J B Hunt Transport Services Inc vs Cloudflare Inc — how do they compare? J B Hunt Transport Services Inc trades at $265.38 (market cap $24.98B), while Cloudflare Inc trades at $306 (market cap $110.59B). The key difference: Cloudflare Inc is far larger — about 4.4× J B Hunt Transport Services Inc's market cap, and J B Hunt Transport Services Inc pays a 0.68% dividend while Cloudflare Inc pays none. Which is the better fit depends on your goals.
| JBHT | NET | |
|---|---|---|
Market Cap | $24.98B | $110.59B |
Sector | Industrials | Technology |
52-Week High | $298.41 | $310.40 |
52-Week Low | $130.65 | $160.16 |
Enterprise Value | $26.12B | $109.96B |
Dividend Yield | 0.68% | — |
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.
Cloudflare (NET) trades at $300.27, up 5.57% on strong Q2 2026 earnings that beat estimates with 36% revenue growth to $696.1 million. The stock shows bullish technical momentum above key support levels, supported by accelerating AI-driven demand and expanding large customer adoption. Recent FedRAMP High authorization enhances government contract opportunities, while the company maintains robust gross margins of 72.58% despite negative net income margins.
Outlook remains positive with analyst consensus targeting $337.10 (12.3% upside), though high valuation multiples (P/S 42.05) and persistent net losses pose risks. The convertible note offering adds financial flexibility but increases leverage. AI infrastructure demand and market share gains provide growth catalysts, but competitive pressures and execution risks require monitoring.
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 →Cloudflare is a software company based in San Francisco, California, that offers security and web performance offerings by utilizing a distributed, serverless content delivery network, or CDN. The firm's edge computing platform, Workers, leverages this network by providing clients the ability to deploy, and execute code without maintaining servers.
Read more on NET →