ArcBest Corp (ARCB)vsSchneider National Inc (SNDR)
ARCB
ArcBest Corp
$95.77
+1.24%
INDUSTRIALS · Cap: $2.16B
SNDR
Schneider National Inc
$25.85
+2.30%
INDUSTRIALS · Cap: $4.43B
Smart Verdict
WallStSmart Research — data-driven comparison
Schneider National Inc generates 41% more annual revenue ($5.67B vs $4.01B). ARCB leads profitability with a 150.0% profit margin vs 1.8%. 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
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-490.7%
Fair Value
$17.95
Current Price
$95.77
$77.82 premium
Margin of Safety
-641.1%
Fair Value
$4.01
Current Price
$25.85
$21.84 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Keeps 150 of every $100 in revenue as profit
Strong operational efficiency at 42.0%
Reasonable price relative to book value
Reasonable price relative to book value
Conservative balance sheet, low leverage
Areas to Watch
Premium valuation, high expectations priced in
ROE of 4.6% — below average capital efficiency
Revenue declined 2.9%
Earnings declined 59.3%
4.5% revenue growth
ROE of 3.5% — below average capital efficiency
1.8% margin — thin
Operating margin of 2.6%
Comparative Analysis Report
WallStSmart ResearchBull 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 : SNDR
The strongest argument for SNDR centers on Price/Book, Debt/Equity.
Bear Case : ARCB
The primary concerns for ARCB are P/E Ratio, Return on Equity, Revenue Growth.
Bear Case : SNDR
The primary concerns for SNDR are Revenue Growth, Return on Equity, Profit Margin. A P/E of 42.8x leaves little room for execution misses. Thin 1.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
ARCB profiles as a declining stock while SNDR is a value play — different risk/reward profiles.
ARCB carries more volatility with a beta of 1.44 — expect wider price swings.
SNDR is growing revenue faster at 4.5% — sustainability is the question.
SNDR generates stronger free cash flow (76M), providing more financial flexibility.
Bottom Line
ARCB scores higher overall (49/100 vs 43/100), backed by strong 150.0% margins. 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.
Visit Website →Compare with Other TRUCKING Stocks
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