ARCB vs ODFL vs XPO Stock Comparison

Arcbest, Old Dominion Freight Line and Xpo Prices as of Oct 26, 2026 Peers: Industry group
ARCB Arcbest Corp /Tx/
$126.35 +1.0% 1M +69.5% 1Y
Market cap
$2.85B
P/E
174.9x
Revenue (TTM)
$4.20B
Div. yield
0.00%
Trucking Industrials
2 wins
XPO XPO, Inc.
$182.32 +5.3% 1M +45.0% 1Y
Market cap
$21.65B
P/E
53.6x
Revenue (TTM)
$8.57B
Div. yield
–
Trucking Industrials
2 wins

Head to Head

11 decided of 12

Old Dominion Freight Line leads on 7 of the 12 questions below (Old Dominion Freight Line 7, Arcbest 2, Xpo 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionARCBODFLXPOLeader
Larger companyMarket capitalisation $2.85B $38.20B $21.65B ODFL
Cheaper on earningsLower P/E, profitable companies only 174.9x 35.1x 53.6x ODFL
Cheaper on forward earningsLower price / next fiscal year consensus EPS 19.1x 29.8x 30.8x ARCB
Faster revenue growthRevenue growth, trailing twelve months +3.7% -0.6% +7.0% XPO
More profitableNet margin, trailing twelve months 0.4% 19.4% 4.7% ODFL
Better return on capitalReturn on invested capital 1.5% 24.1% 10.8% ODFL
Less leveragedLower net debt / EBITDA 0.2x -0.1x 2.3x ODFL
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +69.5% +34.1% +45.0% ARCB
Better 5-year returnAnnualised price return, 5 years +7.8%/yr +2.4%/yr +29.4%/yr XPO
Less volatileAnnualised volatility, 1 year 46.5% 37.7% 42.0% ODFL
Higher overall scoreMean of the five percentile scores vs peers 36/100 49/100 42/100 ODFL

Percentile Scorecard

ARCBODFLXPO

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

AxisARCBODFLXPO
Valuation 44 #77 of 136 7 #127 of 136 14 #117 of 136
Growth 16 #103 of 122 34 #81 of 122 86 #18 of 122
Profitability 32 #79 of 116 87 #16 of 116 60 #47 of 116
Financial Health 63 #54 of 144 94 #10 of 144 24 #110 of 144
Shareholder Returns 25 #62 of 82 26 #61 of 82 28 #59 of 82
Overall 36 49 42
  • ARCB ranked among 150 companies in Transportation
  • ODFL 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

PeriodARCBODFLXPOSPY
1 month +1.0%+5.3%+5.3% -0.8%
3 months -15.1%-19.5%-12.4% +3.5%
6 months -0.3%-17.3%-17.1% +7.0%
Year to date +70.3%+16.4%+34.1% +12.2%
1 year +69.5%+34.1%+45.0% +13.0%
3 years +23.6%-1.0%+170.8% +86.3%
3 years, per year +7.3%-0.3%+39.4% +23.1%
5 years +45.3%+12.7%+262.0% +68.6%
5 years, per year +7.8%+2.4%+29.4% +11.0%
10 years +525.5%+643.2%+1,430.8% +258.0%
10 years, per year +20.1%+22.2%+31.4% +13.6%

Risk

MeasureARCBODFLXPOSPY
Volatility, 1Y 46.5%37.7%42.0% 12.7%
Downside volatility, 1Y 45.1%37.7%39.4% 12.7%
Beta vs S&P 500, 1Y 1.190.941.20 1.00
Return / volatility, 1Y 1.490.901.07 1.02
Max drawdown, 5Y -62.6%-45.5%-51.3% -25.4%
From 52-week high -27.1%-26.6%-20.2% -1.8%
52-week high $173.22$248.73$228.37 $779.14
52-week low $59.62$126.29$123.66 $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.

