ArcBest Corp (ARCB)vsKnight Transportation Inc (KNX)
ARCB
ArcBest Corp
$155.09
+6.17%
INDUSTRIALS · Cap: $3.85B
KNX
Knight Transportation Inc
$78.55
-2.81%
INDUSTRIALS · Cap: $13.25B
Smart Verdict
WallStSmart Research — data-driven comparison
Knight Transportation Inc generates 85% more annual revenue ($7.50B vs $4.04B). ARCB leads profitability with a 1.4% profit margin vs 0.5%. ARCB appears more attractively valued with a PEG of 0.50. KNX earns a higher WallStSmart Score of 50/100 (C-).
ARCB
Hold49
out of 100
Grade: D+
KNX
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ARCB.
Margin of Safety
+39.1%
Fair Value
$133.88
Current Price
$78.55
$55.33 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
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
3.3% revenue growth
ROE of 4.3% — below average capital efficiency
1.4% margin — thin
Operating margin of 0.4%
1.4% revenue growth
Grey zone — moderate risk
ROE of 0.5% — below average capital efficiency
0.5% margin — thin
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 : KNX
The strongest argument for KNX centers on PEG Ratio, Price/Book. PEG of 0.68 suggests the stock is reasonably priced for its growth.
Bear Case : ARCB
The primary concerns for ARCB are Revenue Growth, Return on Equity, Profit Margin. A P/E of 70.9x leaves little room for execution misses. Thin 1.4% margins leave little buffer for downturns.
Bear Case : KNX
The primary concerns for KNX are Revenue Growth, Altman Z-Score, Return on Equity. A P/E of 388.3x leaves little room for execution misses. Thin 0.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
ARCB carries more volatility with a beta of 1.58 — expect wider price swings.
ARCB is growing revenue faster at 3.3% — sustainability is the question.
KNX generates stronger free cash flow (57M), providing more financial flexibility.
Monitor TRUCKING industry trends, competitive dynamics, and regulatory changes.
Bottom Line
KNX scores higher overall (50/100 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.
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.
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