J B Hunt Transport Services Inc vs Western Digital Corp — how do they compare? J B Hunt Transport Services Inc trades at $265.38 (market cap $24.92B), while Western Digital Corp trades at $457.75 (market cap $150.95B). The key difference: Western Digital Corp is far larger — about 6.1× J B Hunt Transport Services Inc's market cap, and J B Hunt Transport Services Inc pays the higher dividend (0.68%). Which is the better fit depends on your goals.
| JBHT | WDC | |
|---|---|---|
Market Cap | $24.92B | $150.95B |
Sector | Industrials | Technology |
52-Week High | $298.41 | $746.23 |
52-Week Low | $130.65 | $74.66 |
Enterprise Value | $26.06B | $150.42B |
Dividend Yield | 0.68% | 0.14% |
Signals from Pluang's Aura AI — not financial advice
JBHT trades at $275.86, up 3.65% today, with a bearish technical signal but strong analyst support. Recent quarters show earnings beats, with Q3 2026 expected at $2.12 EPS. Revenue is projected to grow to $12.7B in 2026, with a net income margin of 5.31%. The company maintains solid profitability metrics, including an 18.45% ROE, and announced a $0.45 dividend payable in August 2026.
The outlook is mixed; strong fundamentals and a $299.82 consensus price target suggest upside, but bearish technicals and competitive pressures pose risks. Investors should weigh earnings consistency against market volatility and sector headwinds for balanced exposure.
Western Digital (WDC) trades at $454.50, up 3.74% in the last session, with a bearish technical signal but strong fundamental performance. Recent earnings beats, including Q2 2026 EPS of $3.56 versus $3.31 expected, highlight robust AI-driven storage demand. The stock is near resistance at $458, with a consensus analyst price target of $665.15 suggesting significant upside potential.
Outlook is positive due to sustained AI infrastructure growth and margin expansion, but risks include valuation concerns and competitive threats. Analyst consensus is strongly bullish with 72% buy ratings, though technical indicators signal near-term caution. Investors should weigh strong earnings momentum against potential volatility from stretched valuations.
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 →Western Digital is a vertically integrated supplier of data storage solutions, spanning both hard disk drives and solid-state drives. In the HDD market it forms a practical duopoly with Seagate, and it is the largest global producer of NAND flash chips for SSDs in a joint venture with competitor Kioxia.
Read more on WDC →