FDXF vs SAIA vs ARCB Stock Comparison

FedEx Freight Holding Company, Saia and Arcbest Prices as of Oct 27, 2026 Peers: Industry group
SAIA Saia Inc
$340.86 +5.1% 1M +17.8% 1Y
Market cap
$9.09B
P/E
32.8x
Revenue (TTM)
$3.39B
Div. yield
–
Trucking Industrials
6 wins
ARCB Arcbest Corp /Tx/
$130.34 +4.1% 1M +73.7% 1Y
Market cap
$2.91B
P/E
178.7x
Revenue (TTM)
$4.20B
Div. yield
0.37%
Trucking Industrials
3 wins

Head to Head

11 decided of 12

Saia leads on 6 of the 12 questions below (Saia 6, Arcbest 3, FedEx Freight Holding Company 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionFDXFSAIAARCBLeader
Larger companyMarket capitalisation $16.21B $9.09B $2.91B FDXF
Cheaper on earningsLower P/E, profitable companies only 24.8x 32.8x 178.7x FDXF
Cheaper on forward earningsLower price / next fiscal year consensus EPS — 32.1x 19.7x ARCB
Faster revenue growthRevenue growth, trailing twelve months — +4.8% +3.7% SAIA
More profitableNet margin, trailing twelve months — 8.2% 0.4% SAIA
Better return on capitalReturn on invested capital — 10.2% 1.5% SAIA
Less leveragedLower net debt / EBITDA — 0.0x 0.2x SAIA
Higher dividend yieldTrailing dividend yield — — 0.37% –
Better 1-year returnPrice return, last 12 months — +17.8% +73.7% ARCB
Better 5-year returnAnnualised price return, 5 years — +1.8%/yr +7.1%/yr ARCB
Less volatileAnnualised volatility, 1 year 60.7% 46.5% 46.5% SAIA
Higher overall scoreMean of the five percentile scores vs peers — 44/100 35/100 SAIA

Percentile Scorecard

FDXFSAIAARCB

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

AxisFDXFSAIAARCB
Valuation 34 #90 of 136 23 #105 of 136 42 #80 of 136
Growth – 51 #60 of 121 15 #103 of 121
Profitability – 56 #51 of 115 32 #79 of 115
Financial Health 9 #130 of 143 87 #20 of 143 63 #53 of 143
Shareholder Returns – 3 #80 of 82 25 #62 of 82
Overall – 44 35
  • FDXF ranked among 150 companies in Transportation
  • SAIA ranked among 150 companies in Transportation
  • ARCB ranked among 150 companies in Transportation

Price Performance

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

Returns

PeriodFDXFSAIAARCBSPY
1 month -4.2%+5.1%+4.1% -0.2%
3 months -28.2%-16.9%-12.8% +3.9%
6 months —-23.1%+2.0% +8.2%
Year to date —+4.4%+75.7% +12.9%
1 year —+17.8%+73.7% +12.3%
3 years —-1.0%+27.5% +87.4%
3 years, per year —-0.3%+8.4% +23.3%
5 years —+9.3%+40.6% +67.9%
5 years, per year —+1.8%+7.1% +10.9%
10 years —+880.9%+537.4% +261.1%
10 years, per year —+25.7%+20.4% +13.7%

Risk

MeasureFDXFSAIAARCBSPY
Volatility, 1Y 60.7%46.5%46.5% 12.7%
Downside volatility, 1Y 53.8%46.6%45.1% 12.7%
Beta vs S&P 500, 1Y 0.141.351.20 1.00
Return / volatility, 1Y —0.381.58 0.97
Max drawdown, 5Y -42.7%-60.9%-62.6% -25.4%
From 52-week high -42.5%-30.0%-24.8% -1.2%
52-week high $188.46$487.14$173.22 $779.14
52-week low $107.94$250.48$59.62 $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.

MultipleFDXFSAIAARCB
P/E now vs peer median 24.8xmedian 16.3x 32.8xmedian 16.3x 178.7xmedian 16.3x
P/S now vs peer median 1.8xmedian 1.0x 2.7xmedian 1.0x 0.7xmedian 1.0x
EV/EBITDA now vs peer median —median 8.7x 14.5xmedian 8.7x 14.3xmedian 8.7x
P/FCF now vs peer median -76.5xmedian 11.4x 35.6xmedian 11.4x 15.6xmedian 11.4x
P/B now vs peer median -32.6xmedian 1.2x 3.3xmedian 1.2x 2.3xmedian 1.2x
PEG now vs peer median —median 0.82 -5.25median 0.82 -3.10median 0.82

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 monthsFDXFSAIAARCB
Revenue – $3.39B $4.20B
Operating income – $374.65M $29.18M
Net income – $277.96M $16.30M
Free cash flow – $255.23M $187.04M
EPS (diluted) – $10.36 $0.73
Cash & equivalents – $84.01M $145.85M
Total debt $4.53B $100.12M $215.55M
Shares (diluted) 149.51M 26.83M 22.35M
Enterprise value $16.21B $8.91B $2.40B

