Using the PEG framework with analyst consensus forward EPS growth of 17.7% plus 0.9% dividend yield, J.B. Hunt Transport Services, Inc. has a fair value of $127.37 based on NTM EPS (FY2026) of $7.20. The current PEG ratio is 1.62.
PEG < 1 = bargain, 1–1.5 = fair, > 2 = expensive.
PEG is most informative for high-growth companies — the PEG sweet spot.
| EPS Growth RateForward | 16.8% |
| Dividend Yield | +0.9% |
| Adjusted Growth (clamped 8–25%) | 17.7% |
| Fair P/E | 17.7x |
| NTM EPS (FY2026) | $7.20 |
| Fair Value | $127.37 |
| Period | EPS Est. | Growth | Analysts |
|---|---|---|---|
| FY2025 (actual) | $6.12 | — | — |
| FY2026E | $7.20 | +17.6% | 16 |
| FY2027E | $8.77 | +21.8% | 16 |
| FY2028E | $9.76 | +11.3% | 5 |
3Y Forward EPS CAGR: 16.8%
| Year | Net Income | EPS | YoY |
|---|---|---|---|
| FY2021 | $760.8M | $7.14 | — |
| FY2022 | $969.4M | $9.21 | +29.0% |
| FY2023 | $728.3M | $6.97 | -24.3% |
| FY2024 | $570.9M | $5.56 | -20.2% |
| FY2025 | $598.3M | $6.12 | +10.1% |
4Y Historical EPS CAGR: -3.8%
The PEG Fair Value uses the Price/Earnings-to-Growth framework. A stock is fairly valued when its P/E ratio equals its earnings growth rate (PEG = 1.0). This model adds dividend yield to the growth rate per the original PEGY formula.
Growth rate priority: analyst consensus forward EPS CAGR (when ≥ 3 analysts cover the stock), falling back to historical EPS CAGR. Using EPS rather than net income avoids distortion from share buybacks. The growth rate is clamped between 8% and 25% — below 8% would undervalue stable earners, while above 25% would overvalue unsustainable spikes.