SNDR vs FDXF vs ARCB Stock Comparison

Schneider National, FedEx Freight Holding Company and Arcbest 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
172.5x
Revenue (TTM)
$4.20B
Div. yield
0.38%
Trucking Industrials
3 wins

Head to Head

12 decided of 12

Schneider National leads on 7 of the 12 questions below (Schneider National 7, 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.

QuestionSNDRFDXFARCBLeader
Larger companyMarket capitalisation $5.20B $16.21B $2.81B FDXF
Cheaper on earningsLower P/E, profitable companies only 46.6x 24.7x 172.5x FDXF
Cheaper on forward earningsLower price / next fiscal year consensus EPS 26.5x — 19.1x ARCB
Faster revenue growthRevenue growth, trailing twelve months +6.2% — +3.7% SNDR
More profitableNet margin, trailing twelve months 1.9% — 0.4% SNDR
Better return on capitalReturn on invested capital 3.9% — 1.5% SNDR
Less leveragedLower net debt / EBITDA 0.1x — 0.2x SNDR
Higher dividend yieldTrailing dividend yield 1.33% — 0.38% SNDR
Better 1-year returnPrice return, last 12 months +30.8% — +71.5% ARCB
Better 5-year returnAnnualised price return, 5 years +3.6%/yr — +7.0%/yr ARCB
Less volatileAnnualised volatility, 1 year 39.8% 60.4% 46.6% SNDR
Higher overall scoreMean of the five percentile scores vs peers 45/100 — 36/100 SNDR

Percentile Scorecard

SNDRFDXFARCB

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

AxisSNDRFDXFARCB
Valuation 51 #67 of 136 34 #90 of 136 44 #77 of 136
Growth 27 #89 of 122 – 15 #104 of 122
Profitability 44 #66 of 116 – 32 #79 of 116
Financial Health 80 #30 of 143 9 #130 of 143 60 #58 of 143
Shareholder Returns 21 #64 of 81 – 28 #59 of 81
Overall 45 – 36
  • SNDR ranked among 150 companies in Transportation
  • FDXF 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

PeriodSNDRFDXFARCBSPY
1 month -6.0%-3.5%-1.0% +0.9%
3 months -15.8%-24.9%-11.1% +5.9%
6 months -2.2%—-1.0% +8.5%
Year to date +11.9%—+69.6% +13.3%
1 year +30.8%—+71.5% +12.4%
3 years +18.7%—+23.0% +88.1%
3 years, per year +5.9%—+7.2% +23.5%
5 years +19.1%—+40.0% +68.2%
5 years, per year +3.6%—+7.0% +11.0%
10 years ——+546.8% +263.4%
10 years, per year ——+20.5% +13.8%

Risk

MeasureSNDRFDXFARCBSPY
Volatility, 1Y 39.8%60.4%46.6% 12.7%
Downside volatility, 1Y 41.1%53.4%45.3% 12.7%
Beta vs S&P 500, 1Y 1.040.141.19 1.00
Return / volatility, 1Y 0.77—1.53 0.98
Max drawdown, 5Y -39.8%-42.7%-62.6% -25.4%
From 52-week high -23.4%-42.5%-27.4% -0.9%
52-week high $38.76$188.46$173.22 $779.14
52-week low $20.25$107.94$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.

MultipleSNDRFDXFARCB
P/E now vs peer median 46.6xmedian 16.1x 24.7xmedian 16.1x 172.5xmedian 16.1x
P/S now vs peer median 0.9xmedian 0.9x 1.8xmedian 0.9x 0.7xmedian 0.9x
EV/EBITDA now vs peer median 8.5xmedian 8.6x —median 8.6x 13.8xmedian 8.6x
P/FCF now vs peer median 25.0xmedian 11.6x -76.4xmedian 11.6x 15.0xmedian 11.6x
P/B now vs peer median 1.7xmedian 1.2x -32.6xmedian 1.2x 2.2xmedian 1.2x
PEG now vs peer median -1.33median 0.80 —median 0.80 -2.99median 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 monthsSNDRFDXFARCB
Revenue $5.82B – $4.20B
Operating income $176.60M – $29.18M
Net income $111.60M – $16.30M
Free cash flow $207.80M – $187.04M
EPS (diluted) $0.63 – $0.73
Cash & equivalents $292.70M – $145.85M
Total debt $396.10M $4.53B $215.55M
Shares (diluted) 176.00M 149.51M 22.35M
Enterprise value $4.13B $16.21B $2.30B

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
MetricSNDRFDXFARCB
P/E 46.6x 24.7x 172.5x
P/FCF 25.0x -76.4x 15.0x
P/Operating cash flow 8.2x – 10.0x
P/S 0.9x 1.8x 0.7x
P/B 1.7x -32.6x 2.2x
P/Tangible book 1.7x -32.6x 2.3x
EV/EBITDA 8.5x – 13.8x
EV/EBIT 29.9x – 98.0x
EV/Revenue 0.9x – 0.7x
EV/FCF 25.4x – 15.3x
EV/Operating cash flow 8.3x – 10.1x
PEG (3Y EPS CAGR) -1.33 – -2.99

