ArcBest vs Landstar System
ARCB and LSTR 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 LSTR compare
Landstar System is the larger company, worth 1.7 times as much as ArcBest ($5.0B against $3.0B).
On earnings, Landstar System is cheaper: it trades at 31.4× trailing earnings, against 106× for ArcBest.
Landstar System grew revenue faster over the last twelve months (10.7% versus 8.1% for ArcBest).
Landstar System keeps more of each dollar of sales as profit, with a net margin of 3.0% compared with 0.66% at ArcBest.
Both pay dividends: ArcBest yields 0.45% and Landstar System 1.1%.
Landstar System scores higher on the StockData Score (13 against 9 for ArcBest), 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 | LSTR |
|---|---|---|
| Size and price | ||
| Market cap | $3.0B | $5.0B |
| Share price | $134.58 | $148.02 |
| Change, 1 year | 105% | 13.9% |
| Change, 5 years | 22.3% | −14.0% |
| Beta (5Y) | 1.30 | 0.76 |
| Employees | 14K | 1,378 |
| StockData Score | ||
| Total score | 9 | 13 (better) |
| Valuation score | 0 | 1 (better) |
| Growth score | 1 | 2 (better) |
| Performance score | 0 | 4 (better) |
| Health score | 4 (better) | 3 |
| Dividend score | 4 (better) | 3 |
| Valuation | ||
| P/E | 106× | 31.4× (better) |
| P/S | 0.7× (better) | 0.9× |
| P/B | 2.3× (better) | 6.0× |
| EV/EBITDA | 13.3× (better) | 18.1× |
| P/FCF | 11.7× (better) | 31.7× |
| FCF yield | 8.5% (better) | 3.2% |
| Fair value | $63.32 | $120.44 |
| Margin of safety | −113% | −22.9% (better) |
| Growth | ||
| Revenue growth (TTM) | 8.1% | 10.7% (better) |
| Revenue growth, 5Y average | 6.4% (better) | 2.8% |
| Net income growth (TTM) | −70.5% | 16.8% (better) |
| EPS growth (TTM) | −69.8% | 20.4% (better) |
| EPS growth, 5Y average | −0.53% (better) | −7.8% |
| Profitability | ||
| Operating margin | 1.1% | 4.1% (better) |
| Net margin | 0.66% | 3.0% (better) |
| FCF margin | 5.9% (better) | 3.0% |
| Return on equity | 2.2% | 18.7% (better) |
| Return on invested capital | 2.7% | 34.7% (better) |
| Financial health | ||
| Debt / equity | 0.15 | – |
| Net debt / EBITDA | −0.06 | – |
| Interest coverage | – | 42.4× |
| Current ratio | 1.00 | 1.79 (better) |
| Altman Z-score | 4.21 | 9.06 (better) |
| Piotroski F-score | 4 | 5 (better) |
| Dividends and buybacks | ||
| Dividend yield | 0.45% | 1.1% (better) |
| Payout ratio | 37.5% | 77.2% |
| Years of dividend growth | – | 7 |
| Dividend growth, 5Y average | – | 5.0% |
| Buyback yield | 1.7% | 2.0% (better) |
| Shareholder yield | 2.2% | 3.1% (better) |
| Ownership | ||
| Held by institutions | 103% | 102% |
| Held by insiders | 1.8% | 0.93% |
| Insider net buying, 12 months | −$4.0M | −$2.0M (better) |
| Short interest, % of float | 6.8% | 4.6% |
Go deeper
- ARCB stock overview
- ARCB income statement
- ARCB valuation and score
- LSTR stock overview
- LSTR income statement
- LSTR valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.