XPO vs TLSS vs JBHT Stock Comparison

Xpo, Transportation & Logistics Systems and Hunt J B Transport Services Prices as of Oct 29, 2026 Peers: Industry group
XPO XPO, Inc.
$182.95 +3.1% 1M +46.7% 1Y
Market cap
$22.09B
P/E
43.9x
Revenue (TTM)
$8.84B
Div. yield
–
Trucking Industrials
4 wins

Head to Head

11 decided of 12

Hunt J B Transport Services leads on 5 of the 12 questions below (Hunt J B Transport Services 5, Xpo 4, Transportation & Logistics Systems 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionXPOTLSSJBHTLeader
Larger companyMarket capitalisation $22.09B $1.18B $20.59B XPO
Cheaper on earningsLower P/E, profitable companies only 43.9x 921.6x 30.5x JBHT
Cheaper on forward earningsLower price / next fiscal year consensus EPS 31.0x — 32.4x XPO
Faster revenue growthRevenue growth, trailing twelve months +9.5% — +10.6% JBHT
More profitableNet margin, trailing twelve months 5.7% — 5.1% XPO
Better return on capitalReturn on invested capital 12.7% — 15.1% JBHT
Less leveragedLower net debt / EBITDA 2.0x — 0.7x JBHT
Higher dividend yieldTrailing dividend yield 0.00% — 0.00% –
Better 1-year returnPrice return, last 12 months +46.7% +1,900.0% +31.5% TLSS
Better 5-year returnAnnualised price return, 5 years +29.1%/yr +58.5%/yr +2.4%/yr TLSS
Less volatileAnnualised volatility, 1 year 42.2% — 35.1% JBHT
Higher overall scoreMean of the five percentile scores vs peers 50/100 33/100 50/100 XPO

Percentile Scorecard

XPOTLSSJBHT

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

AxisXPOTLSSJBHT
Valuation 19 #110 of 136 4 #131 of 136 29 #97 of 136
Growth 90 #13 of 121 94 #8 of 121 53 #57 of 121
Profitability 65 #40 of 112 – 67 #38 of 112
Financial Health 26 #104 of 140 0 #140 of 140 56 #62 of 140
Shareholder Returns 49 #41 of 80 – 43 #46 of 80
Overall 50 33 50
  • XPO ranked among 150 companies in Transportation
  • TLSS ranked among 150 companies in Transportation
  • JBHT ranked among 150 companies in Transportation

Price Performance

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

Returns

PeriodXPOTLSSJBHTSPY
1 month +3.1%+1,900.0%-3.1% +0.7%
3 months -8.1%+1,900.0%-17.5% +3.7%
6 months -16.9%+1,900.0%-11.7% +7.1%
Year to date +34.6%+1,900.0%+14.3% +12.8%
1 year +46.7%+1,900.0%+31.5% +11.9%
3 years +136.1%+1,900.0%+30.8% +85.2%
3 years, per year +33.2%+171.6%+9.4% +22.8%
5 years +258.9%+900.0%+12.6% +67.6%
5 years, per year +29.1%+58.5%+2.4% +10.9%
10 years +1,506.2%-97.3%+174.4% +262.0%
10 years, per year +32.0%-30.4%+10.6% +13.7%

Risk

MeasureXPOTLSSJBHTSPY
Volatility, 1Y 42.2%—35.1% 12.7%
Downside volatility, 1Y 39.7%—37.3% 12.6%
Beta vs S&P 500, 1Y 1.19—0.77 1.00
Return / volatility, 1Y 1.11—0.90 0.94
Max drawdown, 5Y -51.3%-92.5%-43.0% -25.4%
From 52-week high -19.9%-75.0%-25.6% -1.2%
52-week high $228.37$0.80$298.41 $779.14
52-week low $124.75$0.01$158.92 $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.

MultipleXPOTLSSJBHT
P/E now vs peer median 42.6xmedian 16.5x 921.6xmedian 16.5x 30.8xmedian 16.5x
P/S now vs peer median 2.4xmedian 0.9x —median 0.9x 1.6xmedian 0.9x
EV/EBITDA now vs peer median 17.2xmedian 8.8x —median 8.8x 13.0xmedian 8.8x
P/FCF now vs peer median 32.6xmedian 11.9x —median 11.9x 21.4xmedian 11.9x
P/B now vs peer median 10.8xmedian 1.2x -55.3xmedian 1.2x 5.7xmedian 1.2x
PEG now vs peer median 0.31median 0.84 33.33median 0.84 -23.30median 0.84

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 monthsXPOTLSSJBHT
Revenue $8.84B – $13.33B
Operating income $876.00M -$1.30M $960.11M
Net income $503.00M $211.13K $676.07M
Free cash flow $657.00M – $966.50M
EPS (diluted) $4.26 $0.00 $7.14
Cash & equivalents $260.00M $29.08K $3.75M
Total debt $3.12B $175.00K $1.12B
Shares (diluted) 118.00M 5.89B 94.65M
Enterprise value $20.99B $1.18B $20.56B

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
MetricXPOTLSSJBHT
P/E 42.6x 921.6x 30.8x
P/FCF 32.6x – 21.4x
P/Operating cash flow 18.9x – 13.9x
P/S 2.4x – 1.6x
P/B 10.8x -55.3x 5.7x
P/Tangible book 12.5x -55.3x 5.7x
EV/EBITDA 17.2x – 13.0x
EV/EBIT 27.7x -904.0x 22.7x
EV/Revenue 2.7x – 1.6x
EV/FCF 36.9x – 22.6x
EV/Operating cash flow 21.4x – 14.6x
PEG (3Y EPS CAGR) 0.31 33.33 -23.30

