ArcBest Corp (ARCB)vsGE Aerospace (GE)
ARCB
ArcBest Corp
$127.06
-0.55%
INDUSTRIALS · Cap: $2.83B
GE
GE Aerospace
$289.93
+2.24%
INDUSTRIALS · Cap: $296.28B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 1095% more annual revenue ($48.31B vs $4.04B). GE leads profitability with a 17.9% profit margin vs 1.4%. ARCB appears more attractively valued with a PEG of 0.50. GE earns a higher WallStSmart Score of 59/100 (C).
ARCB
Hold49
out of 100
Grade: D+
GE
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+12.3%
Fair Value
$120.97
Current Price
$127.06
$6.09 discount
Intrinsic value data unavailable for GE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Mega-cap, among the largest globally
Every $100 of equity generates 45 in profit
Strong operational efficiency at 20.2%
Revenue surging 24.7% year-over-year
Generating 1.5B in free cash flow
Areas to Watch
3.3% revenue growth
ROE of 4.3% — below average capital efficiency
1.4% margin — thin
Operating margin of 0.3%
Premium valuation, high expectations priced in
Trading at 16.3x book value
Distress zone — elevated risk
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : ARCB
The strongest argument for ARCB centers on PEG Ratio, Price/Book. PEG of 0.50 suggests the stock is reasonably priced for its growth.
Bull Case : GE
The strongest argument for GE centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 17.9% and operating margin at 20.2%. Revenue growth of 24.7% demonstrates continued momentum.
Bear Case : ARCB
The primary concerns for ARCB are Revenue Growth, Return on Equity, Profit Margin. A P/E of 52.1x leaves little room for execution misses. Thin 1.4% margins leave little buffer for downturns.
Bear Case : GE
The primary concerns for GE are P/E Ratio, Price/Book, Altman Z-Score.
Key Dynamics to Monitor
ARCB profiles as a value stock while GE is a growth play — different risk/reward profiles.
GE carries more volatility with a beta of 1.43 — expect wider price swings.
GE is growing revenue faster at 24.7% — sustainability is the question.
GE generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
GE scores higher overall (59/100 vs 49/100), backed by strong 17.9% margins and 24.7% revenue growth. 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.
GE Aerospace
INDUSTRIALS · AEROSPACE & DEFENSE · USA
General Electric Company (GE) is an American multinational conglomerate incorporated in New York City and headquartered in Boston. As of 2018, the company operates through the following segments: aviation, healthcare, power, renewable energy, digital industry, additive manufacturing and venture capital and finance.
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