XPO vs ODFL vs ARCB Stock Comparison

Xpo, Old Dominion Freight Line and Arcbest Prices as of Nov 2, 2026 Peers: Industry group
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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
2 wins
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
2 wins

Head to Head

12 decided of 12

Old Dominion Freight Line leads on 8 of the 12 questions below (Old Dominion Freight Line 8, Arcbest 2, Xpo 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionXPOODFLARCBLeader
Larger companyMarket capitalisation $22.43B $36.56B $2.93B ODFL
Cheaper on earningsLower P/E, profitable companies only 44.6x 33.6x 179.6x ODFL
Cheaper on forward earningsLower price / next fiscal year consensus EPS 32.4x 28.7x 19.8x ARCB
Faster revenue growthRevenue growth, trailing twelve months +9.5% -0.6% +3.7% XPO
More profitableNet margin, trailing twelve months 5.7% 19.4% 0.4% ODFL
Better return on capitalReturn on invested capital 12.7% 24.1% 1.5% ODFL
Less leveragedLower net debt / EBITDA 2.0x -0.1x 0.2x ODFL
Higher dividend yieldTrailing dividend yield — 0.65% 0.37% ODFL
Better 1-year returnPrice return, last 12 months +33.3% +25.5% +76.2% ARCB
Better 5-year returnAnnualised price return, 5 years +32.2%/yr +0.2%/yr +3.5%/yr XPO
Less volatileAnnualised volatility, 1 year 41.0% 38.5% 46.5% ODFL
Higher overall scoreMean of the five percentile scores vs peers 48/100 50/100 35/100 ODFL

Percentile Scorecard

XPOODFLARCB

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

AxisXPOODFLARCB
Valuation 16 #115 of 137 6 #129 of 137 43 #79 of 137
Growth 89 #14 of 124 34 #82 of 124 15 #105 of 124
Profitability 67 #41 of 122 88 #16 of 122 30 #86 of 122
Financial Health 25 #110 of 147 93 #11 of 147 61 #58 of 147
Shareholder Returns 42 #50 of 85 30 #60 of 85 27 #62 of 85
Overall 48 50 35
  • XPO ranked among 150 companies in Transportation
  • ODFL 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

PeriodXPOODFLARCBSPY
1 month +3.1%-2.4%-1.2% -2.3%
3 months -2.7%-16.7%-4.8% -0.7%
6 months -4.1%-8.3%+13.2% +4.8%
Year to date +41.1%+12.4%+76.5% +10.3%
1 year +33.3%+25.5%+76.2% +10.3%
3 years +141.1%-10.2%+9.1% +73.0%
3 years, per year +34.1%-3.5%+3.0% +20.1%
5 years +302.9%+1.2%+18.6% +61.9%
5 years, per year +32.2%+0.2%+3.5% +10.1%
10 years +1,601.4%+619.6%+548.3% +258.6%
10 years, per year +32.8%+21.8%+20.6% +13.6%

Risk

MeasureXPOODFLARCBSPY
Volatility, 1Y 41.0%38.5%46.5% 12.8%
Downside volatility, 1Y 39.4%39.2%45.3% 12.8%
Beta vs S&P 500, 1Y 1.190.911.15 1.00
Return / volatility, 1Y 0.810.661.64 0.80
Max drawdown, 5Y -48.4%-45.5%-62.6% -25.4%
From 52-week high -16.0%-29.1%-24.4% -3.5%
52-week high $228.37$248.73$173.22 $779.14
52-week low $125.64$126.29$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.

