ArcBest Corp (ARCB)vsXPO Logistics Inc (XPO)
ARCB
ArcBest Corp
$95.77
+1.24%
INDUSTRIALS · Cap: $2.16B
XPO
XPO Logistics Inc
$192.86
+3.50%
INDUSTRIALS · Cap: $21.87B
Smart Verdict
WallStSmart Research — data-driven comparison
XPO Logistics Inc generates 103% more annual revenue ($8.16B vs $4.01B). ARCB leads profitability with a 150.0% profit margin vs 3.9%. 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+
XPO
Hold41
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
-1020.0%
Fair Value
$18.02
Current Price
$192.86
$174.84 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
No standout strengths identified
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
Trading at 12.1x book value
4.6% revenue growth
3.9% 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 : XPO
XPO has a balanced fundamental profile.
Bear Case : ARCB
The primary concerns for ARCB are P/E Ratio, Return on Equity, Revenue Growth.
Bear Case : XPO
The primary concerns for XPO are PEG Ratio, Price/Book, Revenue Growth. A P/E of 70.3x leaves little room for execution misses. Thin 3.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
ARCB profiles as a declining stock while XPO is a value play — different risk/reward profiles.
XPO carries more volatility with a beta of 1.72 — expect wider price swings.
XPO is growing revenue faster at 4.6% — sustainability is the question.
XPO generates stronger free cash flow (119M), providing more financial flexibility.
Bottom Line
ARCB scores higher overall (49/100 vs 41/100), 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.
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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