Added to YB: 2026-01-14
Pitch date: 2025-11-11
ARCB [bullish]
ArcBest Corporation
+113.3%
current return
Author Info
No bio for this author
Company Info
ArcBest Corporation, an integrated logistics company, provides ground, air, and ocean transportation solutions worldwide.
Market Cap
$3.4B
Pitch Price
$65.22
Price Target
160.00 (+15%)
Dividend
0.31%
EV/EBITDA
12.43
P/E
62.61
EV/Sales
0.94
Sector
Ground Transportation
Category
value
ArcBest Corporation - $ARCB
ARCB: Unionized LTL carrier trading at liquidation value (~$50-84/sh vs $66 current) with massive earnings leverage to freight recovery. Yellow's collapse removed 9-10% capacity, improving pricing discipline. Current tons/shipment at 0.55 vs 0.61-0.63 historical; reversion alone could double EBIT/CWT, driving $21 EPS vs $10.5 base case. Target $128-160/sh on recovery.
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