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ARCB

NASDAQ

ArcBest Corp

Industrials
Road & Rail

$160.60

1.5%

Updated Jul 21, 3:42 PM ET

Report Card

ARCB at a glance — five pillars scored 0–100 from real filed financials.

Value
Growth
Profitability
0
Health
0
Dividends
0

Overall: Unrated · 0/100. A wider, greener shape means more pillars look healthy. Dividends scores 0 when a company pays none — that is a choice, not a flaw.

Key Metrics

Market Cap

$0.00

P/E

Forward P/E (est.)

ROE

Revenue Growth

EPS Growth

Profit Margin

FCF Yield

Debt / Equity

ROIC

5.0%

Interest Coverage

21.59x

Current Ratio

0.93x

Dividend Yield

Implied Growth (rev. DCF)

Rating Score

0/100

Business Overview
Research

ArcBest Corp (ARCB) is a small-cap company in the Road & Rail industry, part of the Industrials sector of the S&P 500.

In its latest reported year it generated about $4.01B in revenue and $60.10M in net profit.

Our model rates ARCB Unrated (0/100) on growth, profitability, financial health, and valuation. The summary below is built from its filed financials and current ratios and refreshes automatically.

Economic Moat

Evidence of durable competitive advantage in the filed financials (10 years of history).

No moat evidenceMoat evidence score: 32/100

The numbers don't show a durable competitive advantage — margins, growth, or returns on capital have been unstable or thin. Great returns are still possible; they just aren't protected.

Operating margin level0/100

4.0% average over the last 3 years

Operating margin stability73/100

±2.2 pts around 4.0% across 10 years

Revenue durability8/100

grew in 4 of the last 9 year-over-year periods

Free-cash-flow consistency100/100

positive in 10 of 10 years

Return on invested capital0/100

5.0% latest fiscal year

A moat can't be proven by numbers alone — this scores the evidence a durable advantage leaves behind (pricing power, consistency, returns on capital), computed the same way for every stock. Pair it with the business overview before concluding anything.

Revenue Growth
Research

4Y CAGR

1.6%

Revenue moved from $2.70B in 2016 to $4.01B in 2025, a 4.5% compound annual growth rate. The most recent year was roughly steady year over year. Slower, mature growth is common for established businesses.

Profitability
0/1 checks passedROIC above 10%

Gross Margin

Operating Margin

2.3%

Net Margin

1.5%

ROE

Debt Analysis
Research
1/2 checks passedInterest covered 3×+Short-term bills covered

Total Debt

$214.10M

Net Debt

$150.04M

Net Debt / EBITDA

1.66x

Debt / Equity

Leverage: debt-to-equity is n/a, and operating profit covers interest about 21.6x, with a current ratio of 0.9x. Detailed balance-sheet leverage is limited for this name. It carries roughly $214.10M of total debt against $64.06M of cash.

Cash Flow Analysis
Research

Operating CF

$228.95M

Free Cash Flow

$114.18M

FCF Margin

2.8%

In the latest year ArcBest Corp produced about $228.95M of operating cash flow and $114.18M of free cash flow after capital spending. Cash flow is what ultimately pays shareholders, so it is worth tracking over time.

Dividend Safety

Can the payout survive a bad year? Scored from filed cash flow, earnings coverage, and the raise/cut record.

SafeSafety score: 70/100

The payout is comfortably covered by cash the business actually generates, with a raise habit behind it.

Per share (latest FY)

$0.32

Total paid (latest FY)

$10.97M

History on record

10 years

Free-cash-flow coverage100/100

dividend uses 10% of free cash flow

Earnings payout ratio100/100

18% of net income paid out

Raise streak0/100

no current raise streak

Cut history100/100

no cuts in the last 10 years on record

Coverage uses the latest fiscal year as filed with the SEC; the streak counts total dollars paid (per-share figures can carry split artifacts). Educational information, not income advice.

Valuation Analysis
Research
0/1 checks passedTrading below DCF fair value

P/E

P/S

P/B

EV / EBITDA

ARCB trades at n/a trailing earnings. With no positive trailing earnings, value it on sales, cash flow, or growth rather than P/E.

DCF Fair Value (Educational)

A two-stage discounted cash flow on real SEC-filed free cash flow — the intrinsic-value anchor professional analysts triangulate from.

DCF fair value / share

$88.05

Current price

$160.60

-45% · Above fair-value estimate

Starting FCF (latest 10-K)

$114.18M

Growth, years 1–5

4.0%

Fade to terminal, years 6–10

2.5%

Discount rate

9.0%

PV of 10-yr free cash flow$882.46M
PV of terminal value$1.08B
Estimated equity value$1.96B
Shares outstanding22M

Cash flows grow at the stage-1 rate (trailing revenue growth, capped at 20%) for five years, fade to 2.5% by year 10, and continue at that rate forever (Gordon terminal value), all discounted at 9.0%. Small changes in assumptions move the result a lot — treat this as one reference point, not a target price. Educational only, not investment advice.

