ARCB vs JBHT vs SAIA Stock Comparison

Arcbest, Hunt J B Transport Services and Saia Prices as of Oct 26, 2026 Peers: Industry group
ARCB Arcbest Corp /Tx/
$126.35 +1.0% 1M +69.5% 1Y
Market cap
$2.86B
P/E
175.5x
Revenue (TTM)
$4.20B
Div. yield
0.00%
Trucking Industrials
3 wins
SAIA Saia Inc
$326.87 +0.8% 1M +12.7% 1Y
Market cap
$8.98B
P/E
32.3x
Revenue (TTM)
$3.39B
Div. yield
–
Trucking Industrials
2 wins

Head to Head

11 decided of 12

Hunt J B Transport Services leads on 6 of the 12 questions below (Hunt J B Transport Services 6, Arcbest 3, Saia 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionARCBJBHTSAIALeader
Larger companyMarket capitalisation $2.86B $21.48B $8.98B JBHT
Cheaper on earningsLower P/E, profitable companies only 175.5x 31.8x 32.3x JBHT
Cheaper on forward earningsLower price / next fiscal year consensus EPS 19.1x 32.8x 30.7x ARCB
Faster revenue growthRevenue growth, trailing twelve months +3.7% +10.6% +4.8% JBHT
More profitableNet margin, trailing twelve months 0.4% 5.1% 8.2% SAIA
Better return on capitalReturn on invested capital 1.5% 15.1% 10.2% JBHT
Less leveragedLower net debt / EBITDA 0.2x 0.7x 0.0x SAIA
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +69.5% +36.0% +12.7% ARCB
Better 5-year returnAnnualised price return, 5 years +7.8%/yr +2.9%/yr +3.6%/yr ARCB
Less volatileAnnualised volatility, 1 year 46.5% 34.8% 46.4% JBHT
Higher overall scoreMean of the five percentile scores vs peers 36/100 50/100 44/100 JBHT

Percentile Scorecard

ARCBJBHTSAIA

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisARCBJBHTSAIA
Valuation 44 #77 of 136 29 #97 of 136 24 #104 of 136
Growth 16 #103 of 122 55 #56 of 122 51 #60 of 122
Profitability 32 #79 of 116 68 #38 of 116 57 #51 of 116
Financial Health 63 #54 of 144 58 #61 of 144 86 #21 of 144
Shareholder Returns 25 #62 of 82 38 #51 of 82 3 #80 of 82
Overall 36 50 44
  • ARCB ranked among 150 companies in Transportation
  • JBHT ranked among 150 companies in Transportation
  • SAIA ranked among 150 companies in Transportation

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodARCBJBHTSAIASPY
1 month +1.0%-0.4%+0.8% -0.8%
3 months -15.1%-20.1%-22.2% +3.5%
6 months -0.3%-10.3%-26.4% +7.0%
Year to date +70.3%+15.5%+0.1% +12.2%
1 year +69.5%+36.0%+12.7% +13.0%
3 years +23.6%+35.2%-5.1% +86.3%
3 years, per year +7.3%+10.6%-1.7% +23.1%
5 years +45.3%+15.3%+19.3% +68.6%
5 years, per year +7.8%+2.9%+3.6% +11.0%
10 years +525.5%+179.6%+882.2% +258.0%
10 years, per year +20.1%+10.8%+25.7% +13.6%

Risk

MeasureARCBJBHTSAIASPY
Volatility, 1Y 46.5%34.8%46.4% 12.7%
Downside volatility, 1Y 45.1%37.1%46.6% 12.7%
Beta vs S&P 500, 1Y 1.190.771.34 1.00
Return / volatility, 1Y 1.491.030.27 1.02
Max drawdown, 5Y -62.6%-43.0%-60.9% -25.4%
From 52-week high -27.1%-24.8%-32.9% -1.8%
52-week high $173.22$298.41$487.14 $779.14
52-week low $59.62$158.92$250.48 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleARCBJBHTSAIA
P/E now vs peer median 173.3xmedian 16.1x 31.1xmedian 16.1x 31.5xmedian 16.1x
P/S now vs peer median 0.7xmedian 1.0x 1.6xmedian 1.0x 2.6xmedian 1.0x
EV/EBITDA now vs peer median 13.8xmedian 8.7x 13.1xmedian 8.7x 13.9xmedian 8.7x
P/FCF now vs peer median 15.1xmedian 11.5x 21.7xmedian 11.5x 34.2xmedian 11.5x
P/B now vs peer median 2.2xmedian 1.2x 5.8xmedian 1.2x 3.2xmedian 1.2x
PEG now vs peer median -3.00median 0.81 -23.56median 0.81 -5.04median 0.81

