WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Old Dominion Freight Line Inc generates 33% more annual revenue ($5.60B vs $4.20B). ODFL leads profitability with a 19.4% profit margin vs 0.4%. ARCB appears more attractively valued with a PEG of 0.50. ODFL earns a higher WallStSmart Score of 67/100 (B-).

ARCB

Buy

54

out of 100

Grade: C-

Growth: 4.0Profit: 4.5Value: 4.7Quality: 6.0
Piotroski: 2/9Altman Z: 3.27

ODFL

Strong Buy

67

out of 100

Grade: B-

Growth: 6.0Profit: 9.0Value: 3.3Quality: 8.0
Piotroski: 4/9Altman Z: 4.87
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ARCBSignificantly Overvalued (-77.3%)

Margin of Safety

-77.3%

Fair Value

$59.81

Current Price

$134.86

$75.05 premium

UndervaluedFair: $59.81Overvalued
ODFLSignificantly Overvalued (-27.0%)

Margin of Safety

-27.0%

Fair Value

$143.29

Current Price

$179.79

$36.50 premium

UndervaluedFair: $143.29Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ARCB4 strengths · Avg: 9.0/10
PEG RatioValuation
0.5010/10

Growing faster than its price suggests

Altman Z-ScoreHealth
3.2710/10

Safe zone — low bankruptcy risk

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
15.9%8/10

15.9% revenue growth

ODFL5 strengths · Avg: 9.0/10
Debt/EquityHealth
0.0010/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
4.8710/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
23.9%9/10

Every $100 of equity generates 24 in profit

Operating MarginProfitability
28.8%8/10

Strong operational efficiency at 28.8%

EPS GrowthGrowth
32.3%8/10

Earnings expanding 32.3% YoY

Areas to Watch

ARCB4 concerns · Avg: 2.8/10
Return on EquityProfitability
4.3%3/10

ROE of 4.3% — below average capital efficiency

Profit MarginProfitability
0.4%3/10

0.4% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

P/E RatioValuation
197.4x2/10

Premium valuation, high expectations priced in

ODFL3 concerns · Avg: 4.0/10
PEG RatioValuation
2.324/10

Expensive relative to growth rate

P/E RatioValuation
36.0x4/10

Premium valuation, high expectations priced in

Price/BookValuation
8.2x4/10

Trading at 8.2x book value

Comparative Analysis Report

WallStSmart Research

Bull 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 : ODFL

The strongest argument for ODFL centers on Debt/Equity, Altman Z-Score, Return on Equity. Profitability is solid with margins at 19.4% and operating margin at 28.8%. Revenue growth of 10.4% demonstrates continued momentum.

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 : ODFL

The primary concerns for ODFL are PEG Ratio, P/E Ratio, Price/Book.

Key Dynamics to Monitor

ARCB profiles as a growth stock while ODFL is a mature 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.

ODFL generates stronger free cash flow (196M), providing more financial flexibility.

Bottom Line

ODFL scores higher overall (67/100 vs 54/100), backed by strong 19.4% margins and 10.4% revenue growth. Both earn "Strong 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.

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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