MultipleXPOODFLARCB
P/E now vs peer median 44.6xmedian 16.1x 33.6xmedian 16.1x 179.6xmedian 16.1x
P/S now vs peer median 2.5xmedian 0.9x 6.5xmedian 0.9x 0.7xmedian 0.9x
EV/EBITDA now vs peer median 18.0xmedian 8.1x 20.0xmedian 8.1x 14.3xmedian 8.1x
P/FCF now vs peer median 34.1xmedian 11.4x 32.8xmedian 11.4x 15.6xmedian 11.4x
P/B now vs peer median 11.4xmedian 1.2x 8.0xmedian 1.2x 2.3xmedian 1.2x
PEG now vs peer median 0.32median 0.75 -9.69median 0.75 -3.11median 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 monthsXPOODFLARCB
Revenue $8.84B $5.60B $4.20B
Operating income $876.00M $1.45B $29.18M
Net income $503.00M $1.09B $16.30M
Free cash flow $657.00M $1.11B $187.04M
EPS (diluted) $4.26 $5.22 $0.73
Cash & equivalents $260.00M $283.94M $145.85M
Total debt $3.12B $20.00M $215.55M
Shares (diluted) 118.00M 208.72M 22.35M
Enterprise value $21.33B $35.82B $2.42B

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
MetricXPOODFLARCB
P/E 44.6x 33.6x 179.6x
P/FCF 34.1x 32.8x 15.6x
P/Operating cash flow 19.8x 26.2x 10.4x
P/S 2.5x 6.5x 0.7x
P/B 11.4x 8.0x 2.3x
P/Tangible book 13.1x 8.0x 2.4x
EV/EBITDA 18.0x 20.0x 14.3x
EV/EBIT 28.9x 25.1x 101.9x
EV/Revenue 2.9x 6.5x 0.7x
EV/FCF 38.5x 32.6x 15.9x
EV/Operating cash flow 22.3x 26.0x 10.5x
PEG (3Y EPS CAGR) 0.32 -9.69 -3.11

Growth

14 metrics
MetricXPOODFLARCB
Revenue growth (1Y) 9.5% -0.6% 3.7%
Revenue CAGR (3Y) 5.0% -2.0% -3.3%
Gross profit growth (1Y) – – –
Gross profit CAGR (3Y) – – –
Operating income growth (1Y) 32.3% 1.1% -86.6%
Operating income CAGR (3Y) 39.5% -5.2% -49.7%
Net income growth (1Y) 51.5% -0.5% -89.7%
Net income CAGR (3Y) 138.7% -5.2% -59.1%
EPS growth (1Y) 54.1% 1.1% -89.4%
EPS CAGR (3Y) 139.3% -3.5% -57.7%
Operating cash flow growth (1Y) 19.3% -5.2% 22.3%
Operating cash flow CAGR (3Y) 21.0% -4.1% -10.2%
Free cash flow growth (1Y) 183.2% 42.8% 165.4%
Free cash flow CAGR (3Y) 217.0% 19.9% -3.5%

Profitability

14 metrics
MetricXPOODFLARCB
Gross margin – – –
EBITDA margin 15.9% 32.4% 4.9%
Operating margin 9.9% 25.8% 0.7%
Pretax margin 7.6% 25.9% 0.5%
Net margin 5.7% 19.4% 0.4%
FCF margin 7.4% 19.9% 4.4%
Operating cash flow margin 12.8% 24.9% 6.7%
Return on equity 25.5% 24.3% 1.3%
Return on assets 6.0% 19.1% 0.7%
Return on invested capital 12.7% 24.1% 1.5%
Return on capital employed 13.4% 28.0% 1.7%
Asset turnover 1.1x 1.0x 1.7x
Cash conversion (OCF / net income) 2.3x 1.3x 17.3x
Stock comp / revenue 0.9% – 0.2%

Financial Health

11 metrics
MetricXPOODFLARCB
Debt / assets 37.6% 0.3% 8.8%
Debt / equity 1.6x 0.0x 0.2x
Net debt / EBITDA 2.0x -0.1x 0.2x
Debt / FCF 4.8x 0.0x 1.2x
Liabilities / assets 76.3% 20.7% 48.3%
Equity / assets 23.7% 79.3% 51.7%
Interest coverage 4.2x 2,184x 2.0x
Current ratio 1.0x 1.9x 1.0x
Quick ratio 0.8x 1.7x 0.9x
Cash ratio 0.1x 0.5x 0.2x
Altman Z-score 3.76 21.42 4.06

Shareholder Returns

7 metrics
MetricXPOODFLARCB
Dividend yield – 0.7% 0.4%
Net buyback yield 1.4% 1.5% 1.4%
Shareholder yield 1.4% 2.1% 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.

