WallStSmart

ArcBest Corp (ARCB)vsSchneider National Inc (SNDR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Schneider National Inc generates 38% more annual revenue ($5.82B vs $4.20B). SNDR leads profitability with a 1.9% profit margin vs 0.4%. ARCB appears more attractively valued with a PEG of 0.50. SNDR earns a higher WallStSmart Score of 55/100 (C-).

ARCB

Buy

54

out of 100

Grade: C-

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

SNDR

Buy

55

out of 100

Grade: C-

Growth: 6.0Profit: 4.0Value: 2.0Quality: 7.0
Piotroski: 5/9Altman Z: 2.83
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
SNDRSignificantly Overvalued (-32.7%)

Margin of Safety

-32.7%

Fair Value

$25.44

Current Price

$34.15

$8.71 premium

UndervaluedFair: $25.44Overvalued

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

SNDR3 strengths · Avg: 8.3/10
Debt/EquityHealth
0.139/10

Conservative balance sheet, low leverage

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

EPS GrowthGrowth
40.0%8/10

Earnings expanding 40.0% 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

SNDR4 concerns · Avg: 2.8/10
Return on EquityProfitability
3.2%3/10

ROE of 3.2% — below average capital efficiency

Profit MarginProfitability
1.9%3/10

1.9% margin — thin

Operating MarginProfitability
4.5%3/10

Operating margin of 4.5%

PEG RatioValuation
4.362/10

Expensive relative to growth rate

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 : SNDR

The strongest argument for SNDR centers on Debt/Equity, Price/Book, EPS Growth. 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 : SNDR

The primary concerns for SNDR are Return on Equity, Profit Margin, Operating Margin. A P/E of 54.4x leaves little room for execution misses. Thin 1.9% margins leave little buffer for downturns.

Key Dynamics to Monitor

ARCB profiles as a growth stock while SNDR is a value 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.

ARCB generates stronger free cash flow (121M), providing more financial flexibility.

Bottom Line

SNDR scores higher overall (55/100 vs 54/100) and 10.4% revenue growth. Both earn "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.

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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