Growth

14 metrics
MetricXPOTLSSJBHT
Revenue growth (1Y) 9.5% – 10.6%
Revenue CAGR (3Y) 5.0% – 0.4%
Gross profit growth (1Y) – – –
Gross profit CAGR (3Y) – – –
Operating income growth (1Y) 32.3% 14.7% 16.3%
Operating income CAGR (3Y) 39.5% 28.0% -3.6%
Net income growth (1Y) 51.5% 128.6% 18.1%
Net income CAGR (3Y) 138.7% 26.5% -4.5%
EPS growth (1Y) 54.1% 514.0% 20.8%
EPS CAGR (3Y) 139.3% 27.7% -1.3%
Operating cash flow growth (1Y) 19.3% – -7.2%
Operating cash flow CAGR (3Y) 21.0% – -8.5%
Free cash flow growth (1Y) 183.2% – 22.4%
Free cash flow CAGR (3Y) 217.0% – 162.1%

Profitability

14 metrics
MetricXPOTLSSJBHT
Gross margin – – –
EBITDA margin 15.9% – 12.6%
Operating margin 9.9% – 7.2%
Pretax margin 7.6% – 6.7%
Net margin 5.7% – 5.1%
FCF margin 7.4% – 7.3%
Operating cash flow margin 12.8% – 11.2%
Return on equity 25.5% – 18.5%
Return on assets 6.0% 881.2% 8.4%
Return on invested capital 12.7% – 15.1%
Return on capital employed 13.4% – 14.9%
Asset turnover 1.1x – 1.7x
Cash conversion (OCF / net income) 2.3x – 2.2x
Stock comp / revenue 0.9% – 0.5%

Financial Health

11 metrics
MetricXPOTLSSJBHT
Debt / assets 37.6% 572.2% 13.9%
Debt / equity 1.6x 0.0x 0.3x
Net debt / EBITDA 2.0x – 0.7x
Debt / FCF 4.8x – 1.2x
Liabilities / assets 76.3% 69,686% 55.1%
Equity / assets 23.7% -69,586% 44.9%
Interest coverage 4.2x -18.2x 14.2x
Current ratio 1.0x 0.0x 1.2x
Quick ratio 0.8x 0.0x 1.0x
Cash ratio 0.1x 0.0x 0.0x
Altman Z-score 3.66 – –

Shareholder Returns

7 metrics
MetricXPOTLSSJBHT
Dividend yield – – 0.8%
Net buyback yield 1.5% – 2.4%
Shareholder yield 1.5% – 3.2%
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.

ConsensusXPOTLSSJBHT
Forward P/E 31.0xFY2026 – 32.4xFY2026
EPS, next fiscal year $5.91FY2026 $0.00FY2023 $6.85FY2026
EPS growth, next FY +58.4%FY2026 – +11.9%FY2026
EPS growth, the year after +6.3% – +36.6%
Revenue, next fiscal year $9.30BFY2026 $31.69MFY2023 $13.43BFY2026
Revenue growth, next FY +13.9%FY2026 – +11.9%FY2026
Revenue growth, the year after +5.4% +288.2% +18.0%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersXPOTLSSJBHT
Held by institutions 100.0% – 76.9%
Institutions holding 751 – 858
Change in shares held, QoQ +2.2% – +1.8%
Institutions buying 433 – 516
Institutions selling 211 – 234
Buyers to sellers 2.05 – 2.21

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.

XPOTLSSJBHT
XPO 1.00 – 0.70
TLSS – – –
JBHT 0.70 – 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, XPO, TLSS and JBHT?

Xpo (XPO) is the largest by market capitalisation: Xpo (XPO) $22.09B, Transportation & Logistics Systems (TLSS) $1.18B, Hunt J B Transport Services (JBHT) $20.59B.

Which stock is cheaper, XPO, TLSS and JBHT?

Hunt J B Transport Services (JBHT) trades on the lowest price-to-earnings ratio (Xpo (XPO) 43.9x, Transportation & Logistics Systems (TLSS) 921.6x, Hunt J B Transport Services (JBHT) 30.5x). On next year's consensus earnings, Xpo (XPO) is cheapest (Xpo (XPO) 31.0x, Hunt J B Transport Services (JBHT) 32.4x). 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) +9.5%, Hunt J B Transport Services (JBHT) +10.6%.

Which company is more profitable?

Xpo (XPO) has the highest net margin (Xpo (XPO) 5.7%, Hunt J B Transport Services (JBHT) 5.1%). On return on invested capital, Hunt J B Transport Services (JBHT) leads (Xpo (XPO) 12.7%, Hunt J B Transport Services (JBHT) 15.1%).

Which stock has performed better?

Over the past year Transportation & Logistics Systems (TLSS) returned the most: Xpo (XPO) +46.7%, Transportation & Logistics Systems (TLSS) +1,900.0%, Hunt J B Transport Services (JBHT) +31.5%. Over five years, Transportation & Logistics Systems (TLSS) compounded fastest (Xpo (XPO) +29.1%/yr, Transportation & Logistics Systems (TLSS) +58.5%/yr, Hunt J B Transport Services (JBHT) +2.4%/yr). Returns are price only, before dividends.

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%). Volatility measures how widely the price swings, not the risk of the business.

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

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 5. 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.