ARCBEST CORPORATION vs TFI INTERNATIONAL INC., two Trucking stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Both ArcBest and TFI International run diversified freight books spanning LTL, truckload, and logistics, yet TFI does it at larger scale and better returns. TFI's 11.6% return on equity is more than double ArcBest's 4.35%, and its 3.94% net margin nearly triples ArcBest's 1.38%. TFI also generates more free cash, a 5.87% yield against 4.62%, and carries no net debt-to-equity where ArcBest sits at 0.17. The market rewards TFI with both the lower earnings multiple, 38.64 times against 59.85, and the higher book multiple, 4.48 times against 2.54. TFI's $12.0B market value dwarfs ArcBest's $3.3B.
Comparison updated 2026-07-11.
| Metric | ARCB | TFII |
|---|---|---|
| Price | $147.24 | $147.41 |
| Market cap | $3.3B | $12.2B |
| Sector | Trucking | Trucking |
| Stage | Mature | Mature |
| P/E | 60.3 | 39.4 |
| P/B | 2.56 | 4.57 |
| P/S | 0.81 | 1.55 |
| EV/EBITDA | 13.2 | 10.2 |
| Revenue growth | -1.5% | +3.2% |
| Operating margin | 0.3% | 7.2% |
| Net margin | 1.4% | 3.9% |
| Return on equity | 4.3% | 11.6% |
| Return on assets | 2.3% | 4.1% |
| Return on invested capital | 4.6% | 16.2% |
| FCF yield | 4.6% | 5.8% |
| Dividend yield | 0.2% | — |
| Debt / equity | 0.17 | 0.00 |
| Current ratio | 0.93 | 1.03 |
| Altman Z (solvency) | 8.47 | 3.16 |
| Piotroski F (quality) | 7 / 9 | 6 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
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.