CREV vs ARCB vs ODFL vs LCII

For growth investors, Carbon Revolution Public Limited Ordinary Shares (CREV) is the stronger pick with 86.

8% revenue growth year-over-year, versus -5. 5% for Old Dominion Freight Line, Inc. (ODFL). LCI Industries (LCII) offers the better valuation at 15. 4x trailing P/E (13. 4x 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.

On trailing P/E, LCI Industries (LCII) is the cheapest at 15.

4x versus ArcBest Corporation at 46. 5x. On forward P/E, LCI Industries is actually cheaper at 13. 4x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Old Dominion Freight Line, Inc. wins at 3. 36x versus LCI Industries's 3. 48x.

Over the past 5 years, Old Dominion Freight Line, Inc.

(ODFL) delivered a total return of +50. 0%, compared to -98. 6% for Carbon Revolution Public Limited Ordinary Shares (CREV). Over 10 years, the gap is even starker: ODFL returned +841. 8% versus CREV's -98. 6%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), LCI Industries (LCII) is the lower-risk stock at 0.

99β versus Carbon Revolution Public Limited Ordinary Shares's 1. 92β — meaning CREV is approximately 94% more volatile than LCII relative to the S&P 500. On balance sheet safety, Old Dominion Freight Line, Inc. (ODFL) carries a lower debt/equity ratio of 3% versus 91% for LCI Industries — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Carbon Revolution Public Limited Ordinary Shares (CREV) is pulling ahead at 86.

8% versus -5. 5% for Old Dominion Freight Line, Inc. (ODFL). On earnings-per-share growth, the picture is similar: Carbon Revolution Public Limited Ordinary Shares grew EPS 100. 0% year-over-year, compared to -64. 1% for ArcBest Corporation. Over a 3-year CAGR, CREV leads at 26. 9% 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.

Old Dominion Freight Line, Inc.

(ODFL) is the more profitable company, earning 18. 6% net margin versus -309. 4% for Carbon Revolution Public Limited Ordinary Shares — meaning it keeps 18. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: ODFL leads at 24. 8% versus -235. 9% for CREV. At the gross margin level — before operating expenses — ODFL leads at 32. 2%, 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.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Old Dominion Freight Line, Inc. (ODFL) is the more undervalued stock at a PEG of 3. 36x versus LCI Industries's 3. 48x. Both stocks trade at elevated growth-adjusted valuations, so expected growth needs to materialise. On forward earnings alone, LCI Industries (LCII) trades at 13. 4x forward P/E versus 37. 7x for Old Dominion Freight Line, Inc. — 24. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for LCII: 29. 3% to $150. 60.

In this comparison, LCII (3.

9% yield), ODFL (0. 6% yield), ARCB (0. 4% yield) pay a dividend. CREV does not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Old Dominion Freight Line, Inc.

(ODFL) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (0. 6% yield, +841. 8% 10Y return). Carbon Revolution Public Limited Ordinary Shares (CREV) carries a higher beta of 1. 92 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (ODFL: +841. 8%, CREV: -98. 6%), 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.

These companies operate in different sectors (CREV (Consumer Cyclical) and ARCB (Industrials) and ODFL (Industrials) and LCII (Consumer Cyclical)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: CREV is a small-cap high-growth stock; ARCB is a small-cap quality compounder stock; ODFL is a mid-cap quality compounder stock; LCII is a small-cap deep-value stock. ODFL, LCII pay a dividend while CREV, ARCB do not, making them suitable for different income and tax situations. 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.