Industrial - Machinery
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5 / 10Stock Comparison
GHM vs FWRD vs GTLS vs ARCB vs ODFL
Revenue, margins, valuation, and 5-year total return — side by side.
Integrated Freight & Logistics
Industrial - Machinery
Trucking
Trucking
GHM vs FWRD vs GTLS vs ARCB vs ODFL — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Industrial - Machinery | Integrated Freight & Logistics | Industrial - Machinery | Trucking | Trucking |
| Market Cap | $1.07B | $547M | $9.93B | $2.72B | $41.28B |
| Revenue (TTM) | $238M | $2.46B | $4.26B | $4.04B | $5.50B |
| Net Income (TTM) | $15M | $-91M | $40M | $56M | $1.02B |
| Gross Margin | 24.6% | 23.1% | 32.6% | 4.1% | 32.2% |
| Operating Margin | 7.7% | 2.1% | 8.5% | 2.2% | 24.8% |
| Forward P/E | 79.7x | — | 16.4x | 23.6x | 37.7x |
| Total Debt | $7M | $2.16B | $3.74B | $669M | $141M |
| Cash & Equiv. | $22M | $106M | $366M | $102M | $120M |
GHM vs FWRD vs GTLS vs ARCB vs ODFL — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Graham Corporation (GHM) | 100 | 848.6 | +748.6% |
| Forward Air Corpora… (FWRD) | 100 | 34.9 | -65.1% |
| Chart Industries, I… (GTLS) | 100 | 528.4 | +428.4% |
| ArcBest Corporation (ARCB) | 100 | 543.9 | +443.9% |
| Old Dominion Freigh… (ODFL) | 100 | 231.5 | +131.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: GHM vs FWRD vs GTLS vs ARCB vs ODFL
Each card shows where this stock fits in a portfolio — not just who wins on paper.
GHM carries the broadest edge in this set and is the clearest fit for growth exposure and valuation efficiency.
- Rev growth 13.1%, EPS growth 164.3%, 3Y rev CAGR 19.6%
- PEG 1.88 vs ODFL's 3.36
- 13.1% revenue growth vs ODFL's -5.5%
- PEG 1.88 vs 3.36
FWRD lags the leaders in this set but could rank higher in a more targeted comparison.
GTLS ranks third and is worth considering specifically for stability.
- Beta 0.56 vs FWRD's 2.28, lower leverage
Among these 5 stocks, ARCB doesn't own a clear edge in any measured category.
ODFL is the #2 pick in this set and the best alternative if income & stability and long-term compounding is your priority.
- Dividend streak 10 yrs, beta 1.38, yield 0.6%
- 8.4% 10Y total return vs GHM's 439.3%
- Lower volatility, beta 1.38, Low D/E 3.3%, current ratio 1.44x
- Beta 1.38, yield 0.6%, current ratio 1.44x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 13.1% revenue growth vs ODFL's -5.5% | |
| Value | PEG 1.88 vs 3.36 | |
| Quality / Margins | 18.6% margin vs FWRD's -3.7% | |
| Stability / Safety | Beta 0.56 vs FWRD's 2.28, lower leverage | |
| Dividends | 0.6% yield, 10-year raise streak, vs GTLS's 0.3%, (2 stocks pay no dividend) | |
| Momentum (1Y) | +192.5% vs FWRD's +0.6% | |
| Efficiency (ROA) | 18.5% ROA vs FWRD's -3.3%, ROIC 23.6% vs 1.2% |
GHM vs FWRD vs GTLS vs ARCB vs ODFL — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
GHM vs FWRD vs GTLS vs ARCB vs ODFL — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
ODFL leads in 3 of 6 categories
ARCB leads 1 • GHM leads 1 • GTLS leads 1 • FWRD leads 0
Explore the data ↓Income & Cash Flow (Last 12 Months)
ODFL leads this category, winning 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
ODFL is the larger business by revenue, generating $5.5B annually — 23.1x GHM's $238M. ODFL is the more profitable business, keeping 18.6% of every revenue dollar as net income compared to FWRD's -3.7%. On growth, GHM holds the edge at +20.5% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $238M | $2.5B | $4.3B | $4.0B | $5.5B |
| EBITDAEarnings before interest/tax | $25M | $206M | $644M | $217M | $1.7B |
| Net IncomeAfter-tax profit | $15M | -$91M | $40M | $56M | $1.0B |
| Free Cash FlowCash after capex | -$6M | $38M | $203M | $169M | $955M |
| Gross MarginGross profit ÷ Revenue | +24.6% | +23.1% | +32.6% | +4.1% | +32.2% |
| Operating MarginEBIT ÷ Revenue | +7.7% | +2.1% | +8.5% | +2.2% | +24.8% |
| Net MarginNet income ÷ Revenue | +6.3% | -3.7% | +0.9% | +1.4% | +18.6% |
| FCF MarginFCF ÷ Revenue | -2.6% | +1.6% | +4.8% | +4.2% | +17.4% |
| Rev. Growth (YoY)Latest quarter vs prior year | +20.5% | -5.1% | -2.5% | +3.3% | -5.7% |
| EPS Growth (YoY)Latest quarter vs prior year | +78.6% | +35.1% | -36.1% | -138.5% | -11.4% |
Valuation Metrics
ARCB leads this category, winning 3 of 7 comparable metrics.
