ArcBest Corp (ARCB)vsSchneider National Inc (SNDR)
ARCB
ArcBest Corp
$155.09
+6.17%
INDUSTRIALS · Cap: $3.04B
SNDR
Schneider National Inc
$37.09
-1.95%
INDUSTRIALS · Cap: $6.73B
Smart Verdict
WallStSmart Research — data-driven comparison
Schneider National Inc generates 40% more annual revenue ($5.67B vs $4.04B). SNDR leads profitability with a 1.7% 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+
SNDR
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ARCB.
Margin of Safety
-62.2%
Fair Value
$23.70
Current Price
$37.09
$13.39 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
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%
ROE of 3.2% — below average capital efficiency
1.7% margin — thin
Operating margin of 2.4%
Expensive relative to growth rate
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 : SNDR
The strongest argument for SNDR centers on Debt/Equity, Price/Book.
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 : SNDR
The primary concerns for SNDR are Return on Equity, Profit Margin, Operating Margin. A P/E of 68.6x leaves little room for execution misses. Thin 1.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
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.
SNDR generates stronger free cash flow (25M), providing more financial flexibility.
Monitor TRUCKING industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ARCB scores higher overall (49/100 vs 36/100). 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.
Schneider National Inc
INDUSTRIALS · TRUCKING · USA
Schneider National, Inc., a surface transportation and logistics solutions company, provides trucking, intermodal and logistics services in North America. The company is headquartered in Green Bay, Wisconsin.
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