ARCB vs JBHT vs WERN Stock Comparison

Arcbest, Hunt J B Transport Services and Werner Enterprises Prices as of Oct 26, 2026 Peers: Industry group
ARCB Arcbest Corp /Tx/
$126.35 +1.0% 1M +69.5% 1Y
Market cap
$2.92B
P/E
179.1x
Revenue (TTM)
$4.20B
Div. yield
0.00%
Trucking Industrials
4 wins

Head to Head

12 decided of 12

Hunt J B Transport Services leads on 7 of the 12 questions below (Hunt J B Transport Services 7, Arcbest 4, Werner Enterprises 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionARCBJBHTWERNLeader
Larger companyMarket capitalisation $2.92B $21.74B $1.76B JBHT
Cheaper on earningsLower P/E, profitable companies only 179.1x 32.2x -38.1x JBHT
Cheaper on forward earningsLower price / next fiscal year consensus EPS 19.1x 32.8x 37.3x ARCB
Faster revenue growthRevenue growth, trailing twelve months +3.7% +10.6% +9.6% JBHT
More profitableNet margin, trailing twelve months 0.4% 5.1% -1.4% JBHT
Better return on capitalReturn on invested capital 1.5% 15.1% -1.1% JBHT
Less leveragedLower net debt / EBITDA 0.2x 0.7x 2.7x ARCB
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.02% WERN
Better 1-year returnPrice return, last 12 months +69.5% +36.0% +2.3% ARCB
Better 5-year returnAnnualised price return, 5 years +7.8%/yr +2.9%/yr -9.5%/yr ARCB
Less volatileAnnualised volatility, 1 year 46.5% 34.8% 41.0% JBHT
Higher overall scoreMean of the five percentile scores vs peers 36/100 50/100 31/100 JBHT

Percentile Scorecard

ARCBJBHTWERN

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

AxisARCBJBHTWERN
Valuation 44 #77 of 136 29 #97 of 136 50 #69 of 136
Growth 16 #103 of 122 55 #56 of 122 27 #89 of 122
Profitability 32 #79 of 116 68 #38 of 116 24 #88 of 116
Financial Health 63 #54 of 144 58 #61 of 144 35 #94 of 144
Shareholder Returns 25 #62 of 82 38 #51 of 82 17 #68 of 82
Overall 36 50 31
  • ARCB ranked among 150 companies in Transportation
  • JBHT ranked among 150 companies in Transportation
  • WERN ranked among 150 companies in Transportation

Price Performance

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

Returns

PeriodARCBJBHTWERNSPY
1 month +1.0%-0.4%-13.9% -0.8%
3 months -15.1%-20.1%-29.9% +3.5%
6 months -0.3%-10.3%-17.0% +7.0%
Year to date +70.3%+15.5%-5.6% +12.2%
1 year +69.5%+36.0%+2.3% +13.0%
3 years +23.6%+35.2%-22.1% +86.3%
3 years, per year +7.3%+10.6%-8.0% +23.1%
5 years +45.3%+15.3%-39.3% +68.6%
5 years, per year +7.8%+2.9%-9.5% +11.0%
10 years +525.5%+179.6%+17.3% +258.0%
10 years, per year +20.1%+10.8%+1.6% +13.6%

Risk

MeasureARCBJBHTWERNSPY
Volatility, 1Y 46.5%34.8%41.0% 12.7%
Downside volatility, 1Y 45.1%37.1%43.4% 12.7%
Beta vs S&P 500, 1Y 1.190.770.86 1.00
Return / volatility, 1Y 1.491.030.06 1.02
Max drawdown, 5Y -62.6%-43.0%-53.2% -25.4%
From 52-week high -27.1%-24.8%-40.1% -1.8%
52-week high $173.22$298.41$47.29 $779.14
52-week low $59.62$158.92$23.15 $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.