Valuation Metrics
At 41.0x trailing earnings, ODFL trades at a 93% valuation discount to GTLS's 628.5x P/E. Adjusting for growth (PEG ratio), GHM offers better value at 2.07x vs ODFL's 3.66x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $1.1B | $547M | $9.9B | $2.7B | $41.3B |
| Enterprise ValueMkt cap + debt − cash | $1.1B | $2.6B | $13.3B | $3.3B | $41.3B |
| Trailing P/EPrice ÷ TTM EPS | 87.46x | -4.98x | 628.45x | 46.48x | 41.01x |
| Forward P/EPrice ÷ next-FY EPS est. | 79.70x | — | 16.40x | 23.61x | 37.69x |
| PEG RatioP/E ÷ EPS growth rate | 2.07x | — | — | — | 3.66x |
| EV / EBITDAEnterprise value multiple | 49.80x | 13.75x | 14.33x | 12.59x | 23.93x |
| Price / SalesMarket cap ÷ Revenue | 5.08x | 0.22x | 2.33x | 0.68x | 7.51x |
| Price / BookPrice ÷ Book value/share | 8.98x | 3.32x | 2.79x | 2.16x | 9.64x |
| Price / FCFMarket cap ÷ FCF | 199.05x | 35.82x | 48.95x | 23.78x | 43.22x |
Profitability & Efficiency
ODFL leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
ODFL delivers a 24.0% return on equity — every $100 of shareholder capital generates $24 in annual profit, vs $-53 for FWRD. ODFL carries lower financial leverage with a 0.03x debt-to-equity ratio, signaling a more conservative balance sheet compared to FWRD's 13.36x. On the Piotroski fundamental quality scale (0–9), GHM scores 7/9 vs ARCB's 4/9, reflecting strong financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +11.4% | -52.6% | +1.2% | +4.3% | +24.0% |
| ROA (TTM)Return on assets | +5.1% | -3.3% | +0.4% | +2.3% | +18.5% |
| ROICReturn on invested capital | +11.3% | +1.2% | +7.4% | +3.9% | +23.6% |
| ROCEReturn on capital employed | +12.5% | +1.5% | +8.6% | +5.1% | +27.1% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 5 | 5 | 4 | 6 |
| Debt / EquityFinancial leverage | 0.06x | 13.36x | 1.11x | 0.52x | 0.03x |
| Net DebtTotal debt minus cash | -$15M | $2.1B | $3.4B | $567M | $21M |
| Cash & Equiv.Liquid assets | $22M | $106M | $366M | $102M | $120M |
| Total DebtShort + long-term debt | $7M | $2.2B | $3.7B | $669M | $141M |
| Interest CoverageEBIT ÷ Interest expense | — | 0.32x | 1.08x | 6.58x | 4601.85x |
Total Returns (Dividends Reinvested)
GHM leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in GHM five years ago would be worth $67,226 today (with dividends reinvested), compared to $1,978 for FWRD. Over the past 12 months, GHM leads with a +192.5% total return vs FWRD's +0.6%. The 3-year compound annual growth rate (CAGR) favors GHM at 98.2% vs FWRD's -42.8% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | +46.2% | -31.0% | +0.6% | +58.0% | +24.6% |
| 1-Year ReturnPast 12 months | +192.5% | +0.6% | +37.6% | +107.5% | +28.0% |
| 3-Year ReturnCumulative with dividends | +679.1% | -81.3% | +62.7% | +40.5% | +29.1% |
| 5-Year ReturnCumulative with dividends | +572.3% | -80.2% | +29.5% | +37.1% | +50.0% |
| 10-Year ReturnCumulative with dividends | +439.3% | -47.3% | +772.5% | +627.8% | +841.8% |
| CAGR (3Y)Annualised 3-year return | +98.2% | -42.8% | +17.6% | +12.0% | +8.9% |
Risk & Volatility
GTLS leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
GTLS is the less volatile stock with a 0.56 beta — it tends to amplify market swings less than FWRD's 2.28 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. GTLS currently trades 99.5% from its 52-week high vs FWRD's 53.4% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 2.24x | 2.28x | 0.56x | 1.90x | 1.38x |
| 52-Week HighHighest price in past year | $100.96 | $32.47 | $208.51 | $135.10 | $233.79 |
| 52-Week LowLowest price in past year | $32.90 | $14.81 | $140.50 | $58.16 | $126.01 |
| % of 52W HighCurrent price vs 52-week peak | +96.2% | +53.4% | +99.5% | +90.1% | +84.7% |
| RSI (14)Momentum oscillator 0–100 | 59.3 | 42.4 | 51.2 | 60.5 | 45.2 |
| Avg Volume (50D)Average daily shares traded | 127K | 733K | 1.6M | 307K | 2.1M |
Analyst Outlook
ODFL leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: GHM as "Hold", FWRD as "Hold", GTLS as "Buy", ARCB as "Buy", ODFL as "Hold". Consensus price targets imply 113.5% upside for FWRD (target: $37) vs -17.6% for GHM (target: $80). For income investors, ODFL offers the higher dividend yield at 0.57% vs GTLS's 0.29%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Hold | Buy | Buy | Hold |
| Price TargetConsensus 12-month target | $80.00 | $37.00 | $193.81 | $117.14 | $208.19 |
| # AnalystsCovering analysts | 4 | 21 | 37 | 24 | 36 |
| Dividend YieldAnnual dividend ÷ price | — | — | +0.3% | +0.4% | +0.6% |
| Dividend StreakConsecutive years of raises | 0 | 8 | 1 | 4 | 10 |
| Dividend / ShareAnnual DPS | — | — | $0.60 | $0.48 | $1.12 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.1% | +0.2% | 0.0% | +2.8% | +1.8% |
ODFL leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). ARCB leads in 1 (Valuation Metrics).
