ARCB vs JBHT vs XPO Stock Comparison

Arcbest, Hunt J B Transport Services and Xpo Prices as of Nov 2, 2026 Peers: Industry group
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ARCB Arcbest Corp /Tx/
$130.96 -1.2% 1M +76.2% 1Y
Market cap
$2.93B
P/E
179.6x
Revenue (TTM)
$4.20B
Div. yield
0.37%
Trucking Industrials
3 wins
XPO XPO, Inc.
$191.75 +3.1% 1M +33.3% 1Y
Market cap
$22.43B
P/E
44.6x
Revenue (TTM)
$8.84B
Div. yield
–
Trucking Industrials
3 wins

Head to Head

12 decided of 12

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

QuestionARCBJBHTXPOLeader
Larger companyMarket capitalisation $2.93B $20.86B $22.43B XPO
Cheaper on earningsLower P/E, profitable companies only 179.6x 31.0x 44.6x JBHT
Cheaper on forward earningsLower price / next fiscal year consensus EPS 19.8x 32.7x 32.4x ARCB
Faster revenue growthRevenue growth, trailing twelve months +3.7% +10.6% +9.5% JBHT
More profitableNet margin, trailing twelve months 0.4% 5.1% 5.7% XPO
Better return on capitalReturn on invested capital 1.5% 15.1% 12.7% JBHT
Less leveragedLower net debt / EBITDA 0.2x 0.7x 2.0x ARCB
Higher dividend yieldTrailing dividend yield 0.37% 0.80% — JBHT
Better 1-year returnPrice return, last 12 months +76.2% +32.5% +33.3% ARCB
Better 5-year returnAnnualised price return, 5 years +3.5%/yr +2.8%/yr +32.2%/yr XPO
Less volatileAnnualised volatility, 1 year 46.5% 35.1% 41.0% JBHT
Higher overall scoreMean of the five percentile scores vs peers 35/100 49/100 48/100 JBHT

Percentile Scorecard

ARCBJBHTXPO

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

AxisARCBJBHTXPO
Valuation 43 #79 of 137 29 #97 of 137 16 #115 of 137
Growth 15 #105 of 124 55 #57 of 124 89 #14 of 124
Profitability 30 #86 of 122 68 #40 of 122 67 #41 of 122
Financial Health 61 #58 of 147 54 #68 of 147 25 #110 of 147
Shareholder Returns 27 #62 of 85 38 #53 of 85 42 #50 of 85
Overall 35 49 48
  • ARCB ranked among 150 companies in Transportation
  • JBHT ranked among 150 companies in Transportation
  • XPO ranked among 150 companies in Transportation

Price Performance

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

Returns

PeriodARCBJBHTXPOSPY
1 month -1.2%-4.4%+3.1% -2.3%
3 months -4.8%-16.2%-2.7% -0.7%
6 months +13.2%-6.1%-4.1% +4.8%
Year to date +76.5%+15.2%+41.1% +10.3%
1 year +76.2%+32.5%+33.3% +10.3%
3 years +9.1%+27.4%+141.1% +73.0%
3 years, per year +3.0%+8.4%+34.1% +20.1%
5 years +18.6%+14.5%+302.9% +61.9%
5 years, per year +3.5%+2.8%+32.2% +10.1%
10 years +548.3%+174.3%+1,601.4% +258.6%
10 years, per year +20.6%+10.6%+32.8% +13.6%

Risk

MeasureARCBJBHTXPOSPY
Volatility, 1Y 46.5%35.1%41.0% 12.8%
Downside volatility, 1Y 45.3%37.3%39.4% 12.8%
Beta vs S&P 500, 1Y 1.150.751.19 1.00
Return / volatility, 1Y 1.640.930.81 0.80
Max drawdown, 5Y -62.6%-43.0%-48.4% -25.4%
From 52-week high -24.4%-25.0%-16.0% -3.5%
52-week high $173.22$298.41$228.37 $779.14
52-week low $59.62$158.92$125.64 $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.

