COMP <GO>
JBHT vs CAT // 10Y YIELD & FRED MACRO BETA
J.B. Hunt Transport Services Inc. (NASDAQ) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: JBHT 6
— CAT 8
■ METRIC PARITY
LAST: $221.08 (-0.44%) • MKT CAP: $20.70B
macro-sensitivity
1.02
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
macro-sensitivity
1.02
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (JBHT VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | JBHT | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 82.20% | -41.20 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 15.80% | 21.15% | -5.35 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 14.4x | 20.9x | -6.46 | JBHT | /valuation <GO> |
| Free Cash Flow Yield | 4.58% | 3.74% | +0.84 | JBHT | /fcf-yield <GO> |
| Operating Margin | 14.90% | 17.52% | -2.62 | CAT | /operating-margins <GO> |
| Net Profit Margin | 10.30% | 14.51% | -4.21 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 9.90% | 18.36% | -8.46 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.83% | 1.05% | -0.22 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 5.27 | 4.34 | +0.93 | JBHT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | JBHT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.00% | 8.46% | -1.46 | JBHT | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 39.9 | 23.6 | +16.29 | JBHT | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.02 | 1.02 | 0.00 | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 32.2x | 26.0x | +6.24 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $20.70B | $286.26B | -$265.56B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | JBHT REV | CAT REV | JBHT GROSS % | CAT GROSS % | JBHT FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $67.59B | — | 99.9% | $947.6M | $8.92B |
| FY 2024 | $0 | $64.81B | — | 100.0% | $617.8M | $10.05B |
| FY 2023 | $0 | $67.06B | — | 99.8% | $1.74B | $11.29B |
| FY 2022 | — | $59.43B | — | 99.3% | — | $6.47B |
| FY 2021 | — | $50.97B | — | 30.3% | — | $6.11B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
JBHT // BETA 1.02
CAT // BETA 1.02