ArcBest Corp (ARCB)vsGE Aerospace (GE)
ARCB
ArcBest Corp
$141.49
-5.35%
INDUSTRIALS · Cap: $3.58B
GE
GE Aerospace
$355.11
+1.26%
INDUSTRIALS · Cap: $354.01B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 1153% more annual revenue ($50.64B vs $4.04B). GE leads profitability with a 17.7% profit margin vs 1.4%. ARCB appears more attractively valued with a PEG of 0.50. GE earns a higher WallStSmart Score of 65/100 (C+).
ARCB
Hold49
out of 100
Grade: D+
GE
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-86.5%
Fair Value
$56.85
Current Price
$141.49
$84.64 premium
Intrinsic value data unavailable for GE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Mega-cap, among the largest globally
Every $100 of equity generates 51 in profit
Strong operational efficiency at 20.6%
Revenue surging 21.1% year-over-year
Areas to Watch
3.3% revenue growth
ROE of 4.3% — below average capital efficiency
1.4% margin — thin
Operating margin of 0.4%
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ARCB
The strongest argument for ARCB centers on PEG Ratio, Altman Z-Score, Price/Book. PEG of 0.50 suggests the stock is reasonably priced for its growth.
Bull Case : GE
The strongest argument for GE centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 17.7% and operating margin at 20.6%. Revenue growth of 21.1% demonstrates continued momentum.
Bear Case : ARCB
The primary concerns for ARCB are Revenue Growth, Return on Equity, Profit Margin. A P/E of 64.9x leaves little room for execution misses. Thin 1.4% margins leave little buffer for downturns.
Bear Case : GE
The primary concerns for GE are Altman Z-Score, Debt/Equity, PEG Ratio. A P/E of 40.1x leaves little room for execution misses.
Key Dynamics to Monitor
ARCB profiles as a value stock while GE is a growth play — different risk/reward profiles.
ARCB carries more volatility with a beta of 1.57 — expect wider price swings.
GE is growing revenue faster at 21.1% — sustainability is the question.
ARCB generates stronger free cash flow (-1M), providing more financial flexibility.
Bottom Line
GE scores higher overall (65/100 vs 49/100), backed by strong 17.7% margins and 21.1% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
ArcBest Corp
INDUSTRIALS · TRUCKING · USA
ArcBest Corporation offers integrated freight forwarding and logistics services. The company is headquartered in Fort Smith, Arkansas.
GE Aerospace
INDUSTRIALS · AEROSPACE & DEFENSE · USA
General Electric Company (GE) is an American multinational conglomerate incorporated in New York City and headquartered in Boston. As of 2018, the company operates through the following segments: aviation, healthcare, power, renewable energy, digital industry, additive manufacturing and venture capital and finance.
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