WallStSmart

ArcBest Corp (ARCB)vsOld Dominion Freight Line Inc (ODFL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Old Dominion Freight Line Inc generates 37% more annual revenue ($5.50B vs $4.01B). ARCB leads profitability with a 150.0% profit margin vs 18.6%. ARCB appears more attractively valued with a PEG of 0.50. ODFL earns a higher WallStSmart Score of 51/100 (C-).

ARCB

Hold

49

out of 100

Grade: D+

Growth: 2.0Profit: 7.0Value: 7.3Quality: 5.0

ODFL

Buy

51

out of 100

Grade: C-

Growth: 2.0Profit: 8.5Value: 4.7Quality: 4.5
Piotroski: 2/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ARCBSignificantly Overvalued (-490.7%)

Margin of Safety

-490.7%

Fair Value

$17.95

Current Price

$95.77

$77.82 premium

UndervaluedFair: $17.95Overvalued
ODFLSignificantly Overvalued (-490.9%)

Margin of Safety

-490.9%

Fair Value

$32.91

Current Price

$189.05

$156.14 premium

UndervaluedFair: $32.91Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ARCB4 strengths · Avg: 9.5/10
PEG RatioValuation
0.5010/10

Growing faster than its price suggests

Profit MarginProfitability
150.0%10/10

Keeps 150 of every $100 in revenue as profit

Operating MarginProfitability
42.0%10/10

Strong operational efficiency at 42.0%

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

ODFL2 strengths · Avg: 8.5/10
Return on EquityProfitability
23.9%9/10

Every $100 of equity generates 24 in profit

Operating MarginProfitability
23.3%8/10

Strong operational efficiency at 23.3%

Areas to Watch

ARCB4 concerns · Avg: 2.8/10
P/E RatioValuation
36.3x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
4.6%3/10

ROE of 4.6% — below average capital efficiency

Revenue GrowthGrowth
-2.9%2/10

Revenue declined 2.9%

EPS GrowthGrowth
-59.3%2/10

Earnings declined 59.3%

ODFL4 concerns · Avg: 3.3/10
P/E RatioValuation
39.1x4/10

Premium valuation, high expectations priced in

Price/BookValuation
9.1x4/10

Trading at 9.1x book value

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
2.542/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : ARCB

The strongest argument for ARCB centers on PEG Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 150.0% and operating margin at 42.0%. PEG of 0.50 suggests the stock is reasonably priced for its growth.

Bull Case : ODFL

The strongest argument for ODFL centers on Return on Equity, Operating Margin. Profitability is solid with margins at 18.6% and operating margin at 23.3%.

Bear Case : ARCB

The primary concerns for ARCB are P/E Ratio, Return on Equity, Revenue Growth.

Bear Case : ODFL

The primary concerns for ODFL are P/E Ratio, Price/Book, Piotroski F-Score.

Key Dynamics to Monitor

ARCB carries more volatility with a beta of 1.44 — expect wider price swings.

ARCB is growing revenue faster at -2.9% — sustainability is the question.

ODFL generates stronger free cash flow (265M), providing more financial flexibility.

Monitor TRUCKING industry trends, competitive dynamics, and regulatory changes.

Bottom Line

ODFL scores higher overall (51/100 vs 49/100), backed by strong 18.6% margins. 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.

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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