Aspen Aerogels Inc vs J B Hunt Transport Services Inc — how do they compare? Aspen Aerogels Inc trades at $6.14 (market cap $509.55M), while J B Hunt Transport Services Inc trades at $275.36 (market cap $24.92B). The key difference: J B Hunt Transport Services Inc is far larger — about 48.9× Aspen Aerogels Inc's market cap, and J B Hunt Transport Services Inc pays a 0.68% dividend while Aspen Aerogels Inc pays none. Which is the better fit depends on your goals.
| ASPN | JBHT | |
|---|---|---|
Market Cap | $509.55M | $24.92B |
Sector | Technology | Industrials |
52-Week High | $8.82 | $298.41 |
52-Week Low | $2.57 | $130.65 |
Enterprise Value | $482.96M | $26.06B |
Dividend Yield | — | 0.68% |
Signals from Pluang's Aura AI — not financial advice
Aspen Aerogels (ASPN) trades at $6.13, down 2.54% today, with a bullish technical signal from moving averages despite mixed oscillators. The company shows improving revenue trends with Q2 2026 results beating expectations and strong Q3 guidance of $65-80 million revenue. However, profitability remains challenged with negative net income margins of -62.45% and consecutive quarterly EPS misses. Analyst sentiment is overwhelmingly positive with 82.61% buy ratings.
The outlook balances strong revenue growth potential in thermal barrier markets against persistent profitability challenges. Investment opportunity lies in the expanding EV thermal barrier business and European market growth, while risks include sustained negative cash flow and competitive pressures in evolving battery technologies.
JBHT trades at $275.5, up 3.52% today, with a bearish technical signal but strong analyst consensus. The company reported revenue of $12.0B in 2025, with net income of $598.28M and a 5.31% net margin. Recent earnings have consistently beaten estimates, and the company announced a $0.45 dividend payable in August 2026. Cash flow from operations remains robust at $1.68B in 2025, though net cash flow was slightly negative.
The outlook is positive with a consensus price target of $299.82, implying 8.8% upside. Risks include competitive pressures and macroeconomic volatility, but strong institutional ownership and a buy rating from 57.8% of analysts support a favorable view. The stock's valuation multiples are elevated, but earnings growth and intermodal demand recovery provide catalysts.
Trailing returns across standard periods
Latest headlines on both assets
Aspen Aerogels is an aerogel technology company that designs high-performance insulation. Its products are used in energy infrastructure and electric vehicles to provide thermal management and fire protection.
Read more on ASPN →J.B. Hunt Transport Services ranks among the top surface transportation companies in North America by revenue. Its primary operating segments are intermodal delivery, which uses the Class I rail carriers for the underlying line-haul movement of its owned containers (45% of sales in 2021).
Read more on JBHT →