MultipleARCBJBHTWERN
P/E now vs peer median 173.3xmedian 16.1x 31.1xmedian 16.1x -36.7xmedian 16.1x
P/S now vs peer median 0.7xmedian 1.0x 1.6xmedian 1.0x 0.5xmedian 1.0x
EV/EBITDA now vs peer median 13.8xmedian 8.7x 13.1xmedian 8.7x 8.9xmedian 8.7x
P/FCF now vs peer median 15.1xmedian 11.5x 21.7xmedian 11.5x 31.8xmedian 11.5x
P/B now vs peer median 2.2xmedian 1.2x 5.8xmedian 1.2x 1.3xmedian 1.2x
PEG now vs peer median -3.00median 0.81 -23.56median 0.81 1.17median 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 monthsARCBJBHTWERN
Revenue $4.20B $13.33B $3.25B
Operating income $29.18M $960.11M -$27.92M
Net income $16.30M $676.07M -$55.58M
Free cash flow $187.04M $966.50M $53.37M
EPS (diluted) $0.73 $7.14 $-0.77
Cash & equivalents $145.85M $3.75M $57.02M
Total debt $215.55M $1.12B $793.00M
Shares (diluted) 22.35M 94.65M 60.24M
Enterprise value $2.41B $21.71B $1.53B

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
MetricARCBJBHTWERN
P/E 173.3x 31.1x -36.7x
P/FCF 15.1x 21.7x 31.8x
P/Operating cash flow 10.0x 14.0x 6.2x
P/S 0.7x 1.6x 0.5x
P/B 2.2x 5.8x 1.3x
P/Tangible book 2.3x 5.8x 1.3x
EV/EBITDA 13.8x 13.1x 8.9x
EV/EBIT 98.4x 23.0x -87.2x
EV/Revenue 0.7x 1.7x 0.7x
EV/FCF 15.4x 22.8x 45.6x
EV/Operating cash flow 10.2x 14.8x 8.9x
PEG (3Y EPS CAGR) -3.00 -23.56 1.17

Growth

14 metrics
MetricARCBJBHTWERN
Revenue growth (1Y) 3.7% 10.6% 9.6%
Revenue CAGR (3Y) -3.3% 0.4% -0.8%
Gross profit growth (1Y) – – –
Gross profit CAGR (3Y) – – –
Operating income growth (1Y) -86.6% 16.3% -130.5%
Operating income CAGR (3Y) -49.7% -3.6% -28.2%
Net income growth (1Y) -89.7% 18.1% -206.3%
Net income CAGR (3Y) -59.1% -4.5% -32.1%
EPS growth (1Y) -89.4% 20.8% -189.4%
EPS CAGR (3Y) -57.7% -1.3% -31.4%
Operating cash flow growth (1Y) 22.3% -7.2% 31.9%
Operating cash flow CAGR (3Y) -10.2% -8.5% -16.1%
Free cash flow growth (1Y) 165.4% 22.4% 144.6%
Free cash flow CAGR (3Y) -3.5% 162.1% 32.0%

Profitability

14 metrics
MetricARCBJBHTWERN
Gross margin – – –
EBITDA margin 4.9% 12.6% 8.4%
Operating margin 0.7% 7.2% -0.9%
Pretax margin 0.5% 6.7% -2.0%
Net margin 0.4% 5.1% -1.4%
FCF margin 4.4% 7.3% 1.6%
Operating cash flow margin 6.7% 11.2% 8.4%
Return on equity 1.3% 18.5% -4.1%
Return on assets 0.7% 8.4% -1.7%
Return on invested capital 1.5% 15.1% -1.1%
Return on capital employed 1.7% 14.9% -1.0%
Asset turnover 1.7x 1.7x 1.0x
Cash conversion (OCF / net income) 17.3x 2.2x -4.9x
Stock comp / revenue 0.2% 0.5% 0.4%

Financial Health

11 metrics
MetricARCBJBHTWERN
Debt / assets 8.8% 13.9% 25.1%
Debt / equity 0.2x 0.3x 0.6x
Net debt / EBITDA 0.2x 0.7x 2.7x
Debt / FCF 1.2x 1.2x 14.9x
Liabilities / assets 48.3% 55.1% 57.1%
Equity / assets 51.7% 44.9% 42.9%
Interest coverage 2.0x 14.2x -0.6x
Current ratio 1.0x 1.2x 1.4x
Quick ratio 0.9x 1.0x 1.2x
Cash ratio 0.2x 0.0x 0.1x
Altman Z-score 4.01 – 2.48

Shareholder Returns

7 metrics
MetricARCBJBHTWERN
Dividend yield 0.4% 0.8% 2.0%
Net buyback yield 1.5% 2.3% –
Shareholder yield 1.9% 3.1% 2.0%
Payout ratio (earnings) 66.2% – -60.3%
Payout ratio (FCF) 5.8% – 62.8%
Dividend growth (1Y) -3.6% – -3.2%
Dividend CAGR (3Y) -2.7% – 0.6%

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.

