ArcBest Corp (ARCB)vsXPO Logistics Inc (XPO)
ARCB
ArcBest Corp
$155.09
+6.17%
INDUSTRIALS · Cap: $3.04B
XPO
XPO Logistics Inc
$218.94
-0.15%
INDUSTRIALS · Cap: $26.81B
Smart Verdict
WallStSmart Research — data-driven comparison
XPO Logistics Inc generates 105% more annual revenue ($8.30B vs $4.04B). XPO leads profitability with a 4.2% profit margin vs 1.4%. ARCB appears more attractively valued with a PEG of 0.50. XPO earns a higher WallStSmart Score of 53/100 (C-).
ARCB
Hold49
out of 100
Grade: D+
XPO
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ARCB.
Margin of Safety
-23.4%
Fair Value
$163.60
Current Price
$218.94
$55.34 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
Earnings expanding 46.6% YoY
Areas to Watch
3.3% revenue growth
ROE of 4.3% — below average capital efficiency
1.4% margin — thin
Operating margin of 0.4%
Trading at 13.8x book value
Distress zone — elevated risk
4.2% margin — thin
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. PEG of 0.50 suggests the stock is reasonably priced for its growth.
Bull Case : XPO
The strongest argument for XPO centers on EPS Growth.
Bear Case : ARCB
The primary concerns for ARCB are Revenue Growth, Return on Equity, Profit Margin. A P/E of 56.0x leaves little room for execution misses. Thin 1.4% margins leave little buffer for downturns.
Bear Case : XPO
The primary concerns for XPO are Price/Book, Altman Z-Score, Profit Margin. A P/E of 78.7x leaves little room for execution misses. Debt-to-equity of 2.18 is elevated, increasing financial risk.
Key Dynamics to Monitor
XPO carries more volatility with a beta of 1.64 — expect wider price swings.
XPO is growing revenue faster at 7.3% — sustainability is the question.
XPO generates stronger free cash flow (72M), providing more financial flexibility.
Monitor TRUCKING industry trends, competitive dynamics, and regulatory changes.
Bottom Line
XPO scores higher overall (53/100 vs 49/100). 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.
XPO Logistics Inc
INDUSTRIALS · TRUCKING · USA
XPO Logistics, Inc. provides supply chain solutions in the United States, the rest of North America, France, the United Kingdom, the rest of Europe, and internationally. The company is headquartered in Greenwich, Connecticut.
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