Growth

14 metrics
MetricSNDRFDXFARCB
Revenue growth (1Y) 6.2% – 3.7%
Revenue CAGR (3Y) -1.1% – -3.3%
Gross profit growth (1Y) – – –
Gross profit CAGR (3Y) – – –
Operating income growth (1Y) -3.3% – -86.6%
Operating income CAGR (3Y) -29.6% – -49.7%
Net income growth (1Y) -10.9% – -89.7%
Net income CAGR (3Y) -35.3% – -59.1%
EPS growth (1Y) -11.1% – -89.4%
EPS CAGR (3Y) -34.9% – -57.7%
Operating cash flow growth (1Y) -5.7% – 22.3%
Operating cash flow CAGR (3Y) -7.7% – -10.2%
Free cash flow growth (1Y) 26.3% – 165.4%
Free cash flow CAGR (3Y) 66.2% – -3.5%

Profitability

14 metrics
MetricSNDRFDXFARCB
Gross margin – – –
EBITDA margin 10.7% – 4.9%
Operating margin 3.0% – 0.7%
Pretax margin 2.6% – 0.5%
Net margin 1.9% – 0.4%
FCF margin 3.6% – 4.4%
Operating cash flow margin 10.9% – 6.7%
Return on equity 3.7% – 1.3%
Return on assets 2.3% – 0.7%
Return on invested capital 3.9% – 1.5%
Return on capital employed 4.1% – 1.7%
Asset turnover 1.2x – 1.7x
Cash conversion (OCF / net income) 5.7x – 17.3x
Stock comp / revenue 0.3% – 0.2%

Financial Health

11 metrics
MetricSNDRFDXFARCB
Debt / assets 7.9% 65.8% 8.8%
Debt / equity 0.1x -9.1x 0.2x
Net debt / EBITDA 0.1x – 0.2x
Debt / FCF 1.9x – 1.2x
Liabilities / assets 38.8% 107.2% 48.3%
Equity / assets 61.2% -7.2% 51.7%
Interest coverage 5.6x – 2.0x
Current ratio 2.0x 1.5x 1.0x
Quick ratio 1.6x – 0.9x
Cash ratio 0.5x – 0.2x
Altman Z-score 3.50 – 4.00

Shareholder Returns

7 metrics
MetricSNDRFDXFARCB
Dividend yield 1.3% – 0.4%
Net buyback yield 0.2% – 1.5%
Shareholder yield 1.6% – 1.9%
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.

ConsensusSNDRFDXFARCB
Forward P/E 26.5xFY2026 – 19.1xFY2026
EPS, next fiscal year $1.12FY2026 – $6.60FY2026
EPS growth, next FY +77.8%FY2026 – +78.4%FY2026
EPS growth, the year after +54.5% – +49.8%
Revenue, next fiscal year $6.51BFY2026 – $4.39BFY2026
Revenue growth, next FY +14.8%FY2026 – +9.5%FY2026
Revenue growth, the year after -6.6% – +7.9%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersSNDRFDXFARCB
Held by institutions 75.6% 60.8% 100.0%
Institutions holding 338 1,121 328
Change in shares held, QoQ -0.9% – -0.6%
Institutions buying 193 1,121 179
Institutions selling 101 0 105
Buyers to sellers 1.91 – 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.

SNDRFDXFARCB
SNDR 1.00 0.40 0.69
FDXF 0.40 1.00 0.37
ARCB 0.69 0.37 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, SNDR, FDXF and ARCB?

FedEx Freight Holding Company (FDXF) is the largest by market capitalisation: Schneider National (SNDR) $5.20B, FedEx Freight Holding Company (FDXF) $16.21B, Arcbest (ARCB) $2.81B.

Which stock is cheaper, SNDR, FDXF and ARCB?

FedEx Freight Holding Company (FDXF) trades on the lowest price-to-earnings ratio (Schneider National (SNDR) 46.6x, FedEx Freight Holding Company (FDXF) 24.7x, Arcbest (ARCB) 172.5x). On next year's consensus earnings, Arcbest (ARCB) is cheapest (Schneider National (SNDR) 26.5x, Arcbest (ARCB) 19.1x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Schneider National (SNDR) grew revenue fastest over the trailing twelve months: Schneider National (SNDR) +6.2%, Arcbest (ARCB) +3.7%.

Which company is more profitable?

Schneider National (SNDR) has the highest net margin (Schneider National (SNDR) 1.9%, Arcbest (ARCB) 0.4%). On return on invested capital, Schneider National (SNDR) leads (Schneider National (SNDR) 3.9%, Arcbest (ARCB) 1.5%).

Which stock has performed better?

Over the past year Arcbest (ARCB) returned the most: Schneider National (SNDR) +30.8%, Arcbest (ARCB) +71.5%. Over five years, Arcbest (ARCB) compounded fastest (Schneider National (SNDR) +3.6%/yr, Arcbest (ARCB) +7.0%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Schneider National (SNDR) has the highest dividend yield: Schneider National (SNDR) 1.33%, Arcbest (ARCB) 0.38%. FedEx Freight Holding Company (FDXF) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Schneider National (SNDR) has been the steadiest (Schneider National (SNDR) 39.8%, FedEx Freight Holding Company (FDXF) 60.4%, Arcbest (ARCB) 46.6%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, SNDR, FDXF 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, Schneider National (SNDR) 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.