ConsensusARCBJBHTWERN
Forward P/E 19.1xFY2026 32.8xFY2026 37.3xFY2026
EPS, next fiscal year $6.60FY2026 $6.85FY2026 $0.76FY2026
EPS growth, next FY +78.4%FY2026 +11.9%FY2026 –
EPS growth, the year after +49.8% +36.6% +165.8%
Revenue, next fiscal year $4.39BFY2026 $13.43BFY2026 $3.42BFY2026
Revenue growth, next FY +9.5%FY2026 +11.9%FY2026 +15.2%FY2026
Revenue growth, the year after +7.9% +18.0% +11.8%
ARCB estimates →JBHT estimates →WERN estimates →

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersARCBJBHTWERN
Held by institutions 100.0% 76.9% 100.0%
Institutions holding 328 856 271
Change in shares held, QoQ -0.6% +1.8% +5.6%
Institutions buying 179 515 168
Institutions selling 105 233 73
Buyers to sellers 1.70 2.21 2.30
ARCB holders →JBHT holders →WERN holders →

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.

ARCBJBHTWERN
ARCB 1.00 0.70 0.71
JBHT 0.70 1.00 0.70
WERN 0.71 0.70 1.00

Add a Peer

Largest companies in the same industry
ARCB · Trucking
+ODFLOld Dominion Freight Line +XPOXpo +FDXFFedEx Freight Holding Company +KNXKnight-Swift Transportation Holdings +TFIITFI International +SAIASaia +SNDRSchneider National +MRTNMarten Transport
Plot all 17 Trucking stocks →

Related Comparisons

ARCB vs ODFLOld Dominion Freight Line ARCB vs XPOXpo ARCB vs FDXFFedEx Freight Holding Company ARCB vs KNXKnight-Swift Transportation Holdings

Frequently Asked Questions

Which is bigger, ARCB, JBHT and WERN?

Hunt J B Transport Services (JBHT) is the largest by market capitalisation: Arcbest (ARCB) $2.92B, Hunt J B Transport Services (JBHT) $21.74B, Werner Enterprises (WERN) $1.76B.

Which stock is cheaper, ARCB, JBHT and WERN?

Hunt J B Transport Services (JBHT) trades on the lowest price-to-earnings ratio (Arcbest (ARCB) 179.1x, Hunt J B Transport Services (JBHT) 32.2x, Werner Enterprises (WERN) -38.1x). On next year's consensus earnings, Arcbest (ARCB) is cheapest (Arcbest (ARCB) 19.1x, Hunt J B Transport Services (JBHT) 32.8x, Werner Enterprises (WERN) 37.3x). 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%, Werner Enterprises (WERN) +9.6%.

Which company is more profitable?

Hunt J B Transport Services (JBHT) has the highest net margin (Arcbest (ARCB) 0.4%, Hunt J B Transport Services (JBHT) 5.1%, Werner Enterprises (WERN) -1.4%). On return on invested capital, Hunt J B Transport Services (JBHT) leads (Arcbest (ARCB) 1.5%, Hunt J B Transport Services (JBHT) 15.1%, Werner Enterprises (WERN) -1.1%).

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%, Werner Enterprises (WERN) +2.3%. Over five years, Arcbest (ARCB) compounded fastest (Arcbest (ARCB) +7.8%/yr, Hunt J B Transport Services (JBHT) +2.9%/yr, Werner Enterprises (WERN) -9.5%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Werner Enterprises (WERN) has the highest dividend yield: Arcbest (ARCB) 0.00%, Hunt J B Transport Services (JBHT) 0.00%, Werner Enterprises (WERN) 0.02%. Hunt J B Transport Services (JBHT) 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%, Werner Enterprises (WERN) 41.0%). Volatility measures how widely the price swings, not the risk of the business.

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

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 7. 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.