNet margin, trailing twelve months 4.7% 5.1% — JBHT
Better return on capitalReturn on invested capital 10.8% 15.1% — JBHT
Less leveragedLower net debt / EBITDA 2.3x 0.7x — JBHT
Higher dividend yieldTrailing dividend yield — 0.80% 0.66% JBHT
Better 1-year returnPrice return, last 12 months +46.8% +34.0% +27.4% XPO
Better 5-year returnAnnualised price return, 5 years +28.9%/yr +2.5%/yr +0.3%/yr XPO
Less volatileAnnualised volatility, 1 year 42.2% 35.1% 38.4% JBHT
Higher overall scoreMean of the five percentile scores vs peers 45/100 50/100 48/100 JBHT

Percentile Scorecard

XPOJBHTODFL

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisXPOJBHTODFL
Valuation 13 #118 of 136 28 #98 of 136 5 #129 of 136
Growth 85 #19 of 122 54 #57 of 122 37 #77 of 122
Profitability 62 #45 of 116 67 #39 of 116 100 #1 of 116
Financial Health 25 #107 of 143 56 #63 of 143 92 #12 of 143
Shareholder Returns 39 #50 of 81 43 #47 of 81 5 #77 of 81
Overall 45 50 48
  • XPO ranked among 150 companies in Transportation
  • JBHT ranked among 150 companies in Transportation
  • ODFL ranked among 150 companies in Transportation

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodXPOJBHTODFLSPY
1 month +2.7%-1.2%-2.0% +0.9%
3 months -9.0%-19.1%-22.2% +5.9%
6 months -16.2%-9.4%-17.2% +8.5%
Year to date +33.6%+14.9%+10.5% +13.3%
1 year +46.8%+34.0%+27.4% +12.4%
3 years +169.6%+34.5%-5.9% +88.1%
3 years, per year +39.2%+10.4%-2.0% +23.5%
5 years +256.1%+13.2%+1.5% +68.2%
5 years, per year +28.9%+2.5%+0.3% +11.0%
10 years +1,493.8%+175.8%+591.3% +263.4%
10 years, per year +31.9%+10.7%+21.3% +13.8%

Risk

MeasureXPOJBHTODFLSPY
Volatility, 1Y 42.2%35.1%38.4% 12.7%
Downside volatility, 1Y 39.7%37.5%39.4% 12.7%
Beta vs S&P 500, 1Y 1.200.770.93 1.00
Return / volatility, 1Y 1.110.970.71 0.98
Max drawdown, 5Y -51.3%-43.0%-45.5% -25.4%
From 52-week high -20.5%-25.2%-30.3% -0.9%
52-week high $228.37$298.41$248.73 $779.14
52-week low $123.66$158.92$126.29 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleXPOJBHTODFL
P/E now vs peer median 52.6xmedian 16.1x 31.0xmedian 16.1x 33.8xmedian 16.1x
P/S now vs peer median 2.5xmedian 0.9x 1.6xmedian 0.9x 6.2xmedian 0.9x
EV/EBITDA now vs peer median 18.8xmedian 8.6x 13.0xmedian 8.6x —median 8.6x
P/FCF now vs peer median 36.1xmedian 11.6x 21.5xmedian 11.6x 33.0xmedian 11.6x
P/B now vs peer median 10.8xmedian 1.2x 5.7xmedian 1.2x 7.7xmedian 1.2x
PEG now vs peer median 0.76median 0.80 -23.43median 0.80 —median 0.80

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsXPOJBHTODFL
Revenue $8.57B $13.33B $5.79B
Operating income $752.00M $960.11M $1.54B
Net income $404.00M $676.07M –
Free cash flow $588.00M $966.50M –
EPS (diluted) $3.42 $7.14 –
Cash & equivalents $298.00M $3.75M $466.22M
Total debt $3.21B $1.12B –
Shares (diluted) 118.00M 94.65M 208.72M
Enterprise value $20.06B $20.78B $35.96B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricXPOJBHTODFL
P/E 52.6x 31.0x 33.8x
P/FCF 36.1x 21.5x 33.0x
P/Operating cash flow 19.5x 13.9x –
P/S 2.5x 1.6x 6.2x
P/B 10.8x 5.7x 7.7x
P/Tangible book 12.6x 5.7x 7.7x
EV/EBITDA 18.8x 13.0x –
EV/EBIT 32.1x 22.8x –
EV/Revenue 2.8x 1.6x 6.2x
EV/FCF 41.1x 22.7x –
EV/Operating cash flow 22.2x 14.7x –
PEG (3Y EPS CAGR) 0.76 -23.43 –

Growth

14 metrics
MetricXPOJBHTODFL
Revenue growth (1Y) 7.0% 10.6% 3.8%
Revenue CAGR (3Y) 4.1% 0.4% -0.4%
Gross profit growth (1Y) – – –
Gross profit CAGR (3Y) – – –
Operating income growth (1Y) 11.6% 16.3% 10.7%
Operating income CAGR (3Y) 34.7% -3.6% -2.3%
Net income growth (1Y) 17.1% 18.1% –
Net income CAGR (3Y) 68.8% -4.5% –
EPS growth (1Y) 18.1% 20.8% –
EPS CAGR (3Y) 68.8% -1.3% –
Operating cash flow growth (1Y) 29.2% -7.2% –
Operating cash flow CAGR (3Y) 17.3% -8.5% –
Free cash flow growth (1Y) 281.8% 22.4% –
Free cash flow CAGR (3Y) 145.0% 162.1% –

