ArcBest Corp (ARCB)vsOld Dominion Freight Line Inc (ODFL)
ARCB
ArcBest Corp
$95.77
+1.24%
INDUSTRIALS · Cap: $2.16B
ODFL
Old Dominion Freight Line Inc
$189.05
+2.17%
INDUSTRIALS · Cap: $39.53B
Smart Verdict
WallStSmart Research — data-driven comparison
Old Dominion Freight Line Inc generates 37% more annual revenue ($5.50B vs $4.01B). ARCB leads profitability with a 150.0% profit margin vs 18.6%. ARCB appears more attractively valued with a PEG of 0.50. ODFL earns a higher WallStSmart Score of 51/100 (C-).
ARCB
Hold49
out of 100
Grade: D+
ODFL
Buy51
out of 100
Grade: C-
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
-490.9%
Fair Value
$32.91
Current Price
$189.05
$156.14 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
Every $100 of equity generates 24 in profit
Strong operational efficiency at 23.3%
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%
Premium valuation, high expectations priced in
Trading at 9.1x book value
Weak financial health signals
Expensive relative to growth rate
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 : ODFL
The strongest argument for ODFL centers on Return on Equity, Operating Margin. Profitability is solid with margins at 18.6% and operating margin at 23.3%.
Bear Case : ARCB
The primary concerns for ARCB are P/E Ratio, Return on Equity, Revenue Growth.
Bear Case : ODFL
The primary concerns for ODFL are P/E Ratio, Price/Book, Piotroski F-Score.
Key Dynamics to Monitor
ARCB carries more volatility with a beta of 1.44 — expect wider price swings.
ARCB is growing revenue faster at -2.9% — sustainability is the question.
ODFL generates stronger free cash flow (265M), providing more financial flexibility.
Monitor TRUCKING industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ODFL scores higher overall (51/100 vs 49/100), backed by strong 18.6% margins. 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.
Old Dominion Freight Line Inc
INDUSTRIALS · TRUCKING · USA
Old Dominion Freight Line, Inc. is an American less than truckload shipping (LTL) company. It offers regional, inter-regional and national LTL service. In addition to its core LTL services, the company offers logistics services including ground and air expedited transportation, supply chain consulting, transportation management, truckload brokerage, container delivery and warehousing, as well as household moving services.
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