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsARCBJBHTSAIA
Revenue $4.20B $13.33B $3.39B
Operating income $29.18M $960.11M $374.65M
Net income $16.30M $676.07M $277.96M
Free cash flow $187.04M $966.50M $255.23M
EPS (diluted) $0.73 $7.14 $10.36
Cash & equivalents $145.85M $3.75M $84.01M
Total debt $215.55M $1.12B $100.12M
Shares (diluted) 22.35M 94.65M 26.83M
Enterprise value $2.35B $21.45B $8.80B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricARCBJBHTSAIA
P/E 173.3x 31.1x 31.5x
P/FCF 15.1x 21.7x 34.2x
P/Operating cash flow 10.0x 14.0x 14.4x
P/S 0.7x 1.6x 2.6x
P/B 2.2x 5.8x 3.2x
P/Tangible book 2.3x 5.8x 3.2x
EV/EBITDA 13.8x 13.1x 13.9x
EV/EBIT 98.4x 23.0x 23.3x
EV/Revenue 0.7x 1.7x 2.6x
EV/FCF 15.4x 22.8x 34.2x
EV/Operating cash flow 10.2x 14.8x 14.4x
PEG (3Y EPS CAGR) -3.00 -23.56 -5.04

Growth

14 metrics
MetricARCBJBHTSAIA
Revenue growth (1Y) 3.7% 10.6% 4.8%
Revenue CAGR (3Y) -3.3% 0.4% 7.4%
Gross profit growth (1Y) – – –
Gross profit CAGR (3Y) – – –
Operating income growth (1Y) -86.6% 16.3% -5.4%
Operating income CAGR (3Y) -49.7% -3.6% -5.3%
Net income growth (1Y) -89.7% 18.1% -4.2%
Net income CAGR (3Y) -59.1% -4.5% -6.1%
EPS growth (1Y) -89.4% 20.8% -4.3%
EPS CAGR (3Y) -57.7% -1.3% -6.3%
Operating cash flow growth (1Y) 22.3% -7.2% -3.2%
Operating cash flow CAGR (3Y) -10.2% -8.5% 2.9%
Free cash flow growth (1Y) 165.4% 22.4% 326.1%
Free cash flow CAGR (3Y) -3.5% 162.1% 29.2%

Profitability

14 metrics
MetricARCBJBHTSAIA
Gross margin – – –
EBITDA margin 4.9% 12.6% 18.5%
Operating margin 0.7% 7.2% 11.0%
Pretax margin 0.5% 6.7% 10.8%
Net margin 0.4% 5.1% 8.2%
FCF margin 4.4% 7.3% 7.5%
Operating cash flow margin 6.7% 11.2% 17.9%
Return on equity 1.3% 18.5% 5.4%
Return on assets 0.7% 8.4% 4.0%
Return on invested capital 1.5% 15.1% 10.2%
Return on capital employed 1.7% 14.9% 11.4%
Asset turnover 1.7x 1.7x 0.9x
Cash conversion (OCF / net income) 17.3x 2.2x 2.2x
Stock comp / revenue 0.2% 0.5% –

Financial Health

11 metrics
MetricARCBJBHTSAIA
Debt / assets 8.8% 13.9% 2.7%
Debt / equity 0.2x 0.3x 0.0x
Net debt / EBITDA 0.2x 0.7x 0.0x
Debt / FCF 1.2x 1.2x 0.4x
Liabilities / assets 48.3% 55.1% 26.8%
Equity / assets 51.7% 44.9% 73.2%
Interest coverage 2.0x 14.2x 31.1x
Current ratio 1.0x 1.2x 1.6x
Quick ratio 0.9x 1.0x 1.4x
Cash ratio 0.2x 0.0x 0.2x
Altman Z-score 4.01 – 7.46

