ArcBest Corp (ARCB) is overvalued and Knight-Swift Transportation Holdings Inc (KNX) is overvalued.
Both trade above our estimate of their intrinsic value. ARCB is the closer of the two: -166%, against -599% for KNX.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 11.5% (average of 2 methods) values the shares at $49.58; the price of $131.71 is 166% above that value, and 68% of that value comes from beyond year five.
Leak Score 0/100 on 3 of 12 signals
Discounting its cash flows at 9.7% (average of 2 methods) values the shares at $9.60; the price of $67.09 is 599% above that value, and 74% of that value comes from beyond year five.
Leak Score 0/100 on 2 of 12 signals
| Metric | ARCB | KNX |
|---|---|---|
| Verdict | Overvalued | Overvalued |
| Price | $131.71 | $67.09 |
| Intrinsic value | $49.58 | $9.60 |
| Margin of safety | -166% | -599% |
| Leak Score | 0/100 (3/12) | 0/100 (2/12) |
| Market cap | $2.9B | $10.9B |
| Revenue growth, 5 years | 6.4% | 9.8% |
| Operating margin | 3.1% | 3.0% |
| Net margin | 0.4% | 0.6% |
| Return on equity | 1.3% | 0.6% |
| Debt to equity | 0.36 | 0.38 |
| P/E | 189.3x | 255.2x |
| Forward P/E | 13.8x | 16.5x |
| P/B | 2.3x | 1.6x |
| Dividend yield | 0.4% | 1.1% |