ArcBest Corp (ARCB)vsSchneider National Inc (SNDR)
ARCB
ArcBest Corp
$125.81
-3.48%
INDUSTRIALS · Cap: $2.91B
SNDR
Schneider National Inc
$29.42
-0.98%
INDUSTRIALS · Cap: $5.52B
Smart Verdict
WallStSmart Research — data-driven comparison
Schneider National Inc generates 38% more annual revenue ($5.82B vs $4.20B). SNDR leads profitability with a 1.9% profit margin vs 0.4%. ARCB appears more attractively valued with a PEG of 0.50. SNDR earns a higher WallStSmart Score of 57/100 (C).
ARCB
Buy54
out of 100
Grade: C-
SNDR
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-74.3%
Fair Value
$60.83
Current Price
$125.81
$64.98 premium
Margin of Safety
-17.1%
Fair Value
$25.91
Current Price
$29.42
$3.51 premium
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
Reasonable price relative to book value
Earnings expanding 40.0% 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
ROE of 3.2% — below average capital efficiency
1.9% margin — thin
Operating margin of 4.5%
Expensive relative to growth rate
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 : SNDR
The strongest argument for SNDR centers on Debt/Equity, Price/Book, EPS Growth. Revenue growth of 10.4% demonstrates continued momentum.
Bear Case : ARCB
The primary concerns for ARCB are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 188.4x leaves little room for execution misses. Thin 0.4% margins leave little buffer for downturns.
Bear Case : SNDR
The primary concerns for SNDR are Return on Equity, Profit Margin, Operating Margin. A P/E of 50.0x leaves little room for execution misses. Thin 1.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
ARCB profiles as a growth stock while SNDR is a value play — different risk/reward profiles.
ARCB carries more volatility with a beta of 1.70 — expect wider price swings.
ARCB is growing revenue faster at 15.9% — sustainability is the question.
ARCB generates stronger free cash flow (121M), providing more financial flexibility.
Bottom Line
SNDR scores higher overall (57/100 vs 54/100) and 10.4% 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.
Schneider National Inc
INDUSTRIALS · TRUCKING · USA
Schneider National, Inc., a surface transportation and logistics solutions company, provides trucking, intermodal and logistics services in North America. The company is headquartered in Green Bay, Wisconsin.
Visit Website →Compare with Other TRUCKING Stocks
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