MultipleARCBJBHTXPO
P/E now vs peer median 179.6xmedian 16.1x 31.0xmedian 16.1x 44.6xmedian 16.1x
P/S now vs peer median 0.7xmedian 0.9x 1.6xmedian 0.9x 2.5xmedian 0.9x
EV/EBITDA now vs peer median 14.3xmedian 8.1x 13.1xmedian 8.1x 18.0xmedian 8.1x
P/FCF now vs peer median 15.6xmedian 11.4x 21.6xmedian 11.4x 34.1xmedian 11.4x
P/B now vs peer median 2.3xmedian 1.2x 5.7xmedian 1.2x 11.4xmedian 1.2x
PEG now vs peer median -3.11median 0.75 -23.48median 0.75 0.32median 0.75

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 monthsARCBJBHTXPO
Revenue $4.20B $13.33B $8.84B
Operating income $29.18M $960.11M $876.00M
Net income $16.30M $676.07M $503.00M
Free cash flow $187.04M $966.50M $657.00M
EPS (diluted) $0.73 $7.14 $4.26
Cash & equivalents $145.85M $3.75M $260.00M
Total debt $215.55M $1.12B $3.12B
Shares (diluted) 22.35M 94.65M 118.00M
Enterprise value $2.42B $20.83B $21.33B

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
MetricARCBJBHTXPO
P/E 179.6x 31.0x 44.6x
P/FCF 15.6x 21.6x 34.1x
P/Operating cash flow 10.4x 14.0x 19.8x
P/S 0.7x 1.6x 2.5x
P/B 2.3x 5.7x 11.4x
P/Tangible book 2.4x 5.7x 13.1x
EV/EBITDA 14.3x 13.1x 18.0x
EV/EBIT 101.9x 22.9x 28.9x
EV/Revenue 0.7x 1.6x 2.9x
EV/FCF 15.9x 22.7x 38.5x
EV/Operating cash flow 10.5x 14.7x 22.3x
PEG (3Y EPS CAGR) -3.11 -23.48 0.32

Growth

14 metrics
MetricARCBJBHTXPO
Revenue growth (1Y) 3.7% 10.6% 9.5%
Revenue CAGR (3Y) -3.3% 0.4% 5.0%
Gross profit growth (1Y) – – –
Gross profit CAGR (3Y) – – –
Operating income growth (1Y) -86.6% 16.3% 32.3%
Operating income CAGR (3Y) -49.7% -3.6% 39.5%
Net income growth (1Y) -89.7% 18.1% 51.5%
Net income CAGR (3Y) -59.1% -4.5% 138.7%
EPS growth (1Y) -89.4% 20.8% 54.1%
EPS CAGR (3Y) -57.7% -1.3% 139.3%
Operating cash flow growth (1Y) 22.3% -7.2% 19.3%
Operating cash flow CAGR (3Y) -10.2% -8.5% 21.0%
Free cash flow growth (1Y) 165.4% 22.4% 183.2%
Free cash flow CAGR (3Y) -3.5% 162.1% 217.0%

Profitability

14 metrics
MetricARCBJBHTXPO
Gross margin – – –
EBITDA margin 4.9% 12.6% 15.9%
Operating margin 0.7% 7.2% 9.9%
Pretax margin 0.5% 6.7% 7.6%
Net margin 0.4% 5.1% 5.7%
FCF margin 4.4% 7.3% 7.4%
Operating cash flow margin 6.7% 11.2% 12.8%
Return on equity 1.3% 18.5% 25.5%
Return on assets 0.7% 8.4% 6.0%
Return on invested capital 1.5% 15.1% 12.7%
Return on capital employed 1.7% 14.9% 13.4%
Asset turnover 1.7x 1.7x 1.1x
Cash conversion (OCF / net income) 17.3x 2.2x 2.3x
Stock comp / revenue 0.2% 0.5% 0.9%

Financial Health

11 metrics
MetricARCBJBHTXPO
Debt / assets 8.8% 13.9% 37.6%
Debt / equity 0.2x 0.3x 1.6x
Net debt / EBITDA 0.2x 0.7x 2.0x
Debt / FCF 1.2x 1.2x 4.8x
Liabilities / assets 48.3% 55.1% 76.3%
Equity / assets 51.7% 44.9% 23.7%
Interest coverage 2.0x 14.2x 4.2x
Current ratio 1.0x 1.2x 1.0x
Quick ratio 0.9x 1.0x 0.8x
Cash ratio 0.2x 0.0x 0.1x
Altman Z-score 4.06 – 3.76

Shareholder Returns

7 metrics
MetricARCBJBHTXPO
Dividend yield 0.4% 0.8% –
Net buyback yield 1.4% 2.4% 1.4%
Shareholder yield 1.8% 3.2% 1.4%
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.

