ArcBest vs Knight-Swift Transportation
ARCB and KNX side by side, both in trucking and courier services, except air. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How ARCB and KNX compare
Knight-Swift Transportation is the larger company, worth 3.5 times as much as ArcBest ($9.9B against $2.8B).
On earnings, ArcBest is cheaper: it trades at 182× trailing earnings, against 234× for Knight-Swift Transportation.
Knight-Swift Transportation grew revenue faster over the last twelve months (4.1% versus 3.7% for ArcBest).
Knight-Swift Transportation keeps more of each dollar of sales as profit, with a net margin of 0.56% compared with 0.39% at ArcBest.
Both pay dividends: ArcBest yields 0.38% and Knight-Swift Transportation 1.3%.
ArcBest scores higher on the StockData Score (8 against 6 for Knight-Swift Transportation), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | ARCB | KNX |
|---|---|---|
| Size and price | ||
| Market cap | $2.8B | $9.9B |
| Share price | $125.44 | $60.77 |
| Change, 1 year | 73.5% | 36.6% |
| Change, 5 years | 14.0% | 5.4% |
| Beta (5Y) | 1.31 | 0.90 |
| Employees | 14K | 200 |
| StockData Score | ||
| Total score | 8 (better) | 6 |
| Valuation score | 0 | 2 (better) |
| Growth score | 0 | 0 |
| Performance score | 0 | 0 |
| Health score | 4 (better) | 2 |
| Dividend score | 4 (better) | 2 |
| Valuation | ||
| P/E | 182× (better) | 234× |
| P/S | 0.7× (better) | 1.3× |
| P/B | 2.2× | 1.4× (better) |
| EV/EBITDA | 13.7× | 9.9× (better) |
| P/FCF | 15.0× | – |
| FCF yield | 6.7% | – |
| Fair value | $83.51 | $64.58 |
| Margin of safety | −50.2% | 5.9% (better) |
| Growth | ||
| Revenue growth (TTM) | 3.7% | 4.1% (better) |
| Revenue growth, 5Y average | 6.4% | 9.8% (better) |
| Net income growth (TTM) | −89.7% | −74.0% (better) |
| EPS growth (TTM) | −89.7% | −74.5% (better) |
| EPS growth, 5Y average | −0.53% (better) | −29.8% |
| Profitability | ||
| Operating margin | 0.69% | 2.7% (better) |
| Net margin | 0.39% | 0.56% (better) |
| FCF margin | 4.4% | – |
| Return on equity | 1.3% (better) | 0.61% |
| Return on invested capital | 1.7% | 1.8% (better) |
| Financial health | ||
| Debt / equity | 0.17 | 0.02 (better) |
| Net debt / EBITDA | 0.23 (better) | −0.02 |
| Interest coverage | – | 1.6× |
| Current ratio | 0.97 (better) | 0.88 |
| Altman Z-score | 4.00 (better) | 2.17 |
| Piotroski F-score | 4 | 6 (better) |
| Dividends and buybacks | ||
| Dividend yield | 0.38% | 1.3% (better) |
| Payout ratio | 66.2% | 289% |
| Years of dividend growth | – | 6 |
| Dividend growth, 5Y average | – | 17.6% |
| Buyback yield | 1.5% | – |
| Shareholder yield | 1.9% (better) | 1.3% |
| Ownership | ||
| Held by institutions | 103% | 100% |
| Held by insiders | 1.9% | 2.9% |
| Insider net buying, 12 months | −$3.2M (better) | −$25.7M |
| Short interest, % of float | 6.8% | 8.4% |
Go deeper
- ARCB stock overview
- ARCB income statement
- ARCB valuation and score
- KNX stock overview
- KNX income statement
- KNX valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.