ArcBest Corp (ARCB)vsKnight Transportation Inc (KNX)
ARCB
ArcBest Corp
$134.86
-0.08%
INDUSTRIALS · Cap: $3.04B
KNX
Knight Transportation Inc
$67.97
-1.54%
INDUSTRIALS · Cap: $11.52B
Smart Verdict
WallStSmart Research — data-driven comparison
Knight Transportation Inc generates 84% more annual revenue ($7.73B vs $4.20B). KNX leads profitability with a 0.6% profit margin vs 0.4%. KNX appears more attractively valued with a PEG of 0.29. KNX earns a higher WallStSmart Score of 63/100 (C+).
ARCB
Buy54
out of 100
Grade: C-
KNX
Buy63
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
+49.1%
Fair Value
$135.28
Current Price
$67.97
$67.31 discount
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
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 23.8% 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
Grey zone — moderate risk
ROE of 0.6% — below average capital efficiency
0.6% margin — thin
Premium valuation, high expectations priced in
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 : KNX
The strongest argument for KNX centers on PEG Ratio, Price/Book, EPS Growth. Revenue growth of 12.6% demonstrates continued momentum. PEG of 0.29 suggests the stock is reasonably priced for its growth.
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 : KNX
The primary concerns for KNX are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 262.2x leaves little room for execution misses. Thin 0.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
ARCB profiles as a growth stock while KNX 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.
ARCB generates stronger free cash flow (121M), providing more financial flexibility.
Bottom Line
KNX scores higher overall (63/100 vs 54/100) and 12.6% 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.
Knight Transportation Inc
INDUSTRIALS · TRUCKING · USA
Knight-Swift Transportation Holdings Inc., provides truck cargo transportation services in the United States, Mexico and Canada. The company is headquartered in Phoenix, Arizona.
Compare with Other TRUCKING Stocks
Want to dig deeper into these stocks?