ArcBest vs Werner Enterprises
ARCB and WERN 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 WERN compare
ArcBest is the larger company, worth 1.8 times as much as Werner Enterprises ($3.1B against $1.7B).
Werner Enterprises grew revenue faster over the last twelve months (14.7% versus 8.1% for ArcBest).
ArcBest keeps more of each dollar of sales as profit, with a net margin of 0.66% compared with −0.56% at Werner Enterprises.
Both pay dividends: ArcBest yields 0.44% and Werner Enterprises 2.0%.
ArcBest scores higher on the StockData Score (9 against 7 for Werner Enterprises), 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 | WERN |
|---|---|---|
| Size and price | ||
| Market cap | $3.1B | $1.7B |
| Share price | $136.62 | $28.04 |
| Change, 1 year | 109% | 11.5% |
| Change, 5 years | 24.2% | −39.2% |
| Beta (5Y) | 1.31 | 0.72 |
| Employees | 14K | – |
| StockData Score | ||
| Total score | 9 (better) | 7 |
| Valuation score | 0 | 3 (better) |
| Growth score | 1 | 1 |
| Performance score | 0 | 0 |
| Health score | 4 (better) | 2 |
| Dividend score | 4 (better) | 1 |
| Valuation | ||
| P/E | 108× | – |
| P/S | 0.7× | 0.5× (better) |
| P/B | 2.4× | 1.2× (better) |
| EV/EBITDA | 13.5× (better) | 1168× |
| P/FCF | 11.9× | – |
| FCF yield | 8.4% (better) | −0.07% |
| Fair value | $63.77 | $44.64 |
| Margin of safety | −114% | 37.2% (better) |
| Growth | ||
| Revenue growth (TTM) | 8.1% | 14.7% (better) |
| Revenue growth, 5Y average | 6.4% (better) | 4.6% |
| Net income growth (TTM) | −70.5% (better) | −176% |
| EPS growth (TTM) | −69.8% (better) | −178% |
| EPS growth, 5Y average | −0.53% | – |
| Profitability | ||
| Operating margin | 1.1% (better) | 0.06% |
| Net margin | 0.66% (better) | −0.56% |
| FCF margin | 5.9% (better) | −0.04% |
| Return on equity | 2.2% (better) | −1.4% |
| Return on invested capital | 2.7% (better) | 0.08% |
| Financial health | ||
| Debt / equity | 0.15 (better) | 0.59 |
| Net debt / EBITDA | −0.06 | 364.93 (better) |
| Interest coverage | – | 0.0× |
| Current ratio | 1.00 | 1.42 (better) |
| Altman Z-score | 4.24 (better) | 2.52 |
| Piotroski F-score | 4 | 5 (better) |
| Dividends and buybacks | ||
| Dividend yield | 0.44% | 2.0% (better) |
| Payout ratio | 37.5% | – |
| Years of dividend growth | – | 0 |
| Dividend growth, 5Y average | – | 9.2% |
| Buyback yield | 1.7% | – |
| Shareholder yield | 2.1% (better) | 2.0% |
| Ownership | ||
| Held by institutions | 103% | 114% |
| Held by insiders | 1.8% | 2.0% |
| Insider net buying, 12 months | −$4.0M | −$140K (better) |
| Short interest, % of float | 6.8% | 8.2% |
Go deeper
- ARCB stock overview
- ARCB income statement
- ARCB valuation and score
- WERN stock overview
- WERN income statement
- WERN valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.