Metrics vs. Sector Range

Where ARCB sits versus its Industrials sector peers in the S&P 500.

TTM P/E
Forward P/E
P/S ratio
Revenue growth
EPS growth
Gross margin
Net margin
ROE

Bands show the middle half (25th–75th percentile) of the 144 Industrials companies in the S&P 500 — the peer-relative anchor professional comps analysis uses. Context only — not investment advice.

Sector Peer Comparison

How ARCB stacks up against its Industrials peers — valuation, profitability, and growth versus the sector median.

In the Industrials sector (273 S&P 500 companies), ARCB ranks #151 of 273 by our overall rating.

P/E vs sector

median 30.8x

ROE vs sector

median 18.1%

Growth vs sector

median 6.0%

Sector rank

#151

of 273 by rating

CompanyP/ERev Gr.Rating
ARCBThis stockNot rated
CARNot rated
GRABNot rated
HTLDNot rated
LSTRNot rated
LYFTNot rated
MRTNNot rated
SAIANot rated
Industrials median30.8x6.0%22/100
Compare side by side

Peers are the closest Industrials companies by sub-industry and size. Sector median is across all 273 S&P 500 names in the sector. Educational, not a recommendation.

5-Year Projection Model

Project revenue → earnings → price. Edit the assumptions to build your own case.

2030 price target (Base Case)

$0.00 $0.00

vs. $160.60 today · expected CAGR -10%-0%

Metric20262027202820292030
Revenue$4.33B$4.68B$5.05B$5.46B$5.89B
Net income$129.93M$140.32M$151.55M$163.67M$176.77M
EPS$5.84$6.30$6.81$7.35$7.94
Share price (low)$70.03$75.63$81.68$88.22$95.28
Share price (high)$116.72$126.06$136.14$147.03$158.79
CAGR (low–high)-56% / -27%-31% / -11%-20% / -5%-14% / -2%-10% / -0%

Educational model on sample fundamentals — not a forecast or investment advice. Outputs are only as good as your assumptions.

Bull Case

The case for ARCB:

  • As an established S&P 500 member in Industrials, it brings scale and a long operating history.
Bear Case

The case against ARCB:

  • Like any single stock, it is exposed to competition, the economic cycle, and shifts in its end markets.
Key Risks
Research

Market risk — sector rotation, the economic cycle, and broad sentiment move the stock regardless of fundamentals.

Investment Thesis
Research

On balance, the picture is mixed: ArcBest Corp is a small-cap industrials business growing at a mature pace, with modest profitability, and a heavier debt load to watch. It trades at n/a earnings, which our model scores Unrated (0/100). Weigh this against your own goals and time horizon — this is educational information, not a recommendation.

Analyst Ratings

What 18 Wall Street analysts covering ARCB recommend (July 2026). Consensus is a useful sanity check — not a substitute for your own homework.

Buy
consensus · score 3.9 / 5 across 18 analysts
Strong Buy 5Buy 6Hold 7Sell 0Strong Sell 0

Analysts have turned more positive over the last three months (+3 pts of buy ratings).

Latest SEC Filings

ARCB's most recent filings, straight from SEC EDGAR. Annual and quarterly reports are the deep dives; 8-Ks flag material events the moment they happen.

ARCB — frequently asked questions

Is ARCB a good stock to buy?

We don't give buy or sell advice. Review ArcBest Corp's fundamentals, valuation, and 5-year financials on this page, then make your own decision — and consider a licensed professional.

Where does ARCB's data come from?

Live price data plus real fundamentals and 5-year financials pulled directly from ArcBest Corp's SEC filings — refreshed automatically, not hand-entered.

How is the 5-year projection for ARCB calculated?

It's a scenario model: it grows revenue at an assumed rate, applies a profit margin and a valuation multiple, and shows the resulting share-price range. The assumptions are yours to change — it's a tool for thinking, not a prediction.

Is this ARCB analysis financial advice?

No. Everything on this page is educational research, not financial advice or a recommendation to buy or sell ARCB. Always do your own research and consider a licensed professional.

Data notice. Fundamentals and financial statements are sourced from company filings (SEC EDGAR) and market-data providers; prices and market caps refresh on trading days and may be delayed. Ratings, projections, technical signals, and written summaries are model- or rule-generated for education and may simplify or lag the latest filings.

Not advice. Nothing on this page is investment advice or a recommendation to buy, hold, or sell any security. Do your own research and consult a licensed financial professional before investing.