ArcBest Corporation (ARCB) vs Knight-Swift Transportation Holdings Inc. (KNX)

ArcBest Corporation and Knight-Swift Transportation Holdings Inc. are both Trucking companies. Knight-Swift Transportation Holdings Inc. is the larger, with a market value of $10.6B against $3.0B — 3.6× the size. ArcBest Corporation trades at the lower P/E: 186× against 240×. Knight-Swift Transportation Holdings Inc. grew revenue faster over the last twelve months: 4.07% against 3.70%. Knight-Swift Transportation Holdings Inc. has the higher net margin (0.56% vs 0.39%) and the higher return on invested capital (1.47% vs 1.39%). Both pay a dividend; Knight-Swift Transportation Holdings Inc. yields more (1.20% vs 0.37%). Across the 23 metrics below, Knight-Swift Transportation Holdings Inc. leads on 13 and ArcBest Corporation on 10.

Valuation

Metric ARCB KNX Trucking median
P/E 185.69 240.04 54.27
P/S 0.69 1.36 1.15
P/B 2.29 1.51 1.80
Price to free cash flow 14.03 13.17 13.17
EV/EBITDA 14.22 12.86 11.38
EV/Sales 0.70 1.66 1.03
Earnings yield 0.54% 0.42% 0.21%
Free cash flow yield 7.13% 7.59% 4.53%

Profitability

Metric ARCB KNX Trucking median
Gross margin 0.69% 72.14% 51.20%
Operating margin 0.69% 2.72% 0.00%
Net margin 0.39% 0.56% 0.16%
Free cash flow margin 4.93% 10.35% 5.45%
Return on equity 1.27% 0.61% 0.31%
Return on assets 0.66% 0.35% 0.18%
Return on invested capital 1.39% 1.47% (0.05%)

Growth

Metric ARCB KNX Trucking median
Revenue growth (TTM) 3.70% 4.07% 4.46%
EPS growth (last fiscal year) (64.11%) (43.84%) (40.10%)
Revenue growth, 5-year CAGR 6.40% 9.83% 6.08%
Net income growth, 5-year CAGR (3.31%) (30.61%) 0.00%

Health

Metric ARCB KNX Trucking median
Debt to equity 0.17 0.32 0.17
Current ratio 0.97 0.88 1.52
Net debt to EBITDA 0.38 1.85 1.59

Dividend

Metric ARCB KNX Trucking median
Dividend yield 0.37% 1.20% 1.20%
Payout ratio 0.70 3.00 0.70

Size

Metric ARCB KNX Trucking median
Market cap 2.97b 10.62b 1.53b

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