ArcBest Corp (ARCB)vsKnight Transportation Inc (KNX)
ARCB
ArcBest Corp
$95.77
+1.24%
INDUSTRIALS · Cap: $2.16B
KNX
Knight Transportation Inc
$56.34
+2.42%
INDUSTRIALS · Cap: $8.94B
Smart Verdict
WallStSmart Research — data-driven comparison
Knight Transportation Inc generates 86% more annual revenue ($7.47B vs $4.01B). ARCB leads profitability with a 150.0% profit margin vs 0.9%. KNX appears more attractively valued with a PEG of 0.50. ARCB earns a higher WallStSmart Score of 49/100 (D+).
ARCB
Hold49
out of 100
Grade: D+
KNX
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-490.7%
Fair Value
$17.95
Current Price
$95.77
$77.82 premium
Margin of Safety
-2059.9%
Fair Value
$2.79
Current Price
$56.34
$53.55 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Keeps 150 of every $100 in revenue as profit
Strong operational efficiency at 42.0%
Reasonable price relative to book value
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
ROE of 4.6% — below average capital efficiency
Revenue declined 2.9%
Earnings declined 59.3%
Grey zone — moderate risk
ROE of 0.9% — below average capital efficiency
0.9% margin — thin
Operating margin of 3.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : ARCB
The strongest argument for ARCB centers on PEG Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 150.0% and operating margin at 42.0%. PEG of 0.50 suggests the stock is reasonably priced for its growth.
Bull Case : KNX
The strongest argument for KNX centers on PEG Ratio, Price/Book. PEG of 0.50 suggests the stock is reasonably priced for its growth.
Bear Case : ARCB
The primary concerns for ARCB are P/E Ratio, Return on Equity, Revenue Growth.
Bear Case : KNX
The primary concerns for KNX are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 134.2x leaves little room for execution misses. Thin 0.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
ARCB profiles as a declining stock while KNX is a value play — different risk/reward profiles.
ARCB carries more volatility with a beta of 1.44 — expect wider price swings.
KNX is growing revenue faster at -0.4% — sustainability is the question.
KNX generates stronger free cash flow (575M), providing more financial flexibility.
Bottom Line
ARCB scores higher overall (49/100 vs 47/100), backed by strong 150.0% margins. Both earn "Hold" 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.
Knight Transportation Inc
INDUSTRIALS · TRUCKING · USA
Knight-Swift Transportation Holdings Inc., provides truck cargo transportation services in the United States, Mexico and Canada. The company is headquartered in Phoenix, Arizona.
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