ARCBEST CORPORATION vs Knight-Swift Transportation Holdings Inc., two Trucking stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ARCB and KNX diverge most: on revenue growth, ARCB reads -1.5% and KNX reads +1.1%; on return on equity, ARCB reads 4.3% and KNX reads 0.5%. The rest of the comparable metrics sit closer together. What ARCB's price implies is a somewhat stretched bet versus history (whole-company basis). What KNX's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | ARCB | KNX |
|---|---|---|
| Price | $154.03 | $72.44 |
| Market cap | $3.4B | $11.8B |
| Sector | Trucking | Trucking |
| Stage | Mature | Mature |
| Implied growth (priced in) | — | +14.3% |
| P/E | 63.1 | — |
| P/B | 2.67 | 1.67 |
| P/S | 0.85 | 1.58 |
| EV/EBITDA | 13.8 | 13.8 |
| Revenue growth | -1.5% | +1.1% |
| Operating margin | 0.3% | 1.5% |
| Net margin | 1.4% | 0.5% |
| Return on equity | 4.3% | 0.5% |
| Return on assets | 2.3% | 0.3% |
| Return on invested capital | 4.6% | 1.6% |
| FCF yield | 4.4% | 11.0% |
| Dividend yield | 0.2% | 1.0% |
| Debt / equity | 0.17 | 0.25 |
| Current ratio | 0.93 | 0.70 |
| Altman Z (solvency) | 8.47 | 2.35 |
| Piotroski F (quality) | 7 / 9 | 4 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.