GHM vs FWRD vs GTLS vs ARCB vs ODFL: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is GHM or FWRD or GTLS or ARCB or ODFL a better buy right now?
For growth investors, Graham Corporation (GHM) is the stronger pick with 13.
1% revenue growth year-over-year, versus -5. 5% for Old Dominion Freight Line, Inc. (ODFL). Old Dominion Freight Line, Inc. (ODFL) offers the better valuation at 41. 0x trailing P/E (37. 7x forward), making it the more compelling value choice. Analysts rate Chart Industries, Inc. (GTLS) a "Buy" — based on 37 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 — GHM or FWRD or GTLS or ARCB or ODFL?
On trailing P/E, Old Dominion Freight Line, Inc.
(ODFL) is the cheapest at 41. 0x versus Chart Industries, Inc. at 628. 5x. On forward P/E, Chart Industries, Inc. is actually cheaper at 16. 4x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Graham Corporation wins at 1. 88x versus Old Dominion Freight Line, Inc. 's 3. 36x — a reasonable growth-adjusted valuation.
03Which is the better long-term investment — GHM or FWRD or GTLS or ARCB or ODFL?
Over the past 5 years, Graham Corporation (GHM) delivered a total return of +572.
3%, compared to -80. 2% for Forward Air Corporation (FWRD). Over 10 years, the gap is even starker: ODFL returned +841. 8% versus FWRD's -47. 3%. 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 — GHM or FWRD or GTLS or ARCB or ODFL?
By beta (market sensitivity over 5 years), Chart Industries, Inc.
(GTLS) is the lower-risk stock at 0. 56β versus Forward Air Corporation's 2. 28β — meaning FWRD is approximately 310% more volatile than GTLS 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 13% for Forward Air Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — GHM or FWRD or GTLS or ARCB or ODFL?
By revenue growth (latest reported year), Graham Corporation (GHM) is pulling ahead at 13.
1% versus -5. 5% for Old Dominion Freight Line, Inc. (ODFL). On earnings-per-share growth, the picture is similar: Graham Corporation grew EPS 164. 3% year-over-year, compared to -92. 0% for Chart Industries, Inc.. Over a 3-year CAGR, GTLS leads at 38. 3% 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 — GHM or FWRD or GTLS or ARCB or ODFL?
Old Dominion Freight Line, Inc.
(ODFL) is the more profitable company, earning 18. 6% net margin versus -4. 3% for Forward Air Corporation — 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 1. 5% for FWRD. 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.
07Is GHM or FWRD or GTLS or ARCB or ODFL more undervalued right now?
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, Graham Corporation (GHM) is the more undervalued stock at a PEG of 1. 88x versus Old Dominion Freight Line, Inc. 's 3. 36x. Both stocks trade at elevated growth-adjusted valuations, so expected growth needs to materialise. On forward earnings alone, Chart Industries, Inc. (GTLS) trades at 16. 4x forward P/E versus 79. 7x for Graham Corporation — 63. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for FWRD: 113. 5% to $37. 00.
08Which pays a better dividend — GHM or FWRD or GTLS or ARCB or ODFL?
In this comparison, ODFL (0.
6% yield), ARCB (0. 4% yield), GTLS (0. 3% yield) pay a dividend. GHM, FWRD do not pay a meaningful dividend and should not be held primarily for income.
09Is GHM or FWRD or GTLS or ARCB or ODFL better for a retirement portfolio?
For long-horizon retirement investors, Chart Industries, Inc.
(GTLS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 56), +772. 5% 10Y return). Forward Air Corporation (FWRD) carries a higher beta of 2. 28 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (GTLS: +772. 5%, FWRD: -47. 3%), 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 GHM and FWRD and GTLS and ARCB and ODFL?
Both stocks operate in the Industrials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
ODFL pays a dividend while GHM, FWRD, GTLS, 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.
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