ARCB vs XPO vs FDXF Stock Comparison

Arcbest, Xpo and FedEx Freight Holding Company Prices as of Oct 28, 2026 Peers: Industry group
ARCB Arcbest Corp /Tx/
$125.81 -1.0% 1M +71.5% 1Y
Market cap
$2.81B
P/E
172.7x
Revenue (TTM)
$4.20B
Div. yield
0.00%
Trucking Industrials
3 wins
XPO XPO, Inc.
$181.53 +2.7% 1M +46.8% 1Y
Market cap
$21.27B
P/E
52.6x
Revenue (TTM)
$8.57B
Div. yield
–
Trucking Industrials
7 wins

Head to Head

11 decided of 12

Xpo leads on 7 of the 12 questions below (Xpo 7, Arcbest 3, FedEx Freight Holding Company 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionARCBXPOFDXFLeader
Larger companyMarket capitalisation $2.81B $21.27B $16.14B XPO
Cheaper on earningsLower P/E, profitable companies only 172.7x 52.6x 24.7x FDXF
Cheaper on forward earningsLower price / next fiscal year consensus EPS 19.1x 30.7x — ARCB
Faster revenue growthRevenue growth, trailing twelve months +3.7% +7.0% — XPO
More profitableNet margin, trailing twelve months 0.4% 4.7% — XPO
Better return on capitalReturn on invested capital 1.5% 10.8% — XPO
Less leveragedLower net debt / EBITDA 0.2x 2.3x — ARCB
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +71.5% +46.8% — ARCB
Better 5-year returnAnnualised price return, 5 years +7.0%/yr +28.9%/yr — XPO
Less volatileAnnualised volatility, 1 year 46.6% 42.2% 60.4% XPO
Higher overall scoreMean of the five percentile scores vs peers 36/100 45/100 — XPO

Percentile Scorecard

ARCBXPOFDXF

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

AxisARCBXPOFDXF
Valuation 44 #77 of 136 13 #118 of 136 34 #90 of 136
Growth 15 #104 of 122 85 #19 of 122 –
Profitability 32 #79 of 116 62 #45 of 116 –
Financial Health 60 #58 of 143 25 #107 of 143 9 #130 of 143
Shareholder Returns 28 #59 of 81 39 #50 of 81 –
Overall 36 45 –
  • ARCB ranked among 150 companies in Transportation
  • XPO ranked among 150 companies in Transportation
  • FDXF ranked among 150 companies in Transportation

Price Performance

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

Returns

PeriodARCBXPOFDXFSPY
1 month -1.0%+2.7%-3.5% +0.9%
3 months -11.1%-9.0%-24.9% +5.9%
6 months -1.0%-16.2%— +8.5%
Year to date +69.6%+33.6%— +13.3%
1 year +71.5%+46.8%— +12.4%
3 years +23.0%+169.6%— +88.1%
3 years, per year +7.2%+39.2%— +23.5%
5 years +40.0%+256.1%— +68.2%
5 years, per year +7.0%+28.9%— +11.0%
10 years +546.8%+1,493.8%— +263.4%
10 years, per year +20.5%+31.9%— +13.8%

Risk

MeasureARCBXPOFDXFSPY
Volatility, 1Y 46.6%42.2%60.4% 12.7%
Downside volatility, 1Y 45.3%39.7%53.4% 12.7%
Beta vs S&P 500, 1Y 1.191.200.14 1.00
Return / volatility, 1Y 1.531.11— 0.98
Max drawdown, 5Y -62.6%-51.3%-42.7% -25.4%
From 52-week high -27.4%-20.5%-42.5% -0.9%
52-week high $173.22$228.37$188.46 $779.14
52-week low $59.62$123.66$107.94 $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.

MultipleARCBXPOFDXF
P/E now vs peer median 172.5xmedian 16.1x 52.6xmedian 16.1x 24.7xmedian 16.1x
P/S now vs peer median 0.7xmedian 0.9x 2.5xmedian 0.9x 1.8xmedian 0.9x
EV/EBITDA now vs peer median 13.8xmedian 8.6x 18.8xmedian 8.6x —median 8.6x
P/FCF now vs peer median 15.0xmedian 11.6x 36.1xmedian 11.6x -76.4xmedian 11.6x
P/B now vs peer median 2.2xmedian 1.2x 10.8xmedian 1.2x -32.6xmedian 1.2x
PEG now vs peer median -2.99median 0.80 0.76median 0.80 —median 0.80

