ArcBest Corp (ARCB)vsTFI International Inc (TFII)
ARCB
ArcBest Corp
$94.60
+2.79%
INDUSTRIALS · Cap: $1.97B
TFII
TFI International Inc
$106.48
+1.65%
INDUSTRIALS · Cap: $8.64B
Smart Verdict
WallStSmart Research — data-driven comparison
TFI International Inc generates 97% more annual revenue ($7.88B vs $4.01B). TFII leads profitability with a 3.9% profit margin vs 1.5%. TFII trades at a lower P/E of 28.2x. ARCB earns a higher WallStSmart Score of 48/100 (D+).
ARCB
Hold48
out of 100
Grade: D+
TFII
Hold37
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-495.0%
Fair Value
$17.82
Current Price
$94.60
$76.78 premium
Margin of Safety
-396.6%
Fair Value
$25.30
Current Price
$106.48
$81.18 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
No standout strengths identified
Areas to Watch
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 4.6% — below average capital efficiency
1.5% margin — thin
Moderate valuation
3.9% margin — thin
Weak financial health signals
Revenue declined 7.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : ARCB
The strongest argument for ARCB centers on PEG Ratio, Price/Book. PEG of 0.50 suggests the stock is reasonably priced for its growth.
Bull Case : TFII
TFII has a balanced fundamental profile.
Bear Case : ARCB
The primary concerns for ARCB are P/E Ratio, Market Cap, Return on Equity. Thin 1.5% margins leave little buffer for downturns.
Bear Case : TFII
The primary concerns for TFII are P/E Ratio, Profit Margin, Piotroski F-Score. Thin 3.9% margins leave little buffer for downturns.
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.
TFII generates stronger free cash flow (278M), providing more financial flexibility.
Monitor TRUCKING industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ARCB scores higher overall (48/100 vs 37/100). 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.
TFI International Inc
INDUSTRIALS · TRUCKING · USA
TFI International Inc. provides transportation and logistics services in the United States, Canada, and Mexico. The company is headquartered in Saint-Laurent, Canada.
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