ArcBest Corp (ARCB)vsTFI International Inc (TFII)
ARCB
ArcBest Corp
$134.86
-0.08%
INDUSTRIALS · Cap: $3.04B
TFII
TFI International Inc
$131.24
+0.08%
INDUSTRIALS · Cap: $11.27B
Smart Verdict
WallStSmart Research — data-driven comparison
TFI International Inc generates 93% more annual revenue ($8.12B vs $4.20B). TFII leads profitability with a 4.1% profit margin vs 0.4%. TFII trades at a lower P/E of 33.7x. TFII earns a higher WallStSmart Score of 54/100 (C-).
ARCB
Buy54
out of 100
Grade: C-
TFII
Buy54
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 TFII.
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
Earnings expanding 41.0% 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
Premium valuation, high expectations priced in
4.1% margin — thin
Elevated debt levels
Weak financial health signals
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 : TFII
The strongest argument for TFII centers on EPS Growth. Revenue growth of 12.4% demonstrates continued momentum.
Bear Case : ARCB
The primary concerns for ARCB are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 197.4x leaves little room for execution misses. Thin 0.4% margins leave little buffer for downturns.
Bear Case : TFII
The primary concerns for TFII are P/E Ratio, Profit Margin, Debt/Equity. Thin 4.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
ARCB profiles as a growth stock while TFII is a value play — different risk/reward profiles.
ARCB carries more volatility with a beta of 1.55 — expect wider price swings.
ARCB is growing revenue faster at 15.9% — sustainability is the question.
TFII generates stronger free cash flow (180M), providing more financial flexibility.
Bottom Line
ARCB scores higher overall (54/100 vs 54/100) and 15.9% 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.
TFI International Inc
INDUSTRIALS · TRUCKING · USA
TFI International Inc. provides transportation and logistics services in the United States, Canada, and Mexico. The company is headquartered in Saint-Laurent, Canada.
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