ConsensusXPOODFLARCB
Forward P/E 32.4xFY2026 28.7xFY2026 19.8xFY2026
EPS, next fiscal year $5.91FY2026 $6.13FY2026 $6.60FY2026
EPS growth, next FY +58.4%FY2026 +26.7%FY2026 +78.4%FY2026
EPS growth, the year after +6.3% +3.8% +49.8%
Revenue, next fiscal year $9.30BFY2026 $6.39BFY2026 $4.39BFY2026
Revenue growth, next FY +13.9%FY2026 +16.1%FY2026 +9.5%FY2026
Revenue growth, the year after +5.4% -5.2% +7.9%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersXPOODFLARCB
Held by institutions 100.0% 79.6% 100.0%
Institutions holding 752 1,027 328
Change in shares held, QoQ +2.2% +2.2% -0.6%
Institutions buying 434 545 179
Institutions selling 211 341 105
Buyers to sellers 2.06 1.60 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.

XPOODFLARCB
XPO 1.00 0.75 0.75
ODFL 0.75 1.00 0.77
ARCB 0.75 0.77 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, XPO, ODFL and ARCB?

Old Dominion Freight Line (ODFL) is the largest by market capitalisation: Xpo (XPO) $22.43B, Old Dominion Freight Line (ODFL) $36.56B, Arcbest (ARCB) $2.93B.

Which stock is cheaper, XPO, ODFL and ARCB?

Old Dominion Freight Line (ODFL) trades on the lowest price-to-earnings ratio (Xpo (XPO) 44.6x, Old Dominion Freight Line (ODFL) 33.6x, Arcbest (ARCB) 179.6x). On next year's consensus earnings, Arcbest (ARCB) is cheapest (Xpo (XPO) 32.4x, Old Dominion Freight Line (ODFL) 28.7x, Arcbest (ARCB) 19.8x). 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: Xpo (XPO) +9.5%, Old Dominion Freight Line (ODFL) -0.6%, Arcbest (ARCB) +3.7%.

Which company is more profitable?

Old Dominion Freight Line (ODFL) has the highest net margin (Xpo (XPO) 5.7%, Old Dominion Freight Line (ODFL) 19.4%, Arcbest (ARCB) 0.4%). On return on invested capital, Old Dominion Freight Line (ODFL) leads (Xpo (XPO) 12.7%, Old Dominion Freight Line (ODFL) 24.1%, Arcbest (ARCB) 1.5%).

Which stock has performed better?

Over the past year Arcbest (ARCB) returned the most: Xpo (XPO) +33.3%, Old Dominion Freight Line (ODFL) +25.5%, Arcbest (ARCB) +76.2%. Over five years, Xpo (XPO) compounded fastest (Xpo (XPO) +32.2%/yr, Old Dominion Freight Line (ODFL) +0.2%/yr, Arcbest (ARCB) +3.5%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Old Dominion Freight Line (ODFL) has the highest dividend yield: Old Dominion Freight Line (ODFL) 0.65%, Arcbest (ARCB) 0.37%. Xpo (XPO) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Old Dominion Freight Line (ODFL) has been the steadiest (Xpo (XPO) 41.0%, Old Dominion Freight Line (ODFL) 38.5%, Arcbest (ARCB) 46.5%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, XPO, ODFL 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, Old Dominion Freight Line (ODFL) leads on 8. 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.