MultipleARCBODFLXPO
P/E now vs peer median 173.3xmedian 16.1x 34.8xmedian 16.1x 52.8xmedian 16.1x
P/S now vs peer median 0.7xmedian 1.0x 6.8xmedian 1.0x 2.5xmedian 1.0x
EV/EBITDA now vs peer median 13.8xmedian 8.7x 20.7xmedian 8.7x 18.9xmedian 8.7x
P/FCF now vs peer median 15.1xmedian 11.5x 34.0xmedian 11.5x 36.3xmedian 11.5x
P/B now vs peer median 2.2xmedian 1.2x 8.3xmedian 1.2x 10.9xmedian 1.2x
PEG now vs peer median -3.00median 0.81 -10.03median 0.81 0.77median 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 monthsARCBODFLXPO
Revenue $4.20B $5.60B $8.57B
Operating income $29.18M $1.45B $752.00M
Net income $16.30M $1.09B $404.00M
Free cash flow $187.04M $1.11B $588.00M
EPS (diluted) $0.73 $5.22 $3.42
Cash & equivalents $145.85M $283.94M $298.00M
Total debt $215.55M $20.00M $3.21B
Shares (diluted) 22.35M 208.72M 118.00M
Enterprise value $2.34B $37.46B $20.47B

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
MetricARCBODFLXPO
P/E 173.3x 34.8x 52.8x
P/FCF 15.1x 34.0x 36.3x
P/Operating cash flow 10.0x 27.2x 19.6x
P/S 0.7x 6.8x 2.5x
P/B 2.2x 8.3x 10.9x
P/Tangible book 2.3x 8.3x 12.7x
EV/EBITDA 13.8x 20.7x 18.9x
EV/EBIT 98.4x 26.0x 32.2x
EV/Revenue 0.7x 6.7x 2.8x
EV/FCF 15.4x 33.7x 41.2x
EV/Operating cash flow 10.2x 27.0x 22.3x
PEG (3Y EPS CAGR) -3.00 -10.03 0.77

Growth

14 metrics
MetricARCBODFLXPO
Revenue growth (1Y) 3.7% -0.6% 7.0%
Revenue CAGR (3Y) -3.3% -2.0% 4.1%
Gross profit growth (1Y) – – –
Gross profit CAGR (3Y) – – –
Operating income growth (1Y) -86.6% 1.1% 11.6%
Operating income CAGR (3Y) -49.7% -5.2% 34.7%
Net income growth (1Y) -89.7% -0.5% 17.1%
Net income CAGR (3Y) -59.1% -5.2% 68.8%
EPS growth (1Y) -89.4% 1.1% 18.1%
EPS CAGR (3Y) -57.7% -3.5% 68.8%
Operating cash flow growth (1Y) 22.3% -5.2% 29.2%
Operating cash flow CAGR (3Y) -10.2% -4.1% 17.3%
Free cash flow growth (1Y) 165.4% 42.8% 281.8%
Free cash flow CAGR (3Y) -3.5% 19.9% 145.0%

Profitability

14 metrics
MetricARCBODFLXPO
Gross margin – – –
EBITDA margin 4.9% 32.4% 15.0%
Operating margin 0.7% 25.8% 8.8%
Pretax margin 0.5% 25.9% 6.4%
Net margin 0.4% 19.4% 4.7%
FCF margin 4.4% 19.9% 6.9%
Operating cash flow margin 6.7% 24.9% 12.7%
Return on equity 1.3% 24.3% 21.2%
Return on assets 0.7% 19.1% 4.9%
Return on invested capital 1.5% 24.1% 10.8%
Return on capital employed 1.7% 28.0% 11.6%
Asset turnover 1.7x 1.0x 1.0x
Cash conversion (OCF / net income) 17.3x 1.3x 2.7x
Stock comp / revenue 0.2% – 0.9%

Financial Health

11 metrics
MetricARCBODFLXPO
Debt / assets 8.8% 0.3% 38.5%
Debt / equity 0.2x 0.0x 1.6x
Net debt / EBITDA 0.2x -0.1x 2.3x
Debt / FCF 1.2x 0.0x 5.5x
Liabilities / assets 48.3% 20.7% 76.5%
Equity / assets 51.7% 79.3% 23.5%
Interest coverage 2.0x 2,184x 3.6x
Current ratio 1.0x 1.9x 1.0x
Quick ratio 0.9x 1.7x 0.9x
Cash ratio 0.2x 0.5x 0.2x
Altman Z-score 4.01 22.07 3.53

Shareholder Returns

7 metrics
MetricARCBODFLXPO
Dividend yield 0.4% 0.6% –
Net buyback yield 1.5% 1.4% 1.0%
Shareholder yield 1.9% 2.1% 1.0%
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.

