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JBHT vs. AAPL
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between JBHT and AAPL is 0.24, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.2

Performance

JBHT vs. AAPL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in J.B. Hunt Transport Services, Inc. (JBHT) and Apple Inc (AAPL). The values are adjusted to include any dividend payments, if applicable.

0.00%20,000.00%40,000.00%60,000.00%80,000.00%JulyAugustSeptemberOctoberNovemberDecember
6,477.41%
85,213.44%
JBHT
AAPL

Key characteristics

Sharpe Ratio

JBHT:

-0.49

AAPL:

1.38

Sortino Ratio

JBHT:

-0.52

AAPL:

2.04

Omega Ratio

JBHT:

0.94

AAPL:

1.26

Calmar Ratio

JBHT:

-0.45

AAPL:

1.88

Martin Ratio

JBHT:

-0.69

AAPL:

4.89

Ulcer Index

JBHT:

19.00%

AAPL:

6.39%

Daily Std Dev

JBHT:

26.73%

AAPL:

22.57%

Max Drawdown

JBHT:

-71.56%

AAPL:

-81.80%

Current Drawdown

JBHT:

-21.61%

AAPL:

0.00%

Fundamentals

Market Cap

JBHT:

$17.88B

AAPL:

$3.83T

EPS

JBHT:

$5.50

AAPL:

$6.08

PE Ratio

JBHT:

32.24

AAPL:

41.69

PEG Ratio

JBHT:

2.57

AAPL:

2.62

Total Revenue (TTM)

JBHT:

$12.24B

AAPL:

$391.04B

Gross Profit (TTM)

JBHT:

$1.46B

AAPL:

$180.68B

EBITDA (TTM)

JBHT:

$1.58B

AAPL:

$134.66B

Returns By Period

In the year-to-date period, JBHT achieves a -13.97% return, which is significantly lower than AAPL's 32.83% return. Over the past 10 years, JBHT has underperformed AAPL with an annualized return of 8.22%, while AAPL has yielded a comparatively higher 26.14% annualized return.


JBHT

YTD

-13.97%

1M

-6.25%

6M

9.52%

1Y

-14.35%

5Y*

8.80%

10Y*

8.22%

AAPL

YTD

32.83%

1M

11.13%

6M

22.93%

1Y

31.36%

5Y*

30.37%

10Y*

26.14%

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Risk-Adjusted Performance

JBHT vs. AAPL - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for J.B. Hunt Transport Services, Inc. (JBHT) and Apple Inc (AAPL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for JBHT, currently valued at -0.49, compared to the broader market-4.00-2.000.002.00-0.491.38
The chart of Sortino ratio for JBHT, currently valued at -0.52, compared to the broader market-4.00-2.000.002.004.00-0.522.04
The chart of Omega ratio for JBHT, currently valued at 0.94, compared to the broader market0.501.001.502.000.941.26
The chart of Calmar ratio for JBHT, currently valued at -0.45, compared to the broader market0.002.004.006.00-0.451.88
The chart of Martin ratio for JBHT, currently valued at -0.69, compared to the broader market-5.000.005.0010.0015.0020.0025.00-0.694.89
JBHT
AAPL

The current JBHT Sharpe Ratio is -0.49, which is lower than the AAPL Sharpe Ratio of 1.38. The chart below compares the historical Sharpe Ratios of JBHT and AAPL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.502.00JulyAugustSeptemberOctoberNovemberDecember
-0.49
1.38
JBHT
AAPL

Dividends

JBHT vs. AAPL - Dividend Comparison

JBHT's dividend yield for the trailing twelve months is around 1.01%, more than AAPL's 0.39% yield.


TTM20232022202120202019201820172016201520142013
JBHT
J.B. Hunt Transport Services, Inc.
1.01%0.84%0.92%0.58%0.79%0.89%1.03%0.80%0.91%1.15%0.95%0.58%
AAPL
Apple Inc
0.39%0.49%0.70%0.49%0.61%1.04%1.79%1.45%1.93%1.93%1.67%2.10%

Drawdowns

JBHT vs. AAPL - Drawdown Comparison

The maximum JBHT drawdown since its inception was -71.56%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for JBHT and AAPL. For additional features, visit the drawdowns tool.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-21.61%
0
JBHT
AAPL

Volatility

JBHT vs. AAPL - Volatility Comparison

J.B. Hunt Transport Services, Inc. (JBHT) has a higher volatility of 6.59% compared to Apple Inc (AAPL) at 4.04%. This indicates that JBHT's price experiences larger fluctuations and is considered to be riskier than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%JulyAugustSeptemberOctoberNovemberDecember
6.59%
4.04%
JBHT
AAPL

Financials

JBHT vs. AAPL - Financials Comparison

This section allows you to compare key financial metrics between J.B. Hunt Transport Services, Inc. and Apple Inc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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