ArcBest Corporation (ARCB) vs TFI International Inc. (TFII)

ArcBest Corporation and TFI International Inc. are both Trucking companies. TFI International Inc. is the larger, with a market value of $9.4B against $3.0B — 3.2× the size. TFI International Inc. trades at the lower P/E: 27.9× against 186×. ArcBest Corporation grew revenue faster over the last twelve months: 3.70% against −1.72%. TFI International Inc. has the higher net margin (4.13% vs 0.39%) and the higher return on invested capital (7.50% vs 1.39%). Both pay a dividend; TFI International Inc. yields more (1.65% vs 0.37%). Across the 23 metrics below, TFI International Inc. leads on 17 and ArcBest Corporation on 6.

Valuation

Metric ARCB TFII Trucking median
P/E 185.69 27.92 54.27
P/S 0.69 1.15 1.15
P/B 2.29 3.42 1.80
Price to free cash flow 14.03 13.10 13.17
EV/EBITDA 14.22 9.70 11.38
EV/Sales 0.70 1.43 1.03
Earnings yield 0.54% 3.58% 0.21%
Free cash flow yield 7.13% 7.63% 4.53%

Profitability

Metric ARCB TFII Trucking median
Gross margin 0.69% 49.65% 51.20%
Operating margin 0.69% 7.36% 0.00%
Net margin 0.39% 4.13% 0.16%
Free cash flow margin 4.93% 8.80% 5.45%
Return on equity 1.27% 12.41% 0.31%
Return on assets 0.66% 4.57% 0.18%
Return on invested capital 1.39% 7.50% (0.05%)

Growth

Metric ARCB TFII Trucking median
Revenue growth (TTM) 3.70% (1.72%) 4.46%
EPS growth (last fiscal year) (64.11%) (25.00%) (40.10%)
Revenue growth, 5-year CAGR 6.40% 15.83% 6.08%
Net income growth, 5-year CAGR (3.31%) 2.41% 0.00%

Health

Metric ARCB TFII Trucking median
Debt to equity 0.17 0.90 0.17
Current ratio 0.97 1.09 1.52
Net debt to EBITDA 0.38 2.01 1.59

Dividend

Metric ARCB TFII Trucking median
Dividend yield 0.37% 1.65% 1.20%
Payout ratio 0.70 0.46 0.70

Size

Metric ARCB TFII Trucking median
Market cap 2.97b 9.40b 1.53b

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