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ARCB vs CAT

ARCB
ArcBest Corporation
BEARISH
Price
$84.87
Market Cap
$1.91B
Sector
Industrials
AI Confidence
85%
CAT
Caterpillar Inc.
NEUTRAL
Price
$735.35
Market Cap
$344.13B
Sector
Industrials
AI Confidence
90%

Valuation

P/E Ratio
ARCB
32.39
CAT
39.01
Forward P/E
ARCB
11.68
CAT
26.48
P/B Ratio
ARCB
1.46
CAT
16.05
P/S Ratio
ARCB
0.48
CAT
5.09
EV/EBITDA
ARCB
8.78
CAT
26.1

Profitability

Gross Margin
ARCB
7.79%
CAT
28.79%
Operating Margin
ARCB
0.42%
CAT
16.02%
Profit Margin
ARCB
1.5%
CAT
13.14%
ROE
ARCB
4.61%
CAT
43.53%
ROA
ARCB
2.15%
CAT
7.89%

Growth

Revenue Growth
ARCB
-2.9%
CAT
18.0%
Earnings Growth
ARCB
--
CAT
-11.4%

Financial Health

Debt/Equity
ARCB
0.36
CAT
2.07
Current Ratio
ARCB
0.95
CAT
1.44
Quick Ratio
ARCB
0.79
CAT
0.87

Dividends

Dividend Yield
ARCB
0.57%
CAT
0.85%
Payout Ratio
ARCB
18.32%
CAT
31.05%

AI Verdict

ARCB BEARISH

ArcBest Corporation's Piotroski F-Score of 4/9 indicates weak financial health, signaling deterioration in operational efficiency and profitability. The absence of an Altman Z-Score raises concern about potential distress risk, especially given a current ratio of 0.95 and quick ratio of 0.79, both below safe thresholds. Despite a seemingly attractive forward P/E of 11.68, the company exhibits negative revenue growth (-2.90% YoY) and severe earnings declines (YoY EPS down 72.9%), undermining long-term sustainability. The Graham Number of $58.46 suggests a defensive fair value, yet the stock trades at $84.87—over 44% above this benchmark—indicating significant overvaluation. Analysts' 'buy' recommendation appears misaligned with deteriorating fundamentals.

Strengths
Forward P/E of 11.68 suggests potential undervaluation relative to future earnings expectations
Debt/Equity ratio of 0.36 indicates a conservative capital structure
Historical earnings surprises include several strong beats (e.g., +54.1%, +75.1%) indicating occasional upside potential
Risks
Piotroski F-Score of 4/9 signals weak financial health, with multiple red flags in profitability and cash flow
Negative revenue growth (-2.90% YoY) and steep earnings decline (-72.9% YoY) indicate deteriorating business momentum
Current ratio (0.95) and quick ratio (0.79) below 1.0 suggest liquidity pressures
CAT NEUTRAL

CAT shows neutral fundamentals based on deterministic rules. Financial strength is stable (F-Score 4/9). Mixed signals with both opportunities and risks present.

Strengths
Strong revenue growth of 18.0%
Strong ROE of 43.5%
Risks
High valuation with P/E of 39.0
Premium vs Graham Number ($139.4)
High debt burden with D/E of 2.07

Compare Another Pair

ARCB vs CAT: Head-to-Head Comparison

This page compares ArcBest Corporation (ARCB) and Caterpillar Inc. (CAT) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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