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 3.4 times as much as ArcBest ($10.4B against $3.1B).
On earnings, Knight-Swift Transportation is cheaper: it trades at 68.6× trailing earnings, against 108× for ArcBest.
ArcBest grew revenue faster over the last twelve months (8.1% versus 7.0% for Knight-Swift Transportation).
Knight-Swift Transportation keeps more of each dollar of sales as profit, with a net margin of 1.9% compared with 0.66% at ArcBest.
Both pay dividends: ArcBest yields 0.44% and Knight-Swift Transportation 1.2%.
ArcBest scores higher on the StockData Score (9 against 7 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 | $3.1B | $10.4B |
| Share price | $136.62 | $63.80 |
| Change, 1 year | 109% | 42.4% |
| Change, 5 years | 24.2% | 11.9% |
| Beta (5Y) | 1.31 | 0.92 |
| Employees | 14K | 200 |
| StockData Score | ||
| Total score | 9 (better) | 7 |
| Valuation score | 0 | 1 (better) |
| Growth score | 1 | 1 |
| Performance score | 0 | 0 |
| Health score | 4 (better) | 2 |
| Dividend score | 4 (better) | 3 |
| Valuation | ||
| P/E | 108× | 68.6× (better) |
| P/S | 0.7× (better) | 1.3× |
| P/B | 2.4× | 1.5× (better) |
| EV/EBITDA | 13.5× | 9.1× (better) |
| P/FCF | 11.9× | – |
| FCF yield | 8.4% | – |
| Fair value | $63.77 | $54.40 |
| Margin of safety | −114% | −17.3% (better) |
| Growth | ||
| Revenue growth (TTM) | 8.1% (better) | 7.0% |
| Revenue growth, 5Y average | 6.4% | 9.8% (better) |
| Net income growth (TTM) | −70.5% | 7.8% (better) |
| EPS growth (TTM) | −69.8% | 5.7% (better) |
| EPS growth, 5Y average | −0.53% (better) | −29.8% |
| Profitability | ||
| Operating margin | 1.1% | 4.2% (better) |
| Net margin | 0.66% | 1.9% (better) |
| FCF margin | 5.9% | – |
| Return on equity | 2.2% (better) | 2.2% |
| Return on invested capital | 2.7% | 3.4% (better) |
| Financial health | ||
| Debt / equity | 0.15 | 0.02 (better) |
| Net debt / EBITDA | −0.06 | −0.08 |
| Interest coverage | – | 3.0× |
| Current ratio | 1.00 (better) | 0.91 |
| Altman Z-score | 4.24 (better) | 2.28 |
| Piotroski F-score | 4 | 6 (better) |
| Dividends and buybacks | ||
| Dividend yield | 0.44% | 1.2% (better) |
| Payout ratio | 37.5% | 83.2% |
| Years of dividend growth | – | 6 |
| Dividend growth, 5Y average | – | 17.6% |
| Buyback yield | 1.7% | – |
| Shareholder yield | 2.1% (better) | 1.2% |
| Ownership | ||
| Held by institutions | 103% | 100% |
| Held by insiders | 1.8% | 2.9% |
| Insider net buying, 12 months | −$4.0M (better) | −$25.5M |
| Short interest, % of float | 6.8% | 7.7% |
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.