Profitability

14 metrics
MetricXPOJBHTODFL
Gross margin – – –
EBITDA margin 15.0% 12.6% –
Operating margin 8.8% 7.2% –
Pretax margin 6.4% 6.7% –
Net margin 4.7% 5.1% –
FCF margin 6.9% 7.3% –
Operating cash flow margin 12.7% 11.2% –
Return on equity 21.2% 18.5% 25.2%
Return on assets 4.9% 8.4% 20.0%
Return on invested capital 10.8% 15.1% –
Return on capital employed 11.6% 14.9% –
Asset turnover 1.0x 1.7x 1.0x
Cash conversion (OCF / net income) 2.7x 2.2x –
Stock comp / revenue 0.9% 0.5% –

Financial Health

11 metrics
MetricXPOJBHTODFL
Debt / assets 38.5% 13.9% –
Debt / equity 1.6x 0.3x –
Net debt / EBITDA 2.3x 0.7x –
Debt / FCF 5.5x 1.2x –
Liabilities / assets 76.5% 55.1% 20.7%
Equity / assets 23.5% 44.9% 79.3%
Interest coverage 3.6x 14.2x –
Current ratio 1.0x 1.2x 2.0x
Quick ratio 0.9x 1.0x –
Cash ratio 0.2x 0.0x –
Altman Z-score 3.52 – –

Shareholder Returns

7 metrics
MetricXPOJBHTODFL
Dividend yield – 0.8% 0.7%
Net buyback yield 1.0% 2.4% –
Shareholder yield 1.0% 3.2% 0.7%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusXPOJBHTODFL
Forward P/E 30.7xFY2026 32.6xFY2026 28.3xFY2026
EPS, next fiscal year $5.91FY2026 $6.85FY2026 $6.13FY2026
EPS growth, next FY +58.4%FY2026 +11.9%FY2026 +26.7%FY2026
EPS growth, the year after +6.3% +36.6% +3.8%
Revenue, next fiscal year $9.30BFY2026 $13.43BFY2026 $6.39BFY2026
Revenue growth, next FY +13.9%FY2026 +11.9%FY2026 +16.1%FY2026
Revenue growth, the year after +5.4% +18.0% -5.2%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersXPOJBHTODFL
Held by institutions 100.0% 76.9% 79.6%
Institutions holding 750 857 1,025
Change in shares held, QoQ +2.2% +1.8% +2.2%
Institutions buying 432 516 543
Institutions selling 211 233 341
Buyers to sellers 2.05 2.21 1.59

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

XPOJBHTODFL
XPO 1.00 0.68 0.74
JBHT 0.68 1.00 0.76
ODFL 0.74 0.76 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, XPO, JBHT and ODFL?

Old Dominion Freight Line (ODFL) is the largest by market capitalisation: Xpo (XPO) $21.24B, Hunt J B Transport Services (JBHT) $20.81B, Old Dominion Freight Line (ODFL) $35.96B.

Which stock is cheaper, XPO, JBHT and ODFL?

Hunt J B Transport Services (JBHT) trades on the lowest price-to-earnings ratio (Xpo (XPO) 52.6x, Hunt J B Transport Services (JBHT) 31.0x, Old Dominion Freight Line (ODFL) 33.8x). On next year's consensus earnings, Old Dominion Freight Line (ODFL) is cheapest (Xpo (XPO) 30.7x, Hunt J B Transport Services (JBHT) 32.6x, Old Dominion Freight Line (ODFL) 28.3x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Hunt J B Transport Services (JBHT) grew revenue fastest over the trailing twelve months: Xpo (XPO) +7.0%, Hunt J B Transport Services (JBHT) +10.6%, Old Dominion Freight Line (ODFL) +3.8%.

Which company is more profitable?

Hunt J B Transport Services (JBHT) has the highest net margin (Xpo (XPO) 4.7%, Hunt J B Transport Services (JBHT) 5.1%). On return on invested capital, Hunt J B Transport Services (JBHT) leads (Xpo (XPO) 10.8%, Hunt J B Transport Services (JBHT) 15.1%).

Which stock has performed better?

Over the past year Xpo (XPO) returned the most: Xpo (XPO) +46.8%, Hunt J B Transport Services (JBHT) +34.0%, Old Dominion Freight Line (ODFL) +27.4%. Over five years, Xpo (XPO) compounded fastest (Xpo (XPO) +28.9%/yr, Hunt J B Transport Services (JBHT) +2.5%/yr, Old Dominion Freight Line (ODFL) +0.3%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Hunt J B Transport Services (JBHT) has the highest dividend yield: Hunt J B Transport Services (JBHT) 0.80%, Old Dominion Freight Line (ODFL) 0.66%. Xpo (XPO) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Hunt J B Transport Services (JBHT) has been the steadiest (Xpo (XPO) 42.2%, Hunt J B Transport Services (JBHT) 35.1%, Old Dominion Freight Line (ODFL) 38.4%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, XPO, JBHT and ODFL?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Hunt J B Transport Services (JBHT) leads on 8. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.