ARCBEST CORPORATION vs Schneider National, Inc., two Trucking stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Thin margins define both of these freight names this cycle. ArcBest, an LTL carrier with a logistics arm, earns a 1.38% net margin; Schneider National, which mixes truckload, intermodal, and logistics, earns 1.73%. Schneider's free cash yield of 5.65% edges ArcBest's 4.62%, and Schneider pays a 1.05% dividend where ArcBest pays 0.22%. ArcBest posts the higher return on equity at 4.35% against Schneider's 3.24%, and trades slightly dearer on book, 2.54 times versus 2.11. On earnings both are steep, 59.85 times for ArcBest and 64.75 for Schneider, the kind of multiple that only makes sense against depressed trough profits. Schneider is roughly double ArcBest's size at $6.4B.
Comparison updated 2026-07-11.
| Metric | ARCB | SNDR |
|---|---|---|
| Price | $147.24 | $36.37 |
| Market cap | $3.3B | $6.4B |
| Sector | Trucking | Trucking |
| Stage | Mature | Mature |
| Implied growth (priced in) | — | +11.2% |
| P/E | 60.3 | 65.0 |
| P/B | 2.56 | 2.12 |
| P/S | 0.81 | 1.13 |
| EV/EBITDA | 13.2 | 10.8 |
| Revenue growth | -1.5% | +5.6% |
| Operating margin | 0.3% | 2.4% |
| Net margin | 1.4% | 1.7% |
| Return on equity | 4.3% | 3.2% |
| Return on assets | 2.3% | 2.0% |
| Return on invested capital | 4.6% | 3.5% |
| FCF yield | 4.6% | 5.6% |
| Dividend yield | 0.2% | 1.0% |
| Debt / equity | 0.17 | 0.13 |
| Current ratio | 0.93 | 1.95 |
| Altman Z (solvency) | 8.47 | 3.78 |
| Piotroski F (quality) | 7 / 9 | 7 / 9 |
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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.