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ARCB vs SAIA
Revenue, margins, valuation, and 5-year total return — side by side.
Trucking
ARCB vs SAIA — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Trucking | Trucking |
| Market Cap | $2.72B | $11.99B |
| Revenue (TTM) | $4.04B | $3.25B |
| Net Income (TTM) | $56M | $255M |
| Gross Margin | 4.1% | 18.4% |
| Operating Margin | 2.2% | 10.8% |
| Forward P/E | 23.6x | 42.3x |
| Total Debt | $669M | $418M |
| Cash & Equiv. | $102M | $20M |
ARCB vs SAIA — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| ArcBest Corporation (ARCB) | 100 | 544.1 | +444.1% |
| Saia, Inc. (SAIA) | 100 | 414.4 | +314.4% |
Price return only. Dividends and distributions are not included.
Quick Verdict: ARCB vs SAIA
Each card shows where this stock fits in a portfolio — not just who wins on paper.
ARCB is the clearest fit if your priority is value and dividends.
- Lower P/E (23.6x vs 42.3x)
- 0.4% yield; 4-year raise streak; the other pay no meaningful dividend
- +108.9% vs SAIA's +76.6%
SAIA carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- beta 1.90
- Rev growth 0.8%, EPS growth -29.6%, 3Y rev CAGR 5.0%
- 15.6% 10Y total return vs ARCB's 6.4%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 0.8% revenue growth vs ARCB's -4.0% | |
| Value | Lower P/E (23.6x vs 42.3x) | |
| Quality / Margins | 7.8% margin vs ARCB's 1.4% | |
| Stability / Safety | Beta 1.90 vs ARCB's 1.90, lower leverage | |
| Dividends | 0.4% yield; 4-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | +108.9% vs SAIA's +76.6% | |
| Efficiency (ROA) | 7.3% ROA vs ARCB's 2.3%, ROIC 9.4% vs 3.9% |
ARCB vs SAIA — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
ARCB vs SAIA — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
SAIA leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
ARCB and SAIA operate at a comparable scale, with $4.0B and $3.3B in trailing revenue. SAIA is the more profitable business, keeping 7.8% of every revenue dollar as net income compared to ARCB's 1.4%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $4.0B | $3.3B |
| EBITDAEarnings before interest/tax | $217M | $602M |
| Net IncomeAfter-tax profit | $56M | $255M |
| Free Cash FlowCash after capex | $169M | $261M |
| Gross MarginGross profit ÷ Revenue | +4.1% | +18.4% |
| Operating MarginEBIT ÷ Revenue | +2.2% | +10.8% |
| Net MarginNet income ÷ Revenue | +1.4% | +7.8% |
| FCF MarginFCF ÷ Revenue | +4.2% | +8.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | +3.3% | +2.4% |
| EPS Growth (YoY)Latest quarter vs prior year | -138.5% | 0.0% |
Valuation Metrics
ARCB leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
At 46.5x trailing earnings, ARCB trades at a 2% valuation discount to SAIA's 47.2x P/E. On an enterprise value basis, ARCB's 12.6x EV/EBITDA is more attractive than SAIA's 20.6x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $2.7B | $12.0B |
| Enterprise ValueMkt cap + debt − cash | $3.3B | $12.4B |
| Trailing P/EPrice ÷ TTM EPS | 46.50x | 47.21x |
| Forward P/EPrice ÷ next-FY EPS est. | 23.62x | 42.32x |
| PEG RatioP/E ÷ EPS growth rate | — | 3.67x |
| EV / EBITDAEnterprise value multiple | 12.60x | 20.61x |
| Price / SalesMarket cap ÷ Revenue | 0.68x | 3.71x |
| Price / BookPrice ÷ Book value/share | 2.16x | 4.67x |
| Price / FCFMarket cap ÷ FCF | 23.79x | 438.47x |
Profitability & Efficiency
SAIA leads this category, winning 9 of 9 comparable metrics.