ConsensusARCBJBHTXPO
Forward P/E 19.8xFY2026 32.7xFY2026 32.4xFY2026
EPS, next fiscal year $6.60FY2026 $6.85FY2026 $5.91FY2026
EPS growth, next FY +78.4%FY2026 +11.9%FY2026 +58.4%FY2026
EPS growth, the year after +49.8% +36.6% +6.3%
Revenue, next fiscal year $4.39BFY2026 $13.43BFY2026 $9.30BFY2026
Revenue growth, next FY +9.5%FY2026 +11.9%FY2026 +13.9%FY2026
Revenue growth, the year after +7.9% +18.0% +5.4%
ARCB estimates →JBHT estimates →XPO estimates →

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersARCBJBHTXPO
Held by institutions 100.0% 76.9% 100.0%
Institutions holding 328 859 752
Change in shares held, QoQ -0.6% +1.8% +2.2%
Institutions buying 179 516 434
Institutions selling 105 235 211
Buyers to sellers 1.70 2.20 2.06
ARCB holders →JBHT holders →XPO 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.

ARCBJBHTXPO
ARCB 1.00 0.71 0.75
JBHT 0.71 1.00 0.70
XPO 0.75 0.70 1.00

Add a Peer

Largest companies in the same industry
ARCB · Trucking
+ODFLOld Dominion Freight Line +FDXFFedEx Freight Holding Company +KNXKnight-Swift Transportation Holdings +SAIASaia +TFIITFI International +SNDRSchneider National +WERNWerner Enterprises +MRTNMarten Transport
Plot all 40 Trucking stocks →

Related Comparisons

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

Frequently Asked Questions

Which is bigger, ARCB, JBHT and XPO?

Xpo (XPO) is the largest by market capitalisation: Arcbest (ARCB) $2.93B, Hunt J B Transport Services (JBHT) $20.86B, Xpo (XPO) $22.43B.

Which stock is cheaper, ARCB, JBHT and XPO?

Hunt J B Transport Services (JBHT) trades on the lowest price-to-earnings ratio (Arcbest (ARCB) 179.6x, Hunt J B Transport Services (JBHT) 31.0x, Xpo (XPO) 44.6x). On next year's consensus earnings, Arcbest (ARCB) is cheapest (Arcbest (ARCB) 19.8x, Hunt J B Transport Services (JBHT) 32.7x, Xpo (XPO) 32.4x). 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%, Xpo (XPO) +9.5%.

Which company is more profitable?

Xpo (XPO) has the highest net margin (Arcbest (ARCB) 0.4%, Hunt J B Transport Services (JBHT) 5.1%, Xpo (XPO) 5.7%). On return on invested capital, Hunt J B Transport Services (JBHT) leads (Arcbest (ARCB) 1.5%, Hunt J B Transport Services (JBHT) 15.1%, Xpo (XPO) 12.7%).

Which stock has performed better?

Over the past year Arcbest (ARCB) returned the most: Arcbest (ARCB) +76.2%, Hunt J B Transport Services (JBHT) +32.5%, Xpo (XPO) +33.3%. Over five years, Xpo (XPO) compounded fastest (Arcbest (ARCB) +3.5%/yr, Hunt J B Transport Services (JBHT) +2.8%/yr, Xpo (XPO) +32.2%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Hunt J B Transport Services (JBHT) has the highest dividend yield: Arcbest (ARCB) 0.37%, Hunt J B Transport Services (JBHT) 0.80%. Xpo (XPO) 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) 35.1%, Xpo (XPO) 41.0%). Volatility measures how widely the price swings, not the risk of the business.

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

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.