ConsensusARCBODFLXPO
Forward P/E 19.1xFY2026 29.8xFY2026 30.8xFY2026
EPS, next fiscal year $6.60FY2026 $6.13FY2026 $5.91FY2026
EPS growth, next FY +78.4%FY2026 +26.7%FY2026 +58.4%FY2026
EPS growth, the year after +49.8% +3.8% +6.3%
Revenue, next fiscal year $4.39BFY2026 $6.39BFY2026 $9.30BFY2026
Revenue growth, next FY +9.5%FY2026 +16.1%FY2026 +13.9%FY2026
Revenue growth, the year after +7.9% -5.2% +5.4%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersARCBODFLXPO
Held by institutions 100.0% 79.6% 100.0%
Institutions holding 328 1,025 749
Change in shares held, QoQ -0.6% +2.2% +2.2%
Institutions buying 179 543 431
Institutions selling 105 341 211
Buyers to sellers 1.70 1.59 2.04

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.

ARCBODFLXPO
ARCB 1.00 0.77 0.73
ODFL 0.77 1.00 0.74
XPO 0.73 0.74 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, ARCB, ODFL and XPO?

Old Dominion Freight Line (ODFL) is the largest by market capitalisation: Arcbest (ARCB) $2.85B, Old Dominion Freight Line (ODFL) $38.20B, Xpo (XPO) $21.65B.

Which stock is cheaper, ARCB, ODFL and XPO?

Old Dominion Freight Line (ODFL) trades on the lowest price-to-earnings ratio (Arcbest (ARCB) 174.9x, Old Dominion Freight Line (ODFL) 35.1x, Xpo (XPO) 53.6x). On next year's consensus earnings, Arcbest (ARCB) is cheapest (Arcbest (ARCB) 19.1x, Old Dominion Freight Line (ODFL) 29.8x, Xpo (XPO) 30.8x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Xpo (XPO) grew revenue fastest over the trailing twelve months: Arcbest (ARCB) +3.7%, Old Dominion Freight Line (ODFL) -0.6%, Xpo (XPO) +7.0%.

Which company is more profitable?

Old Dominion Freight Line (ODFL) has the highest net margin (Arcbest (ARCB) 0.4%, Old Dominion Freight Line (ODFL) 19.4%, Xpo (XPO) 4.7%). On return on invested capital, Old Dominion Freight Line (ODFL) leads (Arcbest (ARCB) 1.5%, Old Dominion Freight Line (ODFL) 24.1%, Xpo (XPO) 10.8%).

Which stock has performed better?

Over the past year Arcbest (ARCB) returned the most: Arcbest (ARCB) +69.5%, Old Dominion Freight Line (ODFL) +34.1%, Xpo (XPO) +45.0%. Over five years, Xpo (XPO) compounded fastest (Arcbest (ARCB) +7.8%/yr, Old Dominion Freight Line (ODFL) +2.4%/yr, Xpo (XPO) +29.4%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Arcbest (ARCB) 0.00%, Old Dominion Freight Line (ODFL) 0.00%, Xpo (XPO) 0.00%. Old Dominion Freight Line (ODFL) and Xpo (XPO) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Old Dominion Freight Line (ODFL) has been the steadiest (Arcbest (ARCB) 46.5%, Old Dominion Freight Line (ODFL) 37.7%, Xpo (XPO) 42.0%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, ARCB, ODFL 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, Old Dominion Freight Line (ODFL) 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.