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 monthsARCBXPOFDXF
Revenue $4.20B $8.57B –
Operating income $29.18M $752.00M –
Net income $16.30M $404.00M –
Free cash flow $187.04M $588.00M –
EPS (diluted) $0.73 $3.42 –
Cash & equivalents $145.85M $298.00M –
Total debt $215.55M $3.21B $4.53B
Shares (diluted) 22.35M 118.00M 149.51M
Enterprise value $2.30B $20.09B $16.14B

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
MetricARCBXPOFDXF
P/E 172.5x 52.6x 24.7x
P/FCF 15.0x 36.1x -76.4x
P/Operating cash flow 10.0x 19.5x –
P/S 0.7x 2.5x 1.8x
P/B 2.2x 10.8x -32.6x
P/Tangible book 2.3x 12.6x -32.6x
EV/EBITDA 13.8x 18.8x –
EV/EBIT 98.0x 32.1x –
EV/Revenue 0.7x 2.8x –
EV/FCF 15.3x 41.1x –
EV/Operating cash flow 10.1x 22.2x –
PEG (3Y EPS CAGR) -2.99 0.76 –

Growth

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

Profitability

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

Financial Health

11 metrics
MetricARCBXPOFDXF
Debt / assets 8.8% 38.5% 65.8%
Debt / equity 0.2x 1.6x -9.1x
Net debt / EBITDA 0.2x 2.3x –
Debt / FCF 1.2x 5.5x –
Liabilities / assets 48.3% 76.5% 107.2%
Equity / assets 51.7% 23.5% -7.2%
Interest coverage 2.0x 3.6x –
Current ratio 1.0x 1.0x 1.5x
Quick ratio 0.9x 0.9x –
Cash ratio 0.2x 0.2x –
Altman Z-score 4.00 3.52 –

Shareholder Returns

7 metrics
MetricARCBXPOFDXF
Dividend yield 0.4% – –
Net buyback yield 1.5% 1.0% –
Shareholder yield 1.9% 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.

ConsensusARCBXPOFDXF
Forward P/E 19.1xFY2026 30.7xFY2026 –
EPS, next fiscal year $6.60FY2026 $5.91FY2026 –
EPS growth, next FY +78.4%FY2026 +58.4%FY2026 –
EPS growth, the year after +49.8% +6.3% –
Revenue, next fiscal year $4.39BFY2026 $9.30BFY2026 –
Revenue growth, next FY +9.5%FY2026 +13.9%FY2026 –
Revenue growth, the year after +7.9% +5.4% –

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersARCBXPOFDXF
Held by institutions 100.0% 100.0% 60.8%
Institutions holding 328 750 1,121
Change in shares held, QoQ -0.6% +2.2% –
Institutions buying 179 432 1,121
Institutions selling 105 211 0
Buyers to sellers 1.70 2.05 –

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.

ARCBXPOFDXF
ARCB 1.00 0.75 0.37
XPO 0.75 1.00 0.36
FDXF 0.37 0.36 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, ARCB, XPO and FDXF?

Xpo (XPO) is the largest by market capitalisation: Arcbest (ARCB) $2.81B, Xpo (XPO) $21.27B, FedEx Freight Holding Company (FDXF) $16.14B.

Which stock is cheaper, ARCB, XPO and FDXF?

FedEx Freight Holding Company (FDXF) trades on the lowest price-to-earnings ratio (Arcbest (ARCB) 172.7x, Xpo (XPO) 52.6x, FedEx Freight Holding Company (FDXF) 24.7x). On next year's consensus earnings, Arcbest (ARCB) is cheapest (Arcbest (ARCB) 19.1x, Xpo (XPO) 30.7x). 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%, Xpo (XPO) +7.0%.

Which company is more profitable?

Xpo (XPO) has the highest net margin (Arcbest (ARCB) 0.4%, Xpo (XPO) 4.7%). On return on invested capital, Xpo (XPO) leads (Arcbest (ARCB) 1.5%, Xpo (XPO) 10.8%).

Which stock has performed better?

Over the past year Arcbest (ARCB) returned the most: Arcbest (ARCB) +71.5%, Xpo (XPO) +46.8%. Over five years, Xpo (XPO) compounded fastest (Arcbest (ARCB) +7.0%/yr, Xpo (XPO) +28.9%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Arcbest (ARCB) 0.00%, Xpo (XPO) 0.00%, FedEx Freight Holding Company (FDXF) 0.00%. Xpo (XPO) and FedEx Freight Holding Company (FDXF) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Xpo (XPO) has been the steadiest (Arcbest (ARCB) 46.6%, Xpo (XPO) 42.2%, FedEx Freight Holding Company (FDXF) 60.4%). Volatility measures how widely the price swings, not the risk of the business.

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

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Xpo (XPO) 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.