ArcBest Corp (ARCB)vsOld Dominion Freight Line Inc (ODFL)
ARCB
ArcBest Corp
$155.09
+6.17%
INDUSTRIALS · Cap: $3.04B
ODFL
Old Dominion Freight Line Inc
$245.52
-3.39%
INDUSTRIALS · Cap: $51.11B
Smart Verdict
WallStSmart Research — data-driven comparison
Old Dominion Freight Line Inc generates 35% more annual revenue ($5.46B vs $4.04B). ODFL leads profitability with a 18.5% profit margin vs 1.4%. 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+
ODFL
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ARCB.
Margin of Safety
-78.2%
Fair Value
$137.89
Current Price
$245.52
$107.63 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
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
Every $100 of equity generates 23 in profit
Strong operational efficiency at 23.8%
Areas to Watch
3.3% revenue growth
ROE of 4.3% — below average capital efficiency
1.4% margin — thin
Operating margin of 0.4%
Trading at 11.6x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
Revenue declined 2.9%
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 : ODFL
The strongest argument for ODFL centers on Debt/Equity, Altman Z-Score, Market Cap. Profitability is solid with margins at 18.5% and operating margin at 23.8%.
Bear Case : ARCB
The primary concerns for ARCB are Revenue Growth, Return on Equity, Profit Margin. A P/E of 56.0x leaves little room for execution misses. Thin 1.4% margins leave little buffer for downturns.
Bear Case : ODFL
The primary concerns for ODFL are Price/Book, PEG Ratio, P/E Ratio. A P/E of 51.3x leaves little room for execution misses.
Key Dynamics to Monitor
ARCB profiles as a value stock while ODFL is a declining 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 3.3% — sustainability is the question.
ODFL generates stronger free cash flow (311M), providing more financial flexibility.
Bottom Line
ARCB scores higher overall (49/100 vs 46/100). 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.
Old Dominion Freight Line Inc
INDUSTRIALS · TRUCKING · USA
Old Dominion Freight Line, Inc. is an American less than truckload shipping (LTL) company. It offers regional, inter-regional and national LTL service. In addition to its core LTL services, the company offers logistics services including ground and air expedited transportation, supply chain consulting, transportation management, truckload brokerage, container delivery and warehousing, as well as household moving services.
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