Profitability & Efficiency
SAIA delivers a 10.0% return on equity — every $100 of shareholder capital generates $10 in annual profit, vs $4 for ARCB. SAIA carries lower financial leverage with a 0.16x debt-to-equity ratio, signaling a more conservative balance sheet compared to ARCB's 0.52x. On the Piotroski fundamental quality scale (0–9), SAIA scores 6/9 vs ARCB's 4/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +4.3% | +10.0% |
| ROA (TTM)Return on assets | +2.3% | +7.3% |
| ROICReturn on invested capital | +3.9% | +9.4% |
| ROCEReturn on capital employed | +5.1% | +11.5% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 6 |
| Debt / EquityFinancial leverage | 0.52x | 0.16x |
| Net DebtTotal debt minus cash | $567M | $398M |
| Cash & Equiv.Liquid assets | $102M | $20M |
| Total DebtShort + long-term debt | $669M | $418M |
| Interest CoverageEBIT ÷ Interest expense | 6.58x | 23.88x |
Total Returns (Dividends Reinvested)
SAIA leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in SAIA five years ago would be worth $18,991 today (with dividends reinvested), compared to $14,329 for ARCB. Over the past 12 months, ARCB leads with a +108.9% total return vs SAIA's +76.6%. The 3-year compound annual growth rate (CAGR) favors SAIA at 16.0% vs ARCB's 12.0% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +58.0% | +33.3% |
| 1-Year ReturnPast 12 months | +108.9% | +76.6% |
| 3-Year ReturnCumulative with dividends | +40.6% | +56.2% |
| 5-Year ReturnCumulative with dividends | +43.3% | +89.9% |
| 10-Year ReturnCumulative with dividends | +635.7% | +1557.1% |
| CAGR (3Y)Annualised 3-year return | +12.0% | +16.0% |
Risk & Volatility
SAIA leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
SAIA is the less volatile stock with a 1.90 beta — it tends to amplify market swings less than ARCB's 1.90 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. SAIA currently trades 98.1% from its 52-week high vs ARCB's 90.2% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.90x | 1.90x |
| 52-Week HighHighest price in past year | $135.10 | $457.99 |
| 52-Week LowLowest price in past year | $58.16 | $248.37 |
| % of 52W HighCurrent price vs 52-week peak | +90.2% | +98.1% |
| RSI (14)Momentum oscillator 0–100 | 56.0 | 53.6 |
| Avg Volume (50D)Average daily shares traded | 307K | 533K |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates ARCB as "Buy" and SAIA as "Buy". Consensus price targets imply -3.8% upside for ARCB (target: $117) vs -5.9% for SAIA (target: $423). ARCB is the only dividend payer here at 0.39% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $117.14 | $422.67 |
| # AnalystsCovering analysts | 24 | 32 |
| Dividend YieldAnnual dividend ÷ price | +0.4% | — |
| Dividend StreakConsecutive years of raises | 4 | — |
| Dividend / ShareAnnual DPS | $0.48 | — |
| Buyback YieldShare repurchases ÷ mkt cap | +2.8% | +0.1% |
SAIA leads in 4 of 6 categories (Income & Cash Flow, Profitability & Efficiency). ARCB leads in 1 (Valuation Metrics).
ARCB vs SAIA: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is ARCB or SAIA a better buy right now?
For growth investors, Saia, Inc.
(SAIA) is the stronger pick with 0. 8% revenue growth year-over-year, versus -4. 0% for ArcBest Corporation (ARCB). ArcBest Corporation (ARCB) offers the better valuation at 46. 5x trailing P/E (23. 6x forward), making it the more compelling value choice. Analysts rate ArcBest Corporation (ARCB) a "Buy" — based on 24 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — ARCB or SAIA?
On trailing P/E, ArcBest Corporation (ARCB) is the cheapest at 46.
5x versus Saia, Inc. at 47. 2x. On forward P/E, ArcBest Corporation is actually cheaper at 23. 6x.
03Which is the better long-term investment — ARCB or SAIA?
Over the past 5 years, Saia, Inc.
(SAIA) delivered a total return of +89. 9%, compared to +43. 3% for ArcBest Corporation (ARCB). Over 10 years, the gap is even starker: SAIA returned +1557% versus ARCB's +635. 7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — ARCB or SAIA?
By beta (market sensitivity over 5 years), Saia, Inc.
(SAIA) is the lower-risk stock at 1. 90β versus ArcBest Corporation's 1. 90β — meaning ARCB is approximately 0% more volatile than SAIA relative to the S&P 500. On balance sheet safety, Saia, Inc. (SAIA) carries a lower debt/equity ratio of 16% versus 52% for ArcBest Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — ARCB or SAIA?
By revenue growth (latest reported year), Saia, Inc.
(SAIA) is pulling ahead at 0. 8% versus -4. 0% for ArcBest Corporation (ARCB). On earnings-per-share growth, the picture is similar: Saia, Inc. grew EPS -29. 6% year-over-year, compared to -64. 1% for ArcBest Corporation. Over a 3-year CAGR, SAIA leads at 5. 0% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — ARCB or SAIA?
Saia, Inc.
(SAIA) is the more profitable company, earning 7. 9% net margin versus 1. 5% for ArcBest Corporation — meaning it keeps 7. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: SAIA leads at 10. 9% versus 2. 3% for ARCB. At the gross margin level — before operating expenses — SAIA leads at 23. 7%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is ARCB or SAIA more undervalued right now?
On forward earnings alone, ArcBest Corporation (ARCB) trades at 23.
6x forward P/E versus 42. 3x for Saia, Inc. — 18. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for ARCB: -3. 8% to $117. 14.
08Which pays a better dividend — ARCB or SAIA?
In this comparison, ARCB (0.
4% yield) pays a dividend. SAIA does not pay a meaningful dividend and should not be held primarily for income.
09Is ARCB or SAIA better for a retirement portfolio?
For long-horizon retirement investors, Saia, Inc.
(SAIA) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (+1557% 10Y return). ArcBest Corporation (ARCB) carries a higher beta of 1. 90 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (SAIA: +1557%, ARCB: +635. 7%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between ARCB and SAIA?
Both stocks operate in the Industrials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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