J B Hunt Transport Services Inc vs Progressive Corp — how do they compare? J B Hunt Transport Services Inc trades at $265.38 (market cap $24.98B), while Progressive Corp trades at $212.5 (market cap $124.38B). The key difference: Progressive Corp is far larger — about 5× J B Hunt Transport Services Inc's market cap, and Progressive Corp pays the higher dividend (6.5%). Which is the better fit depends on your goals.
| JBHT | PGR | |
|---|---|---|
Market Cap | $24.98B | $124.38B |
Sector | Industrials | Financials |
52-Week High | $298.41 | $252.68 |
52-Week Low | $130.65 | $190.40 |
Enterprise Value | $26.12B | $132.59B |
Dividend Yield | 0.68% | 6.5% |
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.
Progressive (PGR) trades at $215.33, showing minimal daily change. The stock exhibits a bullish technical trend with strong moving average signals, while oscillators remain neutral. Fundamentally, the company demonstrates robust revenue growth, rising from $49.6B in 2022 to $87.6B in 2025, with net income reaching $11.3B. Recent Q2 2026 earnings beat expectations at $4.85 EPS, though Q1 2026 slightly missed. The current P/E ratio of 10.8 suggests reasonable valuation relative to earnings strength.
The outlook for PGR remains positive with a consensus price target of $231.20, indicating potential upside. Key opportunities include expanding bundled insurance offerings and solid profitability metrics like 34.94% ROE. Risks involve competitive pressures in auto insurance and potential margin compression from growth investments. Analyst sentiment is mixed with 36.59% buy ratings, reflecting cautious optimism amid execution challenges.
Trailing returns across standard periods
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 →Progressive underwrites private and commercial auto insurance and specialty lines
Read more on PGR →