ArcBest Corp (ARCB) is overvalued and Old Dominion Freight Line Inc (ODFL) is overvalued.
Both trade above our estimate of their intrinsic value. ODFL is the closer of the two: -154%, against -166% for ARCB.
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 10.7% (average of 3 methods) values the shares at $69.90; the price of $177.31 is 154% above that value, and 70% of that value comes from beyond year five.
Leak Score 59/100 on 9 of 12 signals
| Metric | ARCB | ODFL |
|---|---|---|
| Verdict | Overvalued | Overvalued |
| Price | $131.71 | $177.31 |
| Intrinsic value | $49.58 | $69.90 |
| Margin of safety | -166% | -154% |
| Leak Score | 0/100 (3/12) | 59/100 (9/12) |
| Market cap | $2.9B | $36.8B |
| Revenue growth, 5 years | 6.4% | 6.5% |
| Operating margin | 3.1% | 26.0% |
| Net margin | 0.4% | 19.4% |
| Return on equity | 1.3% | 24.8% |
| Debt to equity | 0.36 | 0.00 |
| P/E | 189.3x | 34.1x |
| Forward P/E | 13.8x | 26.7x |
| P/B | 2.3x | 8.1x |
| Dividend yield | 0.4% | 0.7% |