ArcBest Corp (ARCB)vsSaia Inc (SAIA)
ARCB
ArcBest Corp
$134.86
-0.08%
INDUSTRIALS · Cap: $3.04B
SAIA
Saia Inc
$351.05
+1.46%
INDUSTRIALS · Cap: $9.52B
Smart Verdict
WallStSmart Research — data-driven comparison
ArcBest Corp generates 24% more annual revenue ($4.20B vs $3.39B). SAIA leads profitability with a 8.2% profit margin vs 0.4%. ARCB appears more attractively valued with a PEG of 0.50. SAIA earns a higher WallStSmart Score of 62/100 (C+).
ARCB
Buy54
out of 100
Grade: C-
SAIA
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-77.3%
Fair Value
$59.81
Current Price
$134.86
$75.05 premium
Intrinsic value data unavailable for SAIA.
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
15.9% revenue growth
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
17.1% revenue growth
Earnings expanding 31.5% YoY
Areas to Watch
ROE of 4.3% — below average capital efficiency
0.4% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
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. Revenue growth of 15.9% demonstrates continued momentum. PEG of 0.50 suggests the stock is reasonably priced for its growth.
Bull Case : SAIA
The strongest argument for SAIA centers on Debt/Equity, Altman Z-Score, Revenue Growth. Revenue growth of 17.1% demonstrates continued momentum. PEG of 1.49 suggests the stock is reasonably priced for its growth.
Bear Case : ARCB
The primary concerns for ARCB are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 197.4x leaves little room for execution misses. Thin 0.4% margins leave little buffer for downturns.
Bear Case : SAIA
The primary concerns for SAIA are P/E Ratio.
Key Dynamics to Monitor
SAIA carries more volatility with a beta of 2.14 — expect wider price swings.
SAIA is growing revenue faster at 17.1% — sustainability is the question.
ARCB generates stronger free cash flow (121M), providing more financial flexibility.
Monitor TRUCKING industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SAIA scores higher overall (62/100 vs 54/100) and 17.1% revenue growth. Both earn "Buy" and "Buy" 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.
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