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
MetricFDXFSAIAARCB
P/E 24.8x 32.8x 178.7x
P/FCF -76.5x 35.6x 15.6x
P/Operating cash flow – 15.0x 10.3x
P/S 1.8x 2.7x 0.7x
P/B -32.6x 3.3x 2.3x
P/Tangible book -32.6x 3.3x 2.4x
EV/EBITDA – 14.5x 14.3x
EV/EBIT – 24.3x 101.5x
EV/Revenue – 2.7x 0.7x
EV/FCF – 35.7x 15.8x
EV/Operating cash flow – 15.0x 10.5x
PEG (3Y EPS CAGR) – -5.25 -3.10

Growth

14 metrics
MetricFDXFSAIAARCB
Revenue growth (1Y) – 4.8% 3.7%
Revenue CAGR (3Y) – 7.4% -3.3%
Gross profit growth (1Y) – – –
Gross profit CAGR (3Y) – – –
Operating income growth (1Y) – -5.4% -86.6%
Operating income CAGR (3Y) – -5.3% -49.7%
Net income growth (1Y) – -4.2% -89.7%
Net income CAGR (3Y) – -6.1% -59.1%
EPS growth (1Y) – -4.3% -89.4%
EPS CAGR (3Y) – -6.3% -57.7%
Operating cash flow growth (1Y) – -3.2% 22.3%
Operating cash flow CAGR (3Y) – 2.9% -10.2%
Free cash flow growth (1Y) – 326.1% 165.4%
Free cash flow CAGR (3Y) – 29.2% -3.5%

Profitability

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

Financial Health

11 metrics
MetricFDXFSAIAARCB
Debt / assets 65.8% 2.7% 8.8%
Debt / equity -9.1x 0.0x 0.2x
Net debt / EBITDA – 0.0x 0.2x
Debt / FCF – 0.4x 1.2x
Liabilities / assets 107.2% 26.8% 48.3%
Equity / assets -7.2% 73.2% 51.7%
Interest coverage – 31.1x 2.0x
Current ratio 1.5x 1.6x 1.0x
Quick ratio – 1.4x 0.9x
Cash ratio – 0.2x 0.2x
Altman Z-score – 7.69 4.05

Shareholder Returns

7 metrics
MetricFDXFSAIAARCB
Dividend yield – – 0.4%
Net buyback yield – 0.0% 1.4%
Shareholder yield – 0.0% 1.8%
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.

ConsensusFDXFSAIAARCB
Forward P/E – 32.1xFY2026 19.7xFY2026
EPS, next fiscal year – $10.63FY2026 $6.60FY2026
EPS growth, next FY – +16.7%FY2026 +78.4%FY2026
EPS growth, the year after – +28.5% +49.8%
Revenue, next fiscal year – $3.87BFY2026 $4.39BFY2026
Revenue growth, next FY – +19.9%FY2026 +9.5%FY2026
Revenue growth, the year after – -5.5% +7.9%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersFDXFSAIAARCB
Held by institutions 60.8% 100.0% 100.0%
Institutions holding 1,121 513 328
Change in shares held, QoQ – +1.0% -0.6%
Institutions buying 1,121 292 179
Institutions selling 0 152 105
Buyers to sellers – 1.92 1.70

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.

FDXFSAIAARCB
FDXF 1.00 0.34 0.38
SAIA 0.34 1.00 0.71
ARCB 0.38 0.71 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, FDXF, SAIA and ARCB?

FedEx Freight Holding Company (FDXF) is the largest by market capitalisation: FedEx Freight Holding Company (FDXF) $16.21B, Saia (SAIA) $9.09B, Arcbest (ARCB) $2.91B.

Which stock is cheaper, FDXF, SAIA and ARCB?

FedEx Freight Holding Company (FDXF) trades on the lowest price-to-earnings ratio (FedEx Freight Holding Company (FDXF) 24.8x, Saia (SAIA) 32.8x, Arcbest (ARCB) 178.7x). On next year's consensus earnings, Arcbest (ARCB) is cheapest (Saia (SAIA) 32.1x, Arcbest (ARCB) 19.7x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Saia (SAIA) grew revenue fastest over the trailing twelve months: Saia (SAIA) +4.8%, Arcbest (ARCB) +3.7%.

Which company is more profitable?

Saia (SAIA) has the highest net margin (Saia (SAIA) 8.2%, Arcbest (ARCB) 0.4%). On return on invested capital, Saia (SAIA) leads (Saia (SAIA) 10.2%, Arcbest (ARCB) 1.5%).

Which stock has performed better?

Over the past year Arcbest (ARCB) returned the most: Saia (SAIA) +17.8%, Arcbest (ARCB) +73.7%. Over five years, Arcbest (ARCB) compounded fastest (Saia (SAIA) +1.8%/yr, Arcbest (ARCB) +7.1%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Arcbest (ARCB) 0.37%. FedEx Freight Holding Company (FDXF) and Saia (SAIA) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Saia (SAIA) has been the steadiest (FedEx Freight Holding Company (FDXF) 60.7%, Saia (SAIA) 46.5%, Arcbest (ARCB) 46.5%). Volatility measures how widely the price swings, not the risk of the business.

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

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