ArcBest Corp (ARCB)vsXPO Logistics Inc (XPO)
ARCB
ArcBest Corp
$134.86
-0.08%
INDUSTRIALS · Cap: $3.04B
XPO
XPO Logistics Inc
$182.18
-0.09%
INDUSTRIALS · Cap: $22.25B
Smart Verdict
WallStSmart Research — data-driven comparison
XPO Logistics Inc generates 104% more annual revenue ($8.57B vs $4.20B). XPO leads profitability with a 4.7% profit margin vs 0.4%. ARCB appears more attractively valued with a PEG of 0.50. XPO earns a higher WallStSmart Score of 61/100 (C+).
ARCB
Buy54
out of 100
Grade: C-
XPO
Buy61
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
Margin of Safety
-18.9%
Fair Value
$169.79
Current Price
$182.18
$12.39 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
Earnings expanding 52.8% YoY
Every $100 of equity generates 21 in profit
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
Expensive relative to growth rate
Trading at 10.9x book value
Distress zone — elevated risk
4.7% margin — thin
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 : XPO
The strongest argument for XPO centers on EPS Growth, Return on Equity. Revenue growth of 13.2% 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 : XPO
The primary concerns for XPO are PEG Ratio, Price/Book, Altman Z-Score. A P/E of 55.9x leaves little room for execution misses. Debt-to-equity of 2.03 is elevated, increasing financial risk.
Key Dynamics to Monitor
ARCB profiles as a growth stock while XPO is a value play — different risk/reward profiles.
XPO 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.
XPO generates stronger free cash flow (181M), providing more financial flexibility.
Bottom Line
XPO scores higher overall (61/100 vs 54/100) and 13.2% 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.
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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