Shareholder Returns

7 metrics
MetricARCBJBHTSAIA
Dividend yield 0.4% 0.8% –
Net buyback yield 1.5% 2.3% 0.0%
Shareholder yield 1.9% 3.1% 0.0%
Payout ratio (earnings) 66.2% – –
Payout ratio (FCF) 5.8% – –
Dividend growth (1Y) -3.6% – –
Dividend CAGR (3Y) -2.7% – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusARCBJBHTSAIA
Forward P/E 19.1xFY2026 32.8xFY2026 30.7xFY2026
EPS, next fiscal year $6.60FY2026 $6.85FY2026 $10.63FY2026
EPS growth, next FY +78.4%FY2026 +11.9%FY2026 +16.7%FY2026
EPS growth, the year after +49.8% +36.6% +28.5%
Revenue, next fiscal year $4.39BFY2026 $13.43BFY2026 $3.87BFY2026
Revenue growth, next FY +9.5%FY2026 +11.9%FY2026 +19.9%FY2026
Revenue growth, the year after +7.9% +18.0% -5.5%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersARCBJBHTSAIA
Held by institutions 100.0% 76.9% 100.0%
Institutions holding 328 856 513
Change in shares held, QoQ -0.6% +1.8% +1.0%
Institutions buying 179 515 292
Institutions selling 105 233 152
Buyers to sellers 1.70 2.21 1.92

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

ARCBJBHTSAIA
ARCB 1.00 0.70 0.71
JBHT 0.70 1.00 0.71
SAIA 0.71 0.71 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, ARCB, JBHT and SAIA?

Hunt J B Transport Services (JBHT) is the largest by market capitalisation: Arcbest (ARCB) $2.86B, Hunt J B Transport Services (JBHT) $21.48B, Saia (SAIA) $8.98B.

Which stock is cheaper, ARCB, JBHT and SAIA?

Hunt J B Transport Services (JBHT) trades on the lowest price-to-earnings ratio (Arcbest (ARCB) 175.5x, Hunt J B Transport Services (JBHT) 31.8x, Saia (SAIA) 32.3x). On next year's consensus earnings, Arcbest (ARCB) is cheapest (Arcbest (ARCB) 19.1x, Hunt J B Transport Services (JBHT) 32.8x, Saia (SAIA) 30.7x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Hunt J B Transport Services (JBHT) grew revenue fastest over the trailing twelve months: Arcbest (ARCB) +3.7%, Hunt J B Transport Services (JBHT) +10.6%, Saia (SAIA) +4.8%.

Which company is more profitable?

Saia (SAIA) has the highest net margin (Arcbest (ARCB) 0.4%, Hunt J B Transport Services (JBHT) 5.1%, Saia (SAIA) 8.2%). On return on invested capital, Hunt J B Transport Services (JBHT) leads (Arcbest (ARCB) 1.5%, Hunt J B Transport Services (JBHT) 15.1%, Saia (SAIA) 10.2%).

Which stock has performed better?

Over the past year Arcbest (ARCB) returned the most: Arcbest (ARCB) +69.5%, Hunt J B Transport Services (JBHT) +36.0%, Saia (SAIA) +12.7%. Over five years, Arcbest (ARCB) compounded fastest (Arcbest (ARCB) +7.8%/yr, Hunt J B Transport Services (JBHT) +2.9%/yr, Saia (SAIA) +3.6%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Arcbest (ARCB) 0.00%, Hunt J B Transport Services (JBHT) 0.00%, Saia (SAIA) 0.00%. Hunt J B Transport Services (JBHT) and Saia (SAIA) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Hunt J B Transport Services (JBHT) has been the steadiest (Arcbest (ARCB) 46.5%, Hunt J B Transport Services (JBHT) 34.8%, Saia (SAIA) 46.4%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, ARCB, JBHT and SAIA?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Hunt J B Transport Services (JBHT) leads on 6. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.