J B Hunt Transport Services Inc vs Marathon Petroleum Corp — how do they compare? J B Hunt Transport Services Inc trades at $265.38 (market cap $24.98B), while Marathon Petroleum Corp trades at $335.6 (market cap $89.95B). The key difference: Marathon Petroleum Corp is far larger — about 3.6× J B Hunt Transport Services Inc's market cap, and Marathon Petroleum Corp pays the higher dividend (1.25%). Which is the better fit depends on your goals.
| JBHT | MPC | |
|---|---|---|
Market Cap | $24.98B | $89.95B |
Sector | Industrials | Energy |
52-Week High | $298.41 | $336.42 |
52-Week Low | $130.65 | $159.11 |
Enterprise Value | $26.12B | $116.48B |
Dividend Yield | 0.68% | 1.25% |
Signals from Pluang's Aura AI — not financial advice
JBHT trades at $268.52, up 0.48% today, with a bearish technical signal but strong fundamentals. The stock shows consistent earnings beats, with Q2 2026 EPS of $1.91 exceeding the $1.74 estimate. Revenue trends have stabilized around $12B annually, while net income margin improved to 5.31% in 2025. Analyst consensus is bullish with a $299.82 price target, supported by institutional buying and positive news on intermodal demand growth.
Outlook is positive due to earnings momentum and sector tailwinds, but risks include economic sensitivity and high P/E of 38.18. The stock offers growth potential with manageable volatility, appealing for investors seeking transportation exposure.
Marathon Petroleum (MPC) trades at $298.20, down 0.35% with a bearish technical signal despite strong fundamental performance. The stock shows exceptional earnings momentum with three consecutive quarterly beats, including a massive Q2 2026 EPS of $17.73 versus $14.27 expected. Valuation remains attractive with P/E of 10.34 and EV/EBITDA of 6.26, while maintaining robust profitability with 47.9% ROE.
MPC presents a compelling investment case with strong analyst support (76% buy ratings) and $330.70 price target upside. However, declining revenue trends from $177.5B in 2022 to $132.7B in 2025 and rising debt-to-asset ratio to 42.59% pose fundamental concerns. Technical weakness near pivot point resistance at $297 requires monitoring despite positive refining margin outlook.
Trailing returns across standard periods
Latest headlines on both assets
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 →Marathon Petroleum is an independent refiner with 13 refineries in the midcontinent, West Coast, and Gulf Coast of the United States with total throughput capacity of 2.9 million barrels per day. Its Dickinson, ND, facility produces 184 million gallons a year of renewable diesel. Its Martinez, CA, facility will have the ability to produce 730 million gallons a year of renewable diesel once converted. The firm also owns and operates midstream assets primarily through its listed MLP, MPLX.
Read more on MPC →