ArcBest Corp (ARCB)vsSaia Inc (SAIA)
ARCB
ArcBest Corp
$95.77
+1.24%
INDUSTRIALS · Cap: $2.16B
SAIA
Saia Inc
$344.36
+4.27%
INDUSTRIALS · Cap: $8.81B
Smart Verdict
WallStSmart Research — data-driven comparison
ArcBest Corp generates 24% more annual revenue ($4.01B vs $3.23B). ARCB leads profitability with a 150.0% profit margin vs 7.9%. ARCB 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+
SAIA
Hold44
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
-500.4%
Fair Value
$64.74
Current Price
$344.36
$279.62 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
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
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%
Expensive relative to growth rate
Premium valuation, high expectations priced in
0.1% revenue growth
7.9% margin — thin
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 : SAIA
The strongest argument for SAIA centers on Altman Z-Score, Debt/Equity.
Bear Case : ARCB
The primary concerns for ARCB are P/E Ratio, Return on Equity, Revenue Growth.
Bear Case : SAIA
The primary concerns for SAIA are PEG Ratio, P/E Ratio, Revenue Growth.
Key Dynamics to Monitor
ARCB profiles as a declining stock while SAIA is a value play — different risk/reward profiles.
SAIA carries more volatility with a beta of 2.03 — expect wider price swings.
SAIA is growing revenue faster at 0.1% — sustainability is the question.
ARCB generates stronger free cash flow (42M), providing more financial flexibility.
Bottom Line
ARCB scores higher overall (49/100 vs 44/100), 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.
Saia Inc
INDUSTRIALS · TRUCKING · USA
Saia, Inc., is a transportation company in North America. The company is headquartered in Johns Creek, Georgia.
Visit Website →Compare with Other TRUCKING Stocks
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