WallStSmart

ArcBest Corp (ARCB)vsTFI International Inc (TFII)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

TFI International Inc generates 95% more annual revenue ($7.87B vs $4.04B). TFII leads profitability with a 3.8% profit margin vs 1.4%. TFII trades at a lower P/E of 44.4x. ARCB earns a higher WallStSmart Score of 49/100 (D+).

ARCB

Hold

49

out of 100

Grade: D+

Growth: 2.7Profit: 4.0Value: 5.7Quality: 6.0
Piotroski: 2/9Altman Z: 3.27

TFII

Avoid

35

out of 100

Grade: F

Growth: 3.3Profit: 5.0Value: 4.7Quality: 5.0
Piotroski: 3/9Altman Z: 2.48

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ARCB3 strengths · Avg: 9.3/10
PEG RatioValuation
0.5010/10

Growing faster than its price suggests

Altman Z-ScoreHealth
3.2710/10

Safe zone — low bankruptcy risk

Price/BookValuation
2.7x8/10

Reasonable price relative to book value

TFII0 strengths · Avg: 0/10

No standout strengths identified

Areas to Watch

ARCB4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
3.3%4/10

3.3% revenue growth

Return on EquityProfitability
4.3%3/10

ROE of 4.3% — below average capital efficiency

Profit MarginProfitability
1.4%3/10

1.4% margin — thin

Operating MarginProfitability
0.4%3/10

Operating margin of 0.4%

TFII4 concerns · Avg: 3.0/10
Profit MarginProfitability
3.8%3/10

3.8% margin — thin

Operating MarginProfitability
4.4%3/10

Operating margin of 4.4%

Debt/EquityHealth
1.203/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull 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 : TFII

TFII has a balanced fundamental profile.

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 : TFII

The primary concerns for TFII are Profit Margin, Operating Margin, Debt/Equity. A P/E of 44.4x leaves little room for execution misses. Thin 3.8% 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.

TFII generates stronger free cash flow (94M), providing more financial flexibility.

Monitor TRUCKING industry trends, competitive dynamics, and regulatory changes.

Bottom Line

ARCB scores higher overall (49/100 vs 35/100). Both